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Your trusted partner in building a confident financial future

Kathleen Sweeney, CPA is a seasoned accounting professional with over four decades of experience serving clients in diverse industries. Her dedication to personalized service and tailored solutions has earned her a reputation as a trusted advisor to businesses and individuals alike.

Building a Strong Foundation

Kathleen's passion for numbers blossomed early on, leading her to pursue a degree in Business Administration with a concentration in Accounting from Bryant College. Her diverse experience includes internships in hospital and food service accounting, giving her a well-rounded understanding of various industries.

A Diverse Portfolio of Services

Kathleen Sweeney, CPA offers a comprehensive array of services to support clients throughout their financial journey. These include:

  • Tax Planning and Compliance: Comprehensive tax filing services for corporations, partnerships, trusts, estates, and individuals.
  • Accounting and Bookkeeping: Bank reconciliations, cash flow management, payroll processing, and specialized spreadsheets.
  • Business Consulting: Strategic planning, financial analysis, and risk management.
  • Retirement and Estate Planning: Estate planning services and financial guidance to secure your future.

Client-Focused Approach

The Kathleen Sweeney, CPA team believes in a personalized and collaborative approach to client service. They take the time to understand your unique needs and goals, working alongside you to achieve your financial aspirations. Their dedication to prompt responses and clear communication ensures seamless collaboration.

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