Christie Caldwell, CPA

Manager
Rochester, NY

AREAS OF SPECIALTY
Working with small and closely held businesses
Nonprofit Financial Reporting
Cash flow management
QuickBooks^® Accounting Software
Oracle NetSuite^®

Christie Caldwell is a manager in the Outsource Accounting Services Group at Insero & Co. with over 10 years of public accounting experience. In that time, she has worked with nonprofit organizations and businesses in the manufacturing, research and development, retail and service sectors. She assists her clients with a variety of services including bookkeeping, cash flow management, budget preparation, audit preparation, and board of directors and finance committee financial presentations. She also has experience assisting clients with internal process evaluations and automation.

EDUCATION
State University of New York, College at Brockport, Bachelor of Science in Accounting

CERTIFICATIONS
Certified Public Accountant – New York

PROFESSIONAL ORGANIZATIONS
American Institute of Certified Public Accountants

BOARD/COMMUNITY INVOLVEMENT
Former Board Member, Greece Regional Chamber of Commerce
Volunteer, Flower City Habitat for Humanity
Fundraising, Alzheimer’s Association

PERSONAL SIDE
Christie resides in Penfield, NY, with her husband and two daughters. In her free time Christie enjoys being outside and spending time with her family.