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Cassidi Heltcel, CPA

Cassidi Heltcel serves as the Director of Operations at Sean M. Hugo, CPA, PC. With 20 years of experience in finance and accounting, she manages the firm's operations and workflows, as well as assists with client budgeting and forecasting, tax preparation, financial advising, and project management. She obtained her undergraduate degree from OU and Masters in Business Administration from Mid-America Christian University. She is a Certified Public Public Accountant.

get to know cash flow to debt ratio

Get To Know Your Cash Flow-to-Debt Ratio Before Panicking About Debt

As of this writing, times are currently very tough for small businesses across the United..

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Planning a Small Business Exit Strategy

Every Manager Needs an Exit Strategy for Their Small Business

Many small business owners experience the thrill of a new business idea yet few consider..

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reduce your business debt

How to Reduce Your Business Debt in 8 Steps

Owning a small business can be one of the most rewarding things an individual can do...

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Everything Ministers/ Clergy Should Know About Their Housing Allowance

What is a Housing Allowance? Perhaps one of the least understood tax benefits, a housing..

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money saving tips for clergy

5 Money Saving Tax Strategies for Clergy

Churches and taxes have a very long history. Although churches haven't paid taxes since..

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6 tips to find a great small business coach

6 Tips to Find a Great Small Business Coach

How do you avoid hiring a coach who won’t do more harm than good? The short answer: very..

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5 reasons to work with a small business coach to form your exit strategy

5 Reasons to Work With a Small Business Coach to Form Your Exit Strategy

Ready to exit your business and head for retirement? Planning to sell the company and..

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counting the cost of an OK CPA

Counting the Cost of an Oklahoma CPA

How much does it cost to hire a CPA? This is a big question for a small business. It’s..

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8 tips to expand

8 Tips to Expand Your Small Business

You may have heard the statistic that 50% of small businesses fail within the first 5..

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