Meet the Team
Poonam Walia, EA, NTPI Fellow®, CFP®
Daniel Whalen, CPA
William R. Ames
Jay Walia is the rare accountant who guarantees success to clients who follow his advice. His professional background includes experience as a former Chief Financial Officer and for the last twenty five years, as a small-business owner. His passion to help small-business owners succeed – and his personal business success – makes him a much-in-demand adviser. Founder and President of Accounting Solutions, Inc. and CBS Payroll Service, Inc.
Poonam Walia, EA, NTPI Fellow®, CFP®
Poonam Walia is an Enrolled Agent, a NTPI ®) Fellow and a Certified Financial Planner practitioner with over 15 years of taxation and financial experience working with professionals and business owners. Poonam holds a Certificate in Financial Planning from Boston University and a B.S from Delhi University.
She has extensive experience in providing tax and advisory services to individuals and business owners with a focus on tax, retirement and estate planning. Poonam works to create a comfortable, confidential environment where clients are free to discuss their financial and personal concerns. She helps her clients plan for their current needs with tax planning and all their future needs whether it is college funding, retirement, or estate issues.
As an Enrolled agent, she is authorized to represent all her clients before all levels of the Internal Revenue Service.
*Enrolled agents are the only tax professionals licensed by the US Department of Treasury.
As a NTPI®) Fellow she has completed a stringent, three-level program of study that covers all facets of representing clients before the IRS. Poonam has learned to guide her clients through the often-challenging maze of IRS codes, internal regulations and agency structure.
Achieving NTPI Fellow status denotes the highest level of distinction in representation.
As a Certified Financial Planner, she can assist you with planning for and pursuing your financial goals, whether planning for your child’s education, your retirement, or providing insurance for your family’s security in the unlikely event you are not there to provide for them.
CFP® Certification: The Standard of Excellence.
The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.
She is a lifelong learner and routinely attends seminars and conferences each year to keep her skills current, so she can provide exceptional service for her clients.
In her free time, Poonam satisfies her creative side by cooking and baking for her friends and family. She has a great passion for traveling, adventure and experiencing different cultures and lifestyles.
Poonam resides with her husband and little Tessa (her dog) in Shrewsbury, Massachusetts. She has three daughters that are pursuing their careers.
Heidi has been with Accounting Solutions, Inc. and CBS Payroll Service, Inc. for more than 25 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 one 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 University in 1993. At present, she is 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 long time member and sits on the Finance Committee and is a Lector and Eucharistic Minister. Heidi is also involved with Boy Scout Troop 165 in Charlton, MA which her son is a member and on his way to becoming an Eagle Scout. Heidi sits on the Committee of Troop 165 as the Treasurer. Additionally, she has a 14-year-old son, likes to cook, spend time with family and friends, enjoys candlepin bowling, watching the Red Sox and Patriots, reading, listening to music, and traveling.
Juan Lopez is the rare professional who guarantees success to the clients who follow his advice. His passion to help small business owners succeed – and his desire to help his own Spanish community – makes him a much-in-demand tax consultant and advisor.
Being a vital member of Accounting Solutions and CBS Payroll Services team, Mr. Lopez is a well-known tax consultant and business advisor in Worcester MA. Accounting Solutions provides accounting, taxes, bookkeeping and consulting services. CBS Payroll provides payroll services and employee management services. As he is very astute, Mr. Lopez uses the support of the other professionals from his team to provide all the help that his clients need in any financial field.
Mr. Lopez joined CBS Payroll Service in 1997 as a sales and marketing consultant. Being a man of immense intelligence and perseverance, he expanded his expertise to tax preparation and tax resolution. He has used his sharp-wittedness to benefit hundreds of his clients by helping them resolve their tax problems by representing them through tax advocates, Identity theft issues, and obtaining ITIN numbers. His financial shrewdness has also helped many small businesses to grow profitably and be in tax compliance by audit proof.
Founder member of the bilingual division of Accounting Solutions, Mr. Lopez is a business consultant who provides every day and long-term help to small businesses and individuals in Worcester County. He tells his clients clearly what the current status of their business is and more importantly assists them in reaching their goals. He acts as a bridge between his firm and the Spanish clients by providing translation services as well. His clients just love him and he is the primary reason our Spanish clients come back to Accounting Solutions year after year.
His responsibilities are not only limited to Accounting Solutions. His responsibilities for CBS Payroll are customer service, marketing, and sales. Moreover, Mr. Lopez conducts many activities behind the scenes; activities that allow both companies to service new and existing clients in the best possible way. In his free time, Mr. Lopez 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.
The goal of Accounting Solutions and Mr. Lopez is to provide a solid support to Spanish communities where all their financial issues are resolved.
Philip Johnnene, CPA
Phillip began working for the firm 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 Adviser. 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.
William R. 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 W2s 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.
Monika came on board with Accounting Solutions in 2010. Monika received her Master’s degree in English Literature and Bachelors in Education at the Punjab University in India. After a rough debate Monika decided to retire from teaching in 2009 so she could help her husband, Jay Walia organize the work flow during the company’s very busy tax season. Monika is responsible for hiring, training, and overseeing all aspects of front desk operations. Her diverse set of skills of cultural affinity, empathy, complete accessibility, strong communication, positive attitude, warm demeanor, unwavering self-confidence, keen emotional intelligence and steadfast composure are a great asset in the smooth running of the business and resolving conflicts. She has been an integral part in transforming the policies and procedures of handling all the paperwork in the front end to make the business run more smoothly and efficiently. Monika has transitioned these policies to the bookkeeping side as well and has streamlined the workflow tremendously. In 2015, Monika successfully completed a tax course, so she would have more knowledge helping our tax professionals answer client questions if they were busy. She also uses this knowledge to have a better understanding of the tax paperwork so if clients have questions she can easily answer them.
On a personal level, Monika enjoys spending time with her family and friends, cooking, reading and traveling. Monika and Jay have two adult children who are their pride and joy. Their daughter has her bachelor’s degree in Sociology and is currently working in the field as a Trauma councilor. Their son is attending MCPH working on his Bachelor’s and Master’s degree at the same time in Chemistry. He plans to go on to medical school.
Daniel Whale, CPA
Let Us Help:
I have a feeling I know why you’re reading this right now.
You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?
We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.
It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.
In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.
Click the button above to take your first step. And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Worcester County Area.”
Talk again soon,
PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at 508-753-3532 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!
Accounting Solutions have done my taxes many times and they been very professional Courteous and very helpful always care for my interest will always recommended and will kept doing business with you thanks
Jay and his team are the BEST! When you think of an accounting firm, you need two important attributes: TRUST + COMMUNICATION. They go above and beyond. My family and I have been with them for over a decade. Highly, highly recommend them, you won't regret it!
They were very easy to make an appointment with and I had a very smooth experience with Accounting Solutions, taxes were done accurately and expediently. I will definitely use them again.
I had a wonderful experience working with Poonam at Accounting Solutions, Inc this year. She is very professional and pays excellent attention to detail. I knew I didn’t have to worry and that I was in great hands. I will definitely continue to work with them!
They've done my taxes for many years and all they are great. Juan is not only extremely professional but very thorough and knowledgeable. My wife and I trust him and can't hom enough for all he's done for us.