Purdy Powers & Company

We think like business partners first. Then we get into the accounting stuff.

When you work with us, you'll have confidence in knowing your business is managed by accounting professionals who see the big picture impact of even the seemingly most insignificant move. It's the type of careful consideration—attention to minute detail—that makes our team your go-to team of on-call business partners.

Our approach to working with clients is really a team sport. Your account will be managed by a senior member of the Firm, with the support of a seasoned group of professionals. When you call, we'll be there with an answer. We'll give your business the attention it deserves to make absolutely certain day-to-day financial operations run like a well-oiled machine. Which, of course, makes our year-end work that much easier.

We'll provide a complete suite of services to help your business prosper.

Get to know us. Then give us a call.

The Senior Players

Marc powers, cpa, cva

Marc is a self-proclaimed math geek who loves his work with entrepreneurs and entrepreneurial business. Over the years, he's earned the respect of his clients because they have learned that working with Marc is working with someone who really cares about their business and financial well being. 

When he's not thinking numbers and business, Marc is spending time with his family and traveling. And, while he has hung up aspirations for being on the pro tour or pitching a no-hitter at Fenway, he still enjoys playing golf and baseball. 

Attended: The University of Maine Orono


Rich Emerson, cpa, cva

Rich is an advisor who helps his clients face financial challenges. His is an approach that starts by defining success criteria for his clients—which are different for most everyone. He then puts his instincts and experience as a business owner to work to guide clients forward.

When not in the financial trenches, Rich spends time with his wife, is a Board Member of the Susan Curtis Foundation, and is a Rotarian with the Portland Sunrise Club. Rich is a golfer and spends as much time as he can riding the roads on his Harley.

Attended: Husson College


David Shorette, cpa, cva

David loves business and putting business plans into action to create prosperity. And since accounting is the language of business, you can be sure David is very fluent in it. His key focus is to understand client goals and create actionable financial plans that enhance business performance.

When not crunching numbers, David serves on the Boards of Riding to the Top and University of Maine Alumni Chapter of Southern Maine. David is a runner, but now one of his biggest passions is being a Horse Dad—watching his daughters ride. 

Attended: The University of Maine Orono


dana dakers, cpa, MST, MBA

When asked, Dana will tell you that his passion for the business comes through the opportunity to help different companies and different people reach their goals—no single issue is ever the same. Which keeps it interesting and keeps him on his toes. He cares deeply about the overall success of all his clients.

In his "real life" Dana gives back to his community through participation on the Boards of the VBC Steeple Committee, Biddeford Pool Yacht Club, and Big Brothers and Big Sisters of York County. Dana spends as much time as possible outdoors, and while he understands he won't win America's Cup, he does enjoy sailboat racing. 

Attended: Babson College and Bentley College


roger fortin, cpa

Since 1963, Roger has been using his skills to help his clients keep their finances in order. From day-to-day accounting to complex tax issues, Roger’s ability to forge lasting, mutually beneficial relationships with clients across a broad spectrum of industry sectors makes him a strong member of our team. In fact, for Roger, the measure of his success is based on the strength of the relationships he's built and been able to maintain over the years.

He served two terms on the State Board of Accountancy under Governors Curtis and Longley.

When he’s not behind his desk, he’s out sailing the waters of Casco Bay, golfing, or globe trotting with his wife.

Attended: The University of Maine, Portland


Thomas taton, cpa

With more than 40 years’ experience under his belt, Tom has seen a lot of changes come and go. He loves what he does because of the challenges associated with learning the ever-changing and complex tax and accounting rules and using them to implement strategies to help his clients meet their business and profitability goals. Tom has been a member of the Maine Society of CPA’s Ethics Committee for more than 20 years and is presently its chairman.

When not at the office, Tom is exploring Maine with his wife and cheering on the Sea Dogs at Hadlock Field.

Attended: The University of Southern Maine





David Gowen, CPA

David has been working in public accounting since 1984 and over that time has enjoyed building and maintaining strong relationships with his clients. He finds great joy in helping the people—and businesses—he works with achieve their financial and life goals. He also has an uncanny ability to help clients understand even the most complex tax codes. 
David is presently a Cumberland County Representative for the Maine State Grange and President of the Highland Lake Grange.

When he's not behind his desk you'll find him spending time with his wife and family, see him playing trombone with Maine Pops Community Concert Band, or tooling around town in his prized Mustang convertible.

Attended: The University of Southern Maine

The Team


erin Powers, mba

While she may not be an accountant, Erin sees herself as more of a financial detective—she’s constantly learning and uncovering new things which keeps her engaged—and makes her job very interesting and exciting. Her sleuthing skills have proven themselves as great assets to our clients.

In her free time, Erin spends as much time hiking, camping, fishing, and enjoying the outdoors as she can—she's also working toward earning her CPA license. Erin does like to stay busy.

Attended: Thomas College


Ang "Bunnie" Bond, MBA

A native of Singapore, Bunnie has over 30 years’ experience in accounting and bookkeeping. Not only does she have a passion for this business, her greatest satisfaction comes through helping clients feel comfortable and confident about their financial lives. Bunnie has a way of making her older clients feel at ease in the financial world.

When not in the office, Bunnie is out fishing and traveling.

Attended: Nichols State University and Southern New Hampshire University


Jamie Bryant, JD

A former Arabic Linguist for the U.S. Army, Jamie is a disciplined tax professional who makes it easy for her clients to understand the meaning of the somewhat ever-changing tax code landscape. A true team player, she finds great joy in collaboration with her team to solve complex problems. Jamie is at her best when tax season is in full swing because she really enjoys the fast-paced days (and sometimes late evenings) of work.

When she’s not honing her tax skills, Jamie can be found cheering at her kids’ hockey games, roaming her neighborhood with the family’s new dog, or immersing herself in a good book.

Attended: The University of Maryland and University of Maine Law School


christy rui chen, CPA, MSF

Christy came to the United States from China by herself, then graduated at the top of her class. Her drive and dedication to the accounting profession gives her the ability to help her clients through any financial situation. Christy’s industry experience is diverse and she’s able to use it to the advantage of the people she works with.

When not dealing with complex financial issues, Christy loves traveling the world and when she’s home, experiencing Portland’s incredible food scene.

Attended: Northeastern University and The Hong Kong Polytechnic University


tom dressler

Tom is one of those people who just loves solving complex problems—a skill that comes in particularly handy when working with clients. He makes it easy for them to understand the ins and outs of their financial lives.

When he’s not at his desk, Tom is either running, biking, or playing golf. And he does admit that he may spend a little too much time working on his fantasy football and baseball teams.

Attended: Colby-Sawyer College


Polly Everett, CPA

Polly's path to accounting began when she was a retail buyer for a chain of New England-based stores and mail order catalog which led her to opening her own retail stores in Portland and at Sunday River. It wasn't managing retail she loved but the complex financial aspects of running a small business which is why she pursued her CPA designation. Since she was a small business owner, Polly translates this expertise to help her clients maneuver the financial complexities of business.

When she's not working with her small business clients Polly is either climbing, hiking, skiing (on the slopes and on the water), and traveling as much as  she can.

Attended: Ohio University and the University of Southern Maine


Jim Gaddis, JD

Tax Manager is the perfect role for Jim because he finds great satisfaction helping clients navigate the often complex world of taxes through planning and education. As an attorney who passed the Maine Bar Exam on his first try, Jim makes absolutely certain that all returns are in the strictest compliance—he works as hard as possible to help his clients understand the nuances of the ever-changing tax codes.

Jim’s an accomplished singer and actor who is regularly involved in local community theater. When he’s not behind his desk or on stage, he spends his time playing piano and working his gardens.

Attended: The University of Southern Maine and University of Maine School of Law


derek hall, cpa

Derek doesn’t believe in being bored. Which is of course a very good thing because to him, there’s no such thing as a typical day. Regardless of what he’s doing—tax preparation, audits, day-to-day financial work for a client—he looks at everything as if he’s putting together the pieces to a vast financial puzzle. And that suits him just fine.

Derek actually met his wife Casea at Purdy Powers and when he’s not spending time with her and their son Logan, you’ll find him outside enjoying everything Maine has to offer. And he’s an incredibly skilled disc golfer.

Attended: Saint Joseph’s College of Maine


katie Shanholtz

Katie is never one to shy away from a challenge, especially when it comes to complex accounting issues. When she sees an issue, her first question is: “what can I do to solve this?” With more than 10 years experience in accounting, Katie has definite passion for the business and helping her clients succeed.

In the off hours, Katie spends as much time as possible with family and friends.

Attended: The University of Southern Maine



Robert, it could be said, has accounting in his blood. A solid example of this is the fact that he passed all four parts of the CPA exam the first time he took them. It also doesn’t hurt that he also loves what he does and finds incredible satisfaction helping his clients navigate and understand the incredibly complex landscape of personal and business taxes. 

When he’s not working through tax issues Robert is spending time with his family, hanging around on Peaks Island or working on his golf game to lower his handicap.

Attended: The University of Southern Maine and Northeastern University


Carol Lambert, CPA, CMA

Carol's extensive experience in public and private accounting gives her a unique—and valuable perspective—on finance. A perspective that helps her work with her clients to help solve even the most complex financial issues. At every turn Carol does all she can to help her clients hone and fine-tune their financial reporting and analysis.

She's a USTA League Tennis Captain and when not on the courts swinging her racket spends her time with her family, friends, and her dog enjoying her life in Maine.

Attended: Lynchburg College


tonya libby, cpa

Tonya is an accountant who thrives on change and new challenges, which is exactly why she has such passion for her job. Tonya loves helping a broad range of clients navigate through complex financial issues and believes there is always something new to discover or uncover.

When not solving problems for clients, Tonya spends time working on her home or exploring the Rangeley area with her family at their camp. She also is a big cheerleader at her daughter’s events.

Attended: The University of Southern Maine and The University of Maine at Farmington


derek markgren, cpa, mst

For Derek, this is an incredibly dynamic business where there truly is never a dull moment. He finds great satisfaction in helping his clients achieve their short and long-term goals.

An avid outdoorsman, he can be found fly-fishing and camping all over Maine with his wife and their dog in tow. Derek was also bitten by the travel bug so when he is not in the state, you can believe he’s somewhere with his passport.

Attended: University of New Hampshire and Florida Gulf Coast University


elmira martin, cpa

Elmira thrives on the diversity of her clients’ businesses. What she learns from digging into the finances of a company in one industry, serves her clients in other industries. It’s a cross-pollination that adds great value to the team.

If you run into her outside the office, chances are she’ll be with her young son. When he's not around, Elmira loves reading and learning about other cultures.

Attended: Husson University and Mordovia State University, Russia


allie matthews, CPA

After spending nearly seven years as a paralegal—touching on probate, bankruptcy, divorce, and estate planning—Allie developed a keen sense for detail and a robust understanding of why accuracy matters. This experience outside the accounting industry makes her a great asset to us. And our clients.

When she’s not in the office, she’s usually up to her elbows in wooly fiber—Allie is an accomplished knitwear designer.

Attended: Williams College


maria Happnie, cpa

Maria is an accountant who truly believes that teamwork drives success for her clients. It’s what drives her to do her best… to deliver great results.

Outside of work, Maria spends as much time as possible with her family. She also spends time running, listening to music, and rooting for the New England Patriots. Like we said, for her it’s all about team.

Attended: Saint Joseph’s College


bruce moir, cpa, jd, mpa

Bruce considers his career as the perfect opportunity to work with interesting people. His passion is all about helping clients achieve their goals in what he refers to as a “tax efficient fashion,” without letting taxes force negative outcomes.

When he’s not behind his desk, Bruce spends his time volunteering for various museums and non-profits including Old Sturbridge Village in Sturbridge, MA.

Attended: Emory University (Undergrad & JD), MPA Georgia State University


michael nelson

Michael likes to know a lot about all things accounting. Working with a diverse range of clients helps him grow and adapt to make sure he delivers results. His biggest thrill is seeing how the work he does for his clients helps them grow and prosper.

When he’s not sitting behind his desk, Michael is running…he runs every morning before work and races whenever he can. He also reads whatever he can about politics and history.

Attended: University of Maine


shelly perreault, cpa

Shelly has been in public accounting for her entire career and can think of nothing else she’d rather be doing. She loves helping small business owners manage their taxes and other financial issues—while seeing their businesses grow and prosper. Even though she works remotely from her home in North Carolina, Shelly maintains close relationships with her Maine clients.

When she’s out and about, Shelly will probably be found among friends and family enjoying good times.

Attended: The University of Southern Maine


Jessica Pride

Jessica has a very solid bookkeeping background and finds great joy—and a few challenges along the way—working the numbers to make certain that, at the end of the day, everything adds up. And balances correctly. For her working in bookkeeping is like working on puzzles solving them.

When she's not at her desk or working with clients, Jessica spends as much time as possible with her husband, two young daughters, and their dog Link. In her spare time, she's also an avid reader.

Attended: The University of New Hampshire


HollY Rand, MBA

Holly loves numbers, period. And as a member of our audit team she gets to analyze complex issues and look for problems that need to be quickly solved. As a true team player she also knows that she can rely on the group to work with her to get the job done for her clients.

When she’s out of the office, you’ll find her at her lake house with her family and her dog—boating in the summer and skiing in the winter.

Attended: Saint Anslem College


Tyler Stephens, CPA, MSA

You could say that Tyler is the ultimate team player which is why he enjoys working with such a diverse group of clients. When he’s on the job, he sees himself as an integral member of his clients' financial teams, where he can use his skills to help them manage their businesses—and bottom lines—more easily. Tyler believes that great client service comes from being able to listen intently in order to understand and assist.

When he’s not working with his client teams, Tyler coaches youth football and during the winter months assists in running a youth basketball camp. If he’s not doing one of those things he’s either at the gym or traveling.

Attended: The University of Maine and Saint Joseph’s College



Lyndsay got interested in accounting as a profession while interning at a CPA firm in Texas. When she graduated college, she worked for a firm in San Antonio before making her way to Maine. Lyndsay really enjoys learning about and working with a broad variety of clients as she helps them with their taxes.

When she’s not behind her desk at the office Lyndsay spends as much time as possible volunteering with the Animal Refuge League.

Attended: Texas Lutheran University



Accounting truly is Peter’s calling. He loves being part of a profession that adds value to the lives of his clients. He builds lasting, trusting partnerships with them so that, together, they can work to reach financial goals.  Peter is a member of the Maine Employee Benefit Council.

When he’s not working with clients, Peter spends as much time in the outdoors as possible, supporting his children’s activities, and reading as much about history as he can.

Attended: The University of Southern Maine


Shannon Webber

In her more than 17 years in the business, Shannon has worn many hats—client support specialist, bookkeeping services professional, and a tax preparer—this well-rounded experience makes her a very solid member of our team. She enjoys the great variety of her work and loves working with individuals, sole-proprietors, and small businesses because at the end of the day each of her clients want the same thing—a friendly relationship where they know their needs are being met. And questions answered. 

When she’s not discovering new things about her clients’ businesses Shannon is out and about exploring Maine, enjoying time with her daughter and their menagerie, reading, or honing her baking skills.

Attended: Hesser College