SUPER SUZIE BOOKKEEPING SERVICES & MORE

AMAZING!! I contacted Suzie when my world was upside down. My mom had just died and my bookkeeper for the past 12 years ended her employment with very little notice. To say I was in a panic is a understatement. When I talked to Suzie over the phone (I had also contacted another company) I knew this was who I was going to trust with my company. From the very first visit she was determined to do things the right way she took the time to learn how we did things and then put her expert accounting hat on and went to work.At first she worked to get me caught up and now she is (I hope ) a forever person that works for me once a week.

She was really nice and very competent. If I had decided to go with someone to do my bookkeeping, I would've gone with her, no question.

As trustee of my late uncle's trust, it is my responsibility to keep up-to-date and accurate records of all transactions in the trust. I knew I needed help as I also needed to file tax returns for both my uncle's personal income as well as the trust itself. I am a good record keeper and am well organized but I realized that I had no idea how to organize a report to show money in and out, categories of expenditure, and the current state of the assets of the trust. Enter Suzie Kelly. Suzie recommended that I purchase the QuickBooks software for my computer and she came to my home to set up the chart of accounts for me. There are rental properties in the trust as well as several small bank accounts and all transactions for the year needed to be entered in order to gather the necessary information for the accountant and my required annual report to the beneficiaries of the trust. Suzie entered ALL transactions with a keen eye for detail. She made sure that the check register entries matched up with the bank statements and, when they didn't, gave me specific "homework" to track down discrepancies. She also has given me several good tips on things such as making my check register entries very specific about what the expenditure was for. Throughout, she also has shown me how she is doing the entries in QuickBooks so that I can understand it and will be able to make entries myself in future. We have just a little more work to do to get all records ready for the accountant so he can do the tax returns. Suzie is very knowledgeable about how to do this work and I am very confident that we will have everything the accountant will need. She offered to talk to him directly to coordinate their work and that was very helpful. It is a pleasure to work with her and I am planning to continue calling on her for help as I get deeper into this responsibility. I recommend her with complete confidence.

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Suzie came into our law offices toward the end of the year and into an existing bookkeeping system. The books were done remotely, and we typically only got quarterly P&L's from our accountant. Suzie came in and got right to work with little watch care. She was able to assimilate quickly and seamlessly, and as she combed our fiscal year, she had questions regarding the categorizing of specific expenses. We would briefly discuss it as she wanted to be certain things were expensing correctly and found numerous occasions where our accountant had mis-categorized items. The main partner in the firm was so pleased that Suzie is now handling the attorney's personal bookkeeping. She has numerous clients who have a certain amount of wealth and is able to handle their books confidently and very confidentially. Suzie is down to earth and fun yet efficient. She was able to set everything up and get a lot completed in the first six hours she was here. We are continuing to use Super Suzie's services!

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Suzie took over an unorganized system, organizing our books, receipts, and sorting through a year of mistakes. She has set up a system for us that is easy to use on a daily basis. Suzie comes weekly to oversee the summaries and entries. She is completing our year end reports and our tax organization.

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I'd never used a bookkeeper before Suzie. My M.O. has always been to comb through the business bank statements, usually once a year just before Tax Day, and highlight entries with a different colored marker per category. Then dump the statements on my accountant's desk and pay entirely too much money in order for her to take the baton from there--rather than keeping-up quarterly and/or providing her with a clear itemized Profit and Loss sheet to reference for completing the tax return. Thanks to Suzie's outstanding work--a new paradigm is now in place! After being coerced by my accountant, then checking out at least half a dozen other prospects, I spoke with Suzie. Within five minutes I was 90% convinced that she'd be hired. We met for lunch the next day and by late afternoon she had access to my accounts. I prefer to operate by trust--your word, handshake and a gut feeling. Just say what you mean, do what you say and spare me the canned sales pitch please! She immediately struck me as genuine, fair and someone passionate about the business she created for herself--then proceeded to walk the talk! I'm the sole "officer" in my small S-corporation and only hire independent contractors. I also have a separate small d/b/a that's under my name. I'm awful at the bookkeeping stuff, and for years have basically relied on my bank to balance the checkbooks while the accountant did the rest. Along with the exorbitant additional monies paid to my accountant, I'd grown to accept state and federal tax penalties and the regular conversations with their agents as being business as usual. Feels great to say that's history! Now there's order in the books, my accountant is happier, I'm actually submitting estimated payments to the taxman (and no longer on a first-name basis with agents), there's more money in my pocket, and a much greater peace of mind to abide ? Thank you Super Suzie! Peace & Vitality, Eric

She's very professional, super nice, punctual, and the best bookkeeper we've ever had! She works with Quickbooks and different hosting programs to manage accounts from the cloud. She works very well with our accountant, and is a very good communicator. She's very organized and keeps all of our vast paperwork under control! It was a good decision for us to hire her and we are happy to give her a glowing review. Suzie's been working for us for about a year and a half and continues to do a great job for our business. We find her reasonable at $40/hour.

Suzie came to us several times and spent as much time as was needed to ascertain exactly what we needed. She now does much of the work "on the cloud" and we consult in person as necessary.

I was desperate for help with my home office and financial records. Looked through the list for a recommendation. Super Suzy came up as having an A grade and is located within 5 miles of my home, so I called and left a message. She called back within 2 hours and arranged to come to my office that week to discuss the project. She was immediately available to start digging through the paperwork and her rate was extremely reasonable for bookkeeping and she was willing to start the next week. I have been very happy with her assistance since January. She comes at least once a week and has nearly all of my Trust accounts reconciled. She reminds me what I need to get to finish the project, makes lists for me, and goes above and beyond the usual scope of her work to save me money. I am happy to have found Suzy!

We called Super Suzie after trying to set up QuickBooks for our new business. Although everyone told us how easy it is to set up QuickBooks on our own, we really needed some help to get us into a groove. Suzie was early to our appointment, and showed us her talents immediately. She listened to our needs, and quickly got to work showing us the ropes, and letting us take the ropes on our own, too. We feel comfortably set up now with QuickBooks, and highly recommend Suzie as a bookkeeper to any of Angie's List members.

I contacted Super Suzie in October 2012 because of all the great reviews I found here on Angies List. I needed to get my books for a small boutique up to date on Quickbooks for Mac 2012 no later than December 31, 2012. She sounded great! She offered a great deal (to do all my 2012 books for $400 total) and told me that she only works on Quickbooks for Mac. As far as the retail component, she was not an expert, but she would ask her retail friends and look up answers on her free time because she was happy to learn. November 15 meeting: We scheduled our first meeting for November 12. She postponed to November 15 by text. She was about one hour late. She took a USB drive with all my Quickbooks information during this meeting and I gave her most of my account information so that she could go directly into my banks as she needed. Before she got started, she asked me via email twice for a great review on Angie's List. I told her that I cannot review someone before the service is completed. We then tried to meet several times (she knows my schedule - I cannot leave my store during store hours) and it was almost impossible. November 29 meeting: she came in to drop off what she had started on her USB. At this point, I was supposed to put in my inventory and then she would come to the store to finish all of 2012 the first week of January. After telling Suzie several times about the parking lot where she could leave her car and not worry about a ticket, she parked in the meters out front. She came in, put the updated USB drive of Quickbooks back in my system and left. She said she would be back first week of January. She also told me that I needed to pay her the $400 because she had started with the work. So I paid. January 10, 2013 meeting: this meeting was a disaster. After I called, emailed and texted Suzie to set up the meeting we set a meeting for January 10 at 11am. Suzie was over 3 hours late and parked in front of the boutique. She knew about the free parking structure but instead took money out of my customers' "Meter Money" jar to pay for her car and had me go out there several times (costing me $9.00). She was having issues downloading my statements into Quickbooks. After we both tried several times, she found out some line items were marked more than once. The accounts could then not be reconciled. She was treating me so poorly and trying to place blame on me so badly, that my co-worker thought that she was a family member because I had been so patient with her. At the end of the day, after staying at the boutique until 8pm and after a meeting with my CPA and reviewing with him what she did on my Quickbooks, here are my notes: 1. she made too many mistakes such double marking payments to my credit card. She had a "suspense" account where she put in what she did not understand (makes sense). However, she also had all kinds of misc. charges (including inventory) added to my Expenses. 2. she became rude during our last meeting and the last conversation we had 3. she did not follow a simple instruction (parking) - to her defense, she said she never expected that we would take so long or that I had so many journal entries, but she could have moved her car. 4. she came into the last meeting unprepared (without her laptop... I was left to clean the store the entire time she was here) 5. she has little regard for clients' time - she was often late or changing appointments 6. she was too quick to ask for a good review and too slow to finish her job (she had promised 2012 and we are ending January 2013) 7. it should be noted that she said she has not finished my books. So maybe some of the mistakes noted above would have been fixed 8. on a lighter note: $400 would have been an AMAZING price had she done what she promised. She seemed so sweet and personable at the beginning. I am hoping I just met her during a bad few weeks.

Super Suzie is Super! I?ve used Super Suzie?s services to handle the Accounting needs of one of our other businesses and have been very impressed. With the explosion of my current business I was once again in need of her talents. Suzie is enthusiastic and full of energy. The room lights up when she walks through the door to start work and we all look forward to her weekly visit. As best laid plans tend to change, she is flexible, innovative and motivated to do whatever it takes to get the job done. She is confident and hardworking. Suzie was instrumental in rolling up her sleeves to assist us in setting up our new entity, assisting with our banking needs and establishing a work flow that made sense. She created our New Company on Quickbooks and developed a Chart of Accounts that matched our bookkeeping requirements. As I mentioned above, I can be running out the door at a moments notice and Suzie is extremely comfortable holding down the Fort! I have found her to be resourceful, self-directed and results oriented. For daily, non accounting needs, our Company has an office assistant and Suzie has been instrumental in supervising, coaching and guiding her as well. Always available to answer a question or look over a transaction, proof read a document or offer support. With Suzie?s organization and set up talents, she has evolved into a regular weekly visit providing consulting services on daily activities needed to run our business and quality control, and of course the ever present accounting and financial needs. Thank you Suzie!

I made contact with Suzie by telephone and she quickly responded to my message. Once we discussed my needs, Suzie directed me as to the appropriate program to handle my needs. We arranged a mutually agreeable appointment day and time and Ms. Suzie arrived at my office to perform the services. She was pleasant and professional and was an immediate asset to my office. Because I had waited an entire year to address my bookeeping needs, Suzie came into the office on repeated occasions within a short period of time. I had a deadline to meet and Suzie was very focused and met my time goals. Thanks Suzie

I hired Suzie based on references I saw in Angies list. Her work has been excellent and I continue to use her on an ongoing basis. She charges $40.00 per hour. I own a small law firm, and she usually comes once a week and does bookkeeping, invoice collection, filing, purchasing of supplies, and shipping of legal files. I use Quickbooks, and she is very familiar with that system. She has also helped organize the office.

I was very impressed with Suzie's professionalism and enthusiasm to take on the task. We were not a good fit however, as the type of work I do as an independent consultant is outside the experience or context of Suzie's previous work and my knowledge of accounting is minimal. I needed someone who could extrapolate to my unique circumstances and take on this quite unique, though not complex task. I found Suzie unable to conceptualize outside her very rote understanding of accounting rules. So I would say that for someone who has used a very traditional, paper based accounting system and wants help with that kind of accounting support Suzie is enthusiastic, professional and really great to work with. However if your needs are for electronic based accounting, or for a business model that isn't quite as typical she might not be the best person, as her ability to "understand what she doesn't understand" is minimal.

I found Suzie on Angie's List and was pleased to see that she was nearby. I called her and she returned my call the same day. We arranged an appointment and she came by for a visit. We talked about what I needed and she prepared a plan that was reasonable. I needed help and she said she could handle it. We came quickly to an agreement and she got after it and I haven't had any issues with the areas she covers.

I called Suzie because she was on Angie's List. I left a message and was pleasantly surprised when she returned my call less than 10 minutes later. We arranged to meet on March 15th. She ask me several questions concerning the type of documents we were asking her to notarize. She gave me some very valuable information as to the exact wording and format that California requires in order for her to have been able to notarize. She also explained what identification was needed from my Mom and/or others to complete this transaction. This made a huge difference. I was driving in from San Diego that morning for this meeting and without this advance information I would have wasted my entire trip. Suzie was very professional and encouraged us to ask questions about anything we did not understand. We are really happy with her service and would recommend her to anyone who requires notary or other business services in the future.

They asked me what I needed and established the best course of action for my accounting needs, which was simply a report based on accounts paid and expenditures which I needed to prove sustainability of my business for an upcoming opportunity. All in all, I think that they did an excellent job.

Overall, Suzie took a HUGE DISORGANIZED MESS of paperwork and accurately transformed it to a format that my accountant could use to file taxes. Her services are a MUST for small business owners like myself!!