Expertise:

• Accounting, auditing and financial reporting
• Financial consulting and advisory services
• Tax consulting and compliance

As a father of five, Rick has attended his fair share of his children’s sporting events, dance competitions, or scouting excursions when he’s not performing audits, preparing tax returns, or providing advisory services.

Rick has been working with closely held businesses for more than 30 years. He began college as an English major, but was also taking accounting courses and soon found that he preferred accounting as a major. The switch was not as extreme as some might think.

“There are similarities between writing and accounting,” he said. “Both involve conceptual thinking and moving things around to find the right order or the best, and proper, presentation.”

Rick believes he made the right choice. “What I like about the CPA profession is that, on any given day, I could get a call from a client relating to any kind of business advice. Working with clients on those special types of advisory services really makes it interesting and rewarding.”

Civic Activities:

• Worcester Regional Research Bureau, Inc. – Board of Directors
• The Worcester Club – Board of Directors
• Diocese of Worcester – Vice Chair of Finance Committee, Chair of Audit Committee
• St. Joseph’s Parish, Charlton, MA – Chair, Finance Committee
• Massachusetts Society of Certified Public Accountants
  • JD/CPA Committee
  • Key Person Program

Previous:

• The Venture Forum, Inc. – Treasurer, Executive Committee, Board of Directors
• Worcester Regional Research Bureau – VP for Finance, Executive Committee
• Council of Better Business Bureaus, Arlington, VA, Finance Committee
• Better Business Bureau of Central New England, Inc. – Chair, Executive Committee, Board of Directors
• JHI
  • Region of Americas, Chair, Executive Committee
  • International Marketing Committee
• Office of the Massachusetts State Auditor, Transition Team Member 2010/2011
• Massachusetts Society of Certified Public Accountants, Greater Worcester Area Committee
• WPI Venture Forum, Board of Directors
• Leadership Worcester
• InnerCity Entrepreneurs, Mentor
• Friends of the Worcester Public Library, Board of Directors
• Charlton Municipal Town Building Committee, Member
• Charlton Youth Soccer, Inc., Board of Directors
• Charlton Little League, Board of Directors
• Coached several youth sports teams

Memberships:

• American Institute of Certified Public Accountants
• Massachusetts Society of Certified Public Accountants

Education:

• BS, Salem State University