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Tracy Cassidy | CPA SC

Maine Business Tax Planning and Preparation | Maine Accountant

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TRACY CASSIDY | CPA SC




BUSINESS TAX PLANNING AND PREPARATION


PERSONAL ATTENTION AND PROFESSIONAL EXPERTISE

"Tracy has made a huge difference in how efficiently we are able to accomplish
our financial management tasks at the Brunswick-Topsham Land Trust. Because she
is a professional, she is able to do things much more quickly and accurately
than our part-time, generalist staff was able to do. With Tracy’s help, our
monthly reporting process and our annual audit happen much more smoothly without
taking up tons of staff time."
Angela Twitchell
Executive Director | Brunswick-Topsham Land Trust


A LOCAL, RELIABLE ACCOUNTANT AND TAX ADVISOR

I believe in building lasting business relationships. That is why I work with
you one-on-one to manage every wave of business growth. Whether you are starting
a business or interested in moving to the next level, I can help.

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BOOKS A MESS? NO PROBLEM!


ACCOUNTING CONSULTING
CFO FOR HIRE

You'll see that with an outsourced accounting professional, you can avoid the
cost and liability of having in-house staff. This will allow you to concentrate
on your business.


NON-PROFIT ORGANIZATIONS AND LAND TRUSTS

I have extensive experience with the complicated accounting required for grants,
contracts, restricted contributions and Net Assets. I can also assist your
organization in annual audit preparation.


MONTHLY, QUARTERLY,
AND ANNUAL REVIEWS

I specialize in assisting owners and non-profit directors in providing monthly,
quarterly and annual reviews of accounting records as well as preparing
management reports.


FINANCIAL MODELING, FORECASTING, AND PROJECTIONS


In the current business environment, you are aware of the necessity to develop a
financial strategy or roadmap. I provide a consultative approach to your
complete financial and business forecasting needs.


More About Services


A CUSTOMIZED PROCESS



I take a consultative approach. By listening to your needs and understanding
your business processes, I design and train on-site staff in proper
documentation, input procedures and paper trails.

"Tracy Cassidy is a wizard with QuickBooks! In no time at all, she managed to
transition us to accrual bookkeeping AND explained things in a way we could all
understand. It's comforting to know we have Tracy's experienced eye watching
over our financials on a monthly basis."
Nicholas Ullo
Executive Director | Boothbay Regional Land Trust

More Testimonials

I love what I do.  

I enjoy working with business owners.

I want to make accounting fun and not stressful. 

I have an outgoing personality and look forward to meeting new people and
sharing my knowledge about accounting and tax!

I’ve been in Maine for over ten years now and look forward to expanding my local
business relationships!


Contact Tracy

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