Susan has served as Wealth Advisor’s Inc.’s bookkeeper for clients since 2015. She has more than 15 years of experience working in several accounting roles in several industries including a CPA firm, venture capital firm and a start-up company servicing medical professionals.
She works with clients either remotely or on-site on their personal and business accounting needs. Susan specializes in financial report preparation, accounts payable, accounts receivable, billing, month-end bank account reconciliation, credit card reconciliation, general ledger, 1099s, and file organization. She is certified in QuickBooks ProAdvisor Online.
Susan received a Bachelor of Arts Degree in communications from Bowling Green State University and is a California Notary Public. She is also an accomplished runner, having completed multiple half marathons, 12 full marathons and two ultra-marathons.