Susan Sterne
CPA | Shareholder
Susan Sterne and the teams brought together as needed are relatable, reliable and responsive to our company and its needs and wants. We don't just get quality financial service, we get partnership and buy-in. The relationship is invaluable.
Dedicated. Eclectic. Adaptable. A first-rate mentor with a perpetually inquisitive mind.
An intellectual magpie, Susan embraces complex questions with fervor. With a bachelor’s in theater and a master’s in accounting, she adroitly draws on the collaborative spirit of the stage and the technical rigor of accounting to serve as one of our top leaders and go-to mentors.
With a knack for strategizing and detecting concerns, Susan is keenly committed to helping clients achieve their goals. Working with individuals, families, and small and mid-sized businesses, she helps clients navigate their tax and financial journey while facing challenges with aplomb.
Raised in New Orleans, Susan’s own path has taken her to a picturesque Connecticut college town, cross-country to sun-soaked San Diego, and finally to beautiful Portland. Here, she continues her journey, walking miles of urban trails year-round and swimming the Willamette summer mornings with fellow river huggers.
Professional & Civic Affiliations
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Oregon Society of Certified Public Accountants
Services Offered
- Business Advisory Services
- Food & Beverage
- Professional Services
- Tax Services
- Transaction Advisory Services
