Broker Check

 Travis Terry, CPA     (603) 898-2511

Team

 
Owner, operator who has over 25 years experience in the field of taxation and accounting. Started the CPA Firm in the year 2000, and currently has built the practice up to over 100 business clients and over 600 individual clients....

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Denise Perrault

Senior Staff Accountant

(603) 898-2511

(603) 898-1964

Denise joined our firm in July 2013, bringing with her 21 years of Public Accounting experience, Denise is a graduate of Salem State College and holds her CPA license in Massachusetts. Denise is a member of the NHSCPA and The Exchange...

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Peter joined the firm in August of 2014, bringing with him 12 years of Public Accounting experience. He graduated from Mount Washington College in May of 2002 earning an Associate’s Degree in Accounting. He is responsible...

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Nicole brings with her over 8 years of accounting and tax preparation experience. She is responsible for preparing individual, partnership and corporate returns and for managing the monthly bookkeeping services provided to our tax...

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Donna Franklin

Investment Services Assistant / Office Manager

(603) 898-2511

(603) 681-0514

Donna joined the firm in 2004 bringing with her 7 years in Investment Operations and 15 years in business administration. As an Investment Services Assistant. Donna works with Travis to enhance client relationships and provide...

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Cathy Lane

Office Administrator

(603) 898-2511

(603) 898-1964

As Office Administrator, Cathy is responsible for the daily operations of the office, supporting all staff accountants and is in charge of the scheduling of client appointments and all aspects of billing and accounts receivable. Cathy...

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Christine joined the firm in September of 2015. She graduated from Rivier College in May of 2004 earning an MBA. She came to us with 7 years of experience in the investment industry. Christine is responsible for assisting with the...

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Matthew joined the firm in December of 2015. He is an accounting intern developing skills in Tax Preparation and Bookkeeping. Matt is also currently a Junior at Merrimack College majoring in Accounting. He is responsible for preparing...

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