Accounts Payable Services & AP Automation Providers in Gorham, ME

Overview

Pinnacle Accounting & Advisory is an accounting and tax practice in Gorham, Maine, a short drive from Standish. It works mainly with small and mid-sized companies, self-employed owners operating from home, independent professionals, executives and nonprofit organizations. It also serves individuals who need tax and planning help.

Buyers comparing accounts payable support should see Pinnacle as an outsourced bookkeeping and part-time finance department, not a dedicated AP software vendor. Payables work would sit inside its broader bookkeeping, QuickBooks and controller-style engagements.

Services relevant to AP

The firm's business offering is built around lifting the recordkeeping burden from owners so they can concentrate on operations. Services that touch the payables cycle include:

• Outsourced bookkeeping and small business accounting, including cleanup and catch-up of neglected books
• Account reconciliations and structured workflows built in QuickBooks Online
• Payroll processing and support, plus help resolving payroll tax issues
• Cash flow projections to anticipate shortfalls and plan outgoing payments
• Reviews of internal control systems, with recommendations to tighten operating procedures
• Part-time CFO and general business advisory work

Pinnacle also supports QuickBooks users directly. It offers setup, training, quick-answer sessions and tune-ups of existing company files, and its site points clients toward purchasing QuickBooks through the firm. Other business services include preparing owners to approach lenders for financing, helping launch new businesses, and guiding nonprofits on how the IRS classifies revenue and expenses.

The website does not describe a standalone AP automation platform, invoice capture tool or vendor payment product. Buyers who need that specifically should confirm scope during an initial conversation.

Team and background

The practice was founded by CEO Tammy White Dickinson, whose career spans more than 36 years. Her work has covered CFO-level services, tax planning, compliance and strategic advisory engagements. She holds an accountancy degree from Bentley College and completed graduate finance coursework at Harvard. Her client roster includes both owners of small companies and wealthy individuals.

Lisa Morin is Chief Operating Officer and Tax Manager. She brings over two decades in the field, concentrating on payroll, bookkeeping and tax returns, and she runs daily operations. Practice Manager Hallie Lavery draws on long experience in customer service and project management, including roles as a Scrum Master, business analyst and consultant, to keep internal processes efficient.

Senior Bookkeeper Johannah DeGrandpre focuses on cleanup projects, reconciliations, payroll support and sustainable QuickBooks Online workflows. She is particularly suited to untangling disorganized finances. The office dog, Evy, rounds out the team as its informal greeter.

How they work

Pinnacle emphasizes one-on-one attention rather than treating clients as volume accounts, and it pairs that with modern technology and dedicated payroll tools. Prospective clients can request a free initial consultation. Existing clients exchange documents through a secure client portal and file-sending tool. The firm also publishes a monthly newsletter, tax calendars and planning guides.

Standish-area businesses may want an accountant to keep payables, reconciliations and payroll organized in QuickBooks, with senior-level financial guidance available when needed. For them, Pinnacle offers a local, relationship-based option.