Massucci & Associates maintains an open dialogue with our clients. As professionals who are skilled in project management and delivery of services, we frequently communicate with our clients, allowing our clients to properly evaluate our services. Communication allows our professionals to discuss important issues and to prevent potential problems and surprises. Communication is the key to a successful engagement.
We understand that our success is directly linked to the success of our clients.
“I’m a success today because I had a friend who believed in me and I didn’t have the heart to let him down.” ― Abraham Lincoln
Dan is a Certified Public Accountant, Personal Financial Specialist and CERTIFIED FINANCIAL PLANNER TM practitioner with over 20 years of experience leading the implementation of a wide-range of quality professional financial services to businesses and individuals. Dan has the equivalent of nearly ten years of private-industry and Chief Financial Officer experience assisting and working with a range of mid-sized companies with services ranging from forecasting and budgeting to taxes and financial reporting to investing and financial planning. Dan's diversity of experience enables him to understand good service from a client's perspective and to deliver seasoned and relevant business advice. Dan received his BS from the University of Connecticut.
He has been active in a variety of community and professional organizations, including serving as treasurer, a Board member and executive committee member for the YMCA, as a member of the American Institute of CPAs and the Connecticut Society of CPAs and as a member and conference panelist for the Financial Planning Committee of the Connecticut Society of CPAs.
Kelly is a CPA with more than 25 years of industry experience, including “Big Four” experience with the auditing of and accounting for state & local governmental agencies, colleges and universities and not-for-profit entities. Clients Kelly has served on include a tribal government where she performed financial statement audits and audits of federal and state programs, a large Ivy League university and several smaller technical plans, schools and not-for-profits. She received her BS from the University of Connecticut.
Kelly is not affiliated with Commonwealth.
Marcele has been part of Massucci & Associates for over 25 years. Marcele loves her job, our staff and our clients. Running the office, procedures, phones, QuickBooks assistance, scheduling appointments, meeting and greeting our clients are some of the things she likes best. Marcele is always ready to answer questions or get clients to the right contact. In her free time, Marcele loves spending time with family and friends.
Michelle has been with Massucci and Associates for 18 years, and has 8 years in Corporate Accounting
Michelle has expertise in many areas including: Corporate Cost Accounting, Financial Planning and Analysis, Reconciliations of Banking Statements and Investment Statements, Assistance with Audit Preparation, Preparation and Presentation of Financial Reports to Board of Trustees and Finance Councils, Assistance with Payroll as well as filing of payroll tax filings, Completion and Filing of Property tax returns, Assistance with Forms 990 and 5500 and 1099-MISC, Providing other bookkeeping duties such as payables, invoicing etc. She provides Bookkeeping Duties as well as assistance with Budgets and Human Resource Issues. Michelle has a Bachelor of Science with a Finance Major from Providence College (graduating in May 1991) and has served as Chair of a Corporate Community Relations Team, has served as Treasurer of a local Swim Team Parent Organization, volunteers in local school classrooms, and participates in various charity events.
Michelle is not affiliated with Commonwealth.
Chantal is a CPA with more than 25 years of experience. She comes to us from her most recent position as Tax Manager at a large national firm where a large part of her work was in the real estate partnership industry. Throughout her career she has gained a broad background in tax, accounting and management services covering a wide variety of client industries. She has experience working with small, medium and large size clients as well as high net worth individuals. She also has many years of private industry experience working for a fortune 500 company where she honed her financial reporting, forecasting and budgeting, contract financial administration and customer service skills. These skills and her diverse tax and accounting background allow her to work seamlessly with a broad spectrum of our clients quickly become familiar with their businesses and needs and gain their trust and confidence. Chantal rates customer service, attention to detail and flexibility as key factors to a good business relationship.
Chantal is not affiliated with Commonwealth.
Kelly joined our firm in 2015. As a real estate paralegal for over 15 years, she has a love for numbers as well as a desire to make each client happy with the individual service we provide. Kelly’s main responsibilities are running day-to-day activities for clients, including processing payroll, invoicing, filing payroll and sales tax returns, managing A/P and A/R, and account reconciliations. She assists with payroll start up for new companies, tracking deadlines for the firm, and aids in other administrative duties. Kelly obtained an AAS from Briarwood College. She enjoys spending time with family and friends, sporting events and volunteering with her sons.
Kelly is not affiliated with Commonwealth.
Lindsey has 6 years of experience as an Administrator, Office Manager and Bookkeeper and has worked in several areas including AIA Billing, Certified Payroll, Bonding, Tax Prep, Insurance, Payroll, and related software including QuickBooks and Excel. Lindsey enjoys getting to know the client’s needs, while helping them create efficient understandable systems. Her goal is to get every piece of the puzzle to come together in a way that is simple and effective. Having a good relationship with the client is a priority along with a positive flow of communication.
Lindsey is not affiliated with Commonwealth.
Tyler joined the Massucci & Associates team in 2019 and he brings 4+ years of business, personal, not-for-profit and property tax returns preparation experience. Tyler also has experience with federal credit union agreed-upon procedures reports. Tyler has also provided extensive agreed-upon procedures and bookkeeping services and has gained a broad background in tax, audit, and general accounting services covering both small and medium sized clients across a wide variety of industries. Tyler is currently studying for the CPA exam. He obtained both his B.S. in Accounting with a minor in finance and his MBA from Quinnipiac University. He enjoys spending time with friends and family, working out, attending concerts, and is an avid martial artist and guitarist.
Tyler is not affiliated with Commonwealth.
Barbara worked nearly 20 years with Massucci & Associates and worked previously with Dan for many more.
We are very grateful for the many years Barb was part of the Massucci team and she will forever be "memorialized" as part of our family of staff. We and all of our clients are better for the relationships we grew and shared with Barb.
Barbara is not affiliated with Commonwealth.
Tax preparation and accounting services provided by Massucci & Associates are separate and unrelated to Commonwealth.
© 2019 Massucci & Associates
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