Who I Am

Working with you to manage the Business of Life…because
we all can use a helping hand.

NAPO MemberNAPO San Francisco Bay Area MemberNAPO Golden CircleAADMM - American Association of Daily Money Managers

susan-who-i-amAfter a career as an executive administrator in private and public, large and small organizations, I launched my own consulting practice following a layoff from a big software company. It was winter, so I put out the call among my community that I was available to help begin the process of getting organized for tax time. Keeping track of important details and sorting them as needed is something I really like to do, but I know many people who would rather [insert any other painful activity here].

I joined the National Association of Professional Organizers (NAPO) in 2004. While honing my specialty, I worked part-time in a CPA firm, a co-op preschool, and subcontracted on lots of professional organizing jobs to discover that providing the personal touch with clients and solving their administrative problems was where I would focus my business.

My niche is paper.* I love it (and that’s why I’m good at it). I’ve worked on garages, kitchens, closets, and kids’ rooms, but I kept lighting up when the paper overload was what needed attention. From my years as an administrative assistant making executives look and feel organized, I knew how to create systems that others could then follow.

Bookkeeping for the home and small business is part of my services package as a smart solution to keep financial data organized. Shoes on a shelf, numbers in Quickbooks. I encourage clients to adopt one of the accounting software applications, whether on Mac or PC (but I’ll tell them Mac is better). As a member of the American Association of Daily Money Managers (AADMM), I stay connected with best practices and abide by their code of ethics.

In organizing my own life, I make sure to include healthy food, dance and yoga, and time with friends and colleagues. I am the treasurer of the board in 2015/16 for NAPO-SFBA, our association’s regional chapter, and I was the secretary in 2014/15. I also serve on the board of a conscious dance community (we run a fabulous summer camp, check it out).

I was born in New York, grew up in Florida, moved back to Manhattan, and then to the magical world of San Francisco. I live in Berkeley with in-house tech support, who also happens to be my wonderful and talented husband. I’m grateful every day for beauty and freedom in the Bay Area and in my life.

* Paper is not going away; although we’ll do all we can to go paperless and diminish the piles.

“I feel comfortable, safe and secure working with Susan around sensitive emotional areas like money, expenses, income, taxes, and the clutter of papers, books, clothes, and other stuff that I need to organize.”
— D.L. – Publishing consultant / Berkeley

“Susan, gently and clearly, helps me separate the wheat from the chaff. She helps me reach through my piles of denial and shame with just the right blend of humor, truth and encouragement.”
— M.Z. – Graphic Designer/Dance facilitator, DJ / Kensington

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