Jeri Cassady


Jeri is a senior accountant with the Roseville office's BizOps team. She began her journey with CLA after working as a senior tax accountant with Ernst & Young in Sacramento. Her tax experience includes income tax compliance for corporations and individuals, income tax provision review and preparation, multi-state taxation, and tax research. Jeri has also served as an independent contractor for a small outsourced finance and accounting consulting firm for five years. Jeri has experience working extensively with Quickbooks Online and Microsoft Excel, as well as preparing bank reconciliations, reviewing financial statements, and managing accounts receivable. 


  • Bachelor of Science in Accounting from California State University, Chico

In the community

  • Volunteer tax counselor with AARP Foundation's VITA/TCE program
  • American Institute of Certified Public Accountants (AICPA), member