Caitlyn joined our team in 2016. Her responsibilities include weekly and monthly bookkeeping and accounting work for multiple clients, as well as, providing support for ad hoc annual projects. She is our technology specialist, vetting applications, and software designed to improve our clients’ experiences and increase our efficiency. Prior to joining our firm, she worked at Miniter Group.
Caitlyn earned her Associates of Science Degree in Accounting at Bay State College. She is continuing her education to receive her Bachelor’s Degree in the same field.
Caitlyn never backs away from challenges or change. She is professional, conscientious and yet easygoing. She makes her clients and teammates feel that they are an integral part of her day. Caitlyn is a wealth of ideas and is always looking for ways to improve everything whether it be a process or a relationship. Of her many strengths, her ability to put her clients at-ease, put a smile on their faces, allowing them to step back from the day-to-day, epitomizes our ideal of the type of partnership we want with our clients.
Caitlyn is married with one “fur baby” at home. Outside of the office, Caitlyn enjoys fires in the backyard, watching the Red Sox and/or Patriots, depending on the season, reading and visiting with her large family. Caitlyn is always planning her next trip to Disney World.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: