Your CPA is here to help!
Providing accounting, bookkeeping, and tax services for small businesses and individuals.
About Us
I am a lifelong Richmonder
My undergraduate degree in Accounting (BBA) is from James Madison University and my MBA is from the University of Richmond.
I enjoy traveling, reading, and crafting.
- Certified Public Accountant
- Quickbooks Pro Advisor
- Member of AICPA, VSCPA
- Quickbooks Desktop
- Quickbooks Online
- ProSeries Tax Software
I have worked in the Accounting field for 30 years, in both small and large companies. I have experience in all areas of Accounting.
My clients are typically individuals and small businesses.
Tax Preparation (individual and business)
I find that the small business owners I work with are very good in their chosen field, but their area of expertise is not accounting. They need someone to be able to advise them in the accounting needs of their business. I tailor my services to the needs of my clients.
For individuals
I may only work with them at tax time, but also during the year, I am available to help them with related items that might come up.
For small businesses
(sole proprietors who file a Schedule C as part of their personal tax return; S Corporations; C Corporations; Partnerships), I may work with them monthly , quarterly, or just at tax time, as their needs dictate.
I primarily work virtually with my clients; I am able to provide them access to a secure site to upload their documents. Most of my clients are in the greater Richmond area, but of course with the ability to reach around the country virtually, I do have some clients outside of the city and the state.
I strive to find ways to make sure my clients understand their situation, be it tax, accounting or bookkeeping.
Our Services
What We Provide
Accounting
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Bookkeeping
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Tax Preparation
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Testimonials
What Clients Are Saying
Susan gave me my first experience as a small business woman and hiring an accountant. She is so nice, easy to talk to and answered all my questions. I was very afraid for 2019 and what do you know, I even earned a refund. Can't thank you enough! Small business women rock!
Alison MullinsCEO 
I was referred to Susan by my financial advisor. I've been very pleased with her services and professional work.
Adele N.CEO 
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