• The knowledge and expertise you need, with the personalized service you deserve.

CASSIE CLARK

Hello! I was born and raised in a small town in Minnesota. I attended college in Moorhead, Minnesota, but once I graduated from college I left Minnesota and started my journey. Since then I have lived in Houston, TX, Knoxville, TN and Sunrise, FL before making Valrico, FL and the Tampa Bay area my home.

I love helping small businesses understand and learn how to make their businesses grow and succeed. I am always there for my clients. My clients always receive the support and service they deserve.

When I am not working for my clients, my love and joy are my husband and son. Jaxen, our son, is a fun and wild 4 year old. We love to travel and explore new places. We enjoy time outdoors, swimming in the pool, going to the park to play, and playing in the yard with the neighbors.

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Educated, Certified, Experienced

Educated

Bachelor of Science in Accounting from Minnesota State University Moorhead

Certified

Certified Public Accountant (CPA) – Licensed in Florida

Certified Fraud Examiner (CFE)

Certified in Florida Sales and Use Tax (CFST)

Xero Certified

QuickBooks Certified User

Experienced

– Corporate accounting in both small and large companies, such as Benihana and Hair Club for Men.

– Sales Tax Auditor with the Florida Department of Revenue

– A small CPA firm, working directly with the owner, helping small businesses with all of their needs, including monthly accounting, year-end accounting, preparing their Financials and Business and Individual Tax Returns.

Certified Accountant

I am pleased to offer a wide range of business accounting services for clients with any size business.

Tax Preparation & Planning

For small and large businesses, we monitor and plan for growth, profit, and risk ensuring that the correct tax is paid, all deductions have been taken and that there are no surprises at the end.

Accounting Services

To ensure that your company is in good, safe hands, so you’re able to concentrate on managing your business.

Sales Tax Audit Representation

I will help to represent you as a Power of Attorney during a Sales & Use Tax Audit with the Florida Department of Revenue.

Media & Testimonials

Bay News 9 - Earned Income Tax Credit

Earned Income Tax…

Dr. Tommy Show

Streamed live on…

Bay News 9

In Depth –…

Do you want to take your business to the next level?
Contact Me

MONTHLY ACCOUNTING SERVICES

For businesses with more complex accounting needs, or if you don’t find a package that fits your exact needs, please contact me about a custom package.
All plans/packages include access to Xero Accounting & Ledger Docs.

Basic Essentials
  • < 50 transactions per month
  • 1-2 Bank/Credit Card accounts
  • Annual Financial Statements
Advanced Essentials
  • < 50 transactions per month
  • 1-2 Bank/Credit Card accounts
  • Monthly Financial Statements
  • Tax Planning
Advanced Plus
  • < 100 transactions per month
  • 2-3 Bank/Credit Card accounts
  • Quarterly Financial Statements
  • Sales Tax filing for 1 location
Premium
  • < 150 transactions per month
  • 2-3 Bank/Credit Card accounts
  • Monthly Financial Statements
  • Sales Tax filing for up to 2 locations
  • Tax Planning
Elite Executive
  • < 200 transactions per month
  • 3-4 Bank/Credit Card accounts
  • Weekly Financial Statements
  • Sales Tax filing for up to 3 locations
  • Tax Planning

TAX SERVICES

If you don’t find a package that fits your exact needs, please contact me about a custom package.
All plans/packages include access to a secure client portal.

Simple Individual
  • < 3 W-2’s
  • Interest Income
  • Dependents
Advanced Individual
  • < 4 W-2’s
  • Itemized Deductions
  • < 2 Rental Properties
  • < 2 K-1’s
Complex Individual
  • < 5 W-2’s
  • < 3 Rental Properties
  • < 3 K-1’s
  • < 1 Schedule C (Sole Proprietor Business)
  • Sale of Stock
Monthly Client Businesses
  • (On a monthly accounting plan)
  • S-Corp
  • Partnership
  • C-Corp
  • Schedule C (Sole Proprietor)
Non-Client Businesses
  • (Businesses that are not on a monthly/quarterly accounting plan)
  • S-Corp
  • Partnership
  • C-Corp

GET IN TOUCH