Entries by Sarah Scheffer

Leone, McDonnell & Roberts, PA Announces Promotions

We are pleased to announce the promotions of Christopher McKay to Principal and Zach McKenzie to Senior. Chris joined the firm in 2009 and has specialized in nonprofit audit, accounting and tax preparation services for closely-held or family-owned businesses and individuals. He is a member of the American Institute of Certified Public Accountants (AICPA) and […]

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Evan Stowell Appointed Managing Partner

We are pleased to announce that Evan Stowell has been named Managing Partner of the firm effective July 1, 2019. Evan was named Partner and appointed Secretary in 2012, and he has been an integral member of firm management. He succeeds Jack Callahan, who served as Managing Partner for seven years. Jack has been a […]

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Marketing Tips for your Accounting Firm

Accounting is a highly competitive industry, making it critical for firms of every size and across every specialty to develop a cohesive marketing plan. Here are some marketing tips that can help accounting optimize growth opportunities.

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Why Bother to Reconcile your Bank Statements?

In the “old days” (not so very long ago), reconciling your bank statements was important as it took checks a week or so to clear the bank, which meant that the balance the bank calculated likely did not include checks that you had recently written. Things have changed now, with electronic means being the preferred method of banking. However, there are still many good reasons to reconcile your accounts.

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Freedom Planning for Business Owners

The thought of retirement is often met with fear and anxiety, leading to various degrees “planning paralysis.” If we are able to view retirement through a different lens, the feelings of fear and anxiety may be replaced by anticipation and confidence. There are, of course a wide range of complexities that come with this phase of life that ought to be addressed. However, much of the retirement planning process is futile until our financial destinations are defined.

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Our Wolfeboro Office Has Moved

Our Wolfeboro office has moved down the street closer to downtown, offers ample parking and is situated on the shores of beautiful Lake Winnipesaukee. We look forward to seeing you at our new location soon!

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What Happens To Your Retirement When You Are Gone?

Retirement accounts provide viable investment vehicles for individuals to have access to necessary funds after they have left the workforce. Knowing what happens to your retirement when you die can help you plan accordingly to best provide for your loved ones in the future.

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