Susan Marks
Principal
Susan, a former shareholder and now semi-retired, assists the firm in providing financial statement quality control reviews, a wee bit of tax compliance work, and special project assignments. Her focus during her career and continuing is on the special needs of nonprofit organizations. She recognizes that underfunded, understaffed nonprofits need a level of attention that most businesses don’t require. And because staff turnover is not uncommon with nonprofits, Susan finds that she can assist in providing continuity for the constantly evolving organizations.
“Doing right by” by nonprofits with her “head in the clouds”, Susan loves working with cloud-based accounting software and providing clients with up to the minute, accurate financial information.