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Get the latest news, trends, and tips in our tutorial blog posts below. Then, just click the Tutorials drop-down menu on our homepage to find videos and diagnostic quizzes about bookkeeping, accounting, Acumatica, and Quickbooks.
The theme for this month’s newsletter is automation. I’d like to point out a few areas using QuickBooks Online (QBO) where automation can dramatically reduce your workload, increase accuracy, and give you better financial visibility—without hiring extra staff. If you feel like bookkeeping takes more......
We’re excited to shine this month’s Employee Spotlight on Melissa Boyan, who joined Siegel Solutions as a part-time Senior Associate in December 2025. Melissa grew up in upstate Maine, just outside of Bangor, and brings a strong academic and professional background to our team. She......
If you’ve been hearing a lot about automation and AI lately, you’re not alone. Every conversation seems to come back to it. Most business owners are asking the same question: “Is this actually going to help me, or is this just more tech hype?” The......
For most business owners, financial reports are one of the most important tools for understanding how the business is truly performing. The numbers tell the story of revenue growth, rising expenses, profitability, and cash flow. They influence decisions about hiring, investments, pricing, and long-term strategies.......
The beginning of a new year brings optimism, ambition, and renewed focus. Business owners map out growth strategies, refine marketing plans, and set revenue goals with energy and determination. Yet despite the excitement that January brings, many organizations unknowingly carry forward financial disorder from the......
We’re excited to shine this month’s Employee Spotlight on Matthew Galligan, who joined Siegel Solutions as an Associate in December 2025! Matt brings both strong academic credentials and a great team-first attitude to our growing firm. He earned his undergraduate degree from Stonehill University and......
In this edition of Ed Talks, I will discuss a few tips to get the most out of your QuickBooks data. As the new year begins, many business owners open their QuickBooks file only to face the same frustrations as last year—messy accounts, unclear reports,......
By Jeff Siegel, President – Siegel Solutions At Siegel Solutions, our mission is to provide world-class services and cutting-edge solutions to help businesses grow and succeed. The “grow and succeed” part doesn’t happen by accident. It happens with clarity. And every January, I see the......
Celebrating 3 Years with Siegel Solutions This month, we proudly highlight Ed Jaworski, an invaluable member of our Professional Services team, who recently celebrated his 3-year anniversary with Siegel Solutions. Ed’s expertise, professionalism, and calm, solutions-oriented approach make him a trusted resource for both colleagues......
Accurate inventory drives reliable financials, tax compliance, and better operations. Year End is a good opportunity to step back and take an overall look at your inventory records. In this article, “QBO” stands for QuickBooks Online (Plus, Advanced, or Intuit Enterprise Suite), “QBDT” is for......
By Jeff Siegel, CPA — Lover of Numbers, Clarity, and Avoiding Budget Disasters Most businesses start their budgeting process every year with admirable enthusiasm. They pull up last year’s numbers, add 10% (because why not?), shave a little off expenses, and boom—budget “done.” Of course,......
As the end of 2025 approaches, most business owners are thinking about closing books, preparing tax documents, or tying up loose ends before the holidays. But there is a powerful opportunity that many business leaders overlook: using your 2025 financial data to plan strategically for......
Can you believe it? Year end is almost upon us already. In this article, I list some of the best practices to keep your QuickBooks Online file running smoothly. And as always – if you’re looking for expert guidance to move your business forward with......
At the heart of what we do, our mission is clear: to provide world-class services and cutting-edge solutions to help businesses grow and succeed. The most important part of that mission — and the part I’m most passionate about — is helping businesses grow and......
As the end of the calendar year approaches, business owners are often pulled in multiple directions. Between managing holiday demand, wrapping up open projects, addressing employee needs, and squeezing in some much-needed time off, it is easy for financial matters to take a back seat.......
This fall, we’ve had the pleasure of welcoming Yiting “Miya” Guan, our Northeastern University Co-Op, whose internship with us wraps up in mid-December. Miya is a Senior majoring in Accounting at Northeastern University and will be graduating this Spring. A dedicated student and hard worker,......
We’re excited to shine the spotlight on one of our newest team members, Jermaine Sanders, who joined Siegel Solutions as an Associate in the summer of 2025. Jermaine brings a strong background in accounting, having started his career in 2017 after earning a Bachelor’s Degree......
Clients often ask me about backing up their QuickBooks data. Even though QuickBooks Online (QBO) is a robust cloud-based platform, many users assume their data is automatically backed up—and that’s not always the case. The data in your specific company file is not backed up......
As business owners, year-end can feel like a mix of celebration and confusion. You’ve worked hard, sales look good, and yet — understanding whether your business was truly profitable can still feel murky. If you think your financials may not be giving you the full......
As the calendar year ends, business owners across industries are presented with one of the most critical financial opportunities of the year; the annual year-end close. This process is far more than just a compliance exercise or tax-prep requirement. When done thoughtfully and collaboratively, it’s......
As a business owner, you wear dozens of hats. Sales, Marketing, HR, Operations—and somewhere in the mix, you are expected to be the CFO too. When you look at your Profit & Loss (P&L) report and see a healthy bottom line, it can feel like......
This month, we’re proud to feature DeeAnna Keyes, our dynamic Sales and Marketing Associate, whose vibrant energy, professionalism, and positivity have been felt across our team since she joined in December 2023. DeeAnna brings a diverse and dynamic background to her role. Prior to joining......
In last month’s edition of Ed Talks, I talked about some of my favorite add-on apps for QuickBooks Online (QBO). Missing from that discussion were apps relating to advanced reporting and budgeting. Although QBO is a powerful accounting platform and does have much reporting......
Why Profit Doesn’t Always Match Your Bank Balance Having worked in accounting for about 37 years (holy cow!), one of the most common (and frustrating!) questions I hear is: “If my financials say I made money, why isn’t that money in my bank account?” It......
As your business grows, so does the complexity of your financial world. What once felt manageable in a spreadsheet—or scribbled on the back of a napkin—suddenly turns into a game of ‘Where Did That $10,000 Go?’ Spoiler alert: if you’re still the one reconciling accounts......
We’re excited to shine this month’s employee spotlight on Aimee Garneau, our Manager of Accounting Services here at Siegel Solutions! Aimee joined Siegel in 2022 as an Accounting Manager, bringing with her 18 years of progressive experience in accounting and finance. Since joining, she has......
QuickBooks Online (QBO) continues to be the go-to accounting platform for small businesses and bookkeepers. But its real power lies in the ecosystem of add-on apps that extend its capabilities—from automating data entry to streamlining payroll, payments, Customer Relationship Management (CRM), and spend management. The......
When most entrepreneurs envision launching their business, they typically imagine building something meaningful, serving their customers, and doing the work they love. What rarely gets pictured is the part where you’re reviewing balance sheets at midnight or trying to make sense of last month’s bank......
Managing your business finances effectively isn’t just about balancing books; it’s about building a foundation for stability, growth, and long-term success. Whether you’re just starting or managing a well-established operation, having a structured accounting routine ensures you stay compliant, make informed decisions, and avoid costly......
It’s hard to believe we’re already staring down the back half of the year. Summer may be in full swing, but now’s actually the perfect time to slow down (just for a moment) and take stock of where your business stands—and where you want to......
Celebrating 20 Years with Lori Swartz! 🎉 This month, we are proud to celebrate a major milestone—Lori Swartz’s 20th anniversary with Siegel Solutions! Lori has been an integral part of our team very early on, and her contributions over the past two decades have been......
Running a business is a bold act of vision. It starts with an idea — maybe sparked by passion, necessity, or the refusal to settle for “good enough.” You take that idea, risk your time, energy, and resources, and begin to build something from nothing.......
In prior editions of Ed Talks, I’ve focused on specific features of QuickBooks. In this edition, in keeping with this month’s “what keeps me up at night?” theme, I will focus on one of the primary financial statements, the “Statement of Cash Flows”. I often......
This month, we’re excited to shine a spotlight on Janet Jodoin, who recently celebrated her 3rd anniversary with Siegel Solutions as an Associate! Allow our team of experts to manage the numbers for you; reach out today to connect with one of our specialists. Janet’s......
How AI, QuickBooks, and Smart Tools Help You Sleep at Night — And How Siegel Solutions Can Help You Use Them All Most business owners didn’t start their company to become bookkeepers. But bookkeeping stress can creep in fast — missed receipts, uncategorized expenses, and......
At the age of 60, I made the decision to start going on motorcycle adventures with others who share a passion for scaling businesses. So last fall, (during my 60th birthday), I found myself in Northern India on a Royal Enfield Himalayan, riding some of......
In this installment of Ed Talks, I will take a deep dive into the Bank Transactions feature of QuickBooks Online (QBO). QuickBooks Desktop editions offer very similar features, but the online version works better due to the always connected nature of the software. When you......
The Numbers That Keep You in the Driver’s Seat Running a business in 2025 means making more decisions, faster, and often with higher stakes. Whether you’re navigating labor shortages, adjusting to AI automation, or managing through supply chain volatility, one thing remains constant: your numbers......
At Siegel Solutions, we know that strong internal leadership is the foundation of a successful firm—and that’s exactly what Alyssa Bradford brings to the table in her role as Firm Manager. With a passion for organizational excellence and a keen eye for process improvement, Alyssa......
At Siegel Solutions, we’ve been longtime champions of QuickBooks—and for good reason. It’s helped millions of businesses get their finances under control. But as companies grow, they start needing more: more flexibility, more visibility, more powerful reporting. That’s where Intuit’s new *online* Enterprise Suite (IES)......
In a prior issue of Ed Talks (Jan 2025), I described the QBO Advanced feature of revenue recognition. This article describes the procedures to record deferred revenue in any edition of QuickBooks – the examples are from QuickBooks Online Plus. Deferred revenue refers to money......
We’re excited to shine the spotlight on one of the newest members of the Siegel Solutions team — Cynthia Moncayo-Mena! Cynthia joined us in March 2025 as an Associate, bringing with her more than 10 years of experience in accounting and a natural talent for......
One of the most common challenges with our business owners in the design, architecture, and engineering world is a disconnect between what is happening day-to-day on projects and what leadership sees in the financial reports. Too often, these teams use a combination of time trackers,......
Intuit has introduced a powerful new solution—Intuit Enterprise Suite—designed for businesses that need more than QuickBooks Online Advanced but don’t want the complexity of a full ERP system. This cloud-based suite offers enterprise-level functionality while maintaining the flexibility and ease of use that Intuit products......
In a past issue of Ed Talks, I talked about how to configure QuickBooks Online (QBO) for Contractors. One thing that makes a contractor-business unique is the need for “job costing”. In a retail business, costs are incurred to make products available for a future......
As we look ahead to another exciting year at Siegel Solutions, it’s important to take a moment to celebrate the dedication and hard work of our exceptional team. Three of our valued team members—Aimee Garneau, Andrea Alencar, and Debby Mono—are marking a significant milestone work......
The construction industry is one of the most complex and fast-paced industries, requiring constant coordination between multiple teams, suppliers, and clients. For years, many builders, remodelers, and specialty contractors have relied on outdated project management tools such as spreadsheets, paper-based tracking, and disconnected communication methods.......
Olga is our newest member of our team, joining us in January 2025 as our part-time Office Admin Assistant in our Natick space. Olga brings a wealth of administrative and customer support experience to the role, making her an invaluable asset to our team. Olga......
When it comes to managing inventory efficiently, there are a plethora of QuickBooks Online software integrations to choose from. With so many options available, it can be overwhelming to decide which one is best suited for your business needs. In this blog, we will guide......
If you know me, you know I’ve been a huge proponent of QuickBooks for over 20 years. As a QuickBooks ProAdvisor and a Top 100 QuickBooks ProAdvisor for multiple years, I’ve helped businesses of all sizes implement and optimize QuickBooks to run their financials efficiently.......
In the past several issues of Ed Talks, I have been discussing software features only available in QuickBooks Online Advanced. In this issue, I will talk about how QuickBooks Online can be configured to satisfy many of the features needed by the construction industry. I......
Running a business requires a sharp focus on growth, customer service, and product development. However, behind the scenes, financial management plays a crucial role in ensuring stability and profitability. Many business owners struggle with financial tasks, from invoicing issues to tracking inventory costs. Mistakes in......
*An Old-School Accountant’s tongue and cheek take on Why Humans Are Still the Real MVPs of Bookkeeping* Let me tell you, the first time I saw a bank download in one of those fancy new “smart” accounting systems, I thought, *Wow, this could save me......
In previous editions of Ed Talks, I discussed some of the features unique to the QuickBooks Online (QBO) Advanced product. Another feature exclusive to QBO Advanced is Revenue Recognition. The Advanced Revenue feature is designed to help businesses automate and streamline their revenue recognition process......
As a business owner, you wear many hats, from managing operations to steering the financial health of your company. Among these responsibilities, staying compliant with tax laws is non-negotiable, and one of the most crucial components of this compliance is understanding and managing 1099s. This......
In prior editions of Ed Talks, I discussed the Enhanced Reports and Workflow features exclusive to QuickBooks Online Advanced. In this issue, I will talk about another QBO Advanced exclusive feature: Fixed Asset tracking. Fixed asset tracking in QBO Adv helps businesses manage their physical......
As we approach the end of the year, one of the most critical tasks for your business is ensuring your financial records are accurate and up to date. At this time, bookkeepers and accountants dive into your QuickBooks file to prepare it for the year-end—a......
Siegel Solutions is offering a 16-hour QuickBooks Online Fundamentals course through the Massachusetts Workforce Training Grant. Even better, the course will be fully reimbursed—100%! Curious about the Workforce Training Grant? Let’s dive in: What is the Workforce Training Grant? The Massachusetts Workforce Training Fund Program......
Bookkeeping Services Are you feeling overwhelmed by a mountain of bookkeeping tasks? At Siegel Solutions, we understand the challenges of managing financial data and offer personalized and customized bookkeeping services tailored to your unique needs. With our comprehensive bookkeeping services, including QuickBooks Online integration,......
In a prior edition of Ed Talks, I discussed the user permissions and roles available in QuickBooks Online (QBO) Plus and Advanced. Another very useful feature unique to QBO Advanced is workflows, which help automate various business processes. Workflows can send reminders or notifications, require......
For business owners, year-end accounting isn’t just another administrative task—it’s a critical opportunity to assess your company’s financial health, make data-driven decisions, and prepare effectively for the year ahead. When handled well, the year-end process offers valuable insights that can help guide your business strategy.......
Not to be confused with QuickBooks Enterprise, a Desktop product, Intuit has released a new online product for growing and scaling companies called Intuit Enterprise Suite First there was Quicken, then there was QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise. QuickBooks Online came on......
Each edition of QuickBooks Online (QBO) offers a limited number of company and accounting users, ensuring that businesses can maintain control over their financial data while delegating tasks efficiently. Here’s a comprehensive look at how user roles work within QBO. When you add a user,......
As a business owner, you are constantly managing the flow of money in and out of your business. One of the most crucial elements in maintaining healthy cash flow is accounts receivable (AR). For many businesses, AR can be challenging to keep under control, but......
Running a business is a bit like spinning plates—except some of the plates are on fire, and one of them is payroll. As you scale, the once-simple tasks suddenly get complicated, and before you know it, you’re drowning in spreadsheets. That’s why smart business owners......
Now is a better time than ever to migrate to QuickBooks Online! As of October 1, 2024, the following QuickBooks Desktop SKUs will no longer be receiving updates. QuickBooks Desktop Pro Plus QuickBooks Desktop Premier Plus QuickBooks Desktop Mac Plus QuickBooks Desktop Enhanced Payroll Save......
Sometimes, you need to leave your comfort zone to truly experience life, and that’s exactly what I did when I embarked on a two-week motorcycle journey across some of the highest peaks in the world. What started as a casual plan, quickly turned into one......
QuickBooks Online (QBO) has three general “editions”: QBO Essentials, QBO Plus, and QBO Advanced. In a prior issue of Ed Talks, I discussed some of the features unique to QBO Advanced. In this month’s edition, I will focus on the “enhanced reporting” features found only......
The Statement of Cash Flows is one of the most critical financial statements a company can have, alongside the Income Statement and Balance Sheet. While the Income Statement tells you how much profit a company made and the Balance Sheet tells you the company’s financial......
Starting on October 1, 2024, there will be a change regarding Intuit QuickBooks offerings, the following products will no longer be available: QuickBooks Desktop Pro Plus QuickBooks Desktop Premier Plus QuickBooks Desktop Mac Plus QuickBooks Desktop Enhanced Payroll Existing users will still be able......
Running an e-commerce business involves multiple moving parts, from managing orders and inventory to ensuring seamless financial tracking. As your business grows, it becomes increasingly essential to streamline your processes and automate tasks that can help you focus on what matters most: scaling your business.......
You often hear QuickBooks trainers and consultants talk about QuickBooks “best practices”. There is no written set of rules or QuickBooks law that requires specific practices, but in the over 23 years that I have been teaching and consulting hundreds of QuickBooks users, I have......
Financial statements are essential tools that offer a window into the health and performance of a business in the world of finance. While each financial statement serves a specific purpose, its real power is revealed when they are analyzed together. Understanding how the Income Statement,......
Intuit offers several “editions” of their cloud accounting product, QuickBooks Online (QBO). These editions are Solopreneur, Simple Start, Essentials, Plus, and Advanced. The difference between editions lies in the features and functionality, number of users, number of delivered reports, and subscription price. Here’s a quick......
In the complex world of business finance, the balance sheet stands as one of the most critical financial statements, offering a snapshot of a company’s financial position at a specific point in time. Whether you are an investor, manager, or financial analyst, understanding how to......
Before discussing this software, it’s important to note that efficiency and integration are crucial in the realm of business management. QuickBooks Online has long been a favorite for small to medium-sized businesses due to its robust accounting capabilities. However, outside of the accounting functions, QuickBooks......
Are you ready to take your retail game to the next level in 2024? As your trusted QuickBooks Solution Provider, we’re here to guide you through the latest retail trends you cannot afford to overlook. AI is Transforming Retail Operations AI continues to revolutionize the......
By Ed Jaworski Converting from QuickBooks Desktop Editions to QuickBooks Online QuickBooks offers both Desktop and Online versions to cater to the diverse needs of businesses. While the Desktop editions (QBDT) offer robust features and data control, QuickBooks Online (QBO) provides the convenience of accessing......
By Aimee Garneau In the world of accounting and finance, deferred revenue stands as a critical concept for businesses to understand and manage effectively. Often referred to as unearned revenue, it represents money received by a company for goods or services that are yet to......
By Jeff Siegel Running a retail business, whether brick-and-mortar, online, or a combination of both, requires streamlined operations and efficient financial management. QuickBooks, a leading accounting software, offers a variety of tools and integrations that can help retail establishments manage their finances seamlessly. Here’s a......
By: Jeff Siegel Siegel Solutions works with many industries and one of those are the service industries focusing on trades: Electrical, Plumbing, HVAC, Cleaning, Locksmiths Pool Services, Pest Control, Lawn Care Appliance Repair and more! While QuickBooks alone is great and can do all the......
By: Ed Jaworski Exploring Data Exchange Tool SaasAnt for QBO Efficient data exchange is crucial for maintaining accurate and up-to-date financial records. QuickBooks Online (QBO) provides several tools and methods for importing and exporting data. Understanding these tools can help streamline your workflow, reduce errors......
At Siegel Solutions, we pride ourselves on delivering exceptional service and expertise to our clients. Our team’s dedication and hard work have been recognized on a national level, and we are thrilled to share the news of our employees’ achievements in the ProAdvisor community. Insightful......
Siegel Solutions is thrilled to announce that we have been named one of the Top 50 Accounting Services Practices for 2024 by Woodard®, a prestigious honor that highlights our commitment to excellence and innovation in the field of accounting services. Woodard’s Top 50 Accounting Services......
By: Debby Mono Trainual is a comprehensive playbook for businesses, that serves as a centralized hub for policies, processes and trainings. Its mission is clear: to systemize and scale the way businesses operate. At Siegel Solutions, Trainual quickly became more than just a tool; it......
By: Ed Jaworski In this edition of Ed Talks, we will explore the Power of Excel Power Query. Let’s face it: us accountants are number geeks…we love numbers! Power Query is a data analysis tool built into MS 365 versions of Excel and other data......
By: Jeff Siegel QuickBooks is undoubtedly a powerful accounting system with many useful features such as: The ability to download transactions from bank or credit cards Easy to run customize reports Emailing invoices with payment links Access for your accountants Multi-device accessibility (with internet access)......
By: Aimee Garneau Choosing the right business entity is a crucial decision for entrepreneurs, as it affects various aspects of operations, taxation, liability, and governance. This article will provide an overview of the most common types of business entities including Sole Proprietorships, Partnerships, Limited Liability......
Finding QuickBooks’ internal reports lacking? Seeking consolidated insights? In need of custom metrics or tailored KPIs for your unique business needs? Yearning for a sophisticated dashboard and polished reports? Look no further… We’ve explored numerous reporting solutions, only to find ourselves constrained by their rigid......
In the previous edition of Ed Talks, we delved into the fundamental business requirements of an inventory management system. Now, let’s take a deeper dive into the available options for such systems. While QuickBooks Online (QBO) offers inventory features, they are exclusively accessible in the......
In today’s business climate, effective inventory management is a crucial factor that can significantly impact the success of a company. Whether you’re a wholesaler, distributor, or manufacturer, understanding the basics of inventory is essential for streamlined operations and financial success. In this article, we delve......
In a move that marks a significant shift in the landscape of accounting software, Intuit has announced plans to discontinue the sales of new subscriptions for several QuickBooks Desktop products, effective July 31, 2024. The affected products include QuickBooks Desktop Pro Plus, Premier Plus, Mac......
In the ever-evolving world of accounting, one standout professional is making waves at Siegel Solutions. Join us in shining a spotlight on Janice Kats, who joined the Siegel family as an Associate in December 2023. Janice’s journey in the world of accounting began in high......
In the fast-paced world of construction, businesses are constantly juggling numerous tasks to ensure projects are delivered on time and within budget. One aspect that demands meticulous attention is financial management. As construction firms navigate through complex financial landscapes, many are discovering the transformative benefits......
In the world of financial management, QuickBooks has long been a staple for businesses seeking efficient and accurate bookkeeping. However, one of the key distinctions between QuickBooks Desktop and QuickBooks Online was the absence of full budgeting capabilities, particularly in the realm of Balance Sheet......
Managing bills can be a daunting task for business owners, with the constant juggle of payments to vendors, lenders, and suppliers, not to mention overhead costs like rent and utilities. QuickBooks recognizes the challenges faced by entrepreneurs and has introduced a revolutionary feature – QuickBooks......
[Needham, MA] – Siegel Solutions, a renowned provider of outsourced accounting, and a QuickBooks Solutions Provider, is thrilled to announce its strategic partnership with NE Paradigm, a dynamic, full-service marketing solutions team. NE Paradigm has been selected as the trusted marketing partner to further enhance......
If you’re a small to mid-sized business (SMB) owner who has found success using desktop solutions or spreadsheets for accounting, it can seem unnecessary to change anything up. After all, if your business is stable and growing, your solutions are probably doing just fine, right?......
With every year, new “must-have” technology gets released to the masses, and small and mid-sized business (SMB) owners are left with the job of choosing what to pick up and what to leave behind. In the case of cloud-based accounting, many SMB owners share worries......
As a small or midsize (SMB) business owner, you wear a lot of hats. You’re trying to balance hiring with sales, manage cash flow, and decide what technologies are best for your business. You’ve likely heard of the cloud, but moving all your legacy systems......
Learn how to get the most out of your QuickBooks software! Meet with other small business owners to trade tips and socialize. This group is facilitated by Jeff Siegel. Jeff is a QuickBooks Solutions Provider and Top 100 QuickBooks ProAdvisor with certifications in all Intuit QuickBooks software, including Advanced & Enterprise Certifications. He possesses over 20 years of experience tailoring solutions to emerging growth businesses. Siegel Solutions provides part-time bookkeeping services onsite to over 200 clients. Additionally, we offer QuickBooks sales, consulting, and training, and are experts in all QuickBooks products. These include: Enterprise, Premier, Pro, and QuickBooks Online. Siegel Solutions is one of only five QuickBooks Enterprise Certified Solution Providers in New England. *Siegel Solutions, Inc. does not prepare taxes or perform audits, reviews, or compilations.
Antonio Tony Martinez
Senior Partner Development Manager
Tony brings over 15 years of QuickBooks knowledge with him and has been recognized as a top performer year over year. Tony will play a critical role in helping our team grow your QB business by managing the relationship between Siegel Solutions and the QuickBooks Solution Provider Program. Tony is focused on optimizing results for strategic partners of all shapes and sizes.
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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
Payments 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
Manager of Accounting Services
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 Solutions Advisor & Professional Services
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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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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Ed Jaworski
Professional Services
With over 21 years of corporate experience at PeopleSoft Consulting, Sun Life Financial, and KPMG, Ed brings a big business approach to small business solutions. Prior to joining Siegel Solutions in 2022, Ed helped small businesses get the most out of QuickBooks for 21 years as a co-founder of SMB Partners and the founder of Solutions for Office Software.
Ed is an Advanced Certified QuickBooks® ProAdvisor, a Certified QuickBooks® Point of Sale ProAdvisor, a Certified QuickBooks Enterprise Solutions ProAdvisor, and a Certified SOS Inventory Consultant. Ed holds an MS in Computer Information Systems from Bentley University and a BS in Business Administration from Northeastern University.
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Debby Mono
Firm Administrator
Prior to joining Siegel Solutions in March 2023, Debby had been working in administrative and executive assistant roles for many years in various fields. Her extensive background in these positions has provided her with a range of skills and knowledge that are valuable in her new role as a Firm Administrator. She graduated from Suffolk University with a Bachelor's Degree.
Outside of work, Debby can be found at football fields or dojos cheering for her sons. She also enjoys hikes with her dog, Sawyer, reading, sports, and live music. She and her husband also love to entertain family and friends.
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Letitia Cote
Senior Associate
Letitia has an accounting degree and has been working in the Accounting/Bookkeeping industry for over 25 years. Tish is also an Acumatica Business Consultant. Outside of work, Tish has 4 grown children and 5 grandchildren, she loves to ski, hike, bike, and be outdoors. Tish has worked with Jeff for over 10 years.
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Andrea Alencar
Associate
Andrea graduated from Bridgewater State with a Bachelor's degree in Accounting. Andrea joined Siegel Solutions in 2022. Andrea has gained accounting experience working in various industries including a CPA firm, legal, hospitality, and telecommunications. Before coming to Siegel Solutions Andrea previously worked as a bookkeeper and staff accountant.
Andrea has 4 kids which keep her busy. Outside of work, Andrea enjoys spending time with her kids, being outside, cooking, and going to softball/baseball games.
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Mike Derrico
IT
I started my career in 1983 when I designed and built a device to share a computer program, written by the president of a local bank and his son, running on an Apple Lisa computer. The device allowed the large and expensive Lisa's computer to be shared with bank employees. With this program, and with my device, we started a company to market this unique solution to banks. At this point, computer networks were just starting to be used in businesses. I transitioned my efforts to providing support for migrating banking terminal/mainframe functions to the emerging Personal Computer networking platform. For the next decade, I worked with, and beta tested, numerous technologies to integrate the banking functions from dumb terminals into the now smart desktop computers. After working with a few small consulting firms, I started my own company focusing on providing I.T. support to SMBs. More recently I am now doing the exact opposite by helping customers migrate their PC applications and data from their local computers to The Cloud. A few years ago, I joined Siegel Solutions to add my years of I.T. experience to their firm.
In my spare time, I like to travel, fly my drone and, most importantly, spend time with my family. I also still enjoy tinkering with technology.
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Pat Jaworski
Associate
After spending most of her corporate career in the insurance industry, Pat joined a QuickBooks consulting firm providing bookkeeping services to several small companies. Late in 2022, that firm merged with Siegel Solutions, Inc., bringing Pat and her clients to the group. She provides services to clients in a variety of industries: fitness, construction, beauty, equine care, and medical billing, to name a few. She enjoys supporting her clients by keeping their financial records in good shape and allowing them to focus on growing their respective businesses.
Pat resides in the 495/MetroWest area with her husband Ed, daughter Abby and Duffy, their lovable, energetic golden retriever.
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Senior Account
Payroll Manager
John has been with Intuit for over 18 years, serving in a variety of roles across the organization. For the past 8+ years, he has focused on payroll and workforce management solutions, helping clients streamline operations and make informed decisions. John is passionate about working directly with customers to understand their unique needs and recommend the best solutions to support their teams.
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Sales and Marketing Associate
DeeAnna Keyes, has been our Sales and Marketing Associate since December 2023. She brings a wealth of experience, having worked at Intuit with a focus on Quickbooks Online and Quickbooks Desktop. With a robust sales history and a license as a real estate agent in Virginia, DeeAnna is a versatile professional. Outside of work, she cherishes family moments, indulges in camping with friends, and finds joy in entertaining at home with her husband and four children.
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Associate
Janice Kats graduated from Carl Sandburg College with an Associate Degree in Accounting in 1992 and has been working in the accounting field ever since in various jobs doing AR, AP, payroll, office management, and bookkeeping before joining Siegel Solutions in late 2023.
In 2022, she made the decision to branch out on her own and started her own bookkeeping business, working from home.
She is a mom to 3 grown children and a grandmother to 5 grandchildren and enjoys spending time with her husband and two dogs and following her grandchildren in all of their sports.
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Alyssa Bradford
Firm Manager
Alyssa Bradford joined Siegel Solutions as Firm Manager in March 2025, bringing with her a strong background in operations management and a hands-on, "boots on the ground" leadership style. Known for her excellent communication skills and practical approach to problem-solving, Alyssa plays a key role in driving efficiency and fostering team collaboration at the firm.
She is a graduate of the University of Hartford and lives in Franklin with her husband and son, where they enjoy making the most of nice weather together as a family. In her downtime, Alyssa enjoys HGTV and Food Network shows.
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Cynthia Moncayo-Mena
Associate
Cynthia joined Siegel Solutions in March 2025 as an Associate. She has a Bachelor's in Accounting from New Jersey City University and over 10 years of experience in accounting.
She is married with two children and enjoys reading and exploring new places to visit!
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Jermaine Sanders
Associate
Jermaine began his accounting career in 2017 after earning his Bachelor's Degree in Accounting from Emory & Henry College. With seven years of industry experience, he brings a solid background in financial analysis, business taxation, and small business accounting. Jermaine is a QuickBooks Online Certified ProAdvisor and is currently pursuing his CPA designation. He joined Siegel Solutions in the summer of 2025.
Outside of work, Jermaine leads an active lifestyle. He enjoys attending football and basketball games, hiking, biking, and spending quality time with family and friends. A fan of great music, he also enjoys relaxing to the sounds of jazz and practicing the trombone.
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Miya "Yiting" Guan
Coop - Fall 2025
Miya joined Siegel Solutions this summer as a six-month Co-op. She is entering her senior year at Northeastern University and brings prior experience from a previous Co-op. In a short time, Miya has already proven to be a valuable asset to the team, thanks to her strong technical and financial skill set.
Originally from Shanghai, China, Miya has an older sister and a younger brother. Outside of work, she enjoys traveling, hiking, and going to the movies.
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Melissa Boyan
Senior Associate
Melissa is originally from Orrington, ME (outside of Bangor). She attended Husson College and graduated with her BS in Accounting and MS in Business. She currently lives in Levant, ME, with her husband, son, and their pets. She has 2 dogs and 2 cats! Melissa enjoys playing the Tenor and Alto saxophones in a local band, as well as crafting, particularly learning how to knit and crochet. Additionally, she teaches accounting classes.
She joined Siegel Solutions as a part-time Senior Associate in December 2025.
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Matthew Galligan
Associate
Matthew Galligan is from Pembroke MA. He received his Undergrad Degree from Stonehill University and is taking classes to become eligible for the CPA exam. He has 2 dogs, Sully and Finn. Matt enjoys any Boston sports as well as ATVs, snowmobiling and golf.
He joined Siegel Solutions as an Associate in December 2025.
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Beth Peter
Administrative Assistant
Beth earned her undergraduate degree from Westfield State University, focusing on Psychology, which supports her strong interpersonal skills and attention to detail in her day-to-day work.
She brings a thoughtful and organized approach to her role as Administrative Assistant. Originally from Boston, she has spent the past twenty years living in different parts of the country before returning to Massachusetts, where she now calls home.
Outside of the office, Beth enjoys spending time with her daughter, who is currently in college, as well as caring for her two cats. In her free time, she loves cooking and getting lost in a good book.
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