ABOUT US

A Few of our Team Members

  • Bill Rucci
    Bill Rucci
  • Paul Bardaro
    Paul Bardaro
  • Sal Falzone
    Sal Falzone
  • Jack Malley
    Jack Malley
  • Vinny Botta
    Vinny Botta
  • Ron Baptista
    Ron Baptista
  • Lenny Smith
    Lenny Smith
  • Beatrice Casseus
    Beatrice Casseus
  • Yun Ding
    Yun Ding
  • Ambuj Jain
    Ambuj Jain
  • Dianne Camara
    Dianne Camara
  • Dan Collins
    Dan Collins
  • Jeanine Ward
    Jeanine Ward
  • Mike Shotwell
    Mike Shotwell
  • Jim Tracy
    Jim Tracy
  • Nicolas Astarita
    Nicolas Astarita
  • Rose Dello Russo
    Rose Dello Russo
  • Sudha Vishwanath
    Sudha Vishwanath
  • Ryan Moss
    Ryan Moss
  • Caitlin Skinner
    Caitlin Skinner
  • Dan Kretzenger
    Dan Kretzenger
  • David Leroux
    David Leroux
  • Caroline Gosselin
    Caroline Gosselin
  • Kevin Bruno
    Kevin Bruno
  • Irma Dishnica
    Irma Dishnica
  • Deborah Campbell
    Deborah Campbell
  • Pamela Clemence
    Pamela Clemence
  • Jody Kannally
    Jody Kannally
  • Nina Insanic
    Nina Insanic
  • Kathy Hempel
    Kathy Hempel
Bill Rucci

 

The managing partner and president of RBF, Bill focuses his practice on business, tax, and financial planning strategies for closely held and public companies as well as for high net worth individuals and executives.

With strong attention to detail, Bill works closely with his clients to help guide successful outcomes in all aspects of their business planning and operations. He has authored many articles and has presented numerous seminars, nationally and internationally, on US tax law and business planning. He has also appeared on national television as a regular guest on CNN’s “Tax Break.”

Bill is chairman of Russell Bedford International, a global network of independent accounting firms, and is a co-director of  Russell Bedford’s North American Tax Group.

Bill founded the firm in 1985 at the age of 26. He and his partners have grown the firm so that it now appears annually in the Boston Business Journal’s list of the area’s top 50 accounting firms. Prior to founding RBF, he spent time in both public accounting and private industry. He received his B.S. in Accountancy and his M.S. in Taxation from Bentley College, Waltham, MA.

Email: Billr@rbfpc.com

Paul Bardaro

Paul Bardaro, founding partner of Rucci, Bardaro & Falzone P.C, both manages traditional firm services and is partner-in-charge of the RBF Valuation and Litigation Support Services practice. He concentrates on advising closely held businesses on strategies for growth, business acquisition, exit strategies, and transition planning. Author of numerous articles and seminars on various topics, he has also appeared on WCBV- Boston News as a tax expert.

Paul is President of the Board of Directors for the Greater Medford Visiting Nursing Association, past president of Medford Rotary Club, and sits on the Board of Corporators of Hallmark Health Systems, Inc. He is an appointee to the Massachusetts Society of CPAs Legislation & Public Policy Committee and an active member of the MSCPA’s Business Valuation and Litigation Support Committee. He has testified as an expert witness and/or been involved in litigation through courts of Suffolk, Middlesex, Worcester, and Essex Counties, MA, and before the Internal Revenue Service. He carries the prestigious Accredited in Business Valuation (ABV) designation from the American Institute of CPAs.

Joining Bill Rucci in 1986 at the age of twenty-seven, Paul was a founder of RBF. Previously, he spent time in both public accounting and private industry. Paul received his B.S. in Accountancy from Bentley College, Waltham, MA.

Email: paulb@rbfpc.com

Sal Falzone

Sal’s practice centers on tax, accounting, and assurance services, and on business financial and strategic planning. He advises companies in transition – whether with generational transfer of control or with other required paradigm shifts.

Sal is a member of the Board of Directors of The Angel Fund (Lou Gehrig’s disease) and former president of the Board of Directors of the Amyotrophic Lateral Sclerosis Association, Massachusetts Chapter. Formerly he was a member of the Board of Directors of the D’Ventures Unlimited Foundation, Inc. He has appeared as an expert witness before the Superior Court of Suffolk County, Massachusetts, the Massachusetts Department of Revenue, and the Internal Revenue Service. He has authored and presented numerous seminars on various topics.

Prior to joining RBF, Sal pursued his career in public accounting at Deloitte & Touche, LLP, and two large regional accounting firms. He received his B.S. in Accountancy from Bentley College, Waltham, MA.

Email: salf@rbfpc.com

Jack Malley

Jack founded and was managing partner of Jensen & Malley Company, a Waltham-based business consulting firm formerly associated with Malley & Franey Financial Group, before the company was acquired by RBF in February, 2016.

As the  partner in charge of RBF’s OASYS Group, he specializes in financial systems and operational consulting. He is an expert at assisting start-ups, investors, specialty lenders and established private and public companies in various stages of growth.

Jack received his BA in economics from the College of the Holy Cross, and his MBA in accounting and finance from Northeastern University.

Email: jackm@rbfpc.com

Vinny Botta

A 14-year veteran and partner of the firm, Vinny specializes in financial reporting and taxation for clients in the construction, manufacturing and hospitality sectors. He also leads RBF’s financial statement quality control group, and oversees the firm’s pension plan auditing work.

He received his bachelor of accountancy degree from Assumption College, and is a graduate of the Leadership Academy of the Massachusetts Society of CPAs.

Email: vincenzob@rbfpc.com

Ron Baptista

An 11-year veteran and partner of RBF, Ron specializes in taxation and financial reporting  with a focus on clients in construction, not-for-profit  (particularly government-funded organizations) and charter schools .

He received his bachelor of accountancy degree from Northeastern University, and is also a graduate of the Leadership Academy of the Massachusetts Society of CPAs.

Email: ronb@rbfpc.com

Lenny Smith

Position: Tax Principal

Education: MSA Accounting, UMass Amherst

Definition of a good day: any day that I don’t have to deal directly with the IRS

Recent favorite book: Alexander Hamilton, by Ron Chernow

Pet peeve: business clichés such as “think outside the box” and “synergize.” Ugh.

Most pressing issue for business today: recruiting and retaining the right people

Email: lennys@rbfpc.com

Beatrice Casseus

Position: Firm Administrator

Education: BS Business Administration, Suffolk University

My biggest professional challenge: working full-time while completing my degree

What people don’t know about me: I love watching cartoons!

Recent favorite book: The Stranger, by Albert Camus

Most pressing issue for business today: remaining relevant to customers

 

Yun Ding

Position: Senior Accountant

Education: MSA Accounting, [ school here ]

Definition of a good day: whenever there is something to learn, care about or celebrate!

Pet peeve: chronic lateness

Proudest personal accomplishment: I helped my son make a smooth transition into kindergarten

Most pressing issue for business today: preparing for globalization

Ambuj Jain

Position: CFO Consultant

Education: BA Economics, University of Delhi, New Delhi, India

Biggest professional challenge: maintaining a healthy work-life balance

Dream lunch date: Barack Obama

Pet peeve: being stuck behind a slow car on a single-lane road

Most pressing issue for business today: using data to predict future emerging business trends

Dianne Camara

Position: Controller Consultant

Education: MSA Accounting, Bentley College

Definition of a good day: helping someone work through a difficult business issue

Recent favorite book: The Secret Letters of the Monk Who Sold His Ferrari, by Robin Sharma

Recent personal accomplishment: I met the qualifying time for the Boston Marathon

Most pressing issue for business today: staying current, controlling costs and keeping good employees

Dan Collins

Position: Senior Tax Accountant

Education:  JD,  LLM, Boston University

Jeanine Ward

Position: Senior Administrative Assistant/Tax Coordinator

Mike Shotwell

Position: Supervisor

Education: MSA, Graduate Certificate in Tax, Bentley University

Jim Tracy

Position: CFO Consultant

Education: MBA, Boston University

Nicolas Astarita
Rose Dello Russo

Position: Tax Supervisor

Education: MST Taxation, Bentley University

Definition of a good day: clearing my checklist

Favorite movie: Billy Madison (because it’s so goofy!)

Recent personal accomplishment: I graduated from the AICPA Leadership Academy

Most pressing issue for business today: employee and customer loyalty

Sudha Vishwanath

Position: Tax Manager

Education: Bachelor of Commerce, Bombay University

Certifications: Chartered Accountant

Ryan Moss

Position: Senior Tax Accountant

Education: BS Accounting, Dixie State University

My biggest professional challenge: staying motivated and true to the reason why I chose this profession

Favorite movie: The Usual Suspects

My proudest personal accomplishment: building my mom a new custom home

Most pressing issue for business today: keeping pace with improving information technologies

Caitlin Skinner

Position: Bookkeeper

Education: BA in Psychology, St. Anselm College

My all-time favorite movie: Back to the Future (I love Michael J. Fox!)

Pet peeve: the sound of pencil on paper

Definition of a good day: Walking through a parking lot without any of my kids deciding to play ‘limp baby.’

My biggest professional challenge: Balancing work and being a mom.

 

Dan Kretzenger

Position: Staff Accountant Consultant

Education: BS Accounting, Merrimack College

Definition of a good day: when my kids can find their shoes in the morning.

What people don’t know about me: I can drive (and fix) a tractor

Favorite movie: Jaws

Most pressing issue for business today: making things and doing things better and faster, with less resources

David Leroux

Position: Senior Accountant

Education: BS Accounting, UMass Lowell

My biggest professional challenge: continually improving myself as an auditor and tax preparer

Dream lunch date: Warren Buffet

What people don’t know about me: I’m related to Buffalo Bill

Most pressing issue for business today: the decline of manufacturing in the U.S.

Caroline Gosselin

Position: Semi-senior Accountant

Education: St. Joseph’s College (ME), Bryant University

Hobbies/activities: golf, hiking, being with family

What people don’t know about me: I’ve been playing piano since I was six years old.

Kevin Bruno

Position: Audit Manager

Education: MSA Accounting, Suffolk University

Definition of a good day: clean clothes, light traffic and completing projects on time, under budget

My best personal traits: sense of humor, critical thinker, attention to detail, empathy

Dream lunch date: Winston Churchill

Most pressing issue for business today: geo-political instability and its effect on global economics

Irma Dishnica

Position: Controller Consultant

Education: BA, Accounting & Finance Management, Northeastern University

My biggest professional challenge: Starting my own business

Who I’d like to have lunch with: Malala Yousafzai. Her fight against a whole culture on behalf of women’s education is inspiring!

Best advice I was ever given: Always tell the truth.

Most pressing issue facing business today: keeping up with technology changes. Companies need to stay educated on the latest solutions to keep their operations running efficiently.

Deborah Campbell

Position: Accountant Consultant

What people don’t know about me: I’m an artist

My most important personal trait: Perseverance

Recent favorite book: Pirate Latitude, by Michael Crichton

Best advice ever given to me: Avoid drama!

Most pressing issue facing business today: Staff and client loyalty. As someone once said, ‘A business would be easy to run if it weren’t for people.’

Pamela Clemence

Position: Assistant Firm Administrator

Education: BA Communications, University of Massachusetts, Amherst

Jody Kannally

Position: Controller Consultant

Education: B.S. in Business Administration, Salem State University

Certifications: Private Wealth Management Executive Program, Wharton School at University of Pennsylvania

Biggest professional challenge: Learning to be a stronger contributing voice in the marketplace of ideas

My ideal lunch date: Former treasury secretary Henry Paulson. I have questions about how the financial crisis of 2008 was resolved.

Recent favorite book: Social Security: How to Get What is Yours.

Biggest personal accomplishment: I did a “Life Do-over” at 50, and now life is good!

Nina Insanic

Position: Manager

Education: BS in Accounting and Information Systems, UMASS Amherst

Kathy Hempel

Position: CFO Consultant

Education: BS Accounting, Bentley College

Biggest professional challenge: assuming the role of CFO at a large, publicly-traded company after being a CFO at a small, private company

What people don’t know about me: I’m a long-distance cycling competitor

Favorite movie: Tootsie (I LOVE Dustin Hoffman and Jessica Lange.)

Most pressing issue for business today: staying competitive in a fast-changing business environment

 

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