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Jeff and his team are OUTSTANDING. I have worked with Jeff over many years and at different companies I have worked at over the past 12 years. He is knowledgeable and a true pro, and excellent consultant if you have a problem or something you want to explore, or a direction you want to go but do not know yet on how to go about it. He is EXTREMELY knowledgeable about QuickBooks or anything that works well with it, and how to bring in efficiencies to your workplace and it's accounting department. Not only do I find his QuickBooks knowledge excellent, but also he comes at it with a background of a high level accountant knowing my needs!
I have worked with Jeff for a number of years and can't express enough how valuable his services have been. He provides support services for my company including creating my quick book accounting system, reviewing and correcting our entrees, preparing statements needed to operate the business and preparing our files during tax season for the accountant. Id be lost without him!
Jeff and his staff are my closest allies in running my business. They are very professional and answer all my questions promptly. They handle all my payroll and related deposits. They're always there for me when I need them.
Jeff is one of my contemporaries in the ProAdvisor world. He is one of the most knowledgeable PA's and he is extremely generous with sharing his time and expertise. I highly endorse him if you are considering using him and his team with your QuickBooks needs.
One 8 Solutions
QuickBooks Online (QBO) and QuickBooks Desktop (QBD) are very powerful products if setup and used correctly. We can show you various hidden features as well as research and help install and setup any 3rd party applications that help you run and manage your business.
Learn MoreOur core service is bookkeeping. We provide this service using QuickBooks desktop hosted in the cloud or QuickBooks Online so the books can be accessed and worked on remotely by us and you. We are experts in all the current technologies that enable more efficient and effective bookkeeping to allow for accurate real-time financial reports.
Learn MoreConverting from another system to QuickBooks can be a daunting task. There are no direct tools to do this automatically and in many cases the file sizes are very large. We can determine the best approach and work with you on getting that data imported correctly into QuickBooks.
Learn MoreIn addition to basic QuickBooks training on many of the features built-in to the desktop and online products, we offer custom training using your data and your business process.
Learn MoreWe are both QuickBooks and accounting experts. We can review your file from an accounting perspective to ensure the Balance Sheet, Profit and Loss and Statement of Cash Flows is accurate and setup correctly. We will look at trends in your profit and loss over time to see if revenue and expenses are being booked timely and consistently. From an actual file perspective, we will look at the size of the file, as well as features that are turned or, off or not being used.
Learn MoreSetting up QuickBooks properly from the start is crucial to having a proper system for entering data and more importantly reporting to help manage and steer the company. There are many setup parameters to go through to enable a proper system for both reviewing history as well as projecting forward. We can help set up QuickBooks properly from the start.
Learn MoreQuickBooks Desktop that is hosted in the cloud can provide many of the features that QuickBooks Online currently has. We work with a premier hosting company to get you hosted and support working in this environment fully.
Learn MoreQuickBooks has many ``out of the box`` reports. We can help customize and memorize the best reports for you as well as design reports that are not listed in the software.
Learn More
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Kimberly Mitchell
Partner Development Manager
Kim is a Partner Development Manager with 10 years of experience working with Strategic Partners. As a 19-year veteran with Intuit and a history of driving growth and sales results within the QuickBooks echo system Kim, brings a wealth of knowledge to our team by assisting us with sales and marketing initiatives while helping us strive for the highest net promoter (clients satisfaction) scores. Kim is passionate about creating and nurturing new partnership opportunities through the relationships she has built over the past 25 years of sales experience.
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Noah Raney
Senior Account Payroll Manager
Noah is our dedicated Intuit Senior Account Payroll Manager who can help you find the right payroll solution for you and your business. He is well versed in all of the QuickBooks platforms being desktop/online/standalone and payroll has been his world since joining Intuit 13 years ago. Whether you are looking for ways to save on time, reduce inflated payroll costs or just get set up with the best discounts, he is here to help. Your success and satisfaction are of utmost importance!
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Sean McCaffery
Global Channel Sales Partnerships and Alliances Leader
Sean McCaffery has more than 15 years of experience leading channel sales and cloud solutions in the US and Internationally. Sean has held leadership positions with Avaya in Europe growing the channel business with resellers and distributors in key countries driving double-digit growth. He then joined Rackspace Technology and was instrumental in developing sales growth strategies in cloud adoption for customers and partners. Most recently, he ran channels at Dizzion responsible for dynamically growing and expanding the partner ecosystem through SaaS-based VDI solutions before joining Intuit. Currently, he runs the QuickBooks Solution Provider Program supporting the strong business that solution providers and ISV partners have established as well as finding new opportunities to drive emerging mid-market growth together!
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Gabor Terebesi
Account Manager
Gabor Terebesi is an Account Manager with the Payments Team of Intuit for over 15 years. He works in the partner division for Intuit payments to ensure Intuit partners along with any clients of theirs are in the most suitable and financially cost-effective solution accepting payments through eCommerce, QuickBooks, mobile payments, or any other options necessary for their business.
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Aimee Garneau
Accounting Manager
Aimee joined Siegel in 2022 as the Accounting Manager overseeing the accounting and bookkeeping team. Aimee brings 18 years of experience with increased responsibility with privately and publicly held companies. Her experience lies with SaaS-based companies as well as in healthcare, consulting, education and nonprofits. Prior to joining Siegel, she held accounting leadership positions with Waban Projects, Elastic Path, Moltin, and Ned Davis Research. Aimee loves partnering with business owners to establish financial reporting and results that promote growth and expansion. When Aimee is not working, she loves spending time with her family and friends and exploring all New England has to offer. She is also an avid Red Sox fan and enjoys going to Fenway Park when she can.
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Jeffrey Siegel
CPA, CEO
Jeff has spent the last twenty years working providing solutions to emerging growth businesses. After graduating from 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 a major expansion of a large regional IVF clinic, and helped set up 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 putting in QuickBooks Enterprise in a 30-user environment and integrating various add-ons including inventory, CRM, and e-commerce. 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
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Lori Swartz
Client Support Manager
After graduating from Boston University, Lori spent eight years working in various managerial positions for two national companies. In those positions, Lori developed the 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 Solutions in 2003 as a client services manager where she utilized her skills developed to manage multiple clients and multiple staff. She recently moved into the client support manager role where she is responsible for meeting with and onboarding new clients, managing and maintaining our technology stack along with QuickBooks setups, conversions, training, and consulting.
In her free time, Lori enjoys spending time with her family. She loves to travel, music, and theater.
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Kristin Hogan
Office Administrator
Kristin has been with Siegel Solutions since 2008 when she started as a part-time Office Administrator. In addition to the administrative work for Siegel Solutions, Kristin also assists with bookkeeping for a handful of clients, and manages and processes payroll for about 25 clients. Kristin has been working in administrative roles for many years in various fields, including from an academic department in a local university, a start-up biomedical company, to recording and pricing inventory for a small gift shop. Kristin has also held customer service positions in food service, department stores, a local Boys & Girls Club, and a nursing home.
Outside of work, Kristin enjoys hanging out with family, friends, and the family’s black lab named Clyde. Kristin is a New England Revolution fan and goes to as many games as possible each season.
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Kathy Crouse
Senior Bookkeeping Associate
Kathy graduated from Framingham State College. She then attended Bently College in their Accounting Certificate program, while also working as an Assistant Payroll Supervisor and Compensation Specialist in the corporate offices of a large contract employer. After many years of experience as a Full Charge Bookkeeper for a private investment firm, and various small CPA firms, Kathy joined Siegel Solutions in 2001. She enjoys learning about different types of businesses working for Siegel and the satisfaction of tailoring our role to best serve each client's needs.
During her free time, Kathy loves spending time with her family and her dog. She also enjoys DIY projects and exploring the beautiful New England coast.
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Janet Jodoin
Bookkeeping Associate
Janet joined Siegel Solutions in May of 2022 as an Associate Bookkeeper. In her younger years, while raising her family, she completed her degree in Business and she spent 20 years in the trades as a custom designer. Janet also has 16 years in corporate management. Her strong team support, training, and development led her to support and manage Human Resources. Janet's desire to change careers has led her to return back to bookkeeping at Siegel Solutions. In Janet's free time she enjoys spending time with her growing family. Her personal favorite is creative landscaping in her yard. She also enjoys working alongside her partner in construction and remodeling.
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Tricia Gullage
Associate
Tricia Joined Siegel Solutions in 2022 as a bookkeeper and works with our clients to keep their day-to-day bookkeeping in order. Tricia has 12 years of bookkeeping experience working for a large construction company for 10 of those years handling all their accounting and Payroll. She met Jeff our CEO while working there and decided she wanted to join our team.
When not working Tricia enjoys spending time with her family and friends. She recently moved up to the lakes region in NH and loves going to concerts, enjoying her time boating and snowmobiling.
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