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.


Reginald E. Perry CPA/ABV, CVA, BVAL
Senior Director

reg@pfbf.com

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.


James P. Boulette, CPA
Director

jamie@pfbf.com

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.


Michael W. Fitton, CPA
Director

mike@pfbf.com

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
Director

linda@pfbf.com

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.


Sandra S. Keliher, CPA
Director
Multi-State Tax Specialist

sandy@pfbf.com

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 previous 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. She is on the Board of Directors for Hospice Volunteers of Waterville Area and the Alliance of Maine Federal Credit Union. In addition to being a choir member, Sandy is also Payroll Clerk for Pleasant Street United Methodist Church in Waterville.


Elizabeth A. Barron, MBA
Accountant
Business Valuation Specialist
Professional Development Coordinator

elizabeth@pfbf.com

Elizabeth joined the team in January, 2005. She holds a Master of Business Administration degree from Thomas College, a Bachelor of Science degree from Bridgewater State College, and an Associate of Arts degree from Dean College. Elizabeth provides support and specialized research for business valuations, is on the PFBF Audit team, and coordinates the professional development program for the firm.

Elizabeth is a member of Sigma Beta Delta national honor society, the Society for Human Resource Management (SHRM), and serves as treasurer of the Hospice Volunteers of the Waterville Area; also serving HWVA on the Grant/Development, Finance and Investment Committees.


Peg Campbell
Administrative Assistant

peg@pfbf.com

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
Administrative Assistant

ann@pfbf.com

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.


Richard L. Morin, CPA
Tax Manager

rmorin@pfbf.com

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.


Abigail E. Mullin, CPA
Audit Manager

abby@pfbf.com

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.


Richard Muzerolle
IT Director

muzzy@pfbf.com

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
Senior Accountant

alison@pfbf.com

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.


Gary W. Smith, CPA
Audit Manager

gary@pfbf.com

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.


Debra J. Veilleux
CSR
Certified Quickbooks Pro Advisor

deb@pfbf.com

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 A. Wadick
Accountant

sarah@pfbf.com

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.
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