Book a Free Consultation
Select a time and date that works for you. When you book, set Susan know your situation and she will come prepared with the right questions. There is no commitment, and no sales pressure.
- CA CPA License #96754
- In practice since 2007
- No commitment required
- Redding, CA · Remote-friendly
- WHAT TO EXPECT AT YOUR MEETING
- Susan will read through the notes you provided when booking to give the meeting context from the start.
- Susan will ask a few specific questions to gauge the scope, complexity, and any relevant deadlines.
- You’ll get a clear answer as to whether this is a good fit, how the work will be done, and the cost. If it isn’t a good fit, Susan will be honest with you, and will often refer you to someone else that would be a better partner for the project.
- No obligation. The meeting is to ensure that it makes sense before either party commits to anything.
- Good to have ready
- What you think you need help with, or a summary of your situation.
- Entity types if business related: sole prop, S-corp, LLC, partnership.
- Any time pressure: IRS notice, loan application, upcoming deadline.
- If it is bookkeeping related, what software do you use? QuickBooks, spreadsheets, or nothing yet?
- OTHER WAYS TO CONNECT
Call or text · M-F, 9 am-5 pm
Use the contact form
329 Lake Blvd, Redding, CA
Services
Don’t worry if you aren’t sure which service to pick. After all, that’s exactly what the meeting is for.
Reconciliation, classification, and financial statements on a monthly basis.
Are your books falling behind? One time project to catch up. Diagnostic review. One price for all.
1040, CA 540, Schedule C, D, E, K-1s, and 1041.
S-corporation, C-corporation, Partnerships, LLCs and Non-Profit Organizations. Bundle discount available when paired with individual return.
Bookkeeping, payroll, and compliance in one monthly package.
Have you received a notice or audit letter? Review your case and set a fixed fee.
941/940, EDD, W-2s. This is included in the small business accounting retainer.
One-on-one training, staff training, file cleanup. Instructed by a CPA that signs tax returns.
Fractional CFO: forecasting, budgeting, cash flow, and strategic advisory. Monthly retainer.
Look at the pricing details to see how each service is charged.
Common questions about the consultation.
Yes! The initial consultation is free, and you are under no obligation to proceed after this initial meeting. The consultation is to ensure it’s a good fit before either party commits to anything. If it's not a good fit, Susan will let you know right away, and she frequently provides a reference to someone who would be a better fit.
That's the key purpose of the meeting. When you book, let us know what is going on with your finances, what is giving you headaches, and what is coming up. Susan will be there to find out what works. You don’t need to be looking for a particular service.
If it's a good fit, Susan will explain what information she needs, what the engagement will look like, and the fee. She will provide you with a list of documents to prepare your taxes. She will need to see your QuickBooks file for bookkeeping or catch up reasons before she can provide you with a final price.
Yes, but please include the urgency in the notes when you book. If you have an IRS response deadline, a tax filing deadline that is coming up soon, or a closing on a loan and need financials, you can also call directly at (530) 221-1609 to get started right away.
Yes. Tax preparation, bookkeeping, catch-up bookkeeping and most advisory services are 100% remote. Susan works with clients all over California through video and secure document sharing. Of course, she is open to meeting in person if you live in the Redding and Shasta County area.
Yes. A link to reschedule or cancel will be included in the confirmation email. As long as a reasonable amount of notice is given before the appointment, changes are not a problem. If anything comes up at the last minute, just give Susan a call or a message and we will get it done.