Manager

“We care about our clients and have their best interest at heart. Caring, competency, and controls are what matter most in our Family Office and Client Accounting Practice.”

Susan has been with the Firm since 2004 and leads our team of bookkeepers, and manages our Family Office Clients.  With over 15 years of business experience in corporate accounting, bookkeeping, and back office support, she brings a wealth of industry experience to the firm.

Trust & Integrity

The basis of effective financial and tax planning is the quality of the client's records.  Proper bookkeeping and financial statements allows our clients to have the information they need to make sound business decisions.  Our Family Office Services provide the highest level of personal financial management.  Family Office clients can rely on us to manage every area of their complex financial structure and take care of the details.