Experience

Spinelli CPA

• United States
• Accounting
• 1 - 100 Employee

• Firm Administrator

  • Aug 2017 - Present

  Effective May, 2018, Karen J Spinelli and several associates demerged from Robert C Alario CPAs in Leominster creating Spinelli, CPA, PC in Worcester, Massachusetts. Spinelli CPA, PC is a 100% Woman-Owned business, dedicated to serving Woman-Owned Businesses, Non-Profit Organizations, Corporations and Individuals in Central Massachusetts. Karen is dedicated to being more than their CPA; she is their Business Advisor, Effective May, 2018, Karen J Spinelli and several associates demerged from Robert C Alario CPAs in Leominster creating Spinelli, CPA, PC in Worcester, Massachusetts. Spinelli CPA, PC is a 100% Woman-Owned business, dedicated to serving Woman-Owned Businesses, Non-Profit Organizations, Corporations and Individuals in Central Massachusetts. Karen is dedicated to being more than their CPA; she is their Business Advisor,


Robert C. Alario Certified Public Accountants, PC
• United States
• Accounting
• 1 - 100 Employee
• Firm Administrator

  • Aug 2017 - May 2018


Gray, Gray & Gray

• United States
• Accounting
• 100 - 200 Employee

• Administration Manager

  • Aug 2016 - Apr 2017

  As the Manager of Administration, I oversee the ten-member administrative team across five departments. Responsibilities include hiring, conducting goal and performance evaluations, and coaching. My role includes managing software implementations including the development of training materials and training of staff. Office oversight includes management of office expense budget, including vendor contracts, approving payables and providing management with reports demonstrating the progress of meeting firm-wide goals. Show less



Greenberg, Rosenblatt, Kull & Bitsoli, P.C.

• United States
• Accounting
• 1 - 100 Employee

• Office Manager

  • Aug 2015 - Aug 2016

  As the Office Manager, I assumed HR responsibilities including hiring, onboarding new staff and enrollment in benefit plans and managed the administrative staff including receptionist, audit administrator, and four tax admin.  I provided financial oversight including managing the billing process including invoice preparation, confirmation of final invoices and training as well as processing Accounts Receivable.  Responsibilities for managing facilities included, paper file management and setup of newly constructed workroom, overseeing event planning including 60th Anniversary Celebration, holiday party and summer outing and overseeing all financial statement and tax return processes to ensure that deadlines are met. Show less



Marcum LLP (formerly Braver PC)

• Director of Administration

  • Sep 2010 - Aug 2015

  Responsibilities shifted once the transition from Braver PC to Marcum LLC was complete. I will include information below for both positions. As the Director of Administration for Braver PC I oversaw the administrative and processing operations across all offices. I worked closely with software vendors to proactively request changes to strengthen internal operations. Successes have included the implementation of XCM Workflow Software, XPitax, CCH Document, Client Portal and FileShare. XCM Solutions and CCH Document have recognized my accomplishments by inviting me to join their Executive Advisory Boards. Effective paperless workflow is always evolving. By attendance at conferences, communicating with peers in mid and large firms across the country and working closely with software vendors, I have strengthened and standardized our tax process at Braver. This has been coupled with training of existing and new staff. Additional responsibilities include facilities management, performance reviews and assisting in the hiring of administrative staff, working with CEO, Management Team and Committee Chairs (where applicable) on firm direction and ensuring compliance with policies and procedures in all offices. Show less



CCR LLP

• United States
• Accounting
• 1 - 100 Employee

• Office Manager

  • Oct 2005 - Aug 2010

  During my time at CCR, I progressed from Administrative Assistant to Office Manager. Primary responsibilities included overseeing six members of the administrative team, facilities , vendor contracts and both tax and audit processes. Accomplishments included renegotiating vendor contracts resulting a savings of over $30K, creating process manual, implementing GoFile Room Client Portal and implementing a Wellness Program for the Westborough Office. During my time at CCR, I progressed from Administrative Assistant to Office Manager. Primary responsibilities included overseeing six members of the administrative team, facilities , vendor contracts and both tax and audit processes. Accomplishments included renegotiating vendor contracts resulting a savings of over $30K, creating process manual, implementing GoFile Room Client Portal and implementing a Wellness Program for the Westborough Office.


Singer & Lusardi
• United States
• Accounting
• 1 - 100 Employee
• Administrative Assistant

  • 1997 - 2005