SIMPLE BOOKS,

STRESS-FREE.

Our mission is to simplify accounting for businesses and entrepreneurs struggling with financial operations. We achieve this by leveraging trusted technology and efficient processes to deliver scalable, accurate financial data and insightful reporting—giving you clarity, control, and peace of mind.

What Do We Provide?

  • Online Accounting Quickbooks Online Setup (chart of account creation, automated bank and credit connections, financial reporting structure)

  • Accounts Receivable, Accounts Payable, Bill Payment, Payroll, Sales Tax and Bookkeeping services

  • Cash flow, Budget and Financial modeling

  • Bank loan and lender underwriting/ compliance needs

  • Consulting and financial advisory services

  • Tax Preparation (Corporate / Personal), Tax Planning

How Do We Provide This?

  • Consistent Deliverable of Goal Oriented Work Product

  • Use of Time-Tested Process and Procedures

  • Leveraging the Best in Breed Accounting Technology

  • Common Sense Approach to Solving Problems and Issues

  • Independent, Non-Judgmental Advice based on Facts and Analysis

As A Client, What Can You Expect?

  • An Accessible Online Accounting Program owned by you and maintained by Us

  • Consistent and Accurate Financial Deliverables

  • Access to Customized Document Retention Program (Egnyte)

  • Access to Bill Payment and Payroll Service Programs

  • Worry Free On Time Compliance Filings

  • Strategic Advice and Goal Oriented Financial Planning

  • Tax Compliance and Planning Services

Pricing

Elite Tier

Designed for larger businesses or those needing high-level financial leadership.
Fees starting at $5,000 / Month

  • CFO Services from a Dedicated Licensed CPA Consultant

  • Management of Client Accounting Staff and Functional Deliverables

  • Filing of Compliance Requirements

  • Production and Delivery of Regular Financial Reporting

  • Monthly Financial Statements

  • Cash Flow Projections

  • KPI Metrics and a Daily Dashboard

  • Financial Modeling

  • Tax Strategy and Compliance Meetings

Premium Tier

Best for growing businesses with more complex financial operations.
Fees starting at $2,500 - $5,000 / Month

  • Controller Services from a Dedicated Licensed CPA Consultant

  • Filing of Compliance Requirements

  • Production and Delivery of Regular Financial Reporting

  • Monthly Financial Statements

  • Tax Strategy and Compliance Meetings

Essential Tier

Ideal for small to mid-sized businesses with straightforward financial needs.
Fees starting at $1,500 - $2,500 / Month

  • Accounting Services from a Dedicated Licensed Accounting Consultant

  • Filing of Compliance Requirements

  • Monthly Financial Statements

Corporate & Individual Tax

Corporate Returns - Starting at $1,000
Individual Returns - Starting at $650

  • Preparation & Filing of federal and state tax returns for individuals and businesses

  • Maximization of Deductions & Credits to reduce tax burdens

  • Tax Compliance & Regulatory Support with the latest federal, state, and local laws

  • Self-Employment, Rental Property & Investment Reporting for individuals

  • Corporate Tax Planning & Filing for C-Corps, S-Corps, and LLCs

  • Strategic Tax Planning for future financial growth and savings

  • RS & State Audit Support and correspondence assistance

Add-on Services:

  • Multi-state tax filings

  • Amended tax returns

  • Tax projections & estimated payments

  • Year-round tax advisory

  • Tax planning for high-net-worth individuals