Skip to content

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.

5 ways to ensure a successful small business succession strategy

5 Ways to Ensure a Successful Small Business Succession Strategy

More than 80% of family businesses and  60% of small businesses have no succession plans..

Read More   

top 5 tips

Top 5 Tips for Transitioning Your Small Business

Are you a business owner considering retirement or selling your company? Maybe you’d like..

Read More   

Image - Featured - Desk Paperwork IRS Problems and Consulting

The Complete Tax Prep Checklist for Small Business Owners

Tax season is here--and that means time to file your taxes. Do you have everything you..

Read More   

Business people using mobile phones and laptops, calculating and discussing charts and diagrams for financial report

Tax Tips: Small Business Deductions Checklist

As if running a small business was not stressful enough, tax season is around the corner...

Read More   

Financial paper charts and graphs on the table

How to Use a Tax Deferred Savings Plan

A tax-deferred savings plan can slow the drip, drip, drip of income taxes. Uncle Sam..

Read More   

Fotolia_186321124_Subscription_Monthly_M

What to Do When You Have Back Taxes

Realizing that you have back taxes to pay can be both frustrating and terrifying. You owe..

Read More   

two people working on spreadsheets

Small Business Accounting: 6 Ways To Get More From Your Bookkeeper

When you start a business, it is one of the most simultaneously rewarding and stressful..

Read More   

Business people in office working on laptop and tablet

Tips To Find the Right Tax Accountant For Your Business

Even though you want to save money (and we encourage you to do so!), it is important to..

Read More   

Project plan with pen.jpeg

5 Dates that Need to Be on Your 2018 Small Business Calendar

Calendars and scheduling can be tricky, but when it comes to finances it can be even..

Read More   

Subscribe Here!