Cassidy McHale CPA

Forensic Consultant

Cassidy has four years of experience performing tasks related to business valuation and forensic accounting engagements. In her current role, she continues to take on increased responsibility in business valuation and investigative services.

Education

West Chester University – Bachelor of Science in Accounting & Finance with a minor concentration in white collar crime (3.68 GPA) – Spring 2019

Credentials & Affiliations

Certified Public Accountant (CPA) – American Institute of Certified Public Accountants (AICPA) & Pennsylvania Institute of Certified Public Accountants (PICPA)

Select Case Experience

Cassidy has assisted in various business valuations, forensic and litigation support cases. Her recent cases include

• Obtained relevant data and performed initial analysis related to several business valuations as part of divorce proceedings
• Aided with the valuation of numerous companies for use during contemplated transactions
• Assisted with the valuation of businesses for various tax planning purposes including: to determine built-in gain, inheritance tax purposes and gift tax purposes
• Assisted in preparing an expert report that included a calculation of lost wages related to wrongful termination
• Recalculated time records as part of a wage and hour case
• Investigated multiple employee embezzlement cases involving the misappropriation of assets
• Investigated theft by deception, evidence fabrication, and financial records tampering by an official of a local fire company
• Reviewed documentation and summarized potential losses as part of a $391,000 embezzlement over 10 years
• Reviewed accounting records and other documents to determine the nature of an alleged loss as part of a guardianship case

Relevant computer skills

• Microsoft Certified in Word, PowerPoint, & Excel
• QuickBooks Certified ProAdvisor