SPECIALISTS

Mitzi S. Keating

Partner, Citrin Cooperman Advisors LLC

Partner, Citrin Cooperman & Company, LLP

Experience

Mitzi Keating is a partner in the firm’s Rhode Island office and Founder and Co-Leader of the Cannabis Advisory Services Practice. She has over 20 years of experience providing accounting and audit services, tax planning, business consulting, and forensic services.

Mitzi is known across the country as a cannabis industry expert in matters of financial due diligence, accounting, tax, and other financial challenges faced by operators, regulators, investors, and others ancillary to the cannabis industry. She is a regular speaker and presenter at national cannabis conferences, has published many articles, videos, and podcasts, and is an author of the Massachusetts Cannabis Law Manual.

Mitzi has a unique perspective on the cannabis business, as she has previous experience as an elected official in the town of Lakeville, MA, allowing her to understand the local regulatory challenges facing this industry. Having established a network of cannabis advisors, Mitzi is able to translate her knowledge to the needs of this unique industry as the industry evolves and is able to give you industry experience from working with actual growers, distributors, and applicants who have already navigated these waters. She has experience with working with cultivators, dispensaries, cannabis transportation companies, and cannabis-related businesses in both the United States and Canada.

CREDENTIALS

Education

Bachelor of Science in Accounting, University of Massachusetts, Dartmouth

Master’s in Accounting, University of Connecticut

Licenses

Certified Public Accountant in the Commonwealth of Massachusetts

Certified Fraud Examiner

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, Massachusetts Society of Certified Public Accountants (MSCPA)

Member, Association of Certified Fraud Examiners (ACFE)

Honors and Awards

AICPA Leadership Academy

AICPA Elijah Watt Sells Silver Medal

Massachusetts Gold Medal Uniform CPA Exam

WORK-LIFE BALANCE

Community Involvement

In 2014 Mitzi was elected to the Board of Selectmen in her hometown of Lakeville, MA and was recently elected to a second three-year term on the Board. In this capacity she is able to bring a financial perspective to town government.  Mitzi also is appointed to a number of different boards and commissions within the town of Lakeville and serves as the Lakeville representative on the Plymouth County Advisory Board. 

Board Member, Old Colony YMCA

Board Chair, Middleboro branch of the Old Colony YMCA

Board Member, Cranberry County Chamber of Commerce’s Legislative Committee. 

Board Member, Lakeville Board of Selectmen

Outside the Office

When Mitzi isn't working or volunteering her time, you can find her in the gym, on the soccer field, or out on the roads. An avid runner and a mother of two, Mitzi enjoys all sports and active pursuits including golf, autocross, triathlon, and driving her kids all over creation to their sporting events and hobbies.

Get in touch with Mitzi S. Keating today.

Fill out the form below to get in direct contact with Mitzi S. Keating and start your personalized consultation journey.

“My passion for my work stems from being able to make a difference for my clients. Any CPA can perform compliance work, but I enjoy really listening and responding to what my clients want, rather than just performing the services that they need.”

Recommendations By Peers

Explore upcoming events, podcasts and articles by our top contributing partners, gaining insight on the latest market trends & research knowledge.

Related Insights

All Insights

Get in touch with Mitzi S. Keating today.

Fill out the form below to get in direct contact with Mitzi S. Keating and start your personalized consultation journey.

Home Office
icon PROVIDENCE: T: (401) 421-4800