Expert & Reliable Financial Services
Susan Kelly, EA, MBA
SBK Financial Services was founded by Susan Kelly in 2020. With over 30 years experience in Accounting and Finance, Susan has worked in all industries and companies of all sizes. She earned her Bachelor of Science degree in Accounting from Fairfield University, an MBA in Finance from Sacred Heart University and she is an Enrolled Agent of the IRS and a Certified Quickbooks ProAdvisor. Susan’s work experience is diverse with working knowledge of the luxury retail, insurance, banking, investment banking, manufacturing, construction and health care industries. Ten years of her career was spent as a Controller in a small business. In this role she performed everything from setting up the business and the accounting system, launching the company website, to filing government forms and returns. With the core values of honesty, integrity and reliability, Susan enjoys helping individuals and small business owners take control of their accounting and finances. Whether it be by solving their tax problems or finding ways to maximize their profits. SBK Financial Services is here to take the burden of your accounting issues from you, so you can spend your time doing what you do best.