Business Details
37 Years
experience
Your Trusted Partner for Accounting and Advisory Solutions
Since 1989, Westminster Advisory Group has been delivering CPA services that transcend traditional accounting. Our team of Consulting CPAs provides strategic financial advice tailored to healthcare practices, small businesses, non-profits, and exit planning needs. With decades of combined experience, Lou and Deana Filippelli lead our efforts to help clients navigate complex financial landscapes. We prioritize transparency, offering honest assessments while developing actionable plans for long-term success. Our expertise spans practice reviews, incentive compensation design, tax planning, and exit strategy development.We serve clients across Rhode Island, Massachusetts, Connecticut, and New York, combining technical proficiency with personalized service. Our approach integrates financial reporting, metric analysis, and benchmarking to optimize business performance. We specialize in translating financial data into strategic decisions that enhance profitability and operational efficiency. Our commitment extends beyond numberswe act as trusted advisors dedicated to our clients' enduring success.
Services
CPA Services
Tax Planning
Exit Planning
Financial Reporting
Practice Reviews
Incentive Compensation Design
Non-Profit Support
Business Valuation
Audit Preparation
Cash Flow Management
Details
- Year established: 1989
Highlights and features
- We offer 35+ years of combined CPA experience serving diverse industries
- Our team provides personalized financial strategies beyond standard accounting services
- Specialized expertise in healthcare practice management and non-profit financial systems
- Certified professionals with CVA credentials for business valuation and exit planning
- Proven track record helping clients optimize tax strategies and operational efficiency
Services
CPA Services
Our CPA services combine technical expertise with strategic business advice. We help healthcare practices, small businesses, and non-profits navigate financial complexities while maintaining compliance. Our approach focuses on delivering actionable insights that drive operational improvements and long-term growth through comprehensive financial management solutions.
Exit Planning
Specialized exit planning services help business owners maximize value during ownership transitions. We develop customized strategies that align personal financial goals with business objectives, coordinating with legal and financial professionals to ensure smooth succession planning and optimal transaction outcomes.
Tax Planning
Proactive tax planning services identify year-round savings opportunities while ensuring compliance. We develop customized strategies that minimize liabilities, optimize deductions, and prepare businesses for tax season with minimal stress and maximum financial benefit.
Financial Reporting
Comprehensive financial reporting includes benchmarking against industry standards and performance metrics analysis. We provide timely, actionable reports that help business owners make informed decisions about operations, investments, and strategic direction.
Non-Profit Support
Tailored non-profit support services include GAAP-compliant financial reporting, grant compliance management, and board-ready financial communications. We help charitable organizations maintain fiscal responsibility while focusing on their mission-driven objectives.
People
Lou Filippelli
CPA, CVA
With over 30 years of experience, Lou specializes in healthcare practice advisory and business exit planning. He holds CPA and CVA certifications, with expertise in business valuation and transaction advisory services.
Deana Filippelli
CPA, CVA
Deana provides CFO services to non-profits and closely held companies, combining CPA expertise with CVA certification. She specializes in operational management and strategic financial planning for mission-driven organizations.
Questions
What industries do you specialize in?
We specialize in serving healthcare practices, small businesses, non-profits, and business owners planning exits. Our industry-specific expertise helps address unique financial challenges in these sectors.
How do you help with tax planning?
We provide year-round tax planning strategies to identify savings opportunities, minimize liabilities, and ensure compliance while aligning with your business's financial goals.
What exit planning services do you offer?
Our exit planning includes business valuation, strategy development, and coordination with financial professionals to maximize enterprise value during ownership transitions.
Do you provide non-profit financial support?
Yes, we offer CFO-level financial reporting, accounting system implementation, and compliance support tailored to non-profits' unique needs and regulatory requirements.
How do you handle financial reporting for small businesses?
We deliver timely financial reporting with industry benchmarking, metric analysis, and performance measurement tools to help small business owners make informed operational decisions.
