Christie Caldwell, CPA

Principal
Rochester, NY

Christie Caldwell, CPA, is a Principal in Insero’s Client Accounting Services Group with more than 15 years of public accounting experience. She works with nonprofit organizations and businesses across the retail, manufacturing, research and development, and service sectors.

Christie’s services include bookkeeping, cash flow management, budget preparation, audit preparation, and financial presentations to boards of directors and finance committees. She also has experience assisting clients with internal process evaluations and automation, and is well versed in QuickBooks®, Oracle NetSuite®, and MIP Fund Accounting.

Known for her practical, hands-on approach, Christie partners with clients to strengthen their financial operations and provide clarity for decision-making.

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 (AICPA)

BOARD/COMMUNITY INVOLVEMENT
Board Member, GEVA Theatre
Former Board Member, Greece Regional Chamber of Commerce
Supporter, Alzheimer’s Association