Cassidy Jakovickas, President and CEO
Cassidy Jakovickas is a Certified Public Accountant with a background in tax, auditing, financial statement preparation, and specialty tax credit services.
Cassidy graduated from California State University, Fresno where he earned a Bachelor’s of Science degree in Business Administration with an emphasis in Accountancy. He graduated Summa Cum Laude and was actively involved with the university and community. He served as President of Beta Alpha Psi and organized many community service events during his time at Fresno State.
After graduating, Cassidy began his career as an auditor with Deloitte where he served large public and private businesses. Subsequently, he worked at two local firms where he provided a full range of services to clients including assurance services, tax planning and preparation, financial statement preparation, and specialty tax services. As a CPA, Cassidy’s ultimate focus is providing value-added services that clients truly need. He aims to provide information to businesses that allow them to make smart and timely decisions. Cassidy has a vested interest in his client’s success.
Cassidy is married and has a young daughter. He enjoys hiking, camping, snowboarding and spending time with his family and friends.
Accounting and Tax Staff
Edie Daly, Accounting Manager
Edie Daly is an experienced accountant who has worked in both private industries, as a Controller in the manufacturing and retail industry, and in public accounting, as a Staff Accountant. She has over 20 years of accounting experience and comes from a family of CPA’s. She has been with our company since January and is a certified QuickBooks Pro Advisor.
Currently she is completing her Bachelor’s degree at the University of Phoenix. Once completed, she plans to complete her CPA certification. In addition to individual and business tax preparation, her expertise includes QuickBooks setup and use; payroll, sales tax, and helping small businesses design and implement effective accounting systems.
In her free time she enjoys going to the beach and reading.
Nancy Xiong, Tax Accountant
Nancy Xiong is a Tax Accountant and has over eight years of experience in tax preparation and accounting for individuals, businesses, including nonprofit organizations, and trusts in CPA firms. She also has experience in compilation, tax credit, and sales tax preparation. She is bilingual in Hmong and has been serving the Hmong community for over a year now. Nancy is a graduate from California State University, Fresno with a Bachelor’s of Science in Business Administration with an emphasis in Accounting. She served as the Vice President for Institute of Managerial Accountancy (IMA).
Riccardo Vallejo, Bookkeeper
Riccardo is currently attending California State University, Fresno. working towards a Bachelor’s degree in Business Administration with an emphasis in Accounting. Future plan to become a CPA. Assistant meat manager for Save Mart. Worked for Save Mart for 13 years. Fresno County Sheriff volunteer for 2 years bible study into the jail. Currently volunteer with Our Lady of the Assumption in Caruthers, Ca handing out food for the needy.
Cathy Peck , CPA and Project Specialist
Cathy Peck is an exceptionally versatile accounting professional and educator. She is a CPA with experience in auditing, tax, financial statement preparation, business management/advisory services with a specialty in non-profit organization, governance, management and tax.
As a former business owner and advisor, she can support and assist small businesses at all levels of accounting and management activities. She brings extensive non-profit service – both professionally and as a volunteer. Cathy was a founding board member of Engineering World Health and has served the organization from the ground up in various capacities including: Executive Director, Treasurer and President. She continues to serve on the Finance and Development Committees. She served the Women’s Foundation for a Greater Memphis as a board member and Finance Committee Chair where she designed and implemented the foundation’s first financial and donor management system.
Formerly employed by Perry-Smith & Co, Coopers & Lybrand (Pricewaterhouse Coopers) and through her own private practice, Cathy has broad experience in auditing and tax, including estates and trusts. She earned her BS in Accounting from University of Arizona and her Masters in Accounting (Tax Concentration) from University of Memphis. She has taught accounting as an adjunct instructor from beginning principles to MBA level courses and currently teaches at Fresno Pacific University. Her passion is helping non-profit organizations achieve their mission and grow their programs by developing solid financial and governance structure. She is a QuickBooks Pro-Advisor and especially enjoys helping both businesses and non-profits set up and organize their financial operations.
Cathy and her husband enjoy travel and their pets now that they are close to launching their third child. With a dog, cat, parrot and saltwater fish, their home can’t really be considered an empty-nest.
Administration Support Staff
Amanda Unger , Business Manager
Amanda Unger graduated cum laude from California State University, Fullerton where she earned a B.A. in Business Administration with an emphasis in Entrepreneurship. During her studies, she led several team consulting projects which enabled businesses to achieve their goals.
After graduation, Amanda spent the next four years at Commercial Resources Tax Group, Inc. in Brea, CA. There she specialized in direct assessment analysis and claims processing, consistently achieving top processor in the firm.
In her free time, Amanda enjoys hiking, reading, and spending time with family.