The first step.
Choosing the right CPA for your needs is an important decision. You need to do your homework to determine if and how the CPA will best serve your needs, as well as knowing who they are and what qualifications they have.
This is especially important, since working with a CPA isn’t necessarily just a one-time transaction and instead can be a close and long term relationship. As an initial step I always meet with potential clients in person first, so that we can get to know each other, to discuss how best to service your needs and to manage (and hopefully exceed) your expectations. Hopefully this website will give you a sense of who I am, what I stand for and provide some information about my approach in advance of meeting.
Who Am I? Why Do I Serve?
My name is Susan McCarthy and as far as I am concerned my primary – and real job – is to be my client’s advocate. Recently a client commented that they were surprised that I was able to find time to meet with them in person during tax season. I responded that when you work with Susan McCarthy CPA, I never forget that “my service is a personal service”. Since I AM my business, you work directly with me!
My professional and personal experience over time has taught me to truly listen to people and get to know them as unique individuals. I have learned how to help them hone in on their specific needs, so together we can find the best specific solutions uniquely for them. I know how frustrating it feels to have someone say “can’t and won’t”, so I like to treat people as I would like to be treated – and I have very high standards! I believe in doing what it takes to get things done and have a “can-do” attitude.
I have had the pleasure and privilege to work with a variety of nonprofit organizations, both professionally and personally, and I always find myself inspired and in awe of their passion, talent and determination. I love helping to further their mission and to be a part of their success.
As a small business owner, I understand the challenges, as well as the value and importance of having a support team in place to help ensure that I achieve my business goals and exceed my clients’ expectations. This is why I love to provide that same support to other small business owners and start-ups, and to help make their vision a reality.
Because I’ve been a family caregiver and advocate for my own family, I understand the practical and personal challenges that can arise – from balancing daily work and life, to being prepared for crises when they happen. I also know how it feels to be the one to support my family and to be “the protector”. That’s why I’m passionate about helping elders and their families to plan as much as possible for whatever lies on the road ahead.
My hope is that through my practice, I will be able to give back and add value to my clients and community, as I am a firm believer in “paying it forward”! Over the course of time people have been there for me – providing support when I’ve needed it the most, and sharing in the joy and successes of the good times, too – and it has made all the difference!
Background
I am licensed as a Certified Public Accountant (CPA) in MA, have a Bachelor’s degree in Accounting, a Master’s degree in Taxation (MST) and an estate planning certification (CSEP). I have over 36 years’ experience providing diverse services on a concierge level with an emphasis in estate planning (with a particular focus on eldercare) and business consulting (with a focus on nonprofit organizations).
I am a member of various professional groups and organizations, including the Massachusetts Society of Certified Public Accountants, Massachusetts Nonprofit Network.
I work with local nonprofit organizations on a volunteer basis.
I also work on a volunteer basis as a nursing home ombudsman through Hessco Elder Services. The Ombudsman Program advocates for quality care and quality of life in nursing homes and rest homes to ensure residents’ rights are protected. Ombudsmen identify, investigate and resolve complaints by, or on behalf of facility residents. Please visit Hessco’s website for additional information and resources: http://hessco.org/ombudsman-program/.
I also work with the Center for Women and Enterprise (CWE) to provide one on one business consulting services to their clients. CWE is a nonprofit organization which provides opportunities for women entrepreneurs and women in business to increase professional success, personal growth, and financial Independence. For more information, please visit their website: http://www.cweonline.org/default.aspx.