The story behind Poulin Financial Services.
Meet Our Team
Marc M. Poulin, CPA
Marc has experience providing tax and accounting services to businesses and individuals since 1980. Marc has worked in a Big Six accounting firm and spent 12 years in real estate development as Chief Financial Officer of organizations that financed and built housing, resort developments and nursing homes throughout the United States. He now devotes his energies to offering his range of experience – encompassing business organizational structuring, finance, accounting, tax planning and tax preparation – to clients that require these services customized to their needs. Marc holds a Bachelor of Science Degree in Accounting. He began using QuickBooks at PFS in 1997 and became a QuickBooks ProAdvisor in 1999. Marc was a member of Intuit’s Advisory Council 2006-2008 and was a member of the QuickBooks Speakers Bureau 2006-2010.
Seth P. Shields, CPA
Seth has extensive financial experience and has provided tax, accounting, reporting, management and consulting services to individuals, businesses and non-profits since 1998. He has a wide range of experience with the construction, real estate, manufacturing, call center, fishing, retail, and non-profit sectors. He works with closely held businesses and individuals, including those with high net-worth and multi-state tax compliance needs. Seth holds a Bachelor of Science Degree in Accounting and is a QuickBooks ProAdvisor.
Ericka Temple, EA
Ericka has experience in the tax field since 2001. After working 12 busy tax seasons at H&R Block in Maine, she easily transitioned to Poulin Financial Services. Ericka studied at Bob Jones University in South Carolina and earned a Bachelor of Science degree in Accounting. She is also an Enrolled Agent – licensed to practice before the IRS and is a Certified QuickBooks ProAdvisor. Ericka prepares individual and business tax returns as well as consults with PFS clients on the use of QuickBooks.
Justin Stewart, EA
Sue joined the Poulin Financial team after retiring from her management role at Unum. Her vast management and educational talents exceed the standard qualifications for her role as a Tax Preparation Assistant and Administrative Associate. Sue brings a level of professionalism to the team that reinforces the PFS commitment to providing clients with quality services.
Amy Roarke, M.A.
Doreen has experience since 1991 with Business Management, and providing payroll and accounting services in many industries. This includes retail, restaurant, legal, real estate, publishing, property management, plumbing and financial. She has an Associates Degree in Accounting with Paralegal Studies. Doreen provides Accounting, Bookkeeping and Payroll Services for PFS clients. She is a QuickBooks Desktop and QuickBooks Online ProAdvisor. Doreen also travels to multiple client locations, and offers onsite bookkeeping and payroll services along with in-house services.
Cindy has experience in Office Administration which involved positions such as Human Resources Generalist of a manufacturing company, as well as Assistant Manager of a credit union. Cindy is responsible for the office operations so that Poulin Financial continues to run smoothly and efficiently.