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I am Susan O’Day, EA, CDFA®, CPB, a sole practitioner, dedicated to providing precise, professional and personalized accounting and tax services for individuals, small businesses and not for profits. I am a virtual bookkeeper so location is no issue. I have over 25 years in bookkeeping and tax preparation services. I am Advanced Quickbooks Online Certified, Quickbooks Desktop, Point of Sale, and Enterprise Certified.
I love working with businesses from all industries and helping the businesses to grow. I love preparing taxes and staying up to date on the tax laws.
What inspired me to start my own business was being able to work my own hours. Having your own business is hard and there are times that I work seven days a week with long hours but the rewards of watching businesses thrive is well worth it.
I have been doing bookkeeping and tax preparation for over 25 years. I have the knowledge and professionalism that companies are looking for in an accountant. I am also an Enrolled Agent. "An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
Since an E.A., CPA, or attorney are the only licensed professionals allowed to represent a taxpayer with the IRS, it is advisable to always use one of these professionals for your tax needs. Licensed tax professionals are also required to attend annual continuing education."(1)
(1) Per IRS Website
Majority of my clients are on Quickbooks Online so most of my business is virtual. Also I have a secure portal for clients to email me their tax information and their tax returns are sent back to them securely
I work from home and my business is majority virtual so keeping my customers safe from Covid is easy for me.
