Experience

Tracy Cassidy | CPA SC

National Accounting Firm Experience

Prior to opening my own accounting practice more than 15 years ago, I worked for over 8 years in accounting firms serving small businesses, non-profits and large corporations. I spent four and a half years with Berlin, Ramos & Company, an east coast based firm, and held the position of Senior staff accountant. I later moved to Moss Adams, LLP, a nationally known accounting firm, in the San Diego, CA location. There I worked as the Small Business Manager.

With both firms, my primary responsibility included :

  • Planning, managing, supervising, and reviewing compiled financial statements prepared according to GAAP and other comprehensive basis of accounting
  • Scheduling and managing the preparation of client payroll returns, sales tax returns, 1099s and Business Property Statements
  • Preparation of income tax projections and returns for individuals and business entities
  • Direct management of two staffs while working with other tax and audit staff
  • Assisting clients with implementation of QuickBooks and providing training on the software