We provide personal and individual service to high net-worth individuals in their home office:

• Over 15 years experience in the organization and management of individuals personal properties and assets in areas of accounting and general office operations.
• Our experience includes: Tracking fine art; classifying inventory of wine collection; cataloging race horse breeding and expenses; maintaining log of itinerary, travel time and expenses for private jet and keeping records of medical expenses including care givers.
• Clients have included a Member of the Diplomatic Service, Oil Magnet, Professional Speakers, Entertainers and Entrepreneurs.

2033 San Elijo Ave # 541
Cardiff by the Sea
California 92007

Phone: 619-894-9885
susanswansonsolutions.com
E-mail: suzswanson@aol.com

• Assist clients with office organization and personal finances.
• Maintain financial records, pay bills, track expenditures, produce profit and loss and cash flow statements.
• Setup and maintain a filing system that is easily accessible.
• Because we take care of the tedious work, our clients are free to do the things they love.
• We give clients a clear understanding of what is happening in their businesses so that they can make better financial decisions.

Education

• University of California,
  San Diego Extension,
  Professional Certification in Accounting
• California State University,
  Long Beach,
  Bachelor of Science of Nursing