Katie Delaney

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.

Recent Posts

Mid-Year Financial Health Check: How to Course-Correct Before Q4

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.

Key Performance Indicators (KPIs) Every Business Owner Should Monitor

Understanding and tracking the right KPIs is crucial for business success. With the help of a Client Accounting & Advisory Services (CAAS) professional, business owners can monitor these metrics seamlessly and identify areas for improvement.

6 Essential Tips for Small Business Payroll Tax Compliance

Staying compliant with payroll tax laws is crucial for small businesses. Mistakes can lead to fines, strained employee relationships and even legal consequences. Below are six quick tips to help you stay on track.