Who are we?
Founded in 1989, Accounting Solutions, Inc. is a well respected accounting company located at 342 Shrewsbury Street, Worcester, MA. Our practice has developed considerably over the years by providing a wide range of services demanded by today’s business. Whether you would like an advice on saving tax or social security payments, payroll tax payments, tax audit protection, information on latest legislation development and timely implementation, you can be sure that Accounting Solutions, Inc. will be there to help you.
Now we have 7 employees and we have established collaboration with various external consultants in the field of law, audit and double taxation.
What is our focus?
Our aim is to find the best tax strategy and planning for your business. You will be supported by a dedicated team of professionals who have a reputation for delivering quality service with a personal touch. We know our clients.
Accounting Solutions, Inc’s team is large enough to offer a full range of accounting, payroll and tax services, but small enough to deliver personal confidential treatment and advice. We are working with our clients to establish specific process of servicing so that their individual needs and goals can be met.
We work to save their time, worry and money. We strongly believe in cost efficient way of doing our business.
What can you expect from us?
You can always expect professional advice and timely consultations.
We are flexible in our approach and we are able to find a solution to your specific needs. The way we do our business is that we provide proper services to our respected customers.
Our approach to business will enable you to reap the benefits of having your accountant under the same roof as a tax consultant and a payroll consultant. Clients have found that they can relax with the knowledge that they are limiting the exposure of their confidential information.
Meet The Team
Heidi Thomas has been with CBS Payroll Service, Inc. and Accounting Solutions, Inc. for more than 20 years, specifically since 1990. In addition to working her way up from Manager of Accounting Solutions to Vice President of Accounting Solutions as well as Partner and Vice President of CBS Payroll, Heidi has also worked hard to bring innovative ideas to the table in an effort to grow both businesses. She is also a primary reason why clients come back to Accounting Solutions and CBS Payroll Service year-after-year. In short, Heidi is all about customer satisfaction. Graduating with honors from Oxford High School in 1988, with a concentration in business and accounting, Heidi went on to complete her accounting degree at Worcester State College in 1993. At present, she is a notary public, a member of the American Payroll Association, and a member of the National Society of Accountants since 1997. Heidi is currently responsible for managing all aspects of payroll, accounting, and tax services, in addition to the companies’ various employment and insurance needs. Best yet, Heidi continues to look for new and improved ways to provide our companies’ services to our existing and potential clients.
On a personal level, Heidi enjoys attending services at St. Ann’s Church in Oxford, MA where she is a member. Additionally, she has a 7-year-old son, whom she loves spending much of her time with. Just for fun, Heidi likes to cook, spend time with family and friends. Further, Heidi enjoys candlepin bowling, watching the Red Sox, reading, listening to music, travelling with her family, and horseback riding
Poonam Walia, Vice President has been working since 2003.
Poonam Walia lives in Shrewsbury, MA. She is an Enrolled Agent and is certified to practice before the Internal Revenue Service. She has been a member of National Association of Enrolled Agents and The National Association of Tax Professionals since 2004.
Poonam has a B.S in Home Economics and taught for 10 years. She recently completed her certification in Financial Planning from Boston University: Center for Professional Education and has passed the national CFP board exam. She also has a certificate of bookkeeping. She attends seminars and conferences each year to keep up with the ever-changing tax laws and regulations.
In her free time Poonam satisfies her creative side by cooking and baking for her friends and family. Enjoys dabbing with paint……. ‘tries’ to keep fit with yoga and walking ……. has a great passion for travelling, adventure and experiencing different cultures and lifestyles.
Poonam has two daughters in college pursuing their careers.
William “Bill” Ames
It is my job to assist you in all of your payroll needs. When you call CBS Payroll Service, Inc at 508-752-1117, I try to answer your call by the second ring. I am always available to help you with all of your payroll needs. If you are a company looking for a payroll service, I will direct your call to one of our salesman to introduce you to our company and our services. For our current clients, it is always my pleasure to receive your current payroll information. I take the payroll and process it so that it can be sent to you in a very timely fashion using the type of delivery service that you have requested from us. But my job does not stop there. Each month I check that all of your payroll taxes have been sent to the proper agency; each quarter I mail out the report both to you and the Government agencies, and in early January, work with Heidi to ship out the W2’s to you so you can deliver them to your employees before the January 31st deadline. You are important to me and I am always glad to be of service to you.
I have a very diverse background. I have worked in a Credit Union for six and one-half years and I have over a million miles driving tractor-trailers. I am also an amateur genealogist. For my educational background, I graduated from Quinsigamond Community College with Highest Honors and then from Worcester State College (now University) Cum Laude with a BSBA in accounting and finance. I also have a Certificate in Paralegal Studies. I have been happily working at CBS Payroll Service, Inc since 2007.
Juan “Jon” Lopez has been working for Accounting Solutions and CBS Payroll Service since 1997. A vital member of our team, Jon is responsible for all day-to-day operations at Accounting Solutions, Inc. during tax season and his responsibilities for CBS Payroll are customer service, marketing, and sales. Moreover, Jon conducts many activities behind the scenes; activities that allow both companies to service new and existing clients in the best possible way. Jon has a diverse background, which includes marketing and communications. Best of all, as a bilingual employee, Jon provides translation services to all of our Spanish-speaking clients.
On his off time, Jon enjoys music, entertainment, and spending time with his family. He is well known in the Spanish community as well, often providing volunteer services to those in need of his time and effort.
Phillip Johnnene began working in the spring of 2010. He has over 20 years experience working with small business in areas of accounting, income tax preparation, bookkeeping and financial planning. He is a CPA and a QuickBooks Certified Advisor. Prior to joining Accounting Solutions, Phillip was the Accounting Manager for Superior Industries, one of the largest residential roofing companies in New England. He had his own accounting firm in Cambridge specializing in the Restaurant industry. Phillip lives in Fitchburg with his wife and stepson Zachary.
Final Answer Dept
Every firm has a decision maker. It doesn’t matter what you call that position, but it is the one person who pulls it all together and guides the team. He is the chief executive officer and the owner of Accounting Solutions, Inc. and CBS Payroll Service, Inc. Jay started Accounting Solutions, Inc. in 1989 to better serve the tax and business clients. Although the small businesses were paying exorbitant fees to the BIG CPA firms, they were not getting the services they expected. Having come to know this, Jay started his tax and payroll company. He provides them with personalized services. He helps business owners reduce their taxes, improve their profits, and better manage their cash flow. To be precise, he helps them manage their financials and provides them with strategies to grow their business.