Principal
Katie Mellon
CPA
Katie provides outsourced accounting and advisory services to professional service firms, startups, and healthcare organizations looking to strengthen financial operations and support long-term growth. She works closely with clients to improve financial visibility and build more efficient accounting processes that support day-to-day decision-making. Her experience also includes tax planning and compliance services that help clients address evolving financial needs.
Education
Canisius University, Bachelor of Science, Marketing and Business Management
Empire State College, Bachelor of Science, Accounting
Community
Joan A Male Foundation President, Treasurer
Family Help Center, former Treasurer
Eggert Road PTO, former Treasurer
Professional
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Ask Me About
My goal to visit every national park in the United States
Latest Insight
Can a Reverse Sales and Use Tax Audit Benefit Your Manufacturing Company?
Manufacturers often focus on reducing production costs and improving operational efficiency, but many overlook potential tax savings that may be hidden in their purchase records. To help ensure that your manufacturing business is taking advantage of all available exemptions to enhance your cash flow, consider conducting a reverse sales and use tax audit. Open the Books […]