Sue Reed, CPA, CFP®

Accounting/Tax Services

Susan Reed is a Partner with Sax and is Head of the firm’s Healthcare Practice.  She has extensive accounting and tax experience focusing on the Healthcare industry.  She prides herself on her ability to solve even the most complex issues through innovative and tailored solutions for clients that include large regional medical groups, single and multi-specialty practices, ambulatory surgery centers, dental practices and medical laboratories.

Susan’s primary focuses are acting as an operational consultant for medical and dental practices, assisting groups with mergers and acquisitions, and guiding group practices through the formation of super groups.  Susan’s advisory practice focuses on, but is not limited to: physician practice assessment, physician compensation, practice succession planning, practice valuation, taxation, group practice evaluation, strategic business planning and new practice set up.

Susan is a Certified Public Accountant in New Jersey, and a Certified Financial Planner™ professional. She is also a frequent speaker and author for many industry associations on relevant healthcare issues.

On a personal note, Susan enjoys boating and kayaking.  

EDUCATION

• Bachelor’s degree in Business Administration, Montclair State University

COMMUNITY

• Board Member, St. Joseph’s Health Foundation

• Member, Healthcare Financial Management Association (HFMA)

• Member, Medical Group Management Association (MGMA)

• Member, Sax P.O.W.E.R (Professional Organization of Women Empowerment and Results)

• Member, New Jersey Society of Certified Public Accountants

• Member, American Institute of Certified Public Accountants

• “New Jersey’s Best Women in Business,” NJBIZ (2009)