Boston, MA (March 20, 2019) —CBIZ, part of the nation’s 10th largest accounting and tax provider, has promoted three Directors to Managing Directors and four Managers to Directors. The newly promoted Managing Directors are Carrie Demakis, CPA, MSA; Joanna Powell, CPA, CFP, MST; and Joyce Troy, CPA, MBA. The newly promoted Directors are Mary Costa, MBA, EA; Suzanne Jalbert, CPA, MST; Laura Smith, CPA, MST; and Brian Sullivan, CPA, MSA. All seven members work out of both the Boston, MA and Providence, RI offices.
"I am excited to welcome Carrie, Joanna and Joyce to our team of Managing Directors and Mary, Suzanne Laura and Brian to our team of Directors in recognition of their commitment to providing practical ideas and solutions to our clients. We are proud to honor them as leaders in our company,” stated Scott Wragg, Senior Managing Director of the New England offices.
Carrie has more than 15 years of experience providing attest services to privately-held and public companies in the retail, technology, service, software as a service (SaaS), manufacturing, wholesale/distribution, and not-for-profit industries. She provides financial, operational, IT control and System and Organization Control (SOC) examination, reporting and readiness consulting services. Carrie received a Bachelor of Science degree from Bowling Green State University and a Master of Science in Accounting at the University of Notre Dame.
Joanna has more than 13 years of experience providing tax consulting, planning, preparation and review services for high-net-worth individuals and family groups. She has also been named Leader of the High-Net-Worth Practice in New England. Joanna received both a Bachelor of Science in Business Administration and a Master of Science in Taxation from Northeastern University.
Joyce has more than 20 years of accounting and auditing experience providing services to privately-held companies in the manufacturing, distribution, and hospitality industries, as well as not-for-profit and education organizations. Her specialties include managing audits and reviews of financial statements, evaluating internal controls and accounting matters and offering recommendations. Joyce received both a Bachelor of Science and a Master of Business Administration from Bryant University.
Mary has more than 10 years of experience providing tax services to a variety of industries, including assisting clients with federal, state and foreign tax compliance projects, as well as planning for both the entity and its owners. Additionally, Mary provides tax department outsourcing services and state and local tax consulting to private equity and alternative asset management funds. She received a Bachelor of Science from the University of Rhode Island and a Master of Business Administration from Providence College.
Suzanne has more than 25 years of experience serving high-net-worth individuals and family groups as well as closely-held businesses. She provides tax consulting, planning, and review services, as well as assistance with representation before taxing authorities, for individuals, S corporations, partnerships and trusts. Suzanne received a Bachelor of Science from the University of Rhode Island and a Master of Science in Taxation from Bryant University.
Laura has more than 10 years of experience providing tax consulting, planning and compliance services to high-net-worth individuals and closely-held businesses in a variety of industries, including professional services, private equity/venture capital, wholesale and distribution, and real estate. She has extensive experience assisting clients with federal, state, and international tax compliance and consulting services. Laura received her Bachelor of Science in Accounting from Grove City College and her Master of Science in Taxation from Northeastern University.
Brian has more than 10 years of accounting and auditing experience working with privately-held companies, private equity/venture capital firms, and not-for-profit and education organizations. He is experienced in managing financial statement audits and reviews, evaluating internal controls and providing related recommendations. Brian received both a Bachelor of Science in Accounting and a Master of Science in Accounting from the University of Connecticut.
CBIZ, Inc. provides professional business services that help clients better manage their finances, employees and insurance needs. CBIZ provides its clients with financial services, including accounting, tax, financial advisory, government healthcare consulting, risk and advisory, and valuation services. Benefits and insurance services include group health benefits consulting, property and casualty insurance, retirement plan consulting, payroll, and HR consulting. As one of the largest accounting, insurance brokerage and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states.