25 year Anniversary

PFBF CPAs  |  It's about your business

The Team...

Every three years, our firm undergoes a rigorous peer review conducted by outside, independent CPAs, through our membership in the American Institute of Certified Public Accountants. A review of PFBF was conducted in late June 2006, and we are proud to say that we received an unmodified opinion from the reviewing firm. Its report was accepted by the New England Peer Review Executive Committee on January 12, 2007, and the Committee conveyed its congratulations to PFBF. An unqualified review is proof of our commitment to excellence and quality control.

Reg Perry

Reginald E. Perry

CPA/ABV, CVA, BVAL
Director

As the senior and founding director, Reg has overseen the rapid growth of the firm over the past twenty three years. He shares the responsibility for its continued growth and management with his four directors.

Reg graduated from the University of Maine at Orono in 1970 with a B.S. in business administration. He received his CPA certification in 1981 and has twenty-six years of public accounting experience. In 1998, he became a Certified Valuation Analyst, specializing in business valuations and litigation support services. Subsequently, he was awarded the ABV (Accredited in Business Valuation) credential from the AICPA, as well as the BVAL (Business Valuation Accredited in Litigation) from the Institute of Business Appraisers.

Reg served on the Maine General Health Board of Trustees as chair of the finance and investment committee, and he also served on the Executive Board. He has been affiliated with the boards of the Mid-Maine Chamber of Commerce, Waterville Area Boys/Girls Club, and the Waterville Area Humane Society. He also serves on the Central Maine Growth Council.

Jamie Boulette

James P. Boulette

CPA
Director

As managing director, Jamie focuses on the future growth of the firm. He takes a hands-on approach with his clients, providing tax, accounting, and advisory services that allow his clients to grow more profitably.

Jamie graduated from the University of Maine at Orono with a B.S. degree in business administration.

Jamie currently serves on the boards of Central Maine Youth Hockey and Let's Talk Language School. He has previously served on the boards of Inland Hospital, Health Reach Community Health Centers, Health Reach Network, Lakewood Manor, and as advisor to the Thomas College Masters of Taxation Program.

Mike Fitton

Michael W. Fitton

CPA
Director

In addition to offering a full range of accounting services to clients, Mike oversees the firm's computer technology growth and management.

Mike graduated from Thomas College in 1977 with a B.S. degree in business administration. Previously, he worked with a public accounting company and was the treasurer of a construction firm in the Augusta area. He is a member of the American Institute of CPAs and the Maine Society of CPAs.

Mike is currently on the finance committee for the United Way of Mid-Maine, where he served as a past treasurer. He also served as a board member and past president of the Waterville Country Club.

Linda Anderson

Linda Anderson

 
Director
Linda serves as the firm's office administrator and human resource manager. She is responsible for day-to-day operations, and she provides bookkeeping and payroll services to clients. Linda is a software consultant for Businessworks, One-Write Plus, and QuickBooks.
Sandy Keliher

Sandra S. Keliher

CPA
Director
Multi-State Tax Specialist

Sandy has recently been promoted to Director. She joined PFBF in September 2001 and has specialized in tax with an emphasis on multistate taxes. She has received Bachelors degrees from Nasson College and Husson College, and an MBA from Thomas College.

In addition to public accounting experience at Chester M. Kearney CPAs in Presque Isle, she has over 15 years of industry experience in the tax department at Central Maine Power Company and as Controller at J. Paul Levesque & Sons.

Sandy is a member of the American Institute of Certified Public Accountants and the Maine Society of Certified Public Accountants. In addition to serving on the Finance Committee for the Mid-Maine Homeless Shelter, she is Supervisory Committee Chairman and a member of the Board of Directors of Alliance of Maine Federal Credit Union. She is also a member of Cornerstone Christian Fellowship and lives in Winslow with her husband Michael.

Sandy Keliher

Jessica Burton

 
Administrative Assistant
Jessica joined the team in 2008. A 1998 graduate of Messalonskee, she has attended courses at University of New Hampshire and University of Maine, Augusta. Jessica had started out working in the Oakland School System but found her niche in customer service while moonlighting at the Bread Box Café for the past five years. She made her transition to an office environment two years ago when she began as an Administrative Assistant at a Psychologist Office. She is happy to bring her skills and experiences to PFBF.
Sandy Keliher

Peg Campbell

 
Administrative Assistant
Peg joined the team in 2006. As administrative office assistant, Peg brings to PFBF her comprehensive organizational and customer service skills from 19 years of secretarial experience and 6 years of office management for a local small business. She has also served as a Trustee of the Lawrence Public Library.
Sandy Keliher

Ann Grant

 
Administrative Assistant
Ann joined the team in 2004. A graduate of Southern Ohio College's Executive Secretary program, Ann brings her substantial background in executive office administration to the position of office assistant. She currently serves on the board of the Greater Waterville Area Newcomer's Group.
Sandy Keliher

Danielle Martin

CPA
Audit Manager
Danielle joined the team in 2009. She is responsible for planning and supervising the financial statement and compliance audits of nonprofit organizations, conducting reviews and compilations, as well as tax preparation. She graduated from Husson College in 1993 with a B.S. in Accounting. Danielle received her certification in 1997 and is a member of the American Institute of Certified Public Accountants and the Maine Society of CPAs. Danielle previously worked as a partner in an accounting firm in central Maine for six years and prior to that worked for two other accounting firms after graduating from college. Danielle currently serves on the board of Mount Merici School as Treasurer.
Sandy Keliher

Richard L. Morin

CPA
Tax Manager
Dick joined the team in 2002. He graduated from Thomas College in 1973 and received his CPA certification in 1983. He is a member of the American Institute of CPAs and the Maine Society of CPAs. Dick previously served as the controller of a nationally ranked wholesale distributor and has worked for other accounting firms in Augusta for many years. He serves as director of KV Federal Credit Union, treasurer of the Calumet Education Foundation, and was selected by the mayor of Augusta to serve on the building committee for the new Cony High School.
Sandy Keliher

Abigail E. Mullin

CPA
Audit Manager
Abby joined the team in 1995. She is responsible for planning and organizing audits of non-profit and corporate entities, as well as reviews, compilations, and tax preparation. She graduated from Bentley College in 1992 with a B.S. in accountancy. Abby received her CPA certification in 1994, and she is a member of the American Institute of CPAs and the Maine Society of CPAs. Abby previously worked at Ernst & Young where she supervised audit work and prepared financial statements. She later served as the controller of a local investment services firm. Abby currently serves on the board of the Maine Children's Home for Little Wanderers.
Sandy Keliher

Richard Muzerolle

 
IT Director
Richard joined the team in 2000. He retired from the Waterville Fire Department in 1999 after twenty-seven years of service. He is experienced in all aspects of information technology, and his services are available as a consultant for your business computer needs.
Sandy Keliher

Alison Royall

CPA
Senior Accountant
Alison joined the team in 2006. She holds a Master of Business Administration with a concentration in accounting from the University of New Hampshire, as well as a Bachelor of Science in business from the University of Maine. Alison works on audits, as well as the preparation of reviews, compilations and tax returns for businesses and individuals. Alison previously worked at Fidelity Investments, where she specialized in the accounting of derivative securities, internal control compliance and internal audit preparation and review.
Sandy Keliher

Gary W. Smith

CPA
Audit Manager
Gary joined the team in 2005. He graduated from the University of Southern Maine with a B.S. degree in accounting. He has worked for thirteen years in public accounting, providing clients with a full range of audit, tax, and business advisory services. Gary is a member of the American Institute of CPAs. He is also a member of the finance committee at his church, a school board member for Temple Academy, and he coaches a variety of youth athletic teams in his community.
Sandy Keliher

Chris Tracy

 
Accountant
Chris joined the team in 2009. He graduated from Husson College in 2008 with a Masters of Business Administration and his Bachelor of Science in Accounting. Chris prepares compilations of financial statements as well as tax returns for individuals and businesses.
Sandy Keliher

Debra J. Veilleux

QuickBooks
 
CSR
Certified QuickBooks ProAdvisor
Debra joined the team in 2000. For fifteen years she was the office manager at Bob Plourde's P & H, Inc. In helping her father build a successful business, she has gained a great deal of experience in many accounting areas. She is a certified QuickBooks ProAdvisor, and she leads our team in providing exceptional customer service. Debra currently serves on the board of the Winslow Community Federal Credit Union.
Sandy Keliher

Sarah A. Wadick

 
Accountant
Sarah joined the team in 2002. She prepares tax returns for individuals and businesses and also works on compilations and reviews of financial statements. As part of the bookkeeping department, Sarah provides monthly bookkeeping, consulting, QuickBooks, and payroll services. Her work experience includes three years with a large public accounting firm in Colorado. Sarah is secretary of the local cub scout chapter as well as leader of her son's cub scout den.

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