Vicki Kosuda, CPA, CITP
Victoria Kosuda is the managing consultant at Beyond Financials Consulting where she provides financial consulting and coaching to small businesses in New Jersey, New York, and across the United States.
A recognized leader in the accounting industry, Vicki has been named to the New Jersey CPA A-List for her expertise in accounting technology, has chaired the Technology Interest Group of the NJ CPA Society, and has been a member of the NJCPA Magazine editorial board. She has also been selected as a CPA Ambassador for the AICPA.
Vicki is also a Certified Profit First Professional (PFP) which provides her with a methodology for addressing the issues small business owners face around managing cash and driving profitability.
Prior to starting her own business, Vicki began her career with Ernst & Young, LLP as an auditor, but spent most of her career in the Financial Planning and Analysis department of large corporations, supporting the CFO. Her roles have included financial management, budgeting, forecasting, and financial system design. Vicki has worked at AT&T, Pharmacia, Pfizer, Schering-Plough, and ImClone Systems (a subsidiary of Eli Lilly) and has worked side by side with top consulting firms such as McKinsey & Company and Accenture.
In addition to her extensive experience with large companies, Vicki spent several years in an accounting firm environment working with small and mid-sized business owners on their accounting and tax needs. Vicki’s combined experience with small businesses and large corporations gives her a different perspective than many CPAs. She can help you look at the details of your business, understand the financial results, and set strategic goals.
Vicki has earned the following certifications in accounting software:
- Certified QuickBooks ProAdvisor
- Xero Certified Advisor
- FreshBooks Certified Accountant
- Bill.com Certified
- Spotlight Reporting Partner
At Beyond Financials Consulting, our small business services go beyond preparing financial statements and year-end tax calculations. We take a proactive approach to our clients’ financial needs by working closer to their business than traditional CPA firms. Our top priority is making sure our clients understand their financial results and can make informed decisions.
We strongly believe small business owners need better access to real-time, insightful information about their business in order to plan and make sound decisions. We develop management reporting that helps business owners better understand the activities that are driving their financial results. We review these results with our clients on a monthly basis to pinpoint areas of the business that require focus. We help our clients to be proactive and understand where their business is headed instead of reviewing financial statements after the fact.
At the end of the day, business owners want to increase revenue, enhance profit, secure cash flow, and create value in their company. By enabling better financial control, better control of tax liabilities, and an increased focus on results, Beyond Financials Consulting can help business owners achieve their goals.
“Vicki takes the hassle out of bookkeeping for my small business – she simplifies processes, improves reporting, and generally takes stuff off my plate so I can stay focused on what I love to do.”
Marisa SmithSame Page Leadership
Vicki is a lifesaver! I have recommended her to other small business owners and now they are clients — and fans! Vicki is calm and reassuring, willing to take time to explain issues and extremely adept at what she does. I can’t recommend her highly enough.
I came to Beyond Financials Consulting (BFC) when I started a new business. I was the only employee and had no accounting experience. BFC’s work in setting up my books in Xero and providing me with a basic accounting tutorial was crucial to helping me acclimate to operating a business. Since that time, BFC’s on-going review and guidance for my accounting remains invaluable.
Dean SemerSemer Law Firm
“Vicki has been such a valuable resource as I’ve worked to grow my business. She is patient but firm, super organized and knowledgeable. She has helped me to develop a good understanding of the true financial picture with regard to my business, and to crystallize what needs to be done to continue to grow. In addition, she has been a great sounding board whenever I’ve found myself considering taking an important step forward.”
Robyn CarterJump Rope Innovation
“After going through a few accountants who didn’t understand our business and didn’t offer the kind of attention we needed, we chose Beyond Financials and never looked back. We’ve been working with Vicki for several years now and couldn’t be happier. She is consistent, professional, and offers guidance that goes beyond accounting. Vicki is a total rockstar.”
“One of the best decisions I have made was retaining Beyond Financials a few months into the start of my business. Vicki is much more than an accountant – she takes her time to understand each one of her clients and helped us craft a strategy for success. She isn’t afraid to voice her opinion and is careful to research each matter. As a technology company that has to stay current, I am pleasantly surprised at how she is continually staying current on legal, regulatory, tax and other pertinent areas. If needed, she has consulted outside resources so that we can make decisions with a complete 360 view. As we approach our fifth year in business, with growth each year, I could not have done it without her. She is one of my most trusted advisers and has helped us keep our company moving in the right direction.”
“Teaming up with Vicki was one of the best strategic moves I’ve made. Having a solid grasp of my business’s numbers allows me to make better decisions and to understand and appreciate areas for growth.”
We are a small business working with Vicki and Beyond Financials Consulting for over 5 years now. She has helped us simplify our accounting and reporting and is very responsive to our requests for help. They are professional, helpful, and knowledgeable and are very good at keeping things simple!
Mark F. SwingleWestfield Financial Planning
Vicki and her team are always there for me and my business. They are an integral part of my team and I would be lost without them. Thank you for everything you do for me!!
Tom GaynorG Wiz Computer Consulting
Vicki is a lifesaver. She’s knowledgable and helpful when it comes to all things accounting and taxes. Vicki is super responsive and explains things so that I understand them, and she is incredibly patient in doing so. Providing both bookkeeping and tax returns has made my life so much easier! Hiring her was one of the best things I’ve done for my business.”
We have been working with Vicki for close to 3 years; here’s why: exceptional attention to detail, superior reports, on time execution of our AP/AR functions, provides help with our tax preparation and available when we need quick answers to questions or clarifications. It has been an outstanding experience.”
Vicki is organized, efficient and almost always quick to respond to any questions, no matter how big or small they might be. By working with Beyond Financials I have peace of mind at any point of the month or year that my books are always in order and I have some to ask anything to when it comes to taxes or financials for my S Corporation. It’s great that Vicki not only knows the books and how they should work, but is a certified accountant that is also overseeing the taxes and payroll.”