Testimonials

Tracy Cassidy | CPA SC

Testimonials

"Tracy is an invaluable member of my success team. Without her I would be lost. Aside from being our CPA and tax preparer, Tracy is strategist. She takes the time to help me prepare for the future with brilliance. Every task she takes on is delivered on time (if not early) while exceeding my expectations. You simply cannot go wrong when hiring Tracy Cassidy!"
Sam Guillen
Real Estate Professional
"Tracy is amazing! We've worked with several CPA's over the years and most of them take up a lot of time for something that should be pretty straightforward. Tracy is efficient and drama-less, which is rare in today's world."
Ron Huber
CEO | Achieve Internet
“Tracy’s knowledge and expertise regarding non-profit financial record keeping, 990 completion, compilation reports and her communication skills have been invaluable in setting our non-profit on a professional financial record keeping course. As a Certified Public Accountant, her knowledge and services are outstanding. I would recommend her hands down as the best CPA I have worked with over a non-profit career spanning years.”
Mark P. DesMeules
Executive Director | Viles Arboretum
"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
"After much of my own research on nonprofit and for-profit financial management I reached out to Tracy for clarity. On very short notice she made the time to meet with me and later with our board to explain and clean up our financials so that it made sense moving forward as a secure organization. Tracy brings with her a passion to help, a personal approach within a professionalism that is articulate and precise. Observing her work is like watching a pianists on her keyboard."
Jamie Silvestri
Executive Director | ArtVan
"Tracy’s skill set has instituted many positive changes within our non-profit organization. Tracy is very engaged, hard-working, timely, and honest with a good integrity. I would recommend her to new clients without reservation."
Mary Eads
Executive Director | Bartlett Woods