RICHARD F. POWELL, CPA, ELECTED TO SERVE ON WPI VENTURE FORUM EXECUTIVE BOARD

December 2009 – Worcester, MA—Greenberg, Rosenblatt, Kull & Bitsoli, P.C., one of the region’s leading accounting firms, is honored to announce that Senior Vice President, Richard F. Powell, CPA, has been elected to serve on the WPI Venture Forum Executive Board. 

The WPI Venture Forum (http://www.wpiventureforum.org), part of the Collaborative for Entrepreneurship & Innovation in the Department of Management at WPI, was created in 1990 to promote the entrepreneurial spirit and to serve those who engage in technology-based entrepreneurial enterprises. The group provides advice, support, and education tailored to meet the needs of entrepreneurs through such activities as monthly programs, a business plan contest, a weekly radio show on News Radio 580 WTAG (Saturdays, 5-7 pm, 580am), networking events, and a monthly newsletter.

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GRKB (www.GRKB.com) of Worcester, Massachusetts is one of the region’s largest independent accounting firms and a member of JHI, an association of worldwide independent CPA firms.  GRKB provides comprehensive accounting, tax, valuation and consulting services for business entities, non-profit organizations, individuals, trusts and estates.

GREENBERG, ROSENBLATT, KULL & BITSOLI, P.C. ANNOUNCES PROMOTIONS

December 9, 2009 – Worcester, MA—Greenberg, Rosenblatt, Kull & Bitsoli, P.C., one of the region’s leading accounting firms,  is pleased to announce the following promotion:

Amy E. Safer, has been promoted to Senior Accountant. Ms. Safer has been with the firm since 2007 and is a graduate of Assumption College. She resides in Millbury, MA.

Over the past year the firm has welcomed the following staff accountants: Jeff Barbale of Charlton, a 2009 graduate of Assumption College; and Adam Houatchanthara of Worcester, a 2009 graduate of Nichols College.

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GRKB (www.GRKB.com) of Worcester, Massachusetts is one of the region’s largest independent accounting firms and a member of JHI, an association of worldwide independent CPA firms.  GRKB provides comprehensive accounting, tax, valuation and consulting services for business entities, non-profit organizations, individuals, trusts and estates.

DAVID J. MAYOTTE, CPA/ABV, CVA, CFE EARNS CFF DESIGNATION

December 2009 – Worcester, MA – Greenberg, Rosenblatt, Kull & Bitsoli, P.C., one of the region’s leading accounting firms, announces that Vice President David J. Mayotte, CPA has been awarded the Certified Fraud Forensics (CFF) designation by the American Institute of Certified Public Accountants (AICPA). The CFF Credential is granted to qualified CPAs with considerable professional experience in financial forensics. 

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GRKB (www.GRKB.com) of Worcester, Massachusetts is one of the region’s largest independent accounting firms and a member of JHI, an association of worldwide independent CPA firms.  GRKB provides comprehensive accounting, tax, valuation and consulting services for business entities, non-profit organizations, individuals, trusts and estates.

MARGARET PROULX, CPA OF GREENBERG, ROSENBLATT, KULL & BITSOLI, P.C. BECOMES CERTIFIED QUICKBOOKS® PROADVISORSM

Margaret Proulx, CPA Helps Small Businesses Get the Most Out of America’s #1 Small Business Accounting and Business Management Software

[Worcester, MA – September 4, 2009] – Greenberg, Rosenblatt, Kull & Bitsoli, P.C. announced today that Margaret Proulx, CPA has passed Intuit’s QuickBooks Certification coursework and become a Certified QuickBooks ProAdvisor. The official QuickBooks certification program tests in-depth knowledge of QuickBooks and its business management solutions.

To become a Certified QuickBooks ProAdvisor, Ms. Proulx, who is a supervisor at Greenberg, Rosenblatt, Kull & Bitsoli, P.C., completed four rigorous, interactive self-study CD-ROM courses and passed online tests with a minimum of 90 percent proficiency. The required coursework included Installation and User Set-up, Tools to Optimize Client Support, Payroll, Job Costing, Purchase orders and industry-specific issues. Margaret plans to complete annual update courses to gain knowledge on the latest version of QuickBooks.

Margaret helps QuickBooks customers get the most out of the nation’s best-selling small business accounting and management software. The services offered to QuickBooks users include:

  • Training
  • Technical support  (via phone, on-site, or remote access)
  • Write-up
  • Monthly reviews of transactions and financial and operating ratios
  • Interpretation of financial results
  • QuickBooks online banking set-up and support
  • Payroll set-up and monitoring

How to Contact
Small business owners and staff can contact Margaret at Greenberg, Rosenblatt, Kull &amp Bitsoli, P.C. for a consultation on QuickBooks by phone at 508-791-0901, by fax at 508-799-2059, and via email at mproulx@grkb.com, or visiting www.grkb.com. Call for pricing for your business’s specific needs.

About Greenberg, Rosenblatt, Kull & Bitsoli, P.C.
Greenberg Rosenblatt Kull & Bitsoli, P.C. (www.GRK&B.com) of Worcester, Mass. is one of the region’s largest independent accounting firms. With a staff of 55, GRK&B provides comprehensive accounting and consulting services for corporations, partnerships, individuals, trusts, estates, non-profit organizations, limited liability companies, sole proprietors and others.

About QuickBooks
QuickBooks is America’s best-selling small business accounting and management software. QuickBooks helps small businesses easily manage their accounting, payroll, invoicing, and customer contacts. Although QuickBooks is very popular for its ease of use, nearly 80 percent QuickBooks users regularly consult an accountant for set-up and expert advice.

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Intuit, QuickBooks and QuickBooks Pro, among others, are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries.  QuickBooks ProAdvisor, Certified QuickBooks ProAdvisor, and the Certified QuickBooks ProAdvisor Logo are trademarks and/or service marks of Intuit Inc. in the United States and other countries.  Other parties’ trademarks or service marks are the property of their respective owners and should be treated as such. For more information about QuickBooks, or to purchase a copy, visit www.quickbooks.com.

DIANE L. LECLAIR NAMED CHAIR OF FOUNDATION BOARD OF DIRECTORS

July 2009 – Worcester, MA – VNA Care Network & Hospice recently welcomed Diane Leclair as chair of the VNA Care Network Foundation board of directors.

A certified public accountant, she brings many years of experience in finance and accounting as well as expertise in the health care field to this role guiding the agency’s nonprofit mission of caring.  VNA Care Network & Hospice’s home health care services allow individuals to cope with illness and injury while remaining in their own homes.  Hospice for the terminally ill is provided in patients’ homes, nursing homes, and other facilities, and VNA Care Network & Hospice’s residences in Cambridge, Needham and Worcester.  Wellness programs include flu immunization clinics, cultural competency, and workplace health screenings and education.

"My dad had hospice in his home, and I saw what wonderful care he received," said Leclair.  She wanted to give back to the community, so joined the board of VNA Care Hospice in 2002 and, three years later, the board of VNA Care Network Foundation.

Leclair is senior vice president for Greenberg, Rosenblatt, Kull & Bitsoli, P.C.  With more than 30 years’ experience at the Worcester-based accounting firm, she provides a wide range of tax, accounting, and consulting/advisory services to closely held businesses.  Leclair’s expertise includes business formation, buy-sell agreements, management and tax consulting, and financial reporting.

Leclair is also a member of the American Institute of Certified Public Accountants as well as the Massachusetts Society of Certified Public Accountants.  She holds a bachelor’s degree from Bentley College and an MBA from Babson College. 

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GRKB (www.GRKB.com) of Worcester, Massachusetts is one of the region’s largest independent accounting firms and a member of JHI, an association of worldwide independent CPA firms.  GRKB provides comprehensive accounting, tax, valuation and consulting services for business entities, non-profit organizations, individuals, trusts and estates.

GREENBERG, ROSENBLATT, KULL & BITSOLI, P.C. ANNOUNCES PROMOTIONS

February 16, 2009 – Worcester, MA—Greenberg, Rosenblatt, Kull & Bitsoli, P.C., one of the region’s leading accounting firms,  is pleased to announce the following promotions:

Luis N. Martinez, CPA has been promoted to Supervisor.  He has been with the firm for eight years.  He is a resident of Athol, MA and is a graduate of Bentley University.

Christopher J. Melendez has been promoted to Senior Accountant.  Mr. Melendez has been with the firm since 2006 and is a graduate of Nichols College.  He resides in Auburn, MA.

Over the past year the firm has welcomed the following professional staff:  Mark Daniel and Amanda Colosi, Staff Accountants, and Nate Perchak and Maria Crowley, Senior Accountants.

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GRKB (www.GRKB.com) of Worcester, Massachusetts is one of the region’s largest independent accounting firms and a member of JHI, an association of worldwide independent CPA firms.  GRKB provides comprehensive accounting, tax, valuation and consulting services for business entities, non-profit organizations, individuals, trusts and estates.

GRK&B’s Philbrick Earns Certified in Financial Forensics Designation

WORCESTER, Mass., Sept. 4, 2008 –  Greenberg, Rosenblatt, Kull & Bitsoli, P.C., one of the region’s leading accounting firms, announced today that Senior Vice President William E. Philbrick, CPA, MST has earned the designation of Certified in Financial Forensics (CFF) from the American Institute of Certified Public Accountants (AICPA).

The credential, Certified in Financial Forensics (CFF), combines specialized forensic accounting expertise with the core knowledge and skills that make CPAs among the most trusted business advisers. The CFF  encompasses fundamental and specialized forensic accounting skills that CPA practitioners apply in a variety of service areas, including: bankruptcy and insolvency; computer forensics; economic damages; family law; fraud investigations; litigation support; stakeholder disputes and valuations. To qualify, a CPA must be an AICPA member in good standing, have at least five years of experience in practicing accounting, and meet minimum requirements in relevant business experience and continuing professional education.

In addition to serving as Senior Vice President, Philbrick is a Tax Director and a member of the firm’s Board of Directors. He serves as the contact partner for the firm’s association with Jeffreys Henry International (JHI) and is a member of JHI’s Regional Executive Committee. He has more than 34 years of tax experience, including 12 years with the Internal Revenue Service, where he served in a variety of positions, ranging from Internal Revenue Agent to Chief, Examination, Andover Service Center. He was a member of the IRS Regional Commissioner’s Advisory Group.

Philbrick is also a vice chairman of the Massachusetts Association of Public Accountants’ Annual Tax Conference Planning Committee. In addition, he is a member of both the Federal Tax Division and the Information Technology Division, and served on the Tax Policy and Simplification Committee of the American Institute of Certified Public Accountants. He is a former Chairman and current member of the Federal Taxation Committee and the Public Relations Committee of the Massachusetts Society of Certified Public Accountants. He is a past Chairman of the International Trade Committee of the Worcester Area Chamber of Commerce and is a former member of the AdClub of Greater Worcester.

He earned a master’s degree in taxation and an advanced professional certificate from Bentley College, and serves on Bentley Graduate School’s Tax Advisory Board. He earned a bachelor’s degree from Salem State College.

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GRKB (www.GRKB.com) of Worcester, Massachusetts is one of the region’s largest independent accounting firms and a member of JHI, an association of worldwide independent CPA firms.  GRKB provides comprehensive accounting, tax, valuation and consulting services for business entities, non-profit organizations, individuals, trusts and estates.

GREENBERG, ROSENBLATT, KULL & BITSOLI, P.C. ANNOUNCES PROMOTIONS

January 3, 2006 – Worcester, MA—Greenberg, Rosenblatt, Kull & Bitsoli, P.C., one of the region’s leading accounting firms,  is pleased to announce the following promotions:

David J. Mayotte, CPA, CVA, has been elected to Vice President and an Officer of the Firm.  He has been with the firm for 11 years and has diverse experience in audit and accounting, corporate and individual taxes, and business valuations including litigation support.   He is a resident of Woodstock, CT and a graduate of Nichols College.

Kristin A. Alagna, CPA has been promoted to Senior Accountant.  In addition Kristin recently received her CPA license.  Ms. Alagna has been with the firm since 2004 and is a graduate of Assumption College.  She resides in Hopedale.

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GRKB (www.GRKB.com) of Worcester, Massachusetts is one of the region’s largest independent accounting firms and a member of JHI, an association of worldwide independent CPA firms.  GRKB provides comprehensive accounting, tax, valuation and consulting services for business entities, non-profit organizations, individuals, trusts and estates.

DIANE L. LECLAIR ELECTED TO SERVE ON MSCPA’S BOARD OF DIRECTORS

May 19, 2005 – Worcester, MA—Greenberg, Rosenblatt, Kull & Bitsoli, P.C. (GRKB) is honored to announce that Senior Vice President Diane L. Leclair has been elected to serve on the Massachusetts Society of Certified Public Accountants (MSCPA) Board of Directors for the 2005-2006 year.  The MSCPA is the state’s leading organization for certified public accountants and accounting professionals.

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GRKB (www.GRKB.com) of Worcester, Massachusetts is one of the region’s largest independent accounting firms and a member of JHI, an association of worldwide independent CPA firms.  GRKB provides comprehensive accounting, tax, valuation and consulting services for business entities, non-profit organizations, individuals, trusts and estates.

GREENBERG, ROSENBLATT, KULL & BITSOLI, P.C. GAINS ADMISSION TO AUDIT QUALITY CENTER FOR EMPLOYEE BENEFIT PLAN AUDITS

August 20, 2004 – Worcester, MA—Greenberg, Rosenblatt, Kull & Bitsoli, P.C. has been accepted as a member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center for CPA firms. This new Center is a national community of CPA firms that demonstrate a commitment to performing quality employee benefit plan audits by voluntarily agreeing to adhere to membership requirements, including designating a director responsible for their employee benefit plan audit practice and establishing firm-wide training and quality control programs.  Sr. Vice President John E. Wornham has been designated as the firm’s responsible director.

“We strive to provide excellent service to our clients.  We believe that our involvement with the Employee  Benefit Plan Audit  Quality Center furthers our commitment to our clients and our profession,” said Mr. Wornham. 

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GRKB (www.GRKB.com) of Worcester, Massachusetts is one of the region’s largest independent accounting firms and a member of JHI, an association of worldwide independent CPA firms.  GRKB provides comprehensive accounting, tax, valuation and consulting services for business entities, non-profit organizations, individuals, trusts and estates.