MISSION has an extended network of specialists who can be staffed on a client’s project team to address specific needs or solve issues. These specialists bring expertise in accounting system design, software engineering, data integration, financial modeling, and business consulting that make MISSION well positioned to serve your financial needs.
Bernard P. Roesch is the co-founder and managing partner of MISSION. Bernard’s background in the manufacturing and defense sectors affords him a unique perspective regarding QuickBooks – he understands the intricacies of complex environments and applies this knowledge to companies of all sizes and across all industries. Bernard has designed integrated performance measures for long-term forecasting, cash flow valuation, and developed long term plans for myriad business units.
With more than 20 years of consulting experience and multiple Intuit ProAdvisor certifications, Bernard possesses the high-level skills to “pull it all together” with an emphasis on business application and integration. Bernard holds an MBA from Harvard University in Finance and Operations Management. He also holds an undergraduate degree from Ecole Polytechnique in Math and Physics.
Sharon L. Aks, founder of Simply Financials PLUS, is a CPA who provides her small and mid-sized business clients with CFO and controller-level services. She gained her diverse experience by working in family businesses as well as employment with blue-chip companies such as Mobil, General Electric, and Ernst & Young.
Sharon’s accomplishments include the oversight of many projects such as daily general ledger accounting, cash flow improvement, inventory logistics, training and installations for QuickBooks, converting QuickBooks to PC Law, new reporting systems, and government regulatory filings. Sharon is experienced in a variety of industry sectors including manufacturing, services, clean tech, legal, banking, telecom, oil and gas, and nonprofit.
Sharon earned a BS in Accounting from Syracuse University, and received an MBA in Finance from Pace University. She is a member of the American Institute of CPAs and the Connecticut Society of CPAs.
Colleen M. Holler brings high quality accounting and administrative skills to MISSION. Colleen’s experience includes over 30 years of accounting work, including financial reporting and analysis, budgeting and financial management, and staff training and development. She has over 20 years of expertise in QuickBooks.
Colleen’s exceptional accounting skills help clients manage complex bookkeeping challenges. Before joining MISSION, Colleen was Director of Religious Education for St. Catherine of Siena Parish in Trumbull, CT, a part-time accountant for LaLuna Tax Service, Controller of STWS Inc., and Accounting Manager for Tucker Anthony Inc. Colleen received her BA in Accounting from Belmont Abbey College and earned membership into the National Accounting Honor Society.
Deb Lundgren is a highly motivated, skilled accountant and controller with over 20 years of experience with QuickBooks and a Bachelor of Science in Accounting.
Deb sharpened her exceptional accounting management skills working for one of the ten largest regional brokerage and investment banking corporations, a Fortune 500 company, and has shared her expertise with numerous industries including property management, real estate, the medical industry, and investment banking.
Deb has a breadth of experience and serves her clients’ business and accounting needs by offering business planning, consultation, and reviews of financial statements. Her solutions oriented drive and ability to deliver results has supported continued success among her many small and medium-sized business clients.
Endra Newell Endra Newell, owner of The Tic and Tie Company LLC, is a Certified QuickBooks ProAdvisor with over 15 years of experience in accounting, human resource management and payroll administration serving both non-profit and for-profit businesses.
Endra’s easy-going style, professionalism and knowledge has helped many small business owners gain confidence and understanding of their finances. Endra works side by side with owners providing training as needed and recommending best practices as well as internal processes that make day to day tasks easier for staff. Armed with this information and support, business owners can recognize financial trends and make the necessary decisions to move their business forward.
Endra currently holds a master’s degree in Accounting from University of Phoenix and a bachelor’s degree in Business Management from Monroe College.
Kim Mota is a bookkeeping and administrative professional, with experience in many different industries including e-commerce, retail, automotive and small business.
She works with a wide variety of clients providing recurring bookkeeping services, focusing on monthly reconciliation of banking and credit cards, managing accounts payables and receivables along with day-to-day bookkeeping operations including payroll.
Before joining Mission, Kim spent more than 15 years in bookkeeping and management and has over 10 years of QuickBooks experience . When working with Kim, you can expect the utmost attention to your needs.
Jamie Antonucci owner of Bottom Line Bookkeeping, provides bookkeeping services for small businesses, executives, and individuals. For over 20 years, she’s helped her clients free up valuable time to concentrate on other important aspects of their work and become an integral part of their success.
Jamie’s honesty and integrity have forged long term relationships with her clients. Her organizational skills and attention to detail have come in handy with home office set-ups and effective utilization of cloud storage while creating filing systems.
Jamie is responsible for recording all financial transactions for her clients and collaborates closely with accountants to provide reports that help streamline tax preparation. She enjoys helping her clients with bank and credit card reconciliations, running payroll, filing payroll taxes, accounts payable, accounts receivable, working with bank feeds and simplifying invoicing.
Jamie holds a bachelor’s degree in Finance from Sacred Heart University and is working on becoming a QuickBooks Online Pro Advisor.
Stacey Langston is a professional accountant with 17 years of experience in advanced bookkeeping, payroll and human resource management, certified payroll, cost accounting, and tax return preparation. Stacey, an advanced certified QuickBooks ProAdvisor who provides training in QuickBooks, is highly skilled in setting up and troubleshooting QuickBooks Desktop and QuickBooks Online files.
Her industry experience is in retail, real estate, service, manufacturing, and Government contract project management, including AIA contract documentation and certified payroll. Deliverables from Stacey are prompt and precise as she maintains open communication with clients for a project’s duration. Stacey holds a Bachelor’s degree in Accounting.
Carol A. Onorato is a certified QuickBooks ProAdvisor with a business background that includes tax preparation, office management, customer service, and cash management. Prior to joining MISSION, Carol was a Credit and Portfolio Manager with Pitney Bowes Credit Corporation and Control Manager for Macy’s Inc. in Stamford, CT.
Carol has been active in the community, currently serving as Trustee for the Erwin S. Fairchild and Edythe C. Fairfield Trust and Treasurer of the Fairchild Nichols Memorial Library Association. She has served the Bridgeport Diocese Synod, Trumbull school system, and Notre Dame Fairfield Club as a volunteer. Carol received her BA in Government and Sociology from the University of Notre Dame.
Gina Palacio, owner of Level and True Accounting Services LLC, has 15 years of experience as a full-charge bookkeeper who provides training in QuickBooks. She is a QuickBooks ProAdvisor and XERO Silver Partner with payroll certification and experience in income tax preparation. Gina specializes in accounting, software training, and sales tax consulting. Gina’s small business management skills allow her to instruct clients on best practices for properly maintaining their books in preparation for tax season. After teaching QuickBooks at Norwalk Community College for 12 years, Gina is currently an instructor with the bookkeeping certification program at Housatonic Community College. She received an associate degree in Accounting from Norwalk Community College.
Ramon Colon has held numerous managerial accounting positions with companies such as AT&T, ITT, Graphnet, and Technology, Patents & Licensing. Upon earning his QuickBooks ProAdvisor certification, Ramon transitioned from corporate accounting to supporting QuickBooks clients in 2013.
Ramon has over 30 years of accounting experience and is an expert in Microsoft Excel, which he uses to build financial models and other custom applications. Ramon holds a BSBA in Management from Thomas Edison State College and a master’s certificate in project management from The George Washington University.
Barbara Bergantz is a certified QuickBooks ProAdvisor with an extensive accounting and bookkeeping background. Barbara has been teaching QuickBooks skills to business users for over ten years.
Barbara has set up over 50 companies in QuickBooks, from retail and manufacturing to professional services and consultancies. She provides her clients with ongoing bookkeeping support for the QuickBooks companies she creates.
As a master trainer, Barbara teaches accountants the nuances of setting up QuickBooks and reporting, and uses her in-depth knowledge to help clients operate more efficiently and more profitably.
Lynn Foss specializes in QuickBooks products and management consulting. During Lynn’s fifteen years practicing as a CPA, she has helped many small businesses keep up with their day-to-day accounting operations and create useful and timely reports. In 2003, Lynn launched her own practice dedicated to serving these small businesses. Her firm provides not only day-to-day accounting such as client billing and accounts payable, but also financial reporting, forecasting, budgeting, software installation, and training services.
Lynn also works with UDA Construction Suite and Sage 100 for Contractors. She is certified in QuickBooks Online and utilizes many integrated applications that she customizes to her clients’ needs, including time tracking, document storage, scheduling, job costing, and many others.
Mary Margaret Poster, an accountant and technology expert, has a natural facility for utilizing software applications to streamline business processes. Accomplished in project management, job costing, and business analysis, Mary Margaret has experience in manufacturing, broadcasting, consumer products, non-profit, and startups. She is the President of Compass Accounting Solutions and, prior to starting her own firm, worked for Hyperion Solutions and Lawson Software. Mary Margaret’s background in accounting, technology, and operations allows her to reach a deep understanding of her client’s goals and needs. Mary Margaret is a certified QuickBooks ProAdvisor with expertise in QuickBooks Enterprise, QuickBooks for Mac, and QuickBooks Online. She is a member of the American Institute of Professional Bookkeepers (AIPB.org) and received her BS in Accounting from Fairfield University.
Monika Piascik is a bookkeeping and accounting professional dedicated to efficiency and accuracy. She possesses valuable experience with QuickBooks and small business bookkeeping, which includes managing accounts receivable and payable, reconciling bank and credit card accounts, performance reporting, and customer service.
Monika is QuickBooks Online certified and received her BS in Professional Studies from the University of Connecticut with a concentration in Organizations. Monika also holds an Associate of Science degree in Accounting from Norwalk Community College.
Bernard and the team at MISSION are highly qualified, client-focused professionals with a reputation for responsiveness, excellence in training, and thorough attention to detail. Please call MISSION at (203) 227-9475 or use our contact form to discuss your company’s accounting needs.
Common Problems We Handle During Tax Season
How We Prepare for Tax Season