Our People

Sharon joined the Leone, McDonnell & Roberts team in 2022 as an Accounting Client Specialist. Sharon has extensive experience in accounting. She has a BS in Accounting from the University of New Haven, Connecticut, and she has more than 10 years of experience as an AVP/Accountant in the banking industry. Then, while raising her children, she managed the books for her family business. Sharon has also passed the CPA exam. In her current role at our firm, she works with a wide range of LMR clients, helping them with QuickBooks, both the online and desktop versions.

Sharon grew up in Connecticut and currently resides in Tuftonboro with her husband Steve and two children. When not hard at work helping LMR clients, Sharon loves spending time in nature with her dogs, boating, snowmobiling. She also loves cooking, yoga, and volunteering with the elderly.

MEMBERSHIPS

• Nursing home volunteer
• Former PTO president

EDUCATION

• University of New Haven
  • Bachelor of Science: Accounting

Meet Dawn Pomerleau, a Client Accounting Specialist at Leone, McDonnell & Roberts. In her role at the firm, Dawn provides client services to our clients, including bookkeeping, QuickBooks setup, and management. The position is a great fit for her analytical skill set, and she thrives in our office’s fast-paced and dynamic work environment.

Born and raised in Hooksett, NH, Dawn took accounting and information technology courses at Great Bay Community College and holds an AICPA certification. Before joining LMR, she also worked as the office manager/bookkeeper for 13 years at a local business, where she helped bring the company from paper ledgers to using QuickBooks Enterprise, developed policies and procedures, and assisted with opening two additional locations in CT and the US Virgin Islands.

When not assisting Leone, McDonnell & Roberts clients, Dawn enjoys crafts, puzzles, being outside, hiking, camping, and fishing. She also enjoys spending time with her two sons at home in Rochester, NH.

DESIGNATIONS

• Certified QuickBooks ProAdvisor
  • Online

MEMBERSHIPS

• American Institute of Certified Public Accountants (AICPA)

EDUCATION

• Great Bay Community College

Lisa Soucy is a Client Accounting Specialist at Leone, McDonnell & Roberts bringing over 35 years of experience and a wealth of skills to the firm.

Lisa’s professional experience includes working as a Paralegal and Office Manager in law firms in both Rhode Island and New Hampshire. She has been responsible for a great deal of accounting services, including, but not limited to, managing client trust accounts, handling operating and payroll accounts, bank reconciliations and managing payables and receivables. With hands-on experience in time entry and office billing, Lisa also has over 12 years of experience utilizing both QuickBooks Desktop and QuickBooks Online.

Maintaining a high level of professionalism and integrity in all that she does, Lisa has an eye for detail and relies on her organizational skills to tackle any project she manages. Lisa understands the importance of protecting sensitive information by prioritizing client confidentiality.

Lisa earned a BA and graduated with honors from Providence College, loves a challenge and enjoys continuing her education and learning new skills when presented with the opportunity.

Outside of the office, Lisa supports the CBTF (Children’s Brain Tumor Foundation), a cause close to her heart as a proud mother of a pediatric neurocytoma brain tumor survivor. Lisa’s happy place is on the water or anywhere with open space and clear, blue skies. She also enjoys hiking, reading a good book, and traveling.

Kathleen isn’t just an Accounting Manager at Leone, McDonnell & Roberts — she’s also one of our longest tenured employees! With over three decades of experience with the firm, she’s our go-to resource for a wide range of accounting and bookkeeping tasks.

Kathleen manages a wide range of client services, including full charge bookkeeping solutions that include, but are not limited to payroll, accounts payable, accounts receivable, trust and probate accounting, bank account reconciliation, creation of financial statements and related sports, developing/maintaining a coherent system of accounts. She also assists with setting up new businesses, cost accounting, elder services, and all payroll aspects.

Not only does Kathleen do it all — she does it all with a great attitude. She has a knack for developing solid client relationships and works hard to understand their needs as she works with them to meet their goals. She is also always willing to go beyond her normal work scope to research answers and point our clients in the right direction.

A lifelong New Hampshire resident, Kathleen grew up and raised her family here. She’s a self-proclaimed foodie and a big fan of DIY projects and products. When not in the office, loves to host family and friend gatherings and cooking. She also enjoys live music, the beach, exploring new places (and food), and a good book.