As we approach the halfway point of the year, now is the perfect time for business owners to take a deep dive into their financial health. A mid-year review isn’t just a best practice—it’s a strategic opportunity to catch issues early, recalibrate your goals, and proactively position your business for a stronger year-end.
Katie Delaney

As a Supervisor on the Client Accounting and Advisory Services (CAAS) team, Katie brings to the firm more than 20 years of experience in accounting and auditing roles. On the CAAS team, her consulting experience helps a wide array of businesses to enhance their financial goals, and streamline their accounting processes.