Manager
Caitlin Root
CPA
Caitlin provides outsourced accounting and advisory services to professional service firms and startups looking to improve financial operations. She helps clients build stronger accounting processes and improve reporting efficiency. Caitlin also supports forecasting initiatives that help businesses make more informed operational decisions.
Education
Canisius University, Master of Science, Forensic Accounting
University at Albany, State University of New York, Bachelor of Science in Accounting
Professional
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Ask Me About
What I’m currently reading or my current foster dog
Industry Expertise
Latest Insight
California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027
Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]