Cassie excels at general compliance and control matters for employee benefit plan and financial statement audits. She strongly believes that her ability to work with clients through any matter that arises makes for a more effective audit process and enables her to develop trusted relationships with clients.
She is known for her leadership, experience and knowledge in working with employee benefit plan clients, but she also has extensive experience working on financial statement audits. She is passionate about professional development—especially when it comes to the recruitment, retention and advancement of women in the public accounting profession.
Before joining Holtzman Partners, Cassie worked for Grant Thornton in Atlanta and focused on financial statement audits within the firm’s employee benefit plan and technology practices. She also served as the Women at Grant Thornton local office champion in Atlanta.
Prior to becoming a CPA in 2006, Cassie earned a Bachelor of Science in business with a concentration in accounting from Indiana University Purdue University–Fort Wayne, Indiana. She is a CPA in the state of Texas and is a member of the AICPA. Cassie also serves on the Boards of Directors of Girlstart, whose mission is to increase girls’ interest and engagement in STEM through innovative STEM education programs, and the UMLAUF Sculpture Garden & Museum, home to the largest collection of American sculptor Charles Umlauf’s work. Prior to moving to Austin, she was active in a number of Georgia-based organizations, such as Georgia Society of CPAs and Technology Association of Georgia.
When she isn’t working, Cassie and her husband can be found exploring the Austin restaurant scene, at church, watching the Green Bay Packers or cooking up a new recipe.
What is something you have crossed off your bucket list?
I finally got a chance to attend a Packers game at Lambeau Field last December with my dad. It was by far one of the most memorable experiences of my life.
Where did you grow up and why aren’t you there now?
Garrett, Indiana – had to get away from the cold winters.
What’s something people might not know about you?
I was on the Indiana State Championship Spell Team in high school. The school had never won any type of state championship prior to then, so now, if you ever drive to my hometown you will be greeted with a sign that says “Home of the 1998 Spell Team Champions.”
What’s something you know a lot about?
Margaritas. My husband and I have a tradition every Friday night where we go to a nearby Mexican restaurant for dinner and enjoy a margarita (or two). We actually had a place in Atlanta where we had been going for over seven years every Friday night. It was like ‘Cheers’ to us. In total, we have had this tradition for 10+ years, which I say would make us experts in margaritas.