01 · You’re Not Alone
Book a free consultation. Pick a time and we’ll take it from there.
Choose a date and time that works for you. Describe your situation when you book. Susan will come prepared — no commitment required, no pressure if it isn’t the right fit.
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- CA CPA License #96754
- In practice since 2007
- No commitment required
- Redding, CA · Remote-friendly
- What to expect at your meeting
- Susan reviews the notes you submitted when booking so the meeting starts in context, not from scratch
- She asks a few questions to understand scope, complexity, and any deadlines that matter
- You get a straight answer: whether it’s a good fit, what the approach looks like, and what it costs
- No commitment required — the meeting is to make sure it makes sense before either party agrees to anything
- Good to have ready
- Which service you think you need — or just a description of your situation
- Which service you think you need — or just a description of your situation
- Any time pressure — upcoming deadline, IRS notice, loan application
- What software you’re using if it’s bookkeeping-related (QuickBooks, spreadsheets, nothing yet)
- Prefer a different way?
(530) 221-1609
Call or leave a message
Send a message
Use the contact form
329 Lake Blvd, Redding CA
Mon–Fri · 9am–5pm
Services
Not sure which service you need? Describe your situation when you book.
Every engagement starts with a free consultation. If you’re not sure which service fits, that’s exactly what the meeting is for. Here’s a quick look at what Susan offers.
Bookkeeping
Monthly reconciliation, categorization, and financial statements. Flat monthly rate.
Catch-Up Bookkeeping
Behind on your books? One-time project to get caught up. Fixed fee after diagnostic review.
Individual Tax Prep
1040, CA 540, Schedule C, D, E, K-1s, Form 1041. Flat per-return fee.
Business Tax Prep
S-corps, C-corps, partnerships, LLCs, nonprofits. Bundle discount with individual return.
Small Business Accounting
Bookkeeping + payroll + compliance bundled into one flat monthly retainer.
IRS & FTB Representation
Got a notice or audit letter? Fixed project fee after reviewing your case.
Payroll & Compliance
941/940 filings, EDD, W-2s. Included in the Small Business Accounting retainer.
QuickBooks Training
One-on-one sessions, staff training, file cleanup. Taught by a CPA who signs tax returns.
CFO & Advisory
Fractional CFO: forecasting, budgeting, cash flow, strategic advisory. Monthly retainer.
See pricing details for how each service is billed.
Common Questions
Common questions about the consultation.
Is the consultation free?
Yes, completely. There’s no charge for the initial meeting and no obligation to engage after it. The consultation exists to make sure it’s a good fit before either party commits to anything. If it isn’t the right fit, Susan will say so directly — and often point you toward who would be better suited.
What if I’m not sure which service I need?
That’s exactly what the meeting is for. Describe your situation when you book — what’s going on with your finances, what’s giving you headaches, what’s upcoming — and Susan will come prepared to identify what makes sense. You don’t need to show up with a specific service in mind.
What happens after the meeting?
If it’s a good fit, Susan will outline the next steps: what information she needs, what the engagement looks like, and the flat-rate quote. For tax prep, she’ll send a document checklist. For bookkeeping or catch-up, she’ll request access to review your QuickBooks file before providing a final quote. Nothing happens without your agreement.
My situation is time-sensitive. Can I still book this way?
Yes — and mention the urgency in the notes field when you book. If you have an IRS response deadline, a tax filing coming up fast, or a loan closing that needs financials, you can also call directly at (530) 221-1609 if you’d rather not wait for the next available slot.
Do you work with clients outside of Redding?
Yes. Tax preparation, bookkeeping, catch-up bookkeeping, and most advisory services are fully remote-friendly. Susan works with clients throughout California via video and secure document sharing. In-person meetings are available for clients in Redding and the surrounding Shasta County area.
What if I need to reschedule?
The confirmation email includes a link to reschedule or cancel directly. Changes are straightforward as long as there’s reasonable notice ahead of the appointment. If something comes up last minute, call or send a message and it will be sorted out.