Business Details
Trusted Accounting & Advisory Services in Glastonbury, CT
We are a multidisciplinary advisory firm dedicated to delivering high-quality accounting, audit, tax, and consulting services. Our approach centers on deeply understanding our clients' businesses, goals, and challenges to provide tailored solutions. With a team of experienced professionals, we specialize in complex audits, tax strategy, transaction advisory, and outsourced finance services for businesses across industries. Our PCAOB-registered firm combines national expertise with personalized service, prioritizing integrity, loyalty, and client satisfaction.We invest time to grasp strategic plans and operational nuances, ensuring our clients receive actionable insights that drive success. From pre-IPO guidance to forensic accounting, our technical depth and industry-specific knowledge position us to tackle even the most intricate financial challenges. We pride ourselves on responsiveness, particularly under tight deadlines, and maintain a steadfast commitment to ethical standards and transparency in all engagements.
Services
Audit Services
Tax Planning
Business Consulting
Transaction Advisory
Outsourced Accounting
Employee Benefit Plans
SOC Reports
Tax Credit Incentives
Forensic Accounting
Pre-IPO Advisory
Highlights and features
- We provide PCAOB-registered audit services with national expertise.
- Our team includes specialists in employee benefit plans and SOC reports.
- We offer pre-IPO technical accounting resources for emerging growth companies.
- Our professionals hold CPA, CFE, and CGMA certifications across disciplines.
- We maintain deep industry specialization in construction and professional services sectors.
Associations and certifications
- PCAOB
What people say
Highly professional team
Responsive during urgent matters
Significant tax credit identification
Practical problem-solving approach
Deep industry knowledge
Services
Audit Services
Our audit practice delivers comprehensive financial statement examinations with specialized expertise in employee benefit plans and SOC 1 reports. We serve public companies, private equity-backed firms, and international organizations, maintaining PCAOB registration standards. Our approach combines technical rigor with business acumen to ensure regulatory compliance while providing operational insights that enhance financial reporting quality.
Tax Planning
We develop customized tax strategies aligned with business objectives, specializing in multi-jurisdictional tax compliance and incentive programs. Our services include federal/state tax provision preparation, international tax planning, and identification of research & development credits. Our professionals work proactively to minimize tax liabilities while ensuring compliance with evolving regulations.
Business Consulting
Our consultants provide strategic guidance on mergers, acquisitions, and business transformations. We offer Sarbanes-Oxley compliance support, internal audit outsourcing, and technical accounting assistance for complex transactions. With industry-specific expertise, we help organizations navigate financial challenges and implement effective control frameworks to support sustainable growth.
Transaction Advisory
We support companies through all stages of M&A transactions with due diligence, quality of earnings assessments, and purchase price allocation services. Our team identifies financial risks and opportunities to inform deal structuring and valuation. We provide post-transaction integration support and assist with tax-efficient transaction planning for private equity and corporate clients.
Outsourced Accounting
Our outsourced finance solutions include contract CFO, controller, and tax director services for temporary or ongoing needs. We provide expertise in revenue recognition, stock-based compensation, and financial statement preparation. This service supports companies requiring specialized skills during transitions, growth phases, or complex reporting periods without adding permanent staff.
People
Jeff Fiondella
Founding Partner, Assurance & Advisory Services
Jeff Fiondella co-founded the firm with over 25 years of experience in public accounting. He specializes in audit services for public companies and complex financial reporting engagements. Jeff maintains CPA licensure and actively mentors staff on technical accounting standards.
Frank Milone
Founding Partner, Assurance & Advisory Services
Frank Milone brings decades of audit and consulting experience to the firm. He focuses on serving professional service businesses and construction industry clients. Frank's expertise includes financial reporting and regulatory compliance for middle-market companies.
Lisa Willauer
Founding Partner, Tax & Advisory Services
Lisa Willauer co-founded the tax practice with specialization in corporate tax strategy and compliance. She advises clients on multi-state tax planning and represents businesses before revenue departments. Lisa maintains active CPA licensure and tax advisory expertise.
Kevin Donovan
Partner, Assurance & Advisory Services
Kevin Donovan specializes in audit services for public and private companies. He has extensive experience with SEC filings and international financial reporting standards. Kevin provides technical guidance on complex accounting issues and audit quality control.
Bill Claffey
Partner, Tax & Advisory Services
Bill Claffey offers tax strategy expertise with legal and accounting credentials. He focuses on business tax planning, credits, and incentives. Bill helps clients document tax positions and navigate complex compliance requirements across multiple jurisdictions.
Questions
What industries does FML specialize in?
We specialize in serving professional service businesses and construction industry clients, with additional expertise across various sectors including technology and healthcare.
Do you handle international tax matters?
Yes, our tax team provides international tax planning services including cross-border transaction advice and compliance with foreign tax regulations.
Can you assist with employee benefit plan audits?
We offer specialized audit services for employee benefit plans, including 401(k) and pension plans, with experienced professionals in this niche area.
What outsourced finance services are available?
We provide contract CFO, controller, and tax director services, along with support for financial statement preparation and technical accounting needs.
How do you support pre-IPO companies?
Our PCAOB-registered firm offers technical accounting resources for pre-IPO companies, including revenue recognition guidance and SEC reporting preparation.
What sets FML apart from other firms?
We combine national-level expertise with personalized service, maintaining deep industry knowledge and responsiveness to client needs under tight deadlines.
Reviews (2)
Jason Simms
Jun 29, 2022
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Extremely knowledgeable firm with an expert for every possible scenario and the high-touch service you can only get with a local accounting/advisory firm. Highly recommend.
John L.
Jan 12, 2022
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Received a letter from them about a data breach, called the number they provided to find out any details but they refused. Not very helpful.
