About Our Firm
At Smith & Associates we strive to be personable, knowledgeable and responsive to you!
We at Smith & Associates, CPAs are committed to providing our clients with exceptional Customer Service, Quality, and Integrity.
Our Mission
At Smith & Associates, CPAs, we provide the highest quality compliance, assurance, and advisory services to assist individuals and businesses in a wide range of industries. Our professionals partner with our clients to meet their personal and strategic goals. We are passionate about our work and aim to provide best in‐class services.
Our Values
Our team culture is built on collaboration. Together we do things right, by doing the right things: We hold ourselves to the highest level of integrity and ethical standards, in our families, our community and in our work. We are honest, transparent and authentic in what we say and do; with each other, and with our customers, partners, and our vendors. We are empowered to make informed decisions in the best interests of you, our customers. We are committed to continuous learning and innovation. We are imperfect and learn openly from our mistakes. We celebrate our successes often.
Together, we work hard for you and we have fun doing it.
Our Approach to Customer Service
Our Dedication to Excellence
Our integrity as Professionals
is continually tested with access to clients’ financial information throughout our communities. Therefore, one of the most important characteristics is that of integrity and confidentiality of client information. That is a trust which must never be broken.
The firm and all assigned key professional staff are properly licensed to practice in the States of Maine and New Hampshire. All individuals have met or exceeded the continuing professional education requirements established by the American Institute of Certified Public Accountants and the Maine Board of Accountancy, and have complied with Government Auditing Standards contained in the yellow book for financial and compliance audits.
Our Staff
Amanda J. Schultz Brown, CPA
Shareholder
Amanda Schultz Brown is a Maine Certified Public Accountant and has nearly 13 years of experience in public accounting. In 2012 Amanda became a Shareholder of Smith & Associates and became the owner of Smith & Associates in 2017. She attended Northeastern University and earned her Bachelor’s of Science in Accounting from Husson College. Amanda has focused her career and her continuing education on tax preparation and advisory services for individuals, small businesses, and nonprofits financial reporting and auditing. Amanda is a Maine representative on the New England Peer Review Executive Committee and Review Acceptance Bodies. She is currently a member of the Board of Directors serving as the Treasurer for the Yarmouth Chamber of Commerce and was awarded the 2017 President’s Award for Outstanding and Extensive Service. Amanda is also a member of the American Institute of Certified Public Accountants and Maine Society of CPAs.
On a personal note…
“During my time away from the office I enjoy most of all the time spent with my three children and husband. We spend as much time outdoors as possible, especially during the beautiful summer months in Maine, gardening, camping, swimming and attending any of the local art and theater productions.”
Current clients can book an appointment with Amanda by clicking on this Calendly link.
Lori Aliberti, EA
Tax Manager/Human Resource Manager
Lori Aliberti is an Enrolled Agent, authorized to represent taxpayers and practice before the Internal Revenue Service under the highest credential the IRS awards. She specializes in tax preparation, tax planning, business consultation, and financial report preparation. Her client engagements include small businesses (corporations & partnerships), non-profit organizations, homeowner associations, estates, trusts, and individuals. Lori holds an Associates Degree in Business Administration and Accounting and has more than 25 years experience in both public and private accounting sectors. She has been an active member of the National Association of Tax Professionals since 2005. Among her credentials, Lori held an advanced certification pro-advisor status for QuickBooks software (Desktop & Online products) and is a Xero pro-advisor.
On a personal note…
“Being a life-long resident of Maine, I couldn’t imagine living anywhere else. My husband & I enjoy many of the privileges our beautiful state has to offer. I volunteer throughout the communities I have been a part of for so many years and am currently the President of the Friends of the Topsham Library. Through establishing so many wonderful relationships over the years both personally and professionally, I am continually amazed with how interconnected we all are.”
Current clients can book an appointment with Lori by clicking on this Calendly link.
Gretchen M. Lamontagne
Professional Support Specialist
Gretchen Lamontagne spent fifteen years in public education before transitioning to the accounting world. She joined the Smith & Associates team in January of 2024 and has been learning ferociously ever since. She has a Bachelor’s degree from the University of New England, and is currently working toward a Certificate in Accounting at Southern New Hampshire University.
On a personal note…
“Having a career that you genuinely enjoy is ideal and something I am working towards. However, the most important job that I have is raising the two little girls to the left. Their happiness means everything to me, which is why I work hard at what I do. But I also know that living a balanced life is key. So any chance I get, I try to spend time doing the things that make me happy: taking my kids to new places, searching for sea glass at the beach, going rock climbing (inside or out!), and really anything with the love of my life.”
Current clients can book an appointment with Gretchen by clicking on this Calendly link.
Katie Norwood
Administrative Assistant
Katie Norwood is a recent graduate of Colby College, where she graduated with a Bachelor of Arts in Anthropology and minored in English. While at Colby, Katie was involved on campus as a volunteer mentor and club leader with Colby Cares About Kids (CCAK), as the First Year Experience Coordinator for Colby’s First Year Orientation, and co-captain of the Colby Women’s Rugby team. In August of 2024, she joined Smith & Associates where she has since had the opportunity to foster her passion of working with others offering quality customer assistance daily. She plans to continue cultivating her love of education by learning as much as she can about the accounting industry.
On a personal note…
“After four years in Maine for undergrad, I could not imagine living anywhere else. Out of the office you can find me in the studio attending a Jazzercise class, on the pitch practicing with the Portland women’s team or at home perfecting my apple muffin recipe. Some of my greatest joys in life have been fostered by places of community and as a newcomer to southern Maine I have truly felt embraced.”
Current clients can book an appointment with Katie by clicking on this Calendly link.