Jeffrey Siegel - CPA
Jeff has spent the last twenty years working providing solutions to emerging growth businesses. After graduating Northeastern University, he spent five years working with two multinational CPA firms in an auditor capacity building a foundation for understanding how business work. He later went on to work in various controller and CFO roles before starting Siegel & Associates (previously Siegel Financial Group) in 2000. In those roles, he sold a company to ADP, raised funds for major expansion for a large regional IVF clinic, and helped setup accounting and financial structures for dozens of companies. Since starting Siegel & Associates, Jeff has worked with hundreds of clients providing accounting system solutions. Those solutions include setting up QuickBooks in a single user environment to putting in QuickBooks Enterprise in a 30 user environment and integrating various add-ons including inventory, CRM and ecommerce. He is a Certified Public Accountant, a QuickBooks Pro Advisor, a QuickBooks Advanced Pro Advisor, and an Intuit Solution Provider certified in Enterprise Solutions, Point of Sale & QuickBase. Jeff is also a Microsoft Certified Systems Engineer. (More...)
Lori Swartz - Client Services Manager
After graduating Boston University, Lori spent eight years working in various managerial positions for two national companies. In those positions, Lori developed skills necessary to manage multiple projects, clients and resources. She later went on to work for a management company that handled over 25 real estate properties with multiple tenants. Lori joined Siegel & Associates in 2003 as a client services manager where she utilizes her skills developed to manage multiple clients and multiple staff. She is also responsible for meeting with and on boarding new clients. (More...)
Deanna is a graduate of Newbury College and has over 15 years of bookkeeping experience. Since 1999, Deanna has used QuickBooks in a variety of different industries, from manufacturing to property management to medical. For the last several years, Deanna has taught a QuickBooks class at the Cambridge Center for Adult Education designed to teach small business owners how to use the software to manage their accounts payable, accounts receivable, inventory, payroll and run all the vital reports business owners need. Deanna joined Siegel & Associates LLC in 2009 and is a valuable addition to the bookkeeping staff.
Amelia is a graduate of Connecticut College. Prior to joining Siegel & Associates in 2004, Amelia spent approximately 15 years working for a national firm in various capacities leaving as a the Director of Operations. Her roles consisted of Accounting Manager, Production Manager and Regional Director. Amelia's background brings to Siegel & Associates the ability to bring solutions to multiple clients in various industries. She has experience providing solutions to non-profits as well as high net worth individuals.
Amy joined Siegel & Associates in 2008. Since graduating Anne Arundel Community College, Amy has held various positions including Bookkeeping, Office Management, Production Manager and an owner/manager of an interior design Franchise. Amy utilizes these past experiences as a Bookkeeper with Siegel & Associates. She works on a variety of clients in various industries. Amy is also a Certified QuickBooks Pro Advisor.
Kathy has worked with Siegel & Associates since its inception. She is a graduate of Framingham State and has attended various accounting courses at Bentley College. Prior to Joining Siegel & Associates, Kathy worked in various positions including payroll supervisor, accounting clerk, incentive compensation specialist and full charge bookkeeper for a local CPA firm. Kathy works on various clients performing all aspects of bookkeeping.
Kristin joined Siegel & Associates in 2008 as an Office Administrator. Since graduating from the Burdett School's secretarial program, Kristin has worked in various positions including staff assistant, consultant, office assistant and most recently administrative assistant in a biomedical environment. Kristin handles all the firms' administrative tasks as well as provides bookkeeping assistance on a remote basis to various clients.