SIMPLE BOOKS,

STRESS-FREE.

Our mission is to provide simple accounting solutions for companies and business owners who struggle with their finance and accounting operations. We do this by leveraging commonly used technology with common sense processes and procedures to produce scalable information and valued reporting.

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

CFO

Revenues in excess of $10MM / Year

Range fees of $10,000-$15,000

  • 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

Controller

For companies between $1MM and $9 MM, range fees from $2,500 - $7,500

  • 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

Staff Accountant

For companies between $100K and $1MM,
fees between $250 - $1,500

  • Accounting Services from a Dedicated Licensed Accounting Consultant

  • Filing of Compliance Requirements

  • Monthly Financial Statements

Tax Work

Corporate Returns - Starting at $750

Individual Returns - Starting at $500