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Our Services

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Bookkeeping setup

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Bookkeeping maintenance

Tax planning

 

Business tax preparation

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Personal tax preparation

Financial Reviews

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Compliance services

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Financial Statements

About Cassidy

Cassidy earned her Bachelor of Science in Accounting from the University of Connecticut as well as holds a license as a Certified Public Accountant. She has experience with tax preparation, financial statement reviews and compilations, as well as payroll and sales tax reporting. In addition to maintaining active membership in both the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of Certified Public Accountants (CTCPA), she also sits on the board of a nonprofit organization as Treasurer.


Cassidy lives in southeastern Connecticut with her husband and dog Larry. She enjoys camping, competing in triathlons, and spending time with her family. Cassidy and her husband recently made a 1,250 mile journey from Connecticut to Florida on their jet skis and are planning to take more cross country trips in the future.

What Our Clients Say

Nathaniel

CEO

“Cassidy handles our bookkeeping, payroll, and all our taxes. I don’t have to worry about a thing. She’s on the ball and she knows her stuff.”

Charity

Individual Client

"Cassidy has done our personal taxes for half a decade now. She's been super helpful making sure we get the most out of our taxes. I wouldn't have anyone else handle them."

Nathan

Ministry Founder

"Cassidy has handled our ministry's bookkeeping from the beginning. As we've grown and taken on larger projects, she's kept our finances running very smoothly. She's detail oriented and excellent."

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Looking to book Cassidy?

Let's get in touch!

190 Flanders Rd.

Niantic, CT 06357

Suit E

Thanks for your email! Cassidy will get back to you in a timely manner

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