Donna joined the firm in 2008 as our office manager, and in 2017 was promoted to Firm Administrator. As the office manager, she was the gatekeeper for most of our incoming and outgoing information, scheduling and greeting clients, and maintaining an organized, efficient office. Over the years, she has worked with our partners and staff to acquire tax and accounting knowledge, and a deep understanding of how the firm operates. As Firm Administrator, she works side by side with the partners, alleviating their administrative functions, while allowing her to continue to develop a deeper understanding of managing the firm.
She continues to meet regularly with the Managing Partner to review firm financials and assist the management of the firm. She assists the day-to-day duties of managing our physical space, infrastructure, and technology. She oversees the administrative team and their responsibilities. She assists with the administrative functions for Human Resources. As part of our marketing team, she helps to organize and promote events, marketing and client events, staff and partner meetings and company outings throughout the year. She helps to maintain our social media group pages and website content.
In 1998, she received her Bachelor of Science in Hospitality Management from the University of New Hampshire Peter T. Paul College of Business and Economics (formerly known as the Whittemore School of Business and Economics). In May of 2010, she received her Certificate in Accounting from Manchester Community College. Donna is also a notary public.
As a member of the Connecticut Society of CPAs (CTCPA), she is an active participant in the Firm Administrator Group, is the current Chairperson of the Technology Committee, and a member of the Advisory Council. An active member of the CPA Firm Management Association (CPAFMA), she participates in roundtable and is part of the CONNECTIONS Committee. In September 2022, she received her Association-designation Public Accounting Firm Manager (PAFM) by the CPAFMA. In June of 2025, she won Firm Administrator of the year from CPA FMA and in January 2026, she will begin a 2-year term as an At-Large Director for CPAFMA’s Board of Directors.