Susan Knox is a CPA, ret., financial planner, and has a long association with higher education. She taught accounting at Franklin University and was an administrator at The Ohio State University, serving as director of Internal Auditing, assistant to the provost, and associate university treasurer.
As associate university treasurer, she had responsibility for student aid accounting, student loans collections, fees and deposits, systems development, cash management, and short-term investments. As assistant to the provost, she had budgetary responsibility for the eighteen colleges of the University.
She left Ohio State to start her CPA firm specializing in personal financial planning and taxes. She earned a Certificate in Educational Achievement for Personal Financial Planning from the American Institute of Certified Public Accountants. Her clients frequently characterized her as a careful listener, nonjudgmental observer, and teacher. She believes those qualities translate into the tone of Financial Basics.
After Susan and her husband moved to Seattle, she was consulted by a private student loan agency whose staff was concerned about students borrowing money without having much financial experience. They wanted to talk with a financial planner about how they could help their student borrowers become more informed. After hearing about problems their borrowers had encountered, she thought if she could write a book that would reach students before they begin to make significant financial decisions and give them simple, common-sense information about money, it might prevent students from making mistakes that could haunt them for the rest of their lives. She hopes that Financial Basics will put students on the path to making smart financial decisions and to becoming masters of their financial lives.