I’ve known both Tom Roberts and Jack Callahan for quite some time. Having served on the same Board of Directors for a few different not-for-profits, I’ve worked closely with both of these individuals. I’ve also had the unique opportunity to share their viewpoints and outlook on business, company culture and the role a business plays within the community that supports it.
The Leone, McDonnell & Roberts team has provided accounting services for both myself and some of the organizations I interact with on an annual basis. Their level of professionalism and careful attention to the specific needs of each customer are second to none. But what impresses me most about Leone, McDonnell & Roberts is their commitment to investing in the communities they serve. Through their sponsorship of special programs, community events and various charitable organizations throughout the Mt. Washington Valley, the firm is making a real impact on improving the environment, the surrounding towns and neighborhoods as well as people’s lives.
I cannot say enough about the firm’s commitment to community and volunteerism. It’s inspiring and also refreshing to see an organization assign time, energy and resources to efforts unrelated to earnings reports or fiscal bottom lines.
Mr. Jac Cuddy,
The Mt. Washington Valley Economic Council
I started working closely with the Leone, McDonnell & Roberts team after the death of my husband, a small business owner who also relied on the firm for his company’s accounting needs. Since that time, Leone, McDonnell & Roberts’ professionals have been instrumental in advising me through the difficult process of dissolving my husband’s former business, while addressing the financial changes brought on by his passing. Today, I view my LMR engagement team as much more than advisers; they are also my friends.
The professionals I have worked with at Leone, McDonnell & Roberts have demonstrated a personal loyalty to both me and my financial interests. I have benefited from their sound advice and willingness to go beyond the call of duty when the resolution of my financial affairs has required additional effort. My engagement team has even sought out clarification and review to secure the tax refunds they felt I was entitled to receive.
Leone, McDonnell & Roberts has provided invaluable service to our company. The firm works extremely hard to advocate for us and to optimize our finances. We feel they are the only company outside our own that is truly looking out for our business.
The LMR team provides a wide range of services which have been essential to our company. Their assistance and expertise is like having an additional business partner backing us. They have provided us with proactive and personal service, anticipating our needs even before we do. Their support helped us through two years of economic difficulty and resulted in the improvement of our finances.
The team at Leone, McDonnell & Roberts is always attentive to our needs. They never keep us on hold when we call or hesitate to settle our issues. We are more than happy with the work Leone, McDonnell & Roberts provides. In a word, I would describe their service as awesome.
The Glass Graphics Company
Our company has appreciated the direct access provided by Leone, McDonnell & Roberts. We couldn’t ask for better responsiveness and more attention to our business. We are confident we will receive timely and accurate service whenever we contact the firm.
Anytime Leone, McDonnell & Roberts is involved in a financial matter, it is always managed efficiently and effectively. In addition, their team has worked diligently with our principals to determine our tax options. As a result, we have benefited from substantial tax savings and prompt returns. The professionals at Leone, McDonnell & Roberts are accessible and responsive to all our needs.
New England Building Supply
Tom Roberts and the team at Leone, McDonnell & Roberts has been providing me with accounting services and has served as a trusted and valued partner in my businesses for the past 21+ years. In my experience with their team, they take a hands-on, personal approach to their client relationships. Tom and the team at the firm take a genuine interest in my companies, showing concern for and acting upon my needs and expectations, and being extremely reliable.
Tom is involved in several aspects of my businesses. When I need answers, Tom has the resources necessary to ensure I receive prompt responses. Besides being my CPA firm, I view Leone, McDonnell & Roberts as my consultants. To me, Tom is more than just a numbers guy. He has helped me time and time again throughout the years. In the past, he has assisted me with an insurance claim after a fire at one of my businesses. He has also stepped in helping me come up with business projections and has been a mediator in previous business partnerships.
Leone, McDonnell & Roberts also drives business back to their clients. Over the years, Tom has been very helpful identifying new business partners and new business opportunities. Whether he is scheduling his company holiday party at one of my restaurants or suggesting a new business partnership Tom and his staff have always worked to help me grow my business regardless of the economic climate.
It is my opinion that Leone, McDonnell & Robert’s professionalism and trustworthiness is of the highest standard. Their service is exceptional, and I hold a great deal of confidence in the advice they provide.
Glass Graphics, Inc.
The support Leone, McDonnell & Roberts provides is a tremendous asset to our company. Their tax assistance is always accompanied by professionalism and availability whenever we need them. When we have a question about anything, all we need to do is call. Even if their engagement team doesn’t have the answer, they are prompt and determined in finding the answer.
The audit services Leone, McDonnell and Roberts provides our company have been crucial in helping our non-profit corporations meet A-133 audit requirements. Leone, McDonnell & Roberts is one of the few CPA firms that meet the qualifications under the U.S. Office of Management and Budget Circular A-133 to perform audits for our multiple non-profit corporations.
Leone, McDonnell & Roberts’ professionalism really sets them apart. The work they do for us is processed through levels of review to ensure accuracy as well as timeliness. Their engagement team has supported our company with the expertise that keeps our tax needs covered. They periodically attend seminars to stay up-to-date on new regulations and information. They are constantly working to increase their knowledge to exceed our expectations.
Kathy Lavigne, Chief Accountant,
Community Action Program Belknap-Merrimack Counties, Inc.
The engagement team at Leone, McDonnell & Roberts is a group of true professionals who understands the operations of a large nonprofit organization like ours and the requirements for auditing federal grantees. Our team is very conscientious and thorough and always pleasant to work with. They have the skills, systems, and knowledge to accomplish our tasks in a very efficient manner.
Leone, McDonnell & Roberts’ team is very considerate and understanding during our yearly audit. Overall, the audit process is smooth. Our employees are able to continue their day-to-day duties with minimal disruption.
Leone, McDonnell & Roberts not only performs our yearly audit and prepares our audit report and tax return but also keeps our organization informed about the latest financial issues in their monthly newsletter. We also know that we can contact them whenever we have any financial matters to discuss and need their expertise. It’s apparent that our engagement team cares about our organization and its financial strength. They always have our best interests and concerns in mind.
Finance Director, Central Vermont Community Action Council, Inc.
I couldn’t be more pleased with my relationship with Leone, McDonnell & Roberts and the services that they provide to our company. Our engagement team is extremely efficient and competent. They stand behind the work they provide. With Leone, McDonnell & Roberts by our side for over 15 years, we have no worries about our finances.
The firm provides us with tax planning and preparation and business consulting services. They recently completed an audit for our company. Their engagement team went above and beyond to make sure everything was taken care of appropriately. I’m in constant communication with Diane and the team over at Leone, McDonnell & Roberts. They are very easy to get a hold of and I know I can contact them at any time. Overall, they are a wonderful group of people to work with. I would definitely recommend Leone, McDonnell & Roberts for all accounting needs.
Owner, Route 11 Auto Parts, Inc.