OUR VISION
Our vision is to empower New Hampshire students with educational freedom of choice by providing not-for-profit private and charter schools with the financial tools for success.
OUR TEAM
Caitlin Blundell, CPA & Founder
Over the past twenty years, Caitlin has provided financial and accounting expertise in New England, primarily in not-for-profit, healthcare, and higher education. She began her career as a financial statement auditor with PricewaterhouseCoopers, working with many not-for-profits in Boston. Caitlin has also worked in the private sector as a Controller, Director of Fiscal Affairs, and Director of Accounting, overseeing the finance and accounting functions at a private college near Boston.
Caitlin is a licensed Certified Public Accountant (CPA) in New Hampshire with a Bachelor of Science in Finance and Accounting from Syracuse University and a Master of Science in Accounting from Boston College. She is a member of the American Institute of Certified Public Accountants (AICPA) and Advanced Certified Quickbooks Proadvisor.
Caitlin enjoys exploring the woods of New Hampshire and sailing with her husband and two sons. She currently volunteers as the Treasurer for Windham’s Helping Hands to help serve families in need within her community.
Joanne Foran, Client Controller
Joanne has over 25 years of experience as an accounting professional. She began her career as a Lending Audit Officer in banking. Joanne also worked for a publicly traded global manufacturing company as the General Accounting Manager for 13 years. She spent the next nine years working for a not-for-profit private college as the Assistant Vice President/Controller and the Director of Accounting. She managed all aspects of the accounting department.
Joanne earned her Bachelor of Science in Business Administration, Concentration in Accounting from New Hampshire College, and a Graduate Certificate in Accounting from Southern New Hampshire University. She also holds a certificate in Payroll Administration from Northeastern University.
In her free time, Joanne enjoys cooking, gardening, hiking, winter sports such as cross-country skiing and snowshoeing, and long walks with her husband of 22 years.
Sadie Lang, CPA & Client Controller
Sadie Lang is a dedicated accounting professional with experience in tax, financial management, and education. Her accounting career began in corporate tax, where she managed and prepared returns for a wide range of businesses. She now specializes in non-profit financial operations and previously served as the business manager of a private school. Before entering the accounting field, she worked as a middle school teacher and outdoor educator.
Sadie is a licensed Certified Public Accountant (CPA) with a Master of Accounting from North Carolina State University and a Bachelor of Science in Environmental Science from Northeastern University.
In her free time, Sadie enjoys hiking, sea kayaking, and spending time with her family. She currently volunteers with a local non-profit that promotes cycling advocacy and transportation equity.
Katrina Allen, Client Controller
Katrina is an accomplished accounting professional with over 25 years of experience. Katrina specializes in non-profit financial management. Her career began in the healthcare sector, evolving through roles as a Staff Accountant and Financial Analyst. Recently, Katrina served as the Finance Director for a non-profit organization serving the community, children and families in Southern N.H.
Katrina holds a Bachelor of Science in Business Administration from the University of New Hampshire. Katrina co-founded and served as Treasurer for Connor's Climb Foundation.
Katrina enjoys outdoor activities, cooking, and spending quality time with her family in her free time.
Beth Mangano, Client Service Manager
Beth is an accounting professional with over 30 years of experience. Beth spent 8 years in corporate accounting before changing to office management and full-charge bookkeeping for small businesses. She has worked in manufacturing, luxury high-end audio, construction, financial services, and retail for musical instruments. Her last position was for a non-profit that provided daycare and summer camps for local students.
Beth holds a Bachelor of Science in Business Administration from Merrimack College with a concentration in Management. Beth is also a hospice volunteer focusing on grief support.
Beth is an accomplished musician who enjoys playing at local venues, assorted fairs, and farmers’ markets. She also hosts a monthly gathering for local musicians to share their latest songs. She spends as much time as possible with her grown children and family. She enjoys daily yoga and other fitness pursuits as well as hiking.
Nicole Zisu, Client Service Manager
Nicole is an accomplished accounting professional with an associate degree in accounting from Nashua Community College and is currently pursuing a bachelor’s degree in accounting at Southern New Hampshire University (SNHU).
With valuable experience from her previous role as a full-charge bookkeeper, she brings a strong understanding of financial management to her work. Outside of her career, Nicole is a proud mother of two daughters. She enjoys cooking and has a passion for travel, always looking for new adventures and experiences. Nicole’s commitment to both her professional growth and personal life makes her a dedicated and well-rounded team member.
Jeanne Gendron, Client Service Manager
Jeanne is an accomplished Consultant and Project Manager with over 30 years of experience in ERP and accounting software solutions for small to medium-sized businesses. After earning an Associate’s Degree from Rivier University, she began her career as an Office/Accounting Manager in the construction industry, where she discovered her passion for leveraging technology to solve business challenges. This passion led her to pursue a career as a software consultant, specializing in implementing and managing ERP solutions.
Throughout her career, Jeanne has worked with various software solution providers, overseeing all aspects of the implementation process, from sales to ongoing support. She has supported clients across a wide range of industries, including non-profit, manufacturing, wholesale distribution, construction, property management, professional services, high-tech, and retail.
In her free time, Jeanne enjoys spending quality time with her family and close friends but also has many interests, including fitness, yoga, hiking, travel, music, and theater.
OUR VALUES
Embrace Flexibility: Define your unique definition of happiness and choose when, where, and how you work to pursue happiness.
Rise to the Challenge: Continuously challenge yourself by focusing on incremental improvements and pushing your boundaries.
Deliver a Remarkable Experience: Deliver extraordinary experiences that shock our clients out of the status quo.
Optimize Time: We obtain the best possible outcome while managing our time effectively.
Continuous Improvement: Be forward-thinking by embracing change and innovation.