Casey leads many of E78’s fractional engagements with clients in SaaS, EdTech, and AI. She’s our technical accounting star, ensuring her clients are compliant with all required standards. Casey also helps clients prepare for fundraising due diligence and sell-side readiness.
Casey began her career in financial services, working with estate planning clients in Houston before moving to Austin and entering the insurance vertical. Her due diligence work for an InsurTech startup is what sparked her interest in consulting, which has been her focus since 2015.
Casey is a licensed Texas CPA and holds a BBA in Finance from the University of Texas. She is also currently completing a specialization in Venture Capital & Private Equity at Columbia University.
