Growth is good. Chaos isn’t.

When your business outgrows your systems, it shows. Organization, oversight, and the right tools bring clarity back to your operations. Practical support for businesses at every stage, with specialized expertise in law firm operations and legal technology.

So you've built a business

Now comes the hard part

As your business grows, so do the responsibilities. You need to maintain financial records, keep systems working together, and manage increasingly complex operational demands.

That’s where I come in.

I work with business owners at every stage, from entrepreneurs taking their first steps to established professionals looking to take their business to the next level. While I support businesses across a range of industries, I have developed a particular focus on law firms, bringing together accounting, legal technology, and operational expertise to help them work more efficiently. From trust accounting and billing to Clio implementation, case management, document automation, and workflow optimization, I understand how the pieces fit together and how they affect the day-to-day operation of a law practice.

You don't have to manage every detail on your own.

Bookkeeping & Accounting

Bookkeeping and accounting support for businesses that need accurate financial records, reliable reconciliations, and consistent reporting. Services are available on an ongoing or project basis.

• QuickBooks Online specialist
• Full-cycle bookkeeping
• Financial reporting and reconciliations
• Accounts payable and receivable •
• Trust accounting and three-way reconciliations
• Budgeting and forecasting
• Month-end close support

Legal Operations & Clio Expertise

Clio Certified Consultant providing implementation, optimization, and operational support for law firms using Clio Manage, Clio Grow, and Clio Works. Assistance includes system setup and configuration, workflow development, document and intake automation, reporting, billing processes, and ongoing operational support.

• Clio Manage, Clio Grow, and Clio Works implementation and optimization
• Workflow development and process automation
• Intake automation and workflow design
• Billing and invoice workflows
•Clio trust accounting workflows and configuration
• Reporting and operational documentation

Business Systems & Technology

Support for businesses looking to improve internal processes, manage data, and implement technology solutions that fit their operational needs.

• Process analysis and optimization
• Workflow automation
• Data migration and cleanup
• Reporting and analytics
• SOP creation and training support

What Clients Are Saying

“Susan did a great job setting up my new law firm’s CRM, client intake process and QuickBooks integration. Would recommend if you want to get it right the first time.”

Ryan Heeth, Esq.

Next Step Law Firm LLC

Working with Susan to optimize our use of Clio has been incredibly helpful to our day-to-day operations, improving both our efficiency and productivity. She is a pleasure to work with, brings positivity to every interaction, and has a wonderful ability to explain things in a way that my non-technology-oriented brain can understand. I cannot recommend Susan highly enough

Paul Shafranski, Esq.

Artemis Family Law Group PLLC

Susan is one of the most hardworking individuals I have had the privilege to manage. She approached every task with dedication and a strong sense of ownership. She never missed a deadline and consistently delivered, even under tight schedules or shifting requirements. Her ability to take full responsibility for her projects and timelines ensured that our team could always depend on her output to move forward without bottlenecks.

Efren Yero

President, Logic Springs Technologies

Susan helped us evaluate candidates in a timely and helpful way. We’re thankful for the help and would consider working together again!

Amanda A

Construction Hiring

Hello! I'm Susan

My career has spanned accounting, technology, business operations, and business ownership, giving me a broad perspective on the challenges organizations face as they grow. Over the years, I have worked in roles ranging from bookkeeping and accounting to software development, information systems leadership, and operational management. Along the way, I have owned businesses myself and understand firsthand the demands that business owners navigate every day.

Those experiences allow me to look beyond individual problems and see how financial processes, technology, and operations work together to support a business’s overall health. Much of my work today focuses on law firms, where my background across these areas lets me help with everything from accounting and billing to practice management systems, workflow design, and automation. I also work with businesses in other industries, helping with financial processes and identifying opportunities to streamline operations.

I work closely with my clients to understand how their business functions day-to-day, so I can recommend solutions that fit how they actually work rather than forcing a one-size-fits-all approach. My style is practical, detail-oriented, and collaborative, and my recommendations are grounded in decades of real-world experience across multiple industries and disciplines.