Biography

Kassie has practiced public accounting since 2014, working in the firm’s Financial Services Practice and Public Company & SEC Services Group. She manages and participates in financial statement audits for both public and private financial institutions with a Federal Deposit Insurance Corporation Improvement Act (FDICIA) environment.

Kassie’s experience includes attestation on the effectiveness of internal controls, business acquisitions, loan file review and credit evaluations, assisting clients with implementation of accounting policies and procedures, and SEC financial reporting.

Kassie was the recipient of the firm’s Technical Excellence Award in 2023, recognizing her for her work in the Assurance Practice. She’s also involved in firm trainings, both industry specific and boarder assurance methodology, and has been a speaker on accounting updates at various financial institution conferences.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, accountancy, California State University, Fresno

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.