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Friend: Business Member
Tracy Cassidy, CPA SC
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Organization Overview
Accounting, Bookkeeping and Tax Consulting: Accounting Consulting:
- Assist with Grant tracking and reporting along with related Temporarily Restricted Net Assets.
- Identify redundant data entry to improve overall efficiency
- Refine processes.
Implement new accounting procedures.
Assist non-profit organizations prepare for annual audits.
- Interface with CPA firms and my Clients to make the audit process more efficient, while improving procedures to make audits run smoothly.
Quickbooks
- Training for On-site Staff
- Personalized training services for onsite bookkeeping staff members.
- Ensure accounting processes are understood.
- Trouble-shooting when problems occur.
- Reinforcement of training with follow up sessions for monthly or quarterly reporting.
Tax Preparation and Planning for individuals, small businesses and non-profit organizations.
- Assist with Grant tracking and reporting along with related Temporarily Restricted Net Assets.
- Identify redundant data entry to improve overall efficiency
- Refine processes.
Implement new accounting procedures.
Assist non-profit organizations prepare for annual audits.
- Interface with CPA firms and my Clients to make the audit process more efficient, while improving procedures to make audits run smoothly.
Quickbooks
- Training for On-site Staff
- Personalized training services for onsite bookkeeping staff members.
- Ensure accounting processes are understood.
- Trouble-shooting when problems occur.
- Reinforcement of training with follow up sessions for monthly or quarterly reporting.
Tax Preparation and Planning for individuals, small businesses and non-profit organizations.
Friend: Business Member
How Best to Contact Us
Tracy Cassidy, CPA via tracy@tracycassidy.com
Specialty
Accounting services for Small Nonprofits
% of Clients that are Nonprofit
30
Financial Services
Accounting/Auditing, Bookkeeping, Financial Consulting
Technology Services
Software/App Development, Technology Training