Grad Spotlight - Lucie’s Designation Strengthens Her Business

Lucie Hansom earned her DFA-Tax Services Specialist designation in 2012 and in 2013 attended her first Distinguished Advisor Conference. We are pleased to have Lucie as one of our distinguished grads.

How the DFA-Tax Sevices Specialist Designation Program Has Been Valuable:

"Adding personal tax returns to my bookkeeping business was a good fit for me. Knowledge Bureau provided me the skillsets and knowledge building necessary to provide clients accurate and tax-efficient tax returns."

Meet Lucie Hansom

Lucie Hansom has been providing bookkeeping, office management and business administration and services to small businesses for over 20 years. Lucie started operating SUM Bookkeeping & Office Services in 2009 and began including personal and small business income tax preparation in 2010. 

“I strive to establish high personal and professional standards with a commitment to excellence.”  

Certificates and recognition include:

• Certified Professional Bookkeeper  - Institute of Professional Bookkeepers (2010)
• Premier Advisor - Sage 50 (Simply Accounting)  Sage Accountant Network (2010)
• Certified Personal Tax Practitioner – Knowledge Bureau (Diploma) 2011
• Certified Distinguished Financial Advisor – Tax Services Specialist – Knowledge Bureau (Certificate of Distinction) 2012

Lucie enjoys working with Small Business and provides a full range of administrative and accounting / bookkeeping services, including:

• Full cycle bookkeeping
• Payroll and government remittances
• Budgeting and cost analysis
• Office organization
• Policy and procedure development
• Information and technical support
• Staff training and supervision
• Personal and small business tax preparation