Marcum LLP

Leo R. Moretti


CPA*, CGMA
 
Leo R. Moretti, Partner , Assurance Services
Partner
Assurance Services
*Licensed by the State of Rhode Island
 

155 South Main Street
Suite 100
Providence, RI 02903

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Leo Moretti is a partner in the Firm's Providence, Rhode Island, office. He has extensive accounting and auditing experience focusing on governmental, HUD, non profit organizations, and quasi-municipalities. Mr. Moretti is also very active in providing peer review and quality review advisory services for CPA firms in several states. Mr. Moretti is a committee member and current chairman of New England Peer Review, Inc. He is also very involved in teaching CPE seminars and is a former instructor for the Becker CPA Review Course. He was honorably discharged at the rank of staff sergeant after serving six years in the Rhode Island Army National Guard.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA), Peer Review Program/Reviewer
  • Rhode Island Society of Certified Public Accountants (RISCPA), Accounting & Auditing Committee/Peer Review (Chairman 2009-2011)
  • New England Peer Review, Inc., Executive Committee/New England Peer Review/Chairman (2001-2004, 2015 - Present)
  • Rhode Island Association of Public Accountants
  • Massachusetts Association of Accountants
Subject Matter Expertise

Financial Statement Audits
Peer Review
Quality Review
Governmental Audits

Practice Focus

State and Local Governments
HUD
Nonprofit
Quasi-municipalities

Education

Bachelor of Science in Accounting
University of Rhode Island

Graduate work
Bryant College and University of New Haven

Related News

Accounting Today published an article by Assurance Partner Leo Moretti, about the need to change the training model for the next generation of auditors.


As Seen In

Accounting Today published an article by Assurance Partner Leo Moretti, about the need to change the training model for the next generation of auditors.

I believe that all of us with a stake in the future of audit services, both in academia and in public accounting, understand the importance ....

Accounting Today announced Marcum's merger with YKSM CPAs in Providence, R.l.


As Seen In

Accounting Today announced Marcum's merger with YKSM CPAs in Providence, R.l.

Marcum LLP, a Top 100 Firm based in New York, has added Yarlas, Kaplan, Santilli, Moran Ltd., an accounting firm in Providence, Rhode Island, expanding ....

The Providence Business News featured Marcum's announcement about merging with YKSM.


As Seen In

The Providence Business News featured Marcum's announcement about merging with YKSM.

The local accounting firm of Yarlas, Kaplan, Santilli, Moran Ltd. has become part of the larger New York-based accounting firm of Marcum LLP, Marcum announced ....

Long Island Business News reported on Marcum's merger with YKSM in Providence, R.I.


As Seen In

Long Island Business News reported on Marcum's merger with YKSM in Providence, R.I.

Marcum has merged Providence, Rhode Island-based Yarlas, Kaplan, Santilli, Moranor also known as YKSM into its business as of Aug. 1.

Marcum LLP Merges in Providence CPAs Yarlas, Kaplan, Santilli, Moran


Press Release

Marcum LLP Merges in Providence CPAs Yarlas, Kaplan, Santilli, Moran

Marcum LLP today announced that Yarlas, Kaplan, Santilli, Moran, Ltd., a full-service accounting firm in Providence, Rhode Island, merged into Marcum's New England region. The ....

 
 
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