Business Details
Your Trusted Accounting Partner in MA & RI
As the founder of Forte Accounting, I bring over 15 years of professional accounting experience to small businesses across Massachusetts and Rhode Island. My career began at PricewaterhouseCoopers, where I developed strong organizational skills managing multiple client engagements, followed by a role at CVS Health that deepened my expertise in internal controls and operational efficiency. Certified as a QuickBooks ProAdvisor with advanced proficiency in both Desktop and Online platforms, I specialize in financial reporting, process optimization, and technology integration.My approach combines personalized service with a commitment to helping business owners achieve work-life balance by handling their accounting needs. With a Master's degree in Accounting from the University of Rhode Island and former CPA licensure, I deliver high-quality solutions tailored to each client's unique requirements. My goal is to empower small business owners to focus on growth while ensuring their financial operations run smoothly and efficiently.
Services
Financial Reporting
QuickBooks Consulting
Management Consulting
Sales Analysis
Budget Review
Process Development
Segregation of Duties
QuickBooks Setup
Internal Controls
Technology Integration
Highlights and features
- Certified QuickBooks ProAdvisor with advanced proficiency in Desktop and Online platforms
- Former CPA with 15+ years of accounting and auditing experience at top firms
- Personalized processes tailored to each business's unique requirements
- Proven expertise in financial reporting, internal controls, and operational efficiency
- Commitment to helping business owners achieve work-life balance through outsourced accounting
Associations and certifications
- QuickBooks ProAdvisor Program
Services
Financial Reporting
We provide periodic financial reviews including balance sheets, profit & loss statements, and cash flow analysis to help business owners understand their financial position. Our reports include sales analysis and budget tracking to support informed decision-making. This service helps maintain accurate records and identify growth opportunities through data-driven insights.
QuickBooks Consulting
Our QuickBooks ProAdvisor services include software setup, troubleshooting, and optimization for Desktop and Online platforms. We evaluate existing configurations, implement best practices, and provide training to ensure efficient financial management. This service helps businesses maximize their accounting technology investment while maintaining compliance and accuracy.
Management Consulting
We develop customized business processes to improve operational efficiency and internal controls. Services include segregation of duties analysis, process evaluation, and implementation of financial/operational systems. This helps protect business assets while ensuring accurate decision-making information through consistently applied procedures.
Process Development
We create tailored business processes that combine financial and operational controls to enhance efficiency. Our approach includes evaluating existing workflows, recommending improvements, and implementing automated solutions. This service strengthens internal controls while reducing manual workloads through optimized system design.
Internal Controls
Our internal control services focus on protecting business assets through proper process design. We conduct segregation of duties analysis, implement financial controls, and evaluate existing systems for effectiveness. This helps prevent errors and fraud while ensuring accurate financial reporting for better business decision-making.
People
Michelle Ferdinandi
Founder & Owner
Certified QuickBooks ProAdvisor with 15+ years of accounting experience, including roles at PwC and CVS Health. Holds Master's in Accounting from University of Rhode Island and former CPA licensure. Specializes in helping small businesses optimize financial operations.
Questions
What accounting services do you offer for small businesses?
We provide financial reporting, QuickBooks consulting, management consulting, process development, and internal control analysis to help small businesses maintain accurate records and optimize operations.
Are you certified in QuickBooks software?
Yes, we are a certified member of the QuickBooks ProAdvisor Program with advanced proficiency in both QuickBooks Desktop and Online platforms.
What areas do you serve?
We serve small businesses in Massachusetts and Rhode Island, including cities like Attleboro, Cranston, Foxboro, Providence, and Warwick.
How do you price your consulting services?
After an initial consultation, we provide fixed-fee estimates based on required hours. Additional work is billed at agreed hourly rates with available referral discounts.
What experience do you have in accounting?
Our founder has 15+ years of experience including roles at PwC and CVS Health, holds a Master's in Accounting, and maintained a CPA license from 2009-2016.
