Cherished Beginnings: Letter from a Manager

The following is an excerpt from a letter of recommendation written by one of our earliest clients. Our offices actually used to be located in Ventura, CA. We worked with both the City and the County Finance Departments. CaseWare products and our Services have evolved quite a bit since 2009, but the core of our values and mission have not changed. We cherish this letter because of that fact.


Kathleen O'Keefe

Fiscal Manager III

Financial Reporting Division

County of Ventura, CA


June 11, 2009

To whom it may concern:

Subject: Letter of Recommendation for Gray & Associates, CPA's and CaseWare Software


I began working with Gail Gray of Gray CPA COnsulting in May of 2007. Since then, she has provided CaseWare training, assisted with report development, designed certain reports, and provided support for minor technical problems. She has always been very professional, knowledgable, and responsive. I would recommend her service to anyone.


As for the CaseWare software itself, I can't imagine preparing the Comprehensive Annual Financial Report (CAFR) without it. We currently publish our CAFR using CaseWare.


All of the sections automatically update with the exception of the Government-wide Financial Statements and the Statement of Cash Flows, which we expect to complete in 2010.*

* This goal was accomplished and this part of the implementation is now automatic with any new CaseWare CAFR implementation. A lot has improved in 10 years!!!


CaseWare is easy to use for both the everyday user and the report writer and is very flexible to fit your needs.


Between CaseWare and Gail Gray, our entire CAFR process has become easier, leaving us more time for analysis.









About CaseWare International Inc.

International Inc. Accountants and auditors in accounting firms and government recognize CaseWare International as the premier creator of assurance, reporting, and analysis tools. In over 130 countries, the CaseWare family of products helps accounting professionals perform their work more easily and efficiently.


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Gray CPA Consulting is now a part of LSL.

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