Susan J. Peirce, Cpa Email & Phone Number

APPLE GROWTH PARTNERS Sue Peirce is a principal and leads the employee benefits audit and specialty services team at Apple Growth Partners. In addition to her audit work, she provides consulting services to business owners and professionals on tax and accounting strategies, with a special emphasis on employee benefits and employee benefit plan audits and reporting. Her expertise includes a focus on qualified retirement plans and related design, compliance, nondiscrimination testing, distribution and reporting issues. Sue has led the development of numerous services at the firm including:• Specialty audit services,• Benefit plan design and administration,• SOC audits and readiness • ACA reportingShe has also implemented lean principles in the delivery of employee benefit plan audit services to achieve more efficient processes and outcomes of benefit plan audit engagements.Sue consults with corporate clients on various issues regarding employee pension and benefit plan design and termination, including compliance with Internal Revenue Code. She advises clients with respect to establishment, amendment and administration of welfare benefit plans, and ERISA fiduciary issues. Sue also advises corporate clients on employee benefit aspects of asset purchase and stock purchase transactions. Specialties: Employee benefits ACA regulationsACA reportingHealthcare SOC EngagementsSOC AuditsSOC readinessEmployee Benefit plan auditingEmployee Benefit plan consultingEmployee Benefit plan reportingPhysician practices

Listed skills include Employee Benefits, Accounting, Tax, Auditing, and 14 others.

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  Principal

  Apple Growth Partners

  Oct 1989 - Present - Cleveland/Akron, Ohio Area

  Apple Growth Partners' mission is to provide services and creative solutions that deliver healthy, sustainable growth for our clients and is an independent member of the BDO Alliance USA. For me, healthy growth means opportunity. It is working together with our clients and other members of their advisory team to achieve sustainable, structured, strategic growth. Working with clients is a privilege I do not take for granted. Being a business owner is not easy and I understand that accounting, taxes and benefit plans are not the top priority. My goal is to facilitate our clients’ understanding of their needs, goals and objectives.I am energized by working with our great clients and the great team at Apple Growth Partners. 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 our 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. Apple Growth Partners offers a unique, proprietary, Healthy Growth Checkup to assist business owners and executives in assessing their business strategies to help them achieve growth and success.Sue is a regular contributor to the Apple Growth Partners newsletter. Sue is a frequent speaker and has presented at the AICPA National Employee Benefit Plan Conference, various state CPA societies and for multiple CPE providers. Sue also served as the president of Flexible Benefits Systems, Inc., a third-party administrator of qualified plans through 2015.