Professional Services

Empowering experts with financial clarity

In today’s rapidly evolving market, professional service providers must balance profitability with operational efficiency. Success depends on adaptability—maximizing revenue, managing costs, and staying ahead of industry trends.

At Sansiveri, we go beyond basic financial management to help you enhance client experiences, improve service quality, and integrate the latest technologies. Strong fiscal health is the foundation of sustainable growth, and our team of experts is committed to guiding you through financial and operational complexities with strategic, tailored solutions.

We Know This Industry

We understand the ins-and-outs of owning and operating a business, both from a financial and operational perspective.

We Know the Challenges

We possess an in-depth understanding of cash flow, business operations, inventories, and overhead.

We Know Solutions

We’re ready to collaborate with you to cut costs, reduce overhead, plan effectively, and manage working capital.

What we do

Our Professional Services Specialty Group is dedicated to helping firms navigate market fluctuations, regulatory changes, and competitive pressures. We offer deep industry insights and customized strategies designed to strengthen your business for the long term.

With a trusted partner by your side, you can confidently move forward, making informed decisions that secure your future. Wherever you want to take your business, we’re here to help you get there.

Consulting Services

  • Consultation on labor costs, time management, billing systems, and working capital management

  • Project profitability analysis and financial benchmarkingmultiples, utilization,
    overhead, profit

  • Cash flow management and financial forecasting

  • Risk management strategies and business process improvement

  • Merger and acquisition advisory

  • Exit strategies and succession planning, including estate tax planning

  • Financial planning and wealth management

  • Litigation support and fraud investigation

Accounting and Related Services

  • Audits, reviews, and compilations of financial statements
  • Strategic federal, state, and local income tax planning and compliance
  • Agreedupon procedures engagements
  • Audits of employee benefit plans
  • Internal control assessments and recommendations

Ron Dean

CPA/MST, Partner & Director of Tax

Ron Dean brings over 15 years of experience in the accounting profession and leads Sansiveri’s Tax Department with a focus on strategy, compliance, and client service. He specializes in serving high net worth individuals, real estate investors, and professional services firms, offering tailored tax solutions that align with clients’ long-term goals. A licensed CPA in Rhode Island, Ron holds both a bachelor’s and master’s degree in taxation from Bryant University. He is actively involved in the profession through committee roles with RISCPA and the Allinial Tax Committee.

 

Craig M. Bilodeau

CPA/ABV, CVA, CBA, Partner

 
Craig is a senior partner within the firm’s Audit & Accounting Group. He has deep experience across industries with a focus on manufacturing and distribution, healthcare, nonprofits, and employee benefit plans. With over 30 years of experience, he advises clients across RI, MA, and CT with revenues ranging from $5M to $200M.  
 

Your next successful business venture starts now with Sansiveri.

From strategy to execution, we’re here to guide your business with clarity and confidence. Connect with our experts today!