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
What Should You Know About Charitable Giving and Estate Planning in 2027?
The One Big Beautiful Bill (OBBB) Act, signed into law on July 4, 2025, rewrote several rules that affect how you give and how you pass wealth to the next generation. Most provisions took effect in 2026, so 2027 will be the first year many taxpayers plan around them from the start. Charitable Deductions Look […]