Business Details
Expert Accounting & Business Advisory Services
Lucier CPA has dedicated itself to empowering small businesses through comprehensive accounting and advisory services. Our team of certified professionals combines decades of experience with cutting-edge technology to deliver tailored solutions for businesses in Rhode Island, Massachusetts, and beyond. Specializing in tax strategy, bookkeeping, payroll, and business consulting, we focus exclusively on the unique challenges faced by small enterprises. Our proactive approach ensures clients receive year-round support to minimize tax liabilities, streamline operations, and maximize profitability. With a proven track record spanning 30 years, we've helped thousands of businesses navigate financial complexities while maintaining compliance. Our integrated service model connects accounting, tax planning, and strategic advising to provide actionable insights that drive growth.Recognized by industry leaders and local business communities, we maintain affiliations with prestigious organizations like the National Association of Small Business Accountants. Our commitment extends beyond numberswe aim to improve our clients' quality of life by reducing financial stress and fostering sustainable success. Through personalized consultations and flexible service delivery options, we ensure accessibility for businesses of all sizes. Backed by numerous industry awards, including multiple 'Accountant Advocate of the Year' recognitions, we continue to set standards for excellence in small business support.
Services
Tax Services
Bookkeeping
Payroll Processing
Business Consulting
CEO Advisor Program
Highlights and features
- 30 years of specialized experience in small business accounting
- Proactive tax counsel to minimize liabilities year-round
- Integrated system connecting accounting, tax, and business strategy
- Award-winning team recognized as industry leaders
- Customized CEO Advisor Program for business growth
Associations and certifications
- National Association of Small Business Accountants
- Professional Association of Small Business Accountants
- RISCPA
Services
Tax Services
Our proactive tax strategy services help businesses minimize liabilities through year-round planning and compliance. We handle federal and state tax filings, estimated payments, and deductions optimization while ensuring timely submission of all required documentation. Our team stays current with regulatory changes to maintain compliance and maximize savings.
Bookkeeping
Monthly bookkeeping packages include bank reconciliation, financial reporting, and general ledger maintenance. Our system provides real-time insights into business performance while handling routine accounting tasks to improve operational efficiency and decision-making capabilities.
Payroll Processing
We manage complete payroll processing including tax compliance, direct deposit, and employee reporting. Our services cover W-2 processing, labor poster updates, and HR support while ensuring adherence to changing regulations to prevent penalties and interest charges.
Business Consulting
Our consulting services focus on improving profitability through strategic planning, cash flow management, and operational optimization. We provide guidance on business structure, growth strategies, and financial decision-making tailored to each client's specific needs and industry requirements.
CEO Advisor Program
This proactive advisory program offers structured quarterly sessions covering profit growth, tax strategy, and work-life balance. We help business owners develop execution plans, set measurable goals, and implement systems to improve overall business performance and personal satisfaction.
People
David J. Lucier
Principal
Certified Public Accountant with 30 years of experience advising small businesses. Recognized three times as U.S. Small Business Administration's Accountant Advocate of the Year. Author and educator who has taught at Bryant University and Roger Williams University.
Maria Ferri Lucier
Manager
Certified Public Accountant and Enrolled Agent with specialized expertise in small business taxation. Provides strategic guidance on financial planning and compliance matters while managing client relationships across multiple industries.
Dante Calise
Manager
Certified Public Accountant with MBA credentials who oversees accounting operations and client service delivery. Focuses on ensuring accurate financial reporting and compliance with regulatory requirements for diverse business clients.
Lori A. Fleming
Manager
Certified Public Accountant and Master of Science in Taxation professional who specializes in complex tax planning. QuickBooks Pro Advisor with extensive experience in financial statement preparation and business advisory services.
Curtis Karolczuk
Assistant Manager
Enrolled Agent with expertise in payroll tax compliance and accounting systems implementation. Manages day-to-day accounting operations while providing support for tax preparation and business advisory engagements.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive monthly accounting services including bank reconciliation, tax compliance, financial statements, payroll processing, and cash flow management tailored to small businesses.
How does your CEO Advisor Program benefit business owners?
Our one-on-one advisory program helps entrepreneurs develop growth strategies, improve profitability, and achieve work-life balance through structured quarterly consultations and personalized business planning.
Do you handle payroll processing for different business sizes?
Yes, we manage payroll for businesses of all sizes with services including tax compliance, direct deposit, employee onboarding, and HR support through our integrated accounting system.
What industries do you specialize in?
We serve diverse industries including construction, manufacturing, professional services, restaurants, daycare centers, and online retail with customized accounting solutions.
How can I schedule a consultation with your team?
Contact us at 401.946.1900 to arrange a free consultation where we'll discuss your business needs and develop a tailored service plan.
