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About Us

Our company is based on the belief that clean and accurate books are the foundation of a healthy company. We specialize in process improvement, lending the highest level of efficiency and effectiveness to our services. We welcome the opportunity to earn your trust and deliver you the best service in the industry.

Susan Shloss has over 15 years of wide-ranging experience in the financial services industry including bookkeeping and accounting, securities, loan processing, and operations. Her straightforward and calm approach will set you at ease, with the assurance that the financial details of your business are being handled with the utmost care. 

Certified QuickBooks and QuickBooks Online Proadvisor 

Professional Affiliations

  • QuickBooks Certified ProAdvisor
  • Marin Bookkeepers Referral and Educational Network

Additional Interests

In addition to a passion for accounting, Susan is a yoga and meditation teacher and a professional violinist. She is also a mentor to a girl she met in the Big Brother Big Sister program.