At Clark & Cassidy, Inc. we take exquisite care to ensure that the careful management of your finances is our top priority. Whether you are a business or an individual, all of our associates constantly strive to give you personalized and thorough service.

Profit First

Profit First Professional, Certified Master

We are a certified Profit First Professionals Firm. Any accountant can reconcile your books. But how many accountants will also drive profitability in your business? That’s what we do. Learn more…

Advisory Services

We strive to be your “go to” Trusted Advisor. In addition to working closely with you in the planning stages, we will help you implement solutions that are structed specifically for your business. After working through your custom Advisory Package, we provide annual Maintenance Packages to continue providing you with the coaching services you need to run a profitable business. Learn more…

Tax Services

Our range of tax services includes:

  • Individuals
  • Corporations
  • Partnerships
  • Trust and Estates
  • Non-Profits and Private Foundations
  • Homeowners Association
  • Tax Projections and Annual Planning

Accounting Services

Our range of accounting services includes:

  • Compiled Financial Statements
  • Bookkeeping
  • Preparation of payroll and sales tax returns
  • QuickBooks training
Quickbooks Pro Advisor
Member CAL CPA
Member AICPA
Profit First Professional, Certified Master
Certified Tax Coach