Hi, I’m Susan, I was raised in Kelowna and started bookkeeper in my early 20’s for a company. After I finished took 2 years of my CMA, I carried on for another 10 years and then moved into Finance in 2003. I was then transferred from that Financial Company as a Branch Manager in 2006 to Grande Prairie. I spent the next 10 years with the company and achieved many goals, awards and was the District Sales and Insurance Manager. We were #1 in Canada every year and proud of our success!
I have a wealth of experience in financial literacy and have taught many clients budgeting, understanding their books, where their money is going and some of the banker’s secrets. I have 2 books I mentor from, "Think and Grow Rich" and “Rich Dad Poor Dad". I love them both and understand how money works. This can and will help you advance your business to the next level.
In 2012 the Company closed the division I worked for across Canada, so I went on to get my Mortgage Brokers License where I taught a Financial Literacy Course while subcontracting for a bankruptcy trustee. I ran a remote office in Grande Prairie where I taught budgeting.
In 2015 I returned to Kelowna for personal reasons and went back to work with a Financial Company, but it just wasn't what I really wanted to do!
In January 2021, I joined ALL-PRO Bookkeeping on a full-time basis. I am happy to be working with Valerie again and together, we look forward to building a strong and knowledgeable business.
Why a team? We feel having a support team allows the bookkeeper to give us the edge we need to be on top of our game. It gives a second and third set of eyes if needed. No problem if a bookkeeper is sick or decides to take a holiday, we have a team which allows the bookkeeper to be the bean counter in the back and we can concentrate on the client’s care.
Fun facts: I have a romantic relationship with sun, if we are together, I'm a happy camper whether its at the beach, chilling with friends or in the garden; I'm in* love*