Simple Financials
clarity to grow
your business
Be confident in your business decisions. Simple Financials
will guide you through every stage of your growth
How Many Small Business Owners Feel
Stressed
You feel Stressed and
sometimes overwhelmed by
running your business
Unclear
You want Clarity on the
Financial Health of your
company
Concerned
You feel Concerned you
can’t afford high quality
professional financial help
Constrained
You want to Grow
your business but not
sure how
Worried
You feel Worried that
your bookkeeping is
not being done right
From bookkeeping to
dynamic financial forecasting
We’ve got you covered on your unique and particular needs.
What We’ll Guarantee We’ll Deliver to You
100% Accurate Financials
Financial Clarity
Higher Revenues
& Profit
Peace of Mind
Increased Business Value
If we don’t make you more money than we charge you, we will fire ourselves!
Our Proven Process
Right Fit Meeting
Not all companies are ready for this type of overhaul. So the first step is to make sure what we offer is a good fit for your business.
Bookkeeping Review
and Quotes
- Proprietary 36 Point Bookkeeping Review (Free)
- Quote for Bookkeeping Cleanup (Free)
- Quote for Bookkeeping Cleanup charged Monthly (Free)
Our Happy Clients
Simple Financials Has been a game changer for me and my business. They’ve provided the expertise and guidance to allow me to use my time to work on my business more, and I would highly recommend working with them!
Andrew Redpath
Lorem COO
John and his team are extremely easy to work with. They are always very responsive and are willing to give as much help as needed.
Andrew Redpath
Lorem COO
Core Values
Prioritize Precision – Elevate Financial Clarity – Go Above & Beyond
Brand Promises
Uncompromised Accuracy, On-time Financial Reports, or We’ll fire ourselves
Monthly Bookkeeping
Accuracy and Organization: Highlight the importance of meticulous recording and categorization of financial transactions.
Payroll
Employee Satisfaction: Discuss how accurate and timely payroll processing contributes to employee satisfaction and morale.
Clean up
Efficiency Improvement: Discuss how clearing up financial records streamlines processes and reduces errors, leading to increased efficiency.
Tax preparation
Maximizing Deduction: Discussion strategies for identifying and maximizing eligible deductions and credits to minimize tax liability.
What We’ll Guarantee
We’ll Deliver to You
Bookkeeping Cleanup and Optimization
This is quoted as a one-time upfront payment. We will update your books and reconcile and adjust the accounts. The goal is for you to have an accurate picture of your company’s financial health.
Ongoing Bookkeeping
Starts at $500 monthly. Your books will updated weekly, and Financial Reports will be sent monthly after the month-end review and account reconciliation. The goal is for your to be able to focus on managing and growing your business, as we take care of the tedious bookkeeping.
CFO Growth Minded Financial Strategy Services
A monthly fee for a select group of companies that are ready for aggressive growth. The goal is to help you add more value to your business by strategically planning and driving growth initiatives, while efficiently allocating resources.