Caitlin C. Root, CPA
Caitlin, a senior accountant in our audit department, serves commercial businesses and exempt organizations by performing review, audit and bookkeeping services. Prior to joining the Firm Caitlin worked at a local nonprofit organization. She then joined Lumsden McCormick as a general ledger analyst before moving into the audit department. Caitlin earned a Master's degree in Forensic Accounting from Canisius College and a BS in accounting from University at Albany.
Canisius College, Master’s Degree in Forensic Accounting
University at Albany, Bachelor of Science in Accounting
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)
Friday, July 20, 2018
It’s critical for every business to track sales activity. But if you wait too long to get the results, you’ll have little recourse to act. Flash reports can give you a daily burst of insightful data.
Friday, June 9, 2017
An external audit doesn’t have to be a time-consuming or disruptive event. The key is to prepare, so that the fieldwork will run smoothly. Here are some considerations for your next visit from your auditors.
Friday, July 8, 2016
Nonprofits have special vulnerabilities to fraud. Knowing such weaknesses can help you take action to prevent crooked employees from exploiting them.