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.
So you've built a business
Now comes the hard part
As your business grows, so do the responsibilities. Financial records need to be maintained, systems need to work together, and operational demands become increasingly more complex.
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. I serve businesses across many industries, with specialized expertise in supporting law firms through trust accounting, billing, case management, document automation, workflow optimization, and other operational challenges.
You don't have to manage every detail on your own.
Bookkeeping & Accounting
Bookkeeping and accounting support for businesses that need accurate financial records and consistent reporting. Services can be provided on an ongoing or project basis.
• QuickBooks Specialist
• Full-cycle bookkeeping
• Financial reporting and reconciliations
• Accounts payable and receivable •
• Budgeting and forecasting
• Month-end close support
Legal Operations & Clio Expertise
Certified Clio Administrator providing support for law firms using Clio Manage and Clio Grow. Assistance is available for setup, workflow development, reporting, and operational processes.
• Clio Manage and Clio Grow optimization
• Billing and invoice workflows
• Trust accounting support
• Intake automation and workflow design
• 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 was a pleasure to work with. Thorough and timely, her feedback was invaluable and helped immensely. We are looking forward to working with her again in the near future!
Paul Shafranski
Artemis Family Law Group PLLC
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. Whether I am helping a law firm improve billing workflows, assisting a business with financial processes, or identifying opportunities to streamline operations, my focus is always the same: creating practical solutions that make running the business easier and more effective.
I work closely with my clients to understand how their business functions day-to-day, so I can recommend solutions that fit the way they actually work rather than forcing them into 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.