Tracy Cassidy, CPA SC

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.