Susan C. Bersch, CPA, PLLC, is a sole practitioner, certified public accounting firm licensed to do business in North Carolina, Virginia, Maryland, Florida, and Washington DC. Susan left the city life to open her own accounting firm in a much quieter atmosphere. She has over 30 years of experience in the fields of accounting and tax.
Most of her career has been in public accounting performing financial statement audits and reviews, preparing business, fiduciary, and individual tax returns, and providing business, accounting, and tax advisory services to entrepreneurs. Her success working with business owners was enhanced by spending six years as a controller for a closely held group of franchise automobile dealers who also owned and operated a marina and a restaurant. Her experience as a controller gave her first-hand knowledge of what business owners want and need from outside professionals and advisors. She also focuses tax planning and compliance for high wealth individuals, estates and trusts.
As a service provider, Susan’s goal is to always exceed her clients’ expectations by providing quality service, at a reasonable cost, and most of all becoming a trusted advisor when important financial decisions are needed. Susan has the knowledge and experience you need. She understands your business and the business world in which you operate. She has walked in your shoes as a taxpayer, a controller, a partner in a CPA firm, a trusted business advisor, and now a self-employed entrepreneur. She knows what it takes to succeed.
Needs and priorities change over the lifetime of a business and also over the lifetime of an individual. Businesses go through the start-up pains that include funding and cash flow issues. Growth creates the need to manage growth to ensure success. A mature business faces different issues. Business succession can be equally challenging. Individuals spend years saving for things such as homes, tuition, special events, and retirement. Retirement requires new strategies and then there’s estate planning. There may be the need to set up trusts. Susan understands the lifecycle of businesses and individuals and advises her clients according to their unique needs and situations.