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Our mission is simple:

We help our clients maintain profitability with a focus on strategy and cost through sound financial services.

Our firm is currently comprised of one partner, one paraprofessional who provides bookkeeping and tax support, and one support staff person who provides administrative and clerical services.

 
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Our continued commitment to excellence

We routinely undergo and have successfully passed independent quality review examinations performed by out peers and reported to the Rhode Island Board of Accountancy.

Industries we serve

Our clients range in size—from sole proprietors to medium-sized privately held firms—from a broad range of industries.


Auto Body, Sales, & Repair

Construction contractors

Dental practices

Engineering

Interior design

Law practices

Manufacturing

Medical practices

Not-for-Profits

Psychiatric practices

Real Estate

Restaurants


About our partner

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James F. Dutra, CPA, MST, MBA

Jim has provided clients with the traditional services of an accounting firm with a specific focus on small businesses. His experience includes senior financial management positions in both corporate and non-profit arenas, at a leading public CPA firm, and as an adjunct professor at several prominent colleges and universities.

Jim’s teaching keeps him abreast of the latest accounting and tax developments using technical sources that are prepared by leading publication firms. This helps provide the most current recommendation to his clients. In addition to his teaching Jim has also presented at various seminars related to personal tax issues. Jim is a member of the American Institute of Certified Public Accountants as well as the Rhode Island Society of Certified Public Accountants and holds a Masters Degree in Taxation and another in Business Administration.