O'Connor CPA Firm, LLC is a full service CPA firm providing tax, accounting and consulting services for businesses and business owners throughout the Denver Metropolitan Area. We are a small, boutique firm by design with all of the experience and expertise of larger firms. Our size allows us to provide attentive service to all of our clients so that we can partner with them in achieving their business and financial goals. Recognizing that each client has unique goals, we tailor our services to meet your specific needs.
Patricia O’Connor, CPA, MBA
- BSBA University of North Carolina – Chapel Hill Go Tarheels!
- MBA in Marketing Regis University
- 40+ years of experience
- 2 years with “The Big Eight” Audit firms (now the big 4)
- 6 years of Corporate experience including competitive analysis, business planning, company acquisition and transition
- 4 years as CFO of a $70 million subsidiary of American Airlines
The variety of positions held and the experience gained through her 10 years with AMR Corp make Tricia much more well-versed than the run-of-the-mill CPA with no experience other than Public Accounting. She has gained the kind of experience that can only come from having held many different positions, having reported to the highest levels of Management and having dealt with the many issues which today’s small business owners are confronting; employees, budgets, deadlines, profitability, cash flow.
Tricia specializes in General Business Consultation for businesses needing to focus on profitability, the management of staff and the development of effective and efficient policies and procedures. Her approach is to first assist each client in identifying a clear vision of their goals and then designing a strategy that stays true to their goals while prioritizing the issues that need to be addressed in order to affect dynamic and progressive change.
Having been a QuickBooks ProAdvisor for 25+ years, she is qualified to assist clients on designing and implementing an accounting system unique to each client’s specific needs. We provide all levels of bookkeeping services and assistance, customized to your unique requirements.
Five Star Professional “Top Wealth Manager” for 4 consecutive years. We must be doing something right.
"We engage with our clients and we protect what is important to them. Every client is important and unique and we work hard to make sure we define what is critical to their success and design systems and plans that accomplish their goals."
Cassie Nepstad: Our Chief Number Cruncher and Clean Up Specialist
Cassie has years of experience with QuickBooks software, is fast, effective and efficient and has a knack for finding the best possible way of getting a mess straightened out and the books clean and reconciled. In her off-time she watches a ton of baseball as her son plays competitively. Raising kids and balancing work are her specialties as well. She does it all and clients love her easy-going personality, sense of humor and ability to get anything fixed.
Lorrie Toillion: Client Onboard Specialist and Tax Assistant
Lorrie is our Client Onboard Specialist, Accounting Guru, and Tax Assistant. She is also Colorado Native who has worked in the finance industry for 20 years. The majority of this time has been with wealth management and helping clients achieve all aspects of their financial and life goals. She maintains her CFP® certification and license. Resourceful, dedicated and anticipatory, she takes pride in bringing value to our client's lives. Time outside with Koda, camping, hiking, kayaking and just enjoying our great state is how she spends her free time.