Kelly Haggerty, MBA, Professional Accounting

Manager

Kelly is a graduate of Rutgers University with a B.S. in Business Management and a graduate of Fordham University with an M.B.A in Professional Accounting. With 16 years experience in the accounting profession, both public and private, Kelly brings a diverse set of management skills to the firm, enabling it to broaden their client base. Kelly has a strong project management background, particularly in accounting and reconcilement system design, general ledger conversions, and workflow design and implementation.

Kelly’s experience has helped many clients realize increased productivity, reduced redundancy, and a better bottom line through workflow redesign and systems consulting. Kelly is skilled at offering small business’s solutions on how best to make their operations run smoothly.

Kelly is highly proficient at the detailed analysis of client tax issues and tax & financial planning questions. Kelly’s ability to help clients see the big picture through analytical results has helped many of our clients resolve difficult financial and tax issues.

Kelly passed the CPA exam in 2006 and is in the licensure process in the state of New Jersey. Kelly is a member of NJAWBO and participates in the CEO Roundtable of CIANJ.

Ann Brown

Staff Accountant

With 20 years of business experience, Ann joined the firm in 2003.

Ann provides bookkeeping services to many of our small business clients, and is highly proficient in QuickBooks and Peachtree. She is extremely adept at providing our clients with a full range of accounting services – A/P, A/R, quarterly and year-end payroll tax forms, bank reconciliations and sales and use tax returns.

Ann’s knowledge of all aspects of small business accounting enables her to address the issues of our clients and understand the impact on all areas of the business. Ann helps clients manage their A/P, collect A/R, make deposits, recommend and pursue areas to reduce expenses, file sales and use tax returns, and process their payroll.

Ann’s wide range of experience allows us to offer our small businesses a full package of services under one umbrella.

Ann also serves as an administrative assistant for Haggerty Management LLC.

Anthony Cambria

Staff Accountant

Anthony graduated from Ramapo College in 2000 with a degree in Business Administration, with a Concentration in Finance. After working for several years at Merrill Lynch and Smith Barney, Tony joined the firm in February 2006.

Tony has extensive experience in investment banking, which enables the firm to offer our clients investment research and analysis products. Tony’s experience has assisted many of our clients in assessing their financial situation, and helped them to understand where they stand and where they’d like to go. Tony is particularly adept at providing clients who have tax or investment questions with an easily understood presentation of the material. Tony’s strength is his analytical approach to our client’s issues.

Tony also provides clients with a full range of accounting services, including bookkeeping, A/R, A/P, and payroll. Tony has exceptional organization skills and has provided many of our clients with an organized foundation to build upon.

Tony is highly proficient in QuickBooks and Peachtree.

Ermine Haggerty

Bookkeeper/Receptionist

With 20 years of business experience, Ermine joined the firm in 2002 as the office manager and receptionist.

Ermine provides book keeping services to our smaller business clients, processing their A/P, A/R, and reconciling their bank accounts. Ermine also helps to manage the firm’s records, filing system and manages the administrative issues.

Ronald Keohane CPA, MBA

Accountant/ Technical Review Manager

Ron joined the firm in 2005. Ron is our technical review manager in both the areas of financial reporting and taxes. His background includes both public and private accounting. In public accounting, he has worked with one of the remaining “big four” firms as well as being a reviewer with several medium size firms. He is familiar with various industries and has also done litigation support work.

Ron is currently an accounting instructor at several New Jersey universities.

Anne E. Bosch, CFP

Partner

Anne is a graduate of the University of Denver with a Bachelor of Science in Business Administration with a degree in Finance. After graduation, she worked for five years in the equity investment department of Chase Manhattan Bank, researching companies for investment opportunities.

She has worked in the tax field for over 30 years, in private practice since 1984. She has also taught courses in tax preparation. She has developed a diverse and loyal client base. Some of whom have been clients for 30+ years.

In 1992, Anne expanded the services she offered clients, taking advantage of her investment background, by becoming a Certified Financial Planner.

Anne is a member of the Greater New Jersey Estate Planning Council and a member of the Valley Hospital Foundation Advisory Board. She has been a member of the Ridgewood AM Chapter of the Rotary International since 1998. She served on the Board for 4 years, and has received the prestigious Walter Head and Paul Harris Awards.

Colleen Giordano

Staff Accountant

Colleen is a graduate of Elon University with a B.S. in Accounting and a minor in Business Administration. She also holds a Master’s of Planning from Arizona State University and is a member of the American Planning Association.

Colleen has over 13 years of accounting experience brought to us from a combination of private accounting, public accounting and project coordination. Her specialties include budgeting, bookkeeping, reconciliation, accounts receivable, auditing, financial statement analysis and sales tax knowledge.

Colleen assists with audits and provides bookkeeping services to many of our small business clients. She is very detail oriented and also highly proficient in Quickbooks and Peachtree.

Susana Mlenak

Bookkeeper, A/P

With 23 years of Accounts Payable and general business experience, Sue joined the firm in 2007.

Sue provides accounts payable services to many of our small business clients and is proficient in Quickbooks and Peachtree. She is extremely adept at providing our clients with a full range of accounting services – A/P, A/R and bank reconciliations.

Carolyn Lowther

Partner