Business Details
37 Years
experience
Trusted CPAs in Warwick, RI
Since 1989, Westminster Advisory Group has been delivering CPA services that transcend traditional accounting practices. Our team of Consulting CPAs provides strategic financial advice tailored to healthcare practices, small businesses, nonprofit organizations, and exit planning needs. With decades of combined experience, we prioritize honest counsel and actionable insights to help clients navigate complex financial landscapes. Our expertise spans practice reviews, incentive compensation planning, tax strategy, and CFO-level support for nonprofits.We serve clients across Rhode Island, Massachusetts, Connecticut, and New York, combining technical proficiency with a deep understanding of industry-specific challenges. Our professionals hold advanced certifications including CPA, CVA, and specialized training in taxation. We emphasize proactive financial management, benchmarking, and data-driven decision-making to optimize client outcomes. Our commitment to continuous improvement ensures clients receive forward-thinking solutions aligned with their long-term goals.
Services
Healthcare Accounting
Small Business Advisory
Nonprofit Support
Exit Planning
Tax Strategy
Details
- Year established: 1989
Highlights and features
- We offer 30+ years of specialized CPA experience in healthcare and nonprofit sectors
- Our team holds advanced certifications including CPA, CVA, and MST designations
- We provide tailored financial strategy for complex business transitions and mergers
- Our CFO-level support includes GAAP-compliant reporting and audit preparation
- We implement data-driven incentive compensation plans for healthcare providers
Services
Healthcare Accounting
Specialized financial services for healthcare practices including operational benchmarking, provider compensation analysis, and regulatory compliance. We help medical professionals optimize practice efficiency through detailed financial reporting and incentive compensation planning. Our team addresses unique challenges like hospital contract negotiations and practice mergers.
Exit Planning
Comprehensive exit strategy development for business owners, including valuation analysis, gap assessment, and implementation roadmaps. We coordinate with financial and legal professionals to maximize enterprise value and ensure smooth ownership transitions aligned with personal financial goals.
Nonprofit Support
Tailored financial solutions for nonprofit organizations including GAAP-compliant reporting, audit preparation, and cash flow management. Our services enhance financial transparency for stakeholders while supporting mission-driven operations through strategic budgeting and grant compliance.
Tax Strategy
Proactive year-round tax planning services focused on maximizing savings and minimizing liabilities. We provide customized strategies for businesses and individuals, with ongoing monitoring to ensure compliance and optimize tax outcomes across all jurisdictions.
Small Business Advisory
Strategic financial guidance for small businesses including performance benchmarking, operational analysis, and growth planning. We deliver actionable insights through metric reporting and cash flow management solutions tailored to owner-operated businesses in diverse industries.
People
Lou Filippelli
CPA, CVA
30+ year CPA specializing in healthcare and small business accounting. Holds MST in taxation from Bryant University. Provides strategic advisory services for business transitions and operational optimization.
Deana Filippelli
CPA, CVA
CPA since 1990 with expertise in nonprofit financial management. Offers CFO-level services including audit preparation and strategic financial planning for charitable organizations and closely held companies.
Questions
What industries do you specialize in?
We specialize in healthcare practices, small businesses, nonprofit organizations, and exit planning for business owners across New England and New York.
How do you help healthcare providers improve profitability?
Through practice reviews, incentive compensation planning, and operational benchmarking to optimize revenue cycles and provider productivity.
What exit planning services do you offer?
We provide business valuation, transition strategy development, and coordination with legal/financial professionals to maximize enterprise value.
Do you offer CFO services for nonprofits?
Yes, we provide GAAP-compliant financial reporting, audit preparation, and strategic financial management for nonprofit organizations.
How do you approach tax planning for small businesses?
We implement year-round tax strategies focused on identifying savings opportunities and minimizing year-end tax liabilities.
