Peter, Treasurer – Hotchkiss Grove Shoreline District, Branford
“SBK has kept our HOA books for several years. Their work is timely, accurate and they offer thoughtful advice. They are readily available when we have questions or need a quick turnaround. I highly recommend their service.“
Steve, President – New Haven Community Boating (Canal Dock Boathouse)
“SBK has been a game changer for New Haven Community Boating. As a nonprofit, we need our books to be airtight for grant reporting, audits, and board oversight, and Susan delivers every time. Our records are accurate, organized, and always current, so we’re never scrambling when it matters most. Susan is sharp, responsive, and genuinely cares about getting it right for us. She has given our board real peace of mind knowing our finances are in good hands. If you’re a nonprofit looking for a bookkeeping partner you can actually trust, you can’t go wrong with SBK.”
Barbara, Treasurer – Clinton Art Society
Jeffrey Beatty, Owner – Law Offices of Jeffrey Beatty
Laura, President – Guilford A Better Chance Foundation
Ken, Executive Director – Sarah Foundation
Services Received: Bookkeeping, Payroll Support, Audit & 990 Support
“Susan has been our bookkeeper for over a year, and I highly recommend her. Susan has cleaned up our books, made our monthly closing process run smoothly, and is an excellent resource for all of our accounting needs. She has proven to be very knowledgeable, professional and reliable. Susan is a pleasure to work with and it brings us peace of mind to have her on our team. We know we are in good hands!“
Andrew, Board Treasurer – The Madison Foundation
Services Received: Bookkeeping, Fund Level CFO & 990 Support
“Susan has been fantastic in helping our Non-Profit with our accounting and bookkeeping needs. Couldn’t recommend highly enough!!”
Deanna – Mobile Home Park Owner
Services Receieved: Bookkeeping, Payroll Filings, 1099 Filings
“SBK rescued my books and provided a clear path to accurate and efficient record keeping. They are professional, efficient and knowledgeable.“
Donna – Excavating Company and Equipment Sales
Services Received: Bookkeeping, Budgeting, Employee Retention Credit Review, Tax Strategies
“I would highly recommend Susan for all your financial needs! It is no easy task to trust someone with your family business financials but Susan has done an amazing job at helping our companies’ books stay organized, up to date, and clean. She is trustworthy, thorough, responsive, efficient, helpful, intuitive, and professional. She has taken on extra tasks for us and helped us immensely!”
Dana – Professional and Management Development Training
Services Received: Accounting, Book cleanup, Bookkeeping, Consulting, QuickBooks consulting
Very professional and wonderful to work with! “I recently had the opportunity to work with Susan and am so happy I did! I connected with her under very stressful circumstances as I was scrambling to pull my books together to do my taxes. Susan jumped right in, was able to solve challenges I was having and come up with suggestions for both my immediate challenges and for how to do things better in the future. One of my challenges required her to consult with others and do a lot of sleuthing and I was so impressed by her desire to help and her dedication and service. I am hiring her on an ongoing basis so that I can take control of my finances and be the smart business woman I want to be. I recommend her highly and without reservation!”
Christie – Interior Designer
Services Received: Quickbooks Online Training and Process Review
Susan was very professional. “Susan was able to see me very quickly, and was on time for the appointment. She was knowledgeable and helpful. She also offered her services and assistance for future issues that may arise. She was able to walk me through many new things in QB online, and offered services to continue future progress. She was patient and understanding, and I would recommend her.“
John – Real Estate Owner & Expert
“SBK Financial Services have been very helpful to our organization when it comes to financial reporting and bookkeeping services. The effort they take to make that our financial recording is accurate and up to date greatly aids our efforts to manage the business. They care greatly about our success and often go above and beyond expectations. I suggest that anyone who wants to uplevel their financial accounting work with SBK.“
Marc – Wealth Advisor
“I would highly recommend SBK Financial Services. Susan has taken the time to get to know my business and keeps our books very organized. Susan is very detail oriented, responsive to all my questions and continues to help me improve my books and reporting.”
Brittany – Wealth Advisor
“We have been clients of Susan’s for just over a couple of years now and our experience with her has been wonderful. Her attention to detail, expertise in her field, patience and brainstorming to figure out what best works for our company, as well as getting concise, detailed, accurate recording and reporting of business activities has been invaluable. She is also a pleasure to work with. Highly recommend her professional services!“