“Healthy growth means opportunity. It is working together with our clients and other members of their advisory team to achieve sustainable, structured, strategic growth.”
MY CLIENT PHILOSOPHY: Working with clients is a privilege I do not take for granted. I treat each client with professionalism and great respect. Being a business owner is not easy and I understand that for most business owners accounting, taxes and benefit plans are not the top priority. My goal is to facilitate my clients’ understanding of their needs, goals and objectives.
My unique specializations include tax, audit & assurance, employee benefit plans, internal controls and healthcare and allow me to offer a full spectrum of growth services to my clients.
WHAT DRIVES ME: I am energized by working with our great clients and my co-workers. I appreciate the skillset and knowledge base of my partners and the staff at Apple Growth Partners. The most gratifying part of my job is seeing the pride my clients have in their business and learning their personal journey. Being a CPA and trusted advisor is a blend of good listening, having the hard conversations, technical skills and relationship-building. Because I’ve been in the business for 30 years, I have watched the transition from one generation to another in family run businesses and the transition of management teams in our larger clients.
NOTABLE CLIENT SUCCESSES: For many of our clients, we have worked together from the inception of their business and it’s been my privilege to help them grow their personal wealth and business value by efficient tax planning and creative benefit solutions.
OUT OF THE OFFICE, YOU’LL FIND ME: Spending time with my husband and family, including my grandchildren. Yes, I’ve fallen prey to the grandmother syndrome. I also love gardening and floral arranging.
ON MY BUCKET LIST: I have six more states to explore and Alaska is a high priority. I’m ready to travel anywhere.
What are some issues within your specialty that are commonly overlooked or not addressed by clients? Why are these important to address? Employee benefit plans are critical in both compliance and design matters. Both the IRS and Department of Labor are actively engaged with benefit plan compliance. Health plans, especially for employers with more than 100 employees are subject to a myriad of regulations and are the current focus of the DOL. Beware, there are many traps including the 5500 filings, all of the required notices and employee communications. Don’t just assume that your insurance carrier or benefits advisor is covering each of the regulations.
For healthcare, the responsibility of protecting the security of personal health information is critical and is a pervasive factor in all areas of operations. It isn’t just a software issue. There are many law changes which seem overwhelming but healthcare opportunities are abundant.
What are some of the most pressing issues facing your clients today and how do you add value in helping them tackle them? Finding good employees is a major issue facing my clients. There is no magic bullet. Generally, it is far less expensive to retain the right employees than to hire new employees. Working with compensation and benefits may be a way to retain valued employees.
In addition, it’s important to understand the changing requirements and marketplace of healthcare. Historically, medical practices have been more tax driven rather than focused on the business model. In today’s environment, the business model is critical and will determine whether the practice can thrive and find the silver lining.
MORE ABOUT SUSAN PEIRCE
Passionate + Energetic + Creative + Trustworthy + Team oriented
- Bachelor of Business Administration — Kent State University
- Masters of Taxation — The University of Akron
- Ohio Society of Certified Public Accountants (OSCPA)
- American Institute of Certified Public Accountants (AICPA)
- Advanced Health and Welfare Plans Audit Certificate Exam (AICPA)
- Leadership Akron Alumna
- Sought-after speaker on employee benefit plans for national and state CPA conferences (AICPA, OSCPA, North Carolina Society of CPAs and Louisiana Society of CPAs)
- ATHENAPowerlink – Greater Akron Area chair
- Mobile Meals – past president
- Alzheimer’s Association Greater East Ohio –past president
- Leadership Akron – Class XV
- Tallmadge Board of Tax Review