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Simplify The Books
Simple Finances. Smarter Decisions
QuickBooks ProAdvisor Certified (Levels 1 & 2) | Microsoft Excel Certified
Simplicity is the Key to Success
About Us
What we do?
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We help small business owners simplify their finances so they can run their business with clarity and confidence. Our services include bookkeeping, cleanup & catch‑up, and Fractional CFO support such as cash‑flow planning, forecasting, and entity setup guidance.
When your numbers are organized, everything else becomes easier.
FRACTIONAL CFO SERVICES
Fractional CFO support gives you strategic, high-level financial guidance without the cost of a full-time CFO. This includes helping you understand your numbers, plan for growth, improve cash flow, and make informed decisions about the future of your business. Whether you're scaling, stabilizing, or preparing for your next stage, fractional CFO services provide clarity, insight and a trusted financial partner by your side.
MONTHLY BOOKKEEPING
Managing businesses monthly bookkeeping needs is our bread and butter. We handle the reconciliations and transaction categorizations so that your data will remain accurate and up to date. Having updated financial information enables you to do everything from paying taxes on time (and without penalties), to reviewing financial statements (the balance sheet, income statement, and statement of cash flows), to being able to find out which vendors you have paid or which customers have paid you. Without accurate financial records your are flying blind. Don’t fly blind, it’s not a good idea. Let us handle your monthly bookkeeping needs so you can handle everything else.
CLEANING UP OLD BOOKS
Have you been really busy and fallen behind on your books? Or, perhaps you’re not confident in the work your previous bookkeeper did? Or maybe you’ve lost all of your data and need to create your books from complete scratch. Whatever the case is, we are here to help. Cleaning up old books is one of our specialties. We can come in and create order out of chaos. We’ll get all of your bookkeeping data into your software and enable you to analyze your financials, pay taxes, or do whatever it is that you need to do. Don’t fall even further behind, reach out to us today!
ACCOUNTS PAYABLE & RECEIVABLE
Accounts payable is the recording and management of bills sent to you by vendors, and accounts receivable is the recording and management of invoices you send to customers. Properly managing AP and AR ensures that you pay your bills on time and get paid on time. We can just record your bills and invoices and let you handle the payments, or we can manage the entire process start to finish. We can just do the AP and leave the AR to you, or just do the AR and leave the AP to you, whatever helps you the most.
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