Accounting
Organized books and financial reporting you can use.
- QuickBooks Online setup
- Bookkeeping, bills, and payroll
- Monthly financial statements
SERVING CLIENTS NATIONWIDESAN FRANCISCO · LOS ANGELES · NEW YORK · MIAMI · DALLAS · LAS VEGAS
AI-powered
tax & accounting.
Human expertise.
Your numbers should help you move forward. We combine AI-powered workflows with experienced CPAs for accounting, tax planning, and practical business advice.
A complete accounting partner
The details today.
The decisions ahead.
Connect your everyday financial work with the bigger picture. Find the accounting, tax, and advisory support that fits your business.
Tax
Preparation and planning for your business and for you.
- Business and individual returns
- Federal and state preparation
- Projections and year-round planning
Controller & CFO
Financial context for the choices in front of you.
- Cash flow planning and budgets
- Financial modeling and reporting
- Business advice and tax strategy
Working together nationwide
Work with us.
From wherever you are.
We serve clients across the U.S. Calls, shared documents, and clear next steps keep your accounting moving wherever you work.
Meet and make a plan
Start with a 15-minute call. Tell us about your business, tax needs, and deadlines. We agree on the services, fees, and timing before the work begins.
Share through your Lockbox
Use our Client Checklist to get organized. The team provides access to your Simple Accounting Lockbox and helps identify the records and account connections needed.
Review the work together
Receive the reports, returns, or advice covered by your engagement. Arrange a call to walk through the work, answer questions, and agree on the next steps.
Your onboarding plan sets the contact person, document-sharing instructions, delivery dates, and review schedule.
Technology with professional judgment
More clarity.
A human perspective.
AI-powered workflows support the work. Experienced accounting professionals review the numbers, consider your circumstances, and help turn financial information into practical next steps.
Start with the records
Bring your accounts, documents, and reporting into an organized workflow. Your business owns its QuickBooks Online account and keeps access to its financial information.
Apply professional review
Accounting and tax work calls for context. We connect the records with reporting requirements, planning questions, and the facts of your business.
Make the next step clear
Use your financial statements and advisory conversations to understand what happened, consider what comes next, and plan with better information.
Introducing Simple Books · Private pilot
From your files
to a useful first draft.
An automated workspace for turning documents into summaries, draft memos, checklists, and answers—with links back to the source files.
Upload your documents, ask for what you need, and keep your files and past work together for the next question.
The pilot is currently limited to internal testing with fictional documents. Automated drafts need review; professional accounting and tax services are separate engagements.
simplebooks.Illustration
“What happened this month?”
A first draft of the financial story, with supporting documents close at hand.
- Bank statement
- Credit card statement
- Supporting receipt
Fictional example · Source links retained
AI Recruitment
From candidate links
to a focused shortlist.
Define the role you need to fill, collect candidate profile or résumé links, and keep relevant experience and source notes in one place.
Review up to five people at a time, follow the source links, and decide who deserves a closer look.
Candidate links and drafts stay in your browser tab; download your project to reopen it later. Qualifications, current roles, and interest need confirmation.
AI recruitment.Illustration
One role. A clearer shortlist.
Keep the evidence close to each decision.
- Define the roleJob requirements, relevant experience, and location.
- Collect source linksProfiles or résumés you find, with your notes.
- Review up to fiveCompare the evidence and list what still needs checking.
A conversation with your CPA
Talk through
what matters to you.
Meet Kirk Cole, CPA, founder of Simple Accounting Solutions. Start with the questions on your mind: your books, your taxes, your cash flow, or the next stage of your business.
A 15-minute introductory call gives us a place to understand what you need and discuss a useful next step.
Book a 15-minute call with KirkMeet our team Read reviews on Yelp
CLIENT CHECKLIST
Know what to bring.
Select what applies to you and get a starting list of tax and bookkeeping records. Check off what you have, then download your list for your conversation with us.
Your starting checklist
Only gather records that apply to you. Your preparer may request more, including state-specific documents. This tool organizes records; it does not determine deductions or filing requirements.
Discuss your next step ↗U.S. federal recordkeeping references: Individual documents · Business records · Payroll records · Rental records. Reviewed September 2026. The year labels your records; this is not year-specific tax advice.
Let’s talk
Your next step
starts here.
Bring your questions. We’ll start with your business and what you need next.