Who We Are

 President and Founder

 Susan brings over 25 years of administrative and leadership experience to Cole & Company

Bookkeeping, LLC. As a former executive support professional in one of California's largest school districts, she worked alongside principals, directors, and associate superintendents, building a reputation for trust, dedication, and integrity. Her service extended into the community as president of a philanthropic organization supporting underprivileged children.

Now a bookkeeper and certified QuickBooks Online ProAdvisor, Susan combines her administrative expertise with her passion for helping small and large business owners find clarity, confidence, and peace of mind in their financial records. She stays current with bookkeeping technologies and best practices through continued education and a commitment to process improvement.

Susan leads with both precision and heart. Her mission is not only to provide accurate, streamlined bookkeeping, but also to serve her clients with loyalty, transparency, and genuine care. With Susan, your business is not just in capable hands-it's in caring ones.

Certified QuickBooks Online ProAdvisor | Bookkeeper 

 As Susan’s daughter and business associate, I’m proud to be part of our family-run bookkeeping company. I’m a certified QuickBooks Online ProAdvisor with a strong eye for detail and a passion for helping businesses succeed. I believe clean, accurate books are the foundation of smart decision-making, and I’m dedicated to creating organized financial reports that give our clients clarity and confidence. 

Enrolled Agent

I am a dedicated Tax Accountant with over 25 years of experience in public accounting. I hold a Bachelor of Business Administration (B.B.A.) with a concentration in Accounting and am a licensed IRS Enrolled Agent, qualified to represent taxpayers directly before the IRS.

I understand that business taxes can be complex, and even small mistakes can cost valuable time and money. That's why I approach each client relationship with care, precision, and a genuine passion for helping businesses thrive. My goal is to ensure your taxes are not only accurate and compliant, but also strategically optimized to support your growth.