DiLeo & Charles Tax and Consulting Services | New York, Boston and Manchester, NH

DiLeo & Charles

Accounting, Tax, KPIs & Business Growth



CONTACT US

 At DiLeo & Charles, we believe accounting isn’t just about balancing books — it’s about empowering you with clarity, strategy, and forward motion to help your business thrive. We combine deep financial expertise with cutting-edge tools  — including AI-assisted analytics, robust KPI dashboards, and real-time reporting — so you always have clear visibility into your numbers, can spot opportunities early, and make decisions with confidence.

 

Our Services

Accounting & Bookkeeping

Accurate, timely, and infused with tech-led efficiencies. We go beyond mere record keeping to deliver actionable insights.

Business Consulting

Beyond the numbers, we help you understand trends, risks, and opportunities to scale your business. Think of us as your financial “physicians” who don’t just see symptoms but look at the whole picture — operations, risk, growth, scalability — to ensure your business is in robust health.

Income Tax + Strategic Planning

More than just filing — every tax return is treated as an opportunity. We use data, forecasting, AI tools, and strategic planning to optimize your liability and help you keep more of what you earn.

What We Stand For

  • Client‐Centered Clarity: We’re women-owned, and our mission is rooted in transparency, collaboration, and communication. You won’t get surprises from us — just honest guidance, tailored to your goals.

  • Personal Connection: We believe accounting should feel human. We explain things in plain language, keep communication open, and build long-term relationships.

  • Proactive Strategy, Not Just Reactive Support: We don’t wait for the year-end to help you optimize. From smart tax planning and forward-looking forecasts to performance metrics that matter, we help shape your financial future now.

  • Intelligent Tools + Insightful Data:  We help you see the bigger picture. Using AI‐powered analysis, automated workflows, and intuitive reporting systems, we gather the data that counts — revenue trends, cash-flow health, expense insights, KPIs — and present it in a way that helps you act.

  • Staying Ahead of the Curve:  As regulations, financial technologies, and business environments evolve, so do we. We continuously refine our tools, update our knowledge, and anticipate changes so you’re never caught off guard.

Our Dedicated and Personable Team

Click Here to Meet the Whole Team…

Team 3

SABRINA CIARLEGLIOPresident

With over 25 years of bookkeeping and accounting experience, Sabrina is the President and founder of DiLeo & Charles.
Team 3

MARIO CAMACHO, EASenior Accountant

Mario came on board DiLeo & Charles in 2020. He has ten years of experience in the tax industry and specializes in lowering tax liabilities.
Team 3

SARAH MASOOM, CPA Senior Accountant

Mario came on board DiLeo & Charles in 2020. He has ten years of experience in the tax industry and specializes in lowering tax liabilities.

Why Choose Us?

Because you deserve more than just transactional services. You deserve a partner who sees your long-term vision.

Because with the right metrics, smart forecasting, and continual innovation, your finances can be a growth engine — not a stressor.

Because we’re committed to doing the small things well — in bookkeeping, in compliance — while also pushing forward so you can scale, adapt, and thrive.

What Our Clients have to say

CHECK OUT SOME REVIEWS HERE

Our business is a rapidly growing consumer products eCommerce company…The DiLeo [& Charles] team have been terrific partners to us and help us across a range of our financial operations including preparation of financial statements, bookkeeping, and all tax needs for our LLC. The team is responsive and engaged at all times.

Dominic RispoliCo-CEO, Wisteria

As a small but growing company, our needs have varied from financial record clean-up to business management advice. Sabrina and the team have consistently accommodated our needs with outstanding customer service, with expert advice and attention to detail. Plus, they are all just really nice humans. We could not recommend a better tax and financial consulting company any more than DiLeo & Charles. Testimonial 1

Karen SuttonDirector of Operations, NuVu LLC

[DiLeo & Charles] are wonderful - super responsive + super professional + help me with all of our small business needs. Really, they go above and beyond + tailor their services to suite what you as a business need. Cannot recommend them enough!

Amy OhCo-Founder, Mama O's Premium Kimchi, Inc

Let’s build a better financial roadmap together.

Schedule a consultation today, and find out how modern tools + thoughtful strategy = peace of mind, opportunities seized, and growth realized.

Let's Chat

Women-owned firm providing bookkeeping, tax strategy & consulting. Modern tools, AI insights & KPI reporting keep your business ahead of the curve.