Business Details
35 Years
experience
Your Trusted Accounting Partner in Barre, VT
Founded in 1991 by Certified Public Accountant Bonnie Batchelder, our firm delivers tailored accounting, tax, and consulting solutions to businesses and organizations nationwide. With deep expertise in governmental audit compliance, federal financial management, and risk mitigation, we serve diverse industries including non-profits, construction, manufacturing, and renewable energy. Our team of seven professionals adheres to GAAP, GAAS, and Government Auditing Standards while maintaining certifications with AICPA and state accounting boards.Clients benefit from our specialized knowledge in DCAA regulations, grant management, and forensic accounting, supported by decades of experience serving Vermont, New Hampshire, and national clients. We combine technical excellence with personalized service to help clients achieve financial clarity and regulatory compliance.
Services
Tax Preparation
Audits
CFO Services
Bookkeeping
Consulting
Government Audit
Financial Planning
Payroll Processing
Risk Management
Forensic Accounting
Details
- Year established: 1991
Highlights and features
- We offer 30+ years of accounting expertise since 1991
- Our team includes DBE-certified professionals
- We provide industry-specific financial solutions
- Our staff maintains multiple state CPA licenses
- We specialize in complex federal compliance requirements
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Vermont Society of Certified Public Accountants
- Disadvantaged Business Enterprise (DBE) certified
What people say
Trusted accounting firm
Responsive and available
Instrumental in strengthening systems
Reliable partner
No reservations in recommending
Services
Tax Preparation
We prepare individual and corporate tax returns including Form 1040, 1120, 1120S, and 1065. Our team stays current with evolving tax laws to maximize client benefits while ensuring compliance. Clients receive electronic filing options and personalized tax planning strategies.
Government Audits
Specializing in federal and state compliance audits, we serve clients receiving government funds under CFR Part 26 and OMB Circular A-133. Our team handles Uniform Guidance Audits and DCAA-regulated contracts for municipalities and non-profits.
Bookkeeping
We manage complete bookkeeping cycles including vendor payments, payroll processing, bank reconciliations, and financial statement preparation. Our services support businesses in maintaining accurate records and making informed financial decisions.
Forensic Accounting
Our experts provide forensic accounting services for litigation support and fraud detection. We analyze complex financial transactions and deliver expert testimony in legal matters involving financial disputes.
CFO Services
We offer outsourced CFO services including budget preparation, cash flow management, and strategic financial planning. Our team helps businesses optimize financial operations and achieve long-term growth objectives.
People
Bonnie Batchelder
Founder/CPA
Certified Public Accountant in three states with 30+ years of experience. Specializes in federal compliance and government audits. Leads team of seven professionals serving clients nationwide since 1991.
Wayne Zura
Staff Accountant
Experienced accountant with background in private sector controllerships across multiple industries including construction and manufacturing. Holds advanced accounting degree from University of Hartford.
Jessica Gallo
Staff Accountant
Three years of accounting experience after transitioning from administrative role. Holds business marketing degree from Castleton University. Specializes in client relations and accounting software systems.
Helen De Los Santos
Staff Accountant
Former business manager with accounting degree. Brings eight years of management experience to financial consulting. Focuses on internal controls and operational efficiency improvements for clients.
James Salinas
Staff Accountant
Data management specialist with research background from Texas A&M University. Applies analytical skills to accounting systems and financial reporting processes for diverse client base.
Questions
What accounting services do you offer?
We provide tax preparation, audits, bookkeeping, CFO services, forensic accounting, and government compliance solutions tailored to businesses and non-profits.
Do you work with out-of-state clients?
Yes, while based in Vermont and New Hampshire, we serve clients nationwide with federal compliance and multi-state accounting needs.
What industries do you specialize in?
We specialize in non-profits, construction, manufacturing, renewable energy, and government-contracted businesses with complex compliance requirements.
How do you handle urgent accounting needs?
Our team prioritizes client responsiveness with direct access to CPAs for time-sensitive financial matters and compliance deadlines.
What certifications do your accountants hold?
Our team includes Certified Public Accountants licensed in multiple states and Disadvantaged Business Enterprise (DBE) certified professionals.
