Locatelli

At Locatelli and Company, we are a unique accounting firm specializing in providing certified public accounting services and business consulting to small to medium-sized companies in the professional services sector. Our team of experienced certified public accountants has a deep understanding of the challenges and opportunities faced by entrepreneurs and business owners in the marketing communication, law, non-profit, retail, and real estate industries.

Our Expertise

Our expertise is not limited to just crunching numbers. We understand that the financial decisions you make today can impact your business and personal life for years to come. Our team of certified public accountants is dedicated to providing more than just financial services. We take the time to understand your business goals and challenges, and work closely with you to develop strategies that help you achieve success.

Our Services

At Locatelli and Company, we offer a range of services designed to help you make informed financial decisions. Our services include:

• Tax Planning & Preparation: We prepare tax returns for individuals and businesses, ensuring compliance with tax laws and regulations.
• Business Consulting: Our team of experienced consultants can help you develop a comprehensive business plan, provide guidance on strategic planning and forecasting, and assist with mergers and acquisitions.
• Human Resource Planning: We can help you develop an operational budget, provide guidance on employee benefits, and assist with payroll and other HR-related tasks.
• Value-Added Services: In addition to our core services, we offer a range of value-added services, including financial analysis, cost accounting, and contract negotiation and execution.

Our Team

At Locatelli and Company, our team is dedicated to providing personalized service to our clients. Our team of certified public accountants has a strong background in accounting and business, with extensive experience in the professional services sector. Our team includes:

• Jim Locatelli, CPA: A certified public accountant and entrepreneur himself, Jim has over 40 years of experience in accounting and business management. He has provided financial services to a range of clients, including marketing communication firms, law firms, non-profits, retailers, and real estate companies.
• Shari Harenda, CPA: With a background in real estate and non-profit organizations, Shari brings a wealth of expertise to our team. She has extensive experience in audit, review, and compilation engagements, as well as preparing tax returns for businesses and individuals.
• Tina Scudder, CPA: Tina has over 15 years of experience in accounting, with a focus on small business accounting. She has a broad range of experience in audit, review, and compilation engagements, and has worked with a range of clients, including government, non-profit, and banking entities.
• Nancy Prom: With a background in marketing communication, Nancy brings a unique perspective to our team. She has extensive experience in bookkeeping, payroll, and general accounting duties, and provides services to a range of clients.

Contact Us

At Locatelli and Company, we are dedicated to providing exceptional service to our clients. If you are looking for a team of experienced certified public accountants who can help you achieve your business goals, contact us today.