Simplify The Books
Simple Finances. Smarter Decisions
QuickBooks ProAdvisor Certified (Levels 1 & 2) | Microsoft Excel Certified
OUR SERVICES
FEELING OVERWHELMED?
NEED TO GROW YOUR BUSINESS?
We will organize your finances so you're empowered to make decisions. We'll find the story within your numbers.
Running your own business is time consuming. With so many things that 'must' be done, it may feel there is never enough time in the day.
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Simplify The Books is here to simplify your world!
FRACTIONAL CFO
SERVICES
Strategic financial guidance for growing small businesses.
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Fractional CFO support gives you access to high‑level financial insight without the cost of a full‑time CFO. I help you understand your numbers, plan ahead, and make confident decisions about the future of your business. This service is ideal for business owners who want clarity, strategy, and a trusted financial partner by their side.
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Fractional CFO services may include:
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Cash‑flow planning and management
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Forecasting and budgeting
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KPI tracking and financial analysis
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Entity setup guidance (LLCs, S‑corps, EINs)
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Support with pricing, margins, and profitability
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Strategic planning and decision support
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Systems setup and workflow optimization
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Ongoing financial review and advisory
Whether you’re stabilizing, scaling, or preparing for your next stage of growth, Fractional CFO support helps you move forward with clarity and confidence.
OUTSOURCED
BOOKKEEPING
Nobody starts a business because they want to do their own bookkeeping. Outsourced bookkeeping takes back that valuable time to focus on running your operations, identifying new opportunities for growth, or simply getting some rest and relaxation from the stresses of entrepreneurship.
With outsourced bookkeeping, you also get access to the essential reports and financial statements every business owner should know about balance sheets, income statements, and cash flow statements.
Beyond day-to-day operations, having your bookkeeping taken care of by a professional expedites the tax filing process. You’ll have all the numbers you need to fill out the forms quickly with IRS-compliant reports for your tax return.
Typically, there are a few signs that it’s time to leave the DIY behind and bring on a professional.
It may be time to outsource your bookkeeping if:
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DIY bookkeeping is taking up more time than you can afford
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Your books are never up to date
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You’ve missed out on tax write-offs
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You’re struggling to stay on top of your cash flow
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You’re having trouble tracking accounts receivable and payable
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Making your estimated tax payments has become a major hassle
SERVICES OFFERED
GETTING STARTED
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Meet to discuss type of business and accounting system
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Start or take over QuickBooks file
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Organize & input existing transactions to current date.
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ON-GOING SUPPORT
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Download & categorize monthly transactions to QuickBooks
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Optional add-ons: invoicing, bill pay, income categorization, etc.
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Email monthly financial statements to client
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Monthly correspondence regarding financial status
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Serve as liaison between client & accountant throughout year
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Note: Work is completed from my home office
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SERVICES NOT OFFERED
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Legal business advice
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Tax preparation
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On-site bookkeeping
PRICING
Potential clients receive a FREE half-hour consultation.
From there, we will discuss your bookkeeping needs and develop a personal plan for your business.
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