Discover Your Financial POWER
LBL Financial helps business owners prepare for growth and stability.
LBL Inside the Numbers
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Businesses should prosper in spite of challenges.
We help our valued clients make intelligent and sound financial decisions through our advisory services and back-office accounting support. LBL can help you grow your business more quickly and efficiently – all the while supporting adherence to accounting best practices.
Our Financial Management Advisors have over 35 years of combined experience and a proven record in helping our clients see the bigger picture. We have spent years looking inside and beyond the numbers for our clients.
LBL Leadership

As a licensed CPA, Kelly has extensive experience as an accountant and auditor. She focuses on applying her technical experience as an engineer to take an analytical, structured approach to applied financial principles and problem-solving. Kelly has worked in public accounting with for-profit and non-profit clients as well as in corporate accounting before starting her own firm almost 20 years ago. She has assisted with Financial audits for Metra, PACE and RTA; the Chicago Public School System and many local towns and villages. She worked on compliance audits for the Inspector General in Washington DC, for entities contributing to restructuring efforts in Afghanistan.
Kelly approaches each client with definiteness of purpose, the knowledge of what her clients want, and a burning desire to help them achieve their dreams. From QuickBooks training to financial instruction workshops, Kelly enjoys providing financial education services to the public and her community.
Kelly’s mission for the people and businesses she encounters is best quoted by one of her favorite poets, Maya Angelou, “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
Key to success: Empower with purpose, triumph in the pursuit, and endure with peace of mind.

Aerica has a CPA license and has been in the accounting industry for over 20 years. The right hand to many, she has worked on everything from software implementations, financial statement preparation, account reconciliations, month end close, 1095-C/1094-C filings for ACA to working with 401k, IRS, workers compensation, bank and year auditors.
Aerica loves to develop and train others. Her mother instilled in her and her sister the importance of education and learning. This helped to cultivate a belief that you can learn or gain something from every experience that she has embraced throughout her career and passes on to others including the clients she works with.
Hear What Our Clients Have to Say
DeeDee Smith
Owner
Soggy Paws Mobile Spa
Kelly actually took the time to research my business not just the finances either but actually what I do so that she can better help me with my finances and make suggestions. She’s been a godsend and keeps me on the straight and narrow.
Dr. Burchell Love
CEO / Owner
Love Learning Center & Mama Lucy’s Catering
I’ve known Kelly for over 15 years and I met Kelly through a business partner of mine years ago. I was very impressed on our first meeting when she was able to tell me about her organization her team and her goals and her understanding of various businesses in the area of Chicago.
Paul Wargaski
Owner
Paul Wargaski Violins
LBL has help me grow this business from a one-man operation in an 800 square-foot studio to triple that amount, including a tripling of our gross income over the years last 10 years.
Contact Us
LBL Financial Services, Inc.
Chicago, IL 60617
phone: 312.219.5686
fax: 1.855.209.0554