Our leadership team is actively involved in all client matters and maintain a strong field presence on engagements.
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We provide unprecedented accessibility to all service team members.
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Caitlin, a senior accountant in our audit department, serves commercial businesses and exempt organizations by performing review, audit, and bookkeeping services. Prior to joining the Firm, Caitlin worked at a local nonprofit organization. She then joined Lumsden McCormick as a general ledger analyst before moving into the audit department.
Canisius College, Master of Science in Forensic Accounting
University at Albany, State University of New York, Bachelor of Science in Accounting
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
It’s critical for every business to track sales activity. But if you wait too long to get the results, you’ll have little recourse to act. Flash reports can give you a daily burst of insightful data.
An external audit doesn’t have to be a time-consuming or disruptive event. The key is to prepare, so that the fieldwork will run smoothly. Here are some considerations for your next visit from your auditors.
AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.
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AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.
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