TRUSTED ADVISOR
35+ years of executive
financial leadership
PERSONALIZED SERVICE
Solutions tailored to your
unique needs
DISCRETION & INTEGRITY
Your information is handled with the utmost care
FINANCIAL CLARITY
Organized, accurate, and
actionable insights
FAMILIES, BUSINESSES & INVESTORS
SERVICES FOR
FAMILIES & HIGH NET WORTH INDIVIDUALS
We help organize your financial world, track what matters, and coordinate with your trusted advisors.
-
Personal Financial Statements & Net Worth Tracking
-
Investment Oversight & Performance Review
-
Document Organization & Cash Flow Management
-
Support for Tax Estimates & Compliance
LEARN MORE >
SMALL BUSINESS
Reliable accounting and day-to-day financial management so you can run your business.
-
Bookkeeping & QuickBooks Expertise
-
Account Reconciliation & Reporting
-
Cash Flow Monitoring & Budgeting
-
Preparation of Documents for Tax Professionals
LEARN MORE >
INVESTMENT OVERSIGHT
We serve as your financial hub, coordinating with your investment and wealth management teams.
-
Portfolio Tracking Support
-
Liaison with Financial Institutions
-
Review of Investment Performance (Non-Advisory)
-
Organization of Investment Documentation
LEARN MORE >
ABOUT SUZANNE BALLEK, CPA
With over 35 years of experience in accounting and financial leadership, Suzanne Ballek provides the expertise and the insight of a seasoned CFO with the personalized attention of a trusted advisor.
-
Former Vice President & CFO for multiple real estate and corporate entities
-
CPA licensed in the State of Illinois
-
Extensive experience working with executives, families, and institutions including highly recognized financial institutions
-
Expert in QuickBooks, Excel, and Word
My mission is simple:
to bring clarity, structure,
and confidence to your
financial life or business.
- Suzanne Ballek, CPA
FAMILIES, BUSINESSES & FINANCIAL PROFESSIONALS
TRUSTED BY
Clients rely on SIB Accounting Enterprise for clarity, organization, discretion, and dependable financial oversight.
Whether supporting a family, an executive, or a small business, our role is to bring structure to complex financial details.
“Suzanne brings a level of financial organization and professionalism that makes complex information easier to understand and manage.”
FAMILY OFFICE CLIENT
LET'S GET YOUR FINANCIAL WORLD ORGANIZED.
Schedule a confidential consultation to discuss how we can help.