Who we are

Real People.
Real Expertise.

Meet our expert tax consultants.

At Shoreline Advisors, we empower clients with expert financial guidance and dependable service—delivering clarity, compliance, and confidence in every decision. We move beyond basic bookkeeping to provide the strategic foresight you need to scale your firm and protect your equity.

John Burke

Principal

John joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. John provides tax and accounting advisory services to the Firm’s business clients and their owners. John is highly focused on helping clients save taxes through developing proactive and strategic cutting-edge tax saving strategies. John has years of hands-on tax advisory experience and has completed extensive training with the American Institute of Certified Tax Planners (AICTP). John continues to be an active member of the AICPT to stay current with constantly changing tax laws and tax savings opportunities.

Prior to joining forces with Shoreline Advisors, John spent over twenty years building BA, Inc’s business. John was previously a Partner in the Boston office of BDO USA, LLP, an international firm providing accounting & tax services to mid-size companies. He has over 30 years of public accounting experience concentrating on real estate and development industry, as well as professional services including architecture, engineering, law, and consulting fields.

John’s consulting experience includes exit planning and structuring of business acquisitions & sale transactions, business consulting, and tax and business strategic planning services. Business advisory experience includes helping business owners maximize profits, cash flow, and their net worth. John has a passion for helping expand small to medium size business entrepreneurialism. Seeing business owners thrive and achieve their goals gives him true satisfaction.

John’s educational background includes a Master of Science in Taxation and undergraduate accounting at Bentley University.

Sean Burke

Principal

Sean joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. As a Principal of the Firm, he focuses on helping clients implement advanced tax-saving strategies and achieve their long-term financial planning goals. He is committed to building lasting relationships with clients and providing thoughtful guidance as they navigate important financial decisions. Sean also plays an active role in the Firm’s business development initiatives.

Prior to joining Shoreline Advisors, Sean spent eight years with BA, Inc. Earlier in his career, he served as a Financial Consultant with E*TRADE Securities, where he managed client relationships representing more than $200 million in assets. Sean also spent over two years with Fidelity Investments, holding the roles of Relationship Manager and Investment Consultant.

Sean earned his bachelor’s degree from the University of Massachusetts Amherst and holds the Enrolled Agent (EA) designation. He lives in Duxbury, Massachusetts, with his wife, Julie, and their two sons, Jack and Sam.

Caitlin Morris

Principal

Caitlin joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. As a Principal of the Firm, Caitlin leads the firm’s operations and practice development. She is actively involved in monitoring business operations and business development, as well as strategic growth planning.

Prior to joining Shoreline Advisors, Caitlin spent six years with BA, Inc. as Head of Operations and Business Development. Earlier in her career, Caitlin founded and managed a beverage company, leading all aspects of the business including strategic planning, marketing & branding, production, financial modeling, sales forecasting, budgeting, operations, and investor relations. After selling the company to an industry acquirer, Caitlin joined the Shoreline team full-time. Prior to her entrepreneurial endeavors, she worked as an Electronic Trading Consultant at Fidelity Capital Markets.

Caitlin received her undergraduate degree from Dartmouth College and was a member of the Dartmouth College women’s soccer team. She currently lives in Duxbury, MA, with her husband and two children.

Nate Isabelle

Director

Nate joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. Nate’s expertise spans corporate and partnership taxation, international tax strategies, multi-state issues, buy/sell and exit planning, trust, gift, and estate matters, and individual business owner tax services. He has extensive experience advising on emerging tax law changes and proactive strategies to help minimize tax costs and deliver measurable results. He has a proven track record of helping clients optimize their tax strategy, cash flow, and business value. As a business owner, you’ll benefit from his ability to break down complex business and tax challenges into actionable solutions. Nate is highly focused on helping our clients save taxes through developing proactive and strategic cutting-edge tax planning strategies

Prior to joining Shoreline Advisors, Nate spent two years as Tax Director at BA, Inc., following more than 18 years in public accounting. He brings hands-on experience helping a range of businesses and their owners achieve their goals. Before joining BA, he was a Tax Principal at CRR, LLP, where he provided comprehensive tax planning and tax-saving strategies. He has deep industry knowledge, with a focus on professional services and real estate businesses and their owners.

Nate is a Certified Tax Coach having completed extensive training with the American Institute of Certified Tax Planners (AICTP). Nate continues to be an active member of the AICPT to stay current with constantly changing tax laws and the many tax savings opportunities and strategies that tax law changes present. Nate and his family reside north of Boston. When not working, Nate enjoys cycling, playing golf, hockey, and coaching his sons hockey team.

LiPing Xie

Director

Liping joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. As a Director of the Firm, Liping heads up the Audit Department and is highlight experienced in financial statement audit, review, and compilation services for a range of different industries. She also provides tax services for individuals and businesses.

Prior to joining Shoreline Advisors, Liping spent over 20 years with BA, Inc. as Director of Audit after completing both her Bachelor of Science and Master’s of Science in Accounting from the University of Massachusetts, Boston. During her career, Liping also worked as a controller in a manufacturing company for two years. Liping is a licensed CPA in Massachusetts and is a member of the Massachusetts Society of CPAs and the American Institute of CPAs.

Emily Viselli

Director of Business Advisory

Emily joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. Emily’s primary focus is the firm’s small business clients, providing financial and tax services across a variety of industries.

Prior to joining Shoreline Advisors, Emily spent five years with BA, Inc. Earlier in her career, Emily worked for a CPA firm, specializing in construction accounting. She also over ten years of financial management experience working as a Controller for a construction company and several years of human resources experience as a member of the human resources team for a national retailer. Emily earned her BS in Accounting from Northeastern University.

Andy Cerrone

Sr Business Advisory Manager

Senior Business Advisory Manager

Andy joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. As a Senior Business Advisory Manager with a deep expertise in S-corporation taxation, Andy focuses heavily on analyzing tax strategies through the lens of cash flow optimization and long-term financial planning. In addition to preparing financial statements and working on individual, corporate, partnership, and trust tax returns, Andy plays a key role in tax planning initiatives and oversees training and development within the firm’s Client Accounting & Advisory Services (CAAS) division.

Prior to joining Shoreline Advisors, Andy spent three years with BA, Inc., bringing with him nearly a decade of experience in public accounting and a strong background working with a wide range of small businesses. Earlier in his career, he spent several years at a boutique accounting firm specializing in real estate and high-net-worth clients, where he honed his technical skills and client-service approach. His work across diverse industries has given him a practical, solutions-oriented perspective that he brings to every engagement.

Andy holds a master’s degree in accounting from UMass Boston and is an Enrolled Agent licensed to represent taxpayers before the IRS.

Mikaela Connolly

Sr Tax Manager

Senior Tax Manager

Mikaela joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. Mikaela focuses on individual and corporate tax return preparation, general accounting services, as well as assisting with financial statement audit, review, and compilation services.

Prior to joining Shoreline Advisors, Mikaela spent nine years with BA, Inc. after completing her Bachelor of Science in Accounting and Finance at Bridgewater State University in May 2016. She also has previous experience as a Customer Service Teller at the Credit Union of the Berkshires.

She completed her graduate studies at Bridgewater State University, earning a Master of Science in Accounting, and is pursuing her Massachusetts CPA licensure

Kristjana Dano

Sr Tax Manager

Senior Tax Manager

Kristjana joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. As a Senior Tax Manager, Kristjana focuses on the firm’s QuickBooks Client Accounting & Advisory Services (CAAS), as well as individual and corporate tax return preparation services. She also manages BA’s financial statement audit, review, and compilation services alongside the firm’s principal CPAs.

Prior to joining Shoreline Advisors, Kristjana spent seven years with BA, Inc. bringing over two years of previous experience working in public accounting, providing general accounting, QuickBooks, and tax services. Kristjana received her Bachelor of Science in Accounting, her Master of Science in Accounting from Suffolk University, and is currently pursuing her Massachusetts CPA licensure.

John Holloran

Business Advisory Manager

John joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. As Business Advisory Manager, John is involved with our bookkeeping, general accounting, and individual & business tax preparation services.

Prior to joining Shoreline Advisors, John spent five years with BA, Inc. Earlier in his career, John worked in both private and public accounting with experience in individual, corporate, partnership, LLP, LLC, and trust taxation. John received his bachelor’s degree in Accounting from Saint Michael’s College.

Petra Biemans-Rinsma

Business Advisory Manager

Petra joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. As Business Advisory Manager, Petra is involved in bookkeeping, accounting, and other client accounting services. She also has experience serving the unique needs of our international clients.

Prior to joining Shoreline Advisors, Petra spent 8 years with BA/Flynn Accounting. Earlier in her career, she was involved in starting and running a Dutch elementary school in Boston, where she continues to manage the bookkeeping and tax filings for this nonprofit organization.

Before relocating to the United States, Petra worked in the Netherlands as a Merger and Acquisition Consultant at Sman Register Valuators and as an equity analyst at Dutch SNS Securities, a Dutch Brokerage Firm, where she covered the temporary staffing and the retail sectors.

Petra received her master’s degree in business economics at VU University in Amsterdam, Netherlands, and her postgraduate Financial Analyst degree at VU University/IBO Slot Zeist.

Endi Leki

Sr Tax Advisor

Senior Tax Advisor

Endi joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. As Sr Tax Advisor, As Sr Tax Advisor, Endi focuses on providing general accounting, QuickBooks, and tax services for a wide range of clients. Endi services our QuickBooks Client Accounting & Advisory Services (CAAS) business clients, as well as our individual and corporate tax clients.

Prior to joining Shoreline Advisors, Endi spent three years with BA, Inc. after spending his earlier career in the Restaurant & Hospitality Industry.

Darshan Maniar

Sr Tax Advisor

Senior Tax Advisor

Darshan joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. As Sr Tax Advisor, he specializes in tax preparation for complex individual returns, as well as trusts, partnerships, and corporations. Darshan also provides consulting services and QuickBooks Client Accounting & Advisory Services (CAAS).

Prior to joining Shoreline Advisors, Darshan spent two years with BA, Inc., bringing over four years of experience in public accounting.

Darshan holds a Bachelor’s degree in Business Management from Jain University in Bangalore, India, and a Master’s degree in Finance from Suffolk University in Boston.

Mariah Richards

Sr Tax Advisor

Senior Tax Advisor

Mariah joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. As a Senior Tax Advisor, she provides accounting, QuickBooks, and tax services to a diverse client base. Mariah continues to play an active role in the firm’s QuickBooks Client Accounting & Advisory Services practice, as well as individual and corporate tax return preparation. She also assists with financial statement audit, review, and compilation engagements under the direction of the firm’s CPA Managers and Directors.

Prior to joining Shoreline Advisors, Mariah spent six years with BA, Inc. after earning her Bachelor of Science in Accounting from Roger Williams University in May 2021. She later earned her Master of Science in Accounting from Suffolk University. Mariah also gained valuable accounting and administrative experience through her family’s entrepreneurial business.

Mariah plans to pursue CPA licensure in Massachusetts.

Derrick Annang

Tax Advisor

Derrick joined Shoreline Advisors in May 2026. As a Tax Advisor, Derrick supports our QuickBooks Client Accounting & Advisory Services (CAAS), as well as our individual and corporate tax return preparation services.

Prior to joining Shoreline Advisors, Derrick spent one year with BA, Inc., following his graduation from Bentley University with a master’s degree in Accounting. Prior to BA, Derrick gained valuable experience working for a small private firm specializing in individual tax returns and business consultation.

Ingrid Gjoni

Business Advisor

Ingrid joined Shoreline Advisors in May 2026 following the acquisition of BA, Inc. As a Business Advisor, Ingrid is involved with our QuickBooks Client Accounting & Advisory Services (CAAS), as well as our individual and corporate tax return preparation services.

Prior to joining Shoreline Advisors, Ingrid spent three years with BA, Inc. Earlier in her career, Ingrid worked in banking with a focus on customer service. She received her Bachelor’s degree in Economics from the University of Massachusetts Boston in May 2023, and she plans to pursue a Master’s degree in Accounting.

Jennifer Jacobs

Office Manager

Administrative Assistant

Jennifer joined Shoreline Advisors in May 2026. As Office Manager, Jennifer manages our team’s administrative functions, accounts receivables and payables, vendor relations, billing, as well as the firm’s tax process.

Prior to joining Shoreline Advisors, Jennifer spent eight years with BA, Inc. and has previous experience working at Boston Financial Data Services.

Jessica Wild

Administrative Assistant

Jessica joined Shoreline Advisors in May 2026. As Administrative Assistant, Jessica supports our team with general accounting assistance and administrative functions.

Prior to joining Shoreline Advisors, Jessica spent four years with BA, Inc and brings over 16 years of customer service experience in various company settings.

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Who we are

Real People. Real Expertise.

Meet our expert tax consultants.

Join our team

Real People.
Real Expertise.