I’ve been fortunate to be able to follow my career passions my entire life. I began my career at PriceWaterhouse Coopers in Canada gaining experience in their audit, tax and small business departments. I moved to public industry and had the opportunity to develop my skills in accounting and management within the private sector holding progressive roles in the finance group of a large public company and also being a business owner of a small company. I returned to public accounting at Sassetti after selling the small business. I am a trusted business and tax advisor for privately held companies, entrepreneurs, trust and estate administrators and high net worth individuals. My public and private sector experience gives valuable insight to help clients through mergers and acquisitions, exit and succession planning, client accounting services and many other things that my clients might not have even thought about asking.
Susan’s Thought Leadership
Tis the Season for a Roth IRA Conversion
Required Minimum Distributions (“RMD”) for IRAs inherited in 2020-2024
Stretching Your Inherited IRA: Maximize Your Benefits
The ABCs of inherited IRAs
“Don’t be afraid of change. Innovation a key ingredient to being successful.”
Associations
American Institute of Certified Public Accountants, Illinois CPA Society, Canadian Chartered Professional Accountants Association
Education
Bachelor of Business Administration; University of Alberta (Canada)
Hobbies
Avid reader and am always looking for new book recommendations.
Q&A
Make a prediction about your industry and the clients you serve.
Automation will continue to impact the accounting industry. CPAs and their clients will need to embrace and implement automation as it becomes available and evolves to continue to be profitable. I believe the saying is adapt and innovate or your company will die.
What drew you to Sassetti?
I returned to public accounting when my children were pre-school age and was looking for a “home” that embraced work life balance. I feel very fortunate that I found Sassetti who not only embraces and supports 100% work life balance.
Describe your work style.
Adaptable, detail oriented, capable of balancing multiple priorities and deadlines, reliable, honest, self-motivated, want everyone on the team to succeed
What is it about Accounting that attracted you to the field?
Math – I know that’s crazy for all of you left brain people.
Greatest Accomplishment? (personal or work)
Personal – Successfully (hopefully) raising two Gen Zs. Professional – Achieving the highest mark in the province on the Canadian CA exam (equivalent to the CPA exam)
Who is someone you look up to (living or passed) and why?
I feel fortunate to have developed a relationship with an informal mentor right from the start of my career. They encouraged me to try new things and learn by doing. Having someone in your corner that helps with your career progression and gives you sound advice when you are thinking of making changes is part of what has enabled me to have the great background and experience that I have.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Sassetti LLC. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
Contact Me
Phone: (708) 386-1433 x309
Direct: (708) 406-8601
