About Us

Our Mission

Expert & Reliable Financial Services

Susan Kelly, MBA

Founder & CEO

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 and an MBA in Finance from Sacred Heart University. Susan is also a Certified Quickbooks ProAdvisor.


Susan’s work experience is diverse across multiple industries: luxury retail, insurance, banking, personal financial advisory, manufacturing, construction, health care, non-profit, legal, real estate and farming. 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 core values of honesty, integrity and reliability, the staff at SBK Financial Services enjoy helping organizations take control of their accounting and finances. We're here to take the burden of your accounting issues from you, so you can spend your time doing what you do best.

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We are here to support you. If you have questions please do not hesitate to contact us.