Creative solutions for small business success in Rhode Island and Massachusetts
David J. Lucier · Principal, CPA, CGMA, Tax CEA · Providence, Rhode Island, United States
2
Services
Rhode Island and Massachusetts
Service area
Lucier CPA, Inc. bridges technology and people to support small business success across Rhode Island and Massachusetts. Principal David J. Lucier is a Certified Public Accountant, entrepreneur, author, and business advisor with 30 years of experience working with start-ups and emerging companies. He has earned recognition including the prestigious U.S. Small Business Administration Accountant Advocate of the Year award three times and is widely regarded as the top small business lecturer in Rhode Island. Lucier is a graduate of Bryant University and has taught at both Bryant and Roger Williams University. The firm's team includes managers with relevant credentials: Maria Ferri Lucier (CPA, EA), Dante Calise (CPA, MBA), Lori A. Fleming (CPA, MST, QuickBooks Pro Advisor), Curtis Karolczuk (EA), and Michelle Webster (Certified Bookkeeper). Core services include small business tax services with proactive strategy, bookkeeping with monthly financial reporting, computerized payroll processing, and business consulting focused on profitability improvement. The firm has authored The Six Steps to Small Business Success, a reference guide for business owners. Lucier CPA has been recognized by Professional Association of Small Business Accountants as Accounting Firm of the Year (2021, 2009) and as an Innovative Accounting Firm of the Year (2007). The firm serves virtually every industry including construction, professional, restaurants, daycare centers, manufacturing, online retail, and service companies.
David J. Lucier
Principal · CPA, CGMA, Tax CEA
Maria Ferri Lucier
Manager · CPA, EA
Dante Calise
Manager · CPA, MBA
Lori A. Fleming
Manager · CPA, MST, QuickBooks Pro Advisor
Curtis Karolczuk
Assistant Manager · EA
Michelle Webster
Deputy Chief of Staff · Certified Bookkeeper
Credentials: CPA, EA
Languages: English
Serves: Rhode Island and Massachusetts
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