Team
John
Burke, CPA, MST
Principal
Prior to starting Burke & Associates CPAs, P.C. in 2003, John was a partner with BDO USA, LLP, a national tax and financial advisory firm specializing in middle-market companies and entrepreneurs. John has approximately 30 years of experience working with closely held companies and their owners and brings extensive tax, accounting and advisory expertise to mid-size and smaller, closely-held companies. He also has extensive experience helping clients with tax and business planning, projections, acquisitions and financing transactions.
John has a wide range of specialized industry experience, including service entities, technology, distribution, manufacturing, healthcare, not-for-profit, retirement plans and real estate.
John is a licensed CPA in Massachusetts and is well versed with cutting-edge tax strategies and rapidly changing accounting and reporting requirements. His educational background includes: MBA curriculum at Northeastern University, Master's of Science in Taxation and undergraduate accounting and finance at Bentley University.
John also serves as a Board Member and Chairman of the Audit Committee for an SEC reporting real estate investment firm. His community services include serving as a Board Member and consultant for various not-for-profit organizations.
Richard
F. Hickey, CPA, MST
Of Counsel
Prior to merging his practice with Burke & Associates CPAs, P.C. in November 2010, Richard Hickey was the principal of his own CPA and consulting firm for over 34 years. Richard has a wide range of accounting and taxation expertise with specialized industry experience with real estate developers and owners, distributors, professional service firms and other service businesses. He is also well versed in complex individual and partnership tax matters, trust, and estate & gift taxation.
Prior to starting his own firm, Richard spent over seven years with Deloitte & Touche LLP (formerly JK Laser & Company), a national tax and financial advisory firm. Richard also has extensive experience helping clients with tax and business planning, structuring business buy and sell transactions and corporate financing.
Richard
is a licensed CPA and a member of the Massachusetts Society of CPAs and the
American Institute of CPAs. His educational background includes a BSBA in
Accounting from Northeastern University, Magna Cum Laude, and a Master's of
Science in Taxation from Bentley University, with 4.0 cumulative average.
James Gambon,
CPA
Principal
James Gambon, CPA, is a principal with Burke & Associates CPAs, P.C. Prior to joining the firm in December 2006, Jim was a Senior Manager in the Boston office of BDO USA, LLP. Jim is a practicing CPA with over 25 years of hands-on experience in individual and corporate taxation for closely held entrepreneurial companies and their owners. He also provides a full range of small business accounting, audit, review and compilation services with an industry specialization in manufacturing and distribution, not-for-profit, real estate and service businesses.
Jim's expertise includes individual and corporate tax planning, business projections and implementation of accounting systems. He provides a full range of Quickbook's and other accounting software consulting and support services for early stage to mid-size closely held businesses.
Jim is a member of the American Institute of CPA's and the Massachusetts Society of CPA's and is a graduate of Northeastern University with a BS in Accounting.
Karen
Ahlstrand
Senior Tax Manager
Karen was previously a Manager of Tax Services in the Boston office of BDO USA, LLP prior to joining Burke & Associates CPAs, P.C. in November of 2005. Karen has provided corporate and individual tax services for over 20 years and has extensive tax and accounting experience working with closely-held entrepreneurial companies and their owners. Karen's experience includes a full range of individual, corporate, partnership, LLP, LLC, Trust and Gift taxation. Karen's tax experience also includes business sale transactions, entity and accounting method selection, and client representation with the Internal Revenue Service. Karen also provides general accounting consulting and business planning services. Karen maintains a current knowledge of the changing tax laws to help identify tax planning opportunities and tax saving strategies for our clients.
Linda White-Habelt
Manager
Linda joined Burke & Associates CPAs, P.C. upon the merger of John C. Danehy P.C.'s accounting and tax practice with us in September 2011. Linda has over 30 years of public accounting experience and previously worked with John C. Danehy, CPA for over 20 years. Linda has extensive experience providing accounting and tax services to business and individual clients. Linda has also been involved with several financial statement engagements is is well versed in QuickBooks implementation, support and consulting services. Linda also has a solid background and experience with business and individual income taxation and tax planning services.
Ashley
F. Ulshoeffer, CPA, MSA
Manager
Ashley provides a full range of tax and financial statement services for the Firm's corporate and individual clients.
Prior
to joining Burke & Associates CPAs, P.C. in November 2010, Ashley was
a Senior Accountant with Athletes' Performance, handling a full range of controller
duties for several companies. She also spent over four years with Caturano
and Co., P.C., a CPA and consulting firm specializing in middle market companies
and entrepreneurs. At Caturano and Co., P.C. she provided corporate and individual
tax services and gained a wide range of tax and accounting experience working
with closely-held companies and their owners. Ashley's experience includes
extensive individual, corporate, partnership and trust taxation. Ashley maintains
a current knowledge of the changing individual and entity tax laws to assist
with our individual and corporate tax planning services. Ashley is a licensed CPA and a member of the Massachusetts Society
of CPAs. Ashley earned a BSBA and an MS in Accounting from the Isenberg School
of Management at the University of Massachusetts, Amherst.
Michelle
M. Medeiros
Manager
Michelle
joined Burke & Associates CPAs, P.C. in November 2010 with over 12 years
of public accounting experience. Michelle previously worked with Richard F.
Hickey, CPA for over five years and with other local CPA firms for approximately
seven years. Michelle has extensive experience providing a full range of tax
and accounting services to business and individual clients. Michelle has also
been involved with several financial statement compilation engagements and
is well versed in QuickBooks implementation, support and consulting services.
She is also experienced with business and individual income tax return preparation
and planning. Michelle earned a BSBA in Accounting at the University of Massachusetts.
John F. Monbouquette, Jr.
Manager
John joined Burke & Associates CPAs, P.C. in June 2011 with over 20 years of financial accounting experience. John has a solid background in both public accounting and industry holding audit and accounting positions with a range of corporations, including 3COM, EMC Corporation and Stone & Webster Engineering Corporation. John's public accounting experience includes approximately 5 years of audit and tax services with BDO USA, LLP and PricewaterhouseCoopers. John manages several audit and review financial statement engagements for our clients and has extensive experience with financial reporting, internal controls and accounting systems. John is also involved with business and individual tax compliance and tax planning services. John's educational background includes an MS in Accounting / MBA from Northeastern University and a BA from Bowdoin College.
Liping
Xie, CPA, MSA
Senior Associate
Liping joined Burke & Associates CPAs, P.C. upon completing her Masters of Science and Bachelor of Science in Accounting at the University of Massachusetts in December 2007. Since joining the firm, Liping has been involved with several financial statement Audit, Review and Compilation engagements and with business and individual income tax return preparation and planning with a wide range of clients. Liping is a Massachusetts CPA and a member of the American Institute of CPA's and the Massachusetts Society of CPA's.
Mei
Dan Dai
Associate
Mei joined Burke & Associates CPAs, P.C. in December 2009 after completing her Bachelor of Science in Accounting at the University of Massachusetts. Mei previously provided general accounting services for a law firm in Boston and interned with a local CPA firm for two tax seasons preparing individual and corporate tax returns prior to joining Burke & Associates CPAs P.C. Mei provides general accounting services, including Quickbooks implementation and support services and financial statement Audit, Review and Compilation services. She is also involved with business and individual income tax preparation services. Mei plans to complete her education and experience requirements to pursue licensure as a Massachusetts CPA.
Donna L. Marchand
Associate
Donna joined Burke & Associates in December 2011 upon completing her MS in Accounting at Bridgewater State University. Donna previously served as the business and accounting manager for a small entrepreneurial business and is well versed in QuickBooks and other small business software applications. Donna is primarily involved with the Firm's business and individual tax services, as well as our general accounting and financial statement services. Donna plans to complete her experience and testing requirements to pursue licensure as a Massachusetts CPA. Donna's educational background includes an MS of Education from Syracuse University and a BA from Potsdam State, New York.
Accounting, Bookkeeping & Payroll Services Contact List
Professional Relationships
To meet the financial planning needs of our individual and corporate clients, we have established relationships with other Certified Public Accountants and legal counsel specialized in the area of estate and trust planning. In addition, John Burke is an Advisor with H.D. Vest Financial Services, a non-bank subsidiary of Wells Fargo & Company, and offers clients a full range of investment advisory and wealth management services. Through our relationships, our clients have access to a wide range of select professionals. In today's complex financial environment, clients will benefit from our integrated team approach.
