Jonathan Sussman CPA

About me:

  • South Florida born and raised

  • Bachelor of Arts in Accounting from Florida Gulf Coast University

  • Passed CPA exam on first try scoring 92% in taxation

  • Travels the world, living in hotels - executive homeless

  • Hobbies: Meeting new people & learning new languages

I am truly passionate about accounting, tax, and helping you live life with less stress and regret. That’s why I do it - I get to help people feel great by doing something that I love.

Ellen Housman CPA

I’m a licensed CPA who’s spent 15+ years in the C-suite, including tours as Chief Financial Officer for community banks and credit unions. I’ve wrangled multi-million-dollar budgets, filed mountains of regulatory call reports, and translated dense spreadsheets into plain-English insights that boards (and examiners) actually enjoy reading.

These days I bring that same know-how to small businesses and sole proprietors. From taming wayward QuickBooks files and everyday bookkeeping to delivering crisp month-end financials and cash-flow forecasts, my mission is simple: give owners rock-solid numbers they can trust so they can grow the work they love.

When I’m off the clock, you’ll find me slamming on the pickleball court, turning up the heat in a hot-yoga studio, or laughing with family and friends.

Marc Sussman CPA

I started my career at Ernst & Young, where I audited big and mid-sized companies. After that, I spent 20 years leading finance teams in healthcare, a field where clear numbers and strong controls are critical. Working in both big firms and strict industries taught me how to be clear, quick, and helpful—especially for small business owners who don’t need extra layers slowing them down.

Now, I help clients with everything from bookkeeping and tax planning to full financial audits. I’m known for explaining complex topics in simple ways and getting back to people fast so they can keep moving forward.

When I’m not working, I enjoy fishing in the Florida Keys.