Cindy B. Keohan, MBA
Managing Director
/ Principal
| | |
Karen J. Searle, MST, CPA
Principal
| Michael J. Asselin, CPA
Principal |
| |
Raymond L. Bald, CPA, CFE
Principal
| Wanda J. Ring, CPA
Principal
| | |
Alice W.
Ferran, MBA, CPA, PFS, CFP®
Principal
| Randall E. Dunham, MBA,
CPA/ABV, CVA, CFFA
Principal |
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 Cindy
B. Keohan, MBA
Managing Director /
Principal
curriculum
vitae (pdf)
Areas of Specialization:
Director of Human Resource Management including supervision of the firm's
Continuing Professional Education Programs. Director of Information
Technology: oversight of firm's internal information systems; management
of computer consulting team that services outside clients' information
technology requirements.
Professional Activities:
Member of the Society for Human
Resource Management. Member of
Human Resources Association of Southern Maine. Member of
the Association for Accounting Administration.
Education:
MBA - Southern New Hampshire
University plus additional graduate coursework in Human Resource Management;
BS in Accounting and BS in Computer Science- Franklin Pierce College and
more than 40 hours per year in continuing professional education in the Human
Resource Management and Information Technology Areas.
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 Karen
J. Searle, MST, CPA
Principal
curriculum
vitae (pdf)
Areas
of Specialization:
Individual, corporate, and partnership taxation; estate planning; tax
and financial planning and consulting for small and medium-sized
businesses; fiduciary income and estate tax return preparation; audits
of nonprofit organizations.
Professional Activities:
Member of American
Institute of Certified Public Accountants, Maine
Society of CPAs, and the Maine
Estate Planning Council; Past President of the Maine
Society of CPA's.
Community Involvement:
Assistant Treasurer of Kennebunk-Kennebunkport Alumni Association. Member of the
Kennebunk Rotary Club.
Education:
Master of Science in Taxation from Bentley College; BA in Accounting
from Nasson College; Certificate of Educational Achievement in Personal
Financial Planning, AICPA; plus more than 40 hours per year of
continuing professional education.
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 Michael
J. Asselin, CPA
Principal
curriculum vitae (pdf)
Areas of Specialization:
Tax Principal and Principal responsible for tax issues in the Portsmouth
office; tax and estate planning and consulting for small/medium sized
businesses, individual, corporate, and partnership income taxation, business
valuation; litigation support services; IRS representation for tax audits and
collections issues.
Professional Activities:
Member of American Institute of
Certified Public Accountants, President of
New Hampshire Society of Certified Public Accountants 1997-1998, New
Hampshire Estate Planning Council, Member of AICPA Council.
Community Involvement:
President of
Portsmouth Rotary Club 2000-2001; past Treasurer of
New Hampshire College Seacoast Alumni Chapter; past Member of New Hampshire
College Planned Giving Advisory Group; Trustee of
Piscataqua Savings Bank.
Education:
B.S in Accounting from New
Hampshire College; Certificate of Achievement in Business Valuation, plus
more than 40 hours per year of continuing professional education.
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 Raymond
L. Bald, CPA, CFE
Principal
curriculum vitae (pdf)
Areas of Specialization:
Audits of municipalities, not-for-profits and small/medium sized businesses;
tax, financial planning and consulting for small/medium-sized businesses and
not-for-profits; individual income taxation; fraud examinations; Director in
charge of Exeter and Rochester offices.
Professional Activities:
Member of American Institute of
Certified Public Accountants. Member of
New Hampshire Society of CPAs. Member of
Association of Certified Fraud Examiners.
Community Involvement:
Past President and Treasurer, Rotary Club of York, Maine. Paul Harris Fellow,
Rotary International.
Education:
BS - University of Southern
Maine (Magna Cum Laude); CPA Certification in 1990 CFE (Certified Fraud
Examiner), 2000 American Institute of Certified Public Accountants. Minimum of
40 hours of tax and accounting education annually including the Government
Accounting Office (GAO) requirement of 24 hours of education in governmental
topics.
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Wanda J. Ring, CPA
Principal
curriculum vitae (pdf)
Areas of Specialization:
Audits, reviews and compilations of
small and medium-sized businesses, not-for-profit organizations; individuals,
corporate and partnership taxation. Professional Activities:
Member of American
Institute of Certified Public Accountants and Maine
Society of CPAs.
Community Involvement:
Member of the York County Community College Foundation Planned Giving
Committee.
Education:
Bachelor of Science in Accounting with a minor in Computer Information Systems
from Thomas College (Magna Cum Laude) and a
minimum of 40 hours of continuing professional education per year.
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 Alice
W. Ferran, MBA, CPA, PFS, CFP®
Principal
curriculum
vitae (pdf)
Areas of Specialization:
Services individual, corporate, and partnership income taxation; estate and
trust taxation; personal financial planning and investment advisory services
for individuals and organizations.
Professional Activities:
Member of the American
Institute of Certified Public Accountants, Maine
Society of CPAs and past member of Management Consulting
Services Committee of Polaris, International.
Community Involvement:
Former Trustee, Investment Committee and Finance Committee Chairman of H.D.
Goodall Hospital; Past President of the
Kennebunk-Kennebunkport
Chamber of Commerce; Seaglass Performing Arts; past Director, York County
Community College Foundation; Vestry Member, St. David's Episcopal Church.
Education:
Master of Business Administration, University of Maine; Master of
Arts, University
of Florida; BS in Accounting, Nasson College; plus a year of
additional coursework in computer applications and more than 40 hours
per year of continuing professional education
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 Randall
E. Dunham, MBA, CPA/ABV, CFF, CVA, CFFA
Principal
curriculum
vitae (pdf)
Areas
of Specialization:
Principal in charge of Portsmouth, NH office; tax and consulting for
small and medium sized businesses; individual, corporate, and
partnership income taxation; business valuations; forensic accounting.
Professional Activities:
Member of American
Institute of Certified Public Accountants (AICPA), New
Hampshire Society of CPAs,
National
Association of Certified Valuation Analysts (NACVA) and
National Association of Forensic Economics
(NAFE).
Education:
BS in Business Administration from West Virginia Wesleyan College;
MBA from the University
of Maine; Awarded Accredited in Business (ABV) and Certified in
Financial Forensics designation by the AICPA.;
Certified Valuation Analyst (CVA) and Certified Forensic Financial Analyst (CFFA)
by NACVA.
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