Tracy Cassidy | CPA SC
Individual & 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.”
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.
Books a mess? No problem!
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.
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.
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.”
Executive Director | Boothbay Regional Land Trust
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 twelve years now and look forward to expanding my local business relationships!