Karen Cassidy knew she wanted to work in the arena of accounting and finance since high school. Eager to get on with it, she pursued her B.S. degree in accounting in just three years, graduating cum laude in 1983. Since that time, she has continued her career in public accounting and in the past decade has pursued additional certifications in tax planning and financial coaching. She is a Certified Tax Coach and Mastery level Profit First Professional. Her mind is always plotting ways to help her clients increase cash flow while reducing the taxes they pay. Karen is passionate about reading, bargain shopping, ongoing learning opportunities and travel.
CA State License #20228926