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 the fall of 2009, and we are proud to say that we received a peer review rating of pass from the reviewing firm. Its report was accepted by the New England Peer Review Executive Committee in January 2010, and the Committee conveyed its congratulations to PFBF. An unqualified review is proof of our commitment to excellence and quality control.  Click here to see the system review report...

Reg Perry

Reginald 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 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 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.

Gary Smith

Gary Smith

CPA
Director

Since joining the team in 2005 as an Accounting and Audit Manager, Gary has helped the audit department grow significantly and continues to be an integral part of that growth. In addition to providing excellent, timely accounting and audit services, Gary enjoys providing small business consulting and tax services as well as personal tax preparation.

Gary earned his B.S. degree in accounting from the University of Southern Maine and became a certified public accountant in 1995. He is a member of the American Institute of CPAs and the Maine Society of CPAs. He serves on the board of Lakewood Continuing Care Facility, and is the board treasurer for his church as well as Temple Academy.

Sandy Keliher

Sandra 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.

Janet Audette

Janet Audette

 
Staff Accountant
Janet joined the PFBF team in 2011. She holds a Masters of Business Administration and a Bachelor of Science in business from Thomas College. Janet works on audits as well as assists in the preparation of compilations, reviews and individual tax returns. She worked locally in public accounting as well as in the private sector.
Jessica Burton

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.
Peg Campbell

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.
Ann Grant

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.
Jessica Marin

Jessica Marin

Jess joined the PFBF team as an intern during the 2010 tax season and has continued working part-time with the Audit Department as well as in Tax. She is in her 4th year of the 5-year Accounting/M.B.A. program at Thomas College. She carries a full course load and enjoys learning about Accounting and relating it to "real life" with her work here at PFBF. Jess is pursuing a career in Public Accounting and plans to sit for her CPA soon after graduation. Jess is on the planning committee for the Sukeforth Family Benefit Pig-Roast at her family camp in Bingham and enjoys volunteering with many other local organizations.
Danielle Martin

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.
Richard Morin

Richard 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.
Richard Muzerolle

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.
Alison Royall

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.
Debra Veilleux

Debra 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.
Sarah Wadick

Sarah 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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