The mission of this firm is to discover, develop, and deliver solutions that help you accomplish your business and personal goals.
JOHN E. LIBBY, CPA
John is an 11-year tax veteran, dynamically skilled in tax management, finance, operations, and strategic business development. Mr. Libby’s professional strengths are focused on tax and accounting, audit, technology consulting, litigation support, and business valuation services to entrepreneurs, wealthy individuals, private and public corporations and legal practitioners across a broad range of industries.
Mr. Libby possess superior research and problem-solving skills honed through tax issue assessment and complex problem solving. His experience has covered more traditional management responsibilities, which include supervision of staff in tax preparation, general accounting, tax planning, tax research and business consulting to a wide range of companies in various industries. These industries include healthcare, public utilities, real estate, construction, small businesses, banking and high net worth individuals.
Over the past 11 years, Mr. Libby has honed his skills and developed his experience in areas from business consulting to tax planning along with impeccable client service. He has focused his career assisting businesses, individuals, and organizations with tax strategy, planning, and compliance, while also delivering a wide range of business advisory services. He possesses a strong interest in the development of a sales-based culture within the firm and a commitment to the expansion of the firm’s business.
Mr. Libby is seasoned in the various technical tax and accounting software such as Lacerte, Turbo Tax, ProSystem fx Tax, CCH Tax Research, LexisNexis, Checkpoint, Microsoft Office, SharePoint, Groove, One Note, Publisher, Windows Servers, QuickBooks, Great Plains, Peachtree, MAS 90, Timberline, Viewpoint, Visio, SAP, Teammate, ACL and Drake.
Mr. Libby attended Southern New Hampshire University in Manchester, NH where he earned both a Bachelor of Science in Accounting & Finance and a Master’s degree in Accounting & Finance.
Mr. Libby is a Certified Public Accountant in the States of New Hampshire and Maine; a Certified Internal Auditor, and holds a Certification in Risk Management Assurance.
STEVEN M APA, CPA
Mr. Apa is an astute and seasoned Certified Public Accountant with over 30 years of diverse experience combining cross-functional competencies in all phases of accounting, tax calculations, financial statement reporting, regulatory compliance, audit procedures, forensic accounting, and litigation support services. He is a Certified Public Accountant in the states of North Carolina and New York. His current and past professional memberships and affiliations include the AICPA, North Carolina Association of CPAs, and New York State Society of CPAs, where he has served on committees. He is also a Certified Fraud Examiner and a member of the Association of Certified Fraud Examiners. He received his Bachelor of Business Administration degree in Accounting from Northeastern University.
Mr. Apa obtained his due diligence, forensic accounting, and litigation support experience with a regional accounting firm as well as auditing experience with a Big Four accounting firm. He has over a decade of due diligence and litigation consulting experience which includes investigative auditing, pre-trial depositions and assisting expert witnesses with in-court testimony. He has participated in expert testimony preparation for witnesses in arbitration, bankruptcy and civil proceedings. Mr. Apa has special expertise in automated auditing technologies, including data mining and extraction, analyzing financial reports, as well as recognition and implementation of cost reduction measures.
With an accumulated diverse background in business and as evidenced through numerous public speaking and teaching opportunities, Mr. Apa is recognized by his peers as an expert in small to medium-sized business accounting, due diligence, and financial services. His vast experience includes working in the healthcare, banking, not-for-profit, wholesale to wholesale, wholesale to retail, emerging business, and manufacturing industries.
Alison joined the office as an accountant in 2017, bringing with her 15 years of experience with varying responsibilities spanning finance, audit, business analysis and management. She has worked in diverse business settings from non-profits to large government contractors.
Her daily activities include bookkeeping and playing a key role in the preparation of accounting work papers, tax returns and assisting our clients with their general business management needs.
Alison holds a Master of Business Administration from Fairleigh Dickinson University.