1400 Second Avenue, Watervliet, NY 12189 518.270.9243

We're not just accountants. 
We're your business partner. 

Founded in 2006 and based in Watervliet, New York, we envisioned a team of accountants offering critical back office financial support to small businesses and non-profit organizations in a way that strengthened their organization and leadership. And years later we’re proud to say, “Mission accomplished”!

Specifically, we set out to fill a void between small businesses and their CPAs and payroll providers. Traditional CPA firms prepare taxes and provide financial guidance but cannot provide businesses with ongoing day-to-day support due to independence restrictions.

Payroll companies provide payroll software, but do not provide guidance and often charge significant fees.

With DALLE, you finally can have it both ways. Because we’ll be here for every payroll, bank reconciliation, financial question, tax return and virtually any other financial need you may have.

Seamlessly supporting you and giving you peace of mind so you can concentrate on running and growing your business.

Our growth has always been measured by our clients’ success. And over the years, we’ve been a key part of many success stories. We assisted  two non-profit organizations merge and implemented a new dues assessment methodology. We helped a startup company grow over the course of five years to multiple locations with more than $4 million in sales, and we assisted business owners with selling their successful businesses for substantial profits.

 

We evolve into your trusted business ally
by tightly weaving our people and processes
into the very fabric of your company or organization.

Typical Large Business Structure

CEO Sets mission, works with board, ensures marketing focus
COO Oversees business operations
CFO Maintains financial stability, ensures cash to grow, maintains regulatory compliance

Many small businesses and non-profits might have a bookkeeper, which results in all of the above three roles being played by the CEO. At DALLE we’ve created a special niche by providing strong accounting support and guidance plus regulatory compliance through a unique team-based model. Becoming the financial partner you’ve always wanted while allowing the CEO to focus on the essentials.

  

What Sets DALLE Apart
From Other Firms?

We’re accountants, not bookkeepers. We can handle the entire spectrum of business activities, from simple transactions to the most complex financing, mergers and acquisitions.

We work as a team. So you can benefit from diverse expertise and perspectives while having multiple points of contact within our organization.

We ask questions. So you can make financial decisions that make sense.

We anticipate your needs before you do. Which means we can stop problems before they arise.

We educate you. Supporting our recommendations with rigorous analysis and helping you understand how you can benefit from doing things differently.

We interact with you on a regular basis. Because service isn’t everything. It’s the only thing.

We leverage our depth and breadth of wisdom and experience gained from serving many diverse industries to bring you a wealth of cost saving opportunities.

We don’t take shortcuts because we’re in business to do the best possible job for you. Period.


Meeting and shaking hands

Maybe that’s why the referrals of satisfied clients have been our best source of new business. And why we serve clients across the country.

WE OFFER YOU:

  • A consolidated service team including everything from accounts payable to chief financial officer
  • A leadership team with 150+ years of accounting knowledge plus eight CPAs on staff
  • Corporate accounting/finance department experience in private, public and non-profit organizations
  • Experience preparing financial statements, regulatory reports, payroll, sales tax and corporate tax returns
  • Coordination of financial audits, New York State regulatory audits and sales tax audits
  • Knowledge and experience of working with the IRS and state tax authorities
  • Unique industry specific experience
  • Management of relationships with local and international banks
  • Experience managing the billing and collection functions of publicly traded and private organizations

Our office features ample, worry-free parking and amenities designed to keep our clients comfortable and maximize our team productivity.

  

The Power of knowledge.

Tax preparation is merely a compliance function for so many businesses. In fact, many business owners only talk to their accountant once a year. But accounting provides critical information that should be used all year long through frequent interaction.

Typical firms provide a compliance service ensuring laws, rules, and regulations are followed. In contrast, DALLE Accounting offers you knowledge of financial information on a regular, actionable basis that helps your organization move forward and accomplish your goals.

With compliance-focused accounting, you’re not going to be able to utilize your profitability often enough to make informed decisions. If your accounting is knowledge focused, profitability information is more readily available by project, by grant, by marketing initiative or line of business to make stronger, more timely data-driven decisions.

We don’t prepare thousands of tax returns like many firms. Instead, we continually prepare you for growth and success by educating you, providing feedback and analyzing how your tax liabilities can be managed or lowered.

It Pays to Outsource to DALLE.

  • Allows your management to focus on core operations and marketing
  • Provides stability in staffing by relying on DALLE Accounting as your financial team
  • Enhances the strength of your accounting function by gaining more expertise and knowledge through DALLE’s team-based approach rather than one person
  • Reduces your business costs by converting an employee into an independent contractor
  • Improves your internal controls and the quality of your financial reporting

Management Team

Dan 2024
Dan Lortie, CPA, CTP

Dan co-founded the firm in 2006 with the goal of offering strong accounting and financial management skills to small businesses and non-profit organizations that could not afford a full-time accountant or chief financial officer. Like many small business owners, Dan understands what it takes to start a business from scratch. Starting DALLE Accounting as a part-time business with no employees or clients, Dan has led the firm to continued growth where it now employs 20+ staff members and serves clients in New York State and beyond.

As Managing Director of the firm, Dan is a Certified Public Accountant and Certified Treasury Professional. He has a master’s degree in insurance from the University of Hartford and a Bachelor’s degree of Business Administration in Accounting from Siena College. Dan is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).  Dan has also served on several local boards as well as national committees in cash management.

 

Anne Web
Anne Balmes, CPA

Anne joined the firm in 2021 as Tax Director with the merger of DALLE Accounting and DiFabio VanZandt and Company, P.C.  Anne is licensed as a Certified Public Accountant in the State of New York, and has 30+ years experience in the Public Accounting field. Anne graduated from Siena College with a Bachelor's degree of Business Administration in Accounting. She provides personal, business, accounting, attest and taxation services for a diverse mix of clients. Some of the areas she focuses on is construction, real estate and professional services. Anne is a member of the AICPA and NYSSCPA.

 

 

Dave Brownell, CPA

Dave joined DALLE Accounting in 2016 as Director of Accounting Services after serving in various Chief Financial Officer and operations roles. Prior to that, Dave worked in public accounting, six years with a Big Four firm. Dave brings a technical accounting acumen to his clients that helps them strengthen their reliance on accounting information, make strong business decisions, and maintain regulatory compliance. Dave holds a Bachelor's of Business Administration in Accounting from Siena College and is a NYS Licensed CPA.

 

Jim Chiaravalle

After a strong career in the hospitality industry, Jim joined DALLE Accounting as a Director of Accounting Services in 2018 to strengthen our service team. Supervising a team of accounting professionals, Jim helps his clients evaluate operational efficiency, prepare budgets, and ensure compliance with a variety of regulatory requirements. Jim holds a bachelor's degree of Business Administration in Accounting from Siena College and prior to working in the hospitality industry, had a short career as a tax preparer and auditor. 

 

Dani 
Danielle Dawkins, CPA

Danielle (Dani) joined DALLE in 2017 as a Senior Accountant and through her strong interpersonal connection with the firm and clients, is currently a Director of Accounting Services overseeing a team of accounting professionals.  Prior to DALLE, Dani worked for several multi-million dollar businesses in various accounting roles, but was finally able to find her true passion of sharing knowledge with DALLE and our diverse array of clients.  Dani holds a Masters Degree in Accounting from Western Carolina University and a dual Bachelor's Degree in Accounting and Finance from LaSalle University.  Dani is a licensed CPA in the state of South Carolina.

 
Megan Web
Megan DeMeo
 
Megan joined DALLE Accounting as a Director of Accounting Services in December 2023.  She comes to the team with 11 years of experience in government finance holding positions that include Grant Manager, Accountant, and Budget Analyst. In these roles she worked with many not-for-profits in the community as well as many divisions throughout New York State.  Before joining DALLE, Megan spent the last two years in the health care field as a Director of Finance and Operations.  Megan has a Bachelor’s degree from Northeastern University in Accounting and Financial Management. 

 

 Doug Web
Doug Nielsen, CPA

Doug Nielsen joined the firm in 2023 with approx. 20 years of public accounting experience performing audit, tax, and consulting services for closely-held businesses in a variety of industries. He previously served 5 years as the Director of Finance and Taxation for one of the largest construction and real estate companies in the U.S. He also held the position of Acting CFO for a large real estate company in the Northeast. Doug graduated from State University of New York at Plattsburgh with a Bachelor of Science degree in Accounting and is a member of the AICPA and NYSSCPA. He has served on various NYSSCPA committees and as an officer of a national nonprofit organization. 

 

CONTACT

1400 Second Avenue
Watervliet, NY 12189
P 518.270.9243
F 518.270.9245
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