Caitlin C. Root, CPA

Manager

716-856-3300

croot@LumsdenCPA.com

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Caitlin, a manager in our accounting and audit department, is responsible for serving commercial businesses and exempt organizations with a wide variety of services.  These services include reviews and compilations, preparation of monthly financial statements, financial analysis and cash flow projections.  She also has extensive experience with taxation of commercial business entities including partnerships and corporations.  Caitlin has her QuickBooks Online Advanced Certification and has experience with several other accounting related software programs.

EDUCATION

Canisius University, Master of Science in Forensic Accounting
University at Albany, State University of New York, Bachelor of Science in Accounting

PROFESSIONAL

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants 
 

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Upcoming Events

From Policy to Planning: What the Latest One Big Beautiful Bill Changes Mean

From Policy to Planning: What the Latest One Big Beautiful Bill Changes Mean

September 25, 2025

This event is designed to help you understand and apply the sweeping changes introduced by the One Big Beautiful Bill (OBBB), and how these developments may influence your financial planning, tax strategy, and business operations.

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2025 Recruitment Open House

2025 Recruitment Open House

September 23, 2025

Register today to attend our 2025 Recruitment Open House!

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