Meet the team
Cassidy Whipple
CPA
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.
Jordan Zahaba
Administrative Assistant
Jordan is an integral part of our team, specializing in running payroll, filing monthly sales tax, bookkeeping, and individual tax preparation. Her attention to detail and dedication ensure smooth and efficient operations for our clients.
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Beyond her professional expertise, Jordan serves as the treasurer for the PTO at her daughter’s school, where her organizational skills shine. Jordan has been a resident of Southeastern Connecticut for the past eight years, and loves being part of the community she and her daughter call home.
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In her free time, Jordan enjoys connecting with new people, cheering on her daughter at basketball and soccer games, and giving back through her church volunteer work.
