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
Multistate Tax Liability: What’s Your Manufacturing Business’s Exposure?
As your manufacturing business expands into new markets, its state and local tax obligations become increasingly complex, spinning a web of different rules and obligations. Common business activities may produce a taxable connection, or “nexus,” that exposes your organization to sales and use tax, state income tax, and other state tax obligations. Here’s what you […]