Client success stories

"The single focus strategy changed everything for us. Instead of worrying about every expense, we now focus on one goal at a time with total confidence in our numbers. Highly recommend their CFO services."

Sarah Miller

CEO

"Working with Simplified Partners secured our future. They fixed our cash flow leakages and provided a clear path to profitability that we could actually follow. Our small business is finally thriving. Best of all, I finally feel in control of my money."

David Chen

Managing Member

"I was so behind on paying my vendors and was having major cash flow problems. Simplified Partners cut through the operational waste and helped me understand where my money was going. They are a true partner for growth."

James Wilson

Founder & Director

Clean Up Your Books +

Your Business FOR GOOD

Clean, Accurate Books + Clear Insights to Ensure Your Business is Running Smoothly & Profitably

Your Partner for Accurate Books & Financial Consulting Services You Can Count On

A Cut Above the Rest

My firm, Simplified Partners, provides bookkeeping with valuable insights & business planning services. We have solutions for startups up to 7-figure small businesses.

My firm is different than most out there. How? Here are a few ways:

- We study your business financials and find valuable insights you might not be aware of

- We prepare a monthly financial packet for you complete with key findings & your Top 10 Spend

- We prepare and send a monthly recorded video for you to review and take action on

As you grow, or for established businesses, our blended accounting + Fractional consulting service helps you to grow cash flow, reduce debt + regain control.

Get in Touch

How We Help You Succeed

1. Books Audit

We start by reviewing your existing accounting records and see what will need to be cleaned up and corrected. We send this report over to you quickly within 1 business day.

2. Onboarding

Once you decide on a package that is best for you, we set to work getting your account setup & your onboarding meeting scheduled.

3. Bookkeeping

We perform full-service bookkeeping. For more than simply categorize, we reconcile your accounts and ensure reports are accurate.

4. Reporting

Receive a monthly management report package containing 5 reports and a summary video. We translate complex data into clear takeaways and valuable insights.

5. Planning

More than just sending over a financial packet, we help track impactful expenses and make you aware of financial trends that could be negatively impacting your business

6. Strategy

Choose our Fractional Controller or Fractional CFO service, and we will help build out the financial area of your business with solid workflows that save you time and money.

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Your Numbers Tell a Story.
We Help You Write a Better Story.

The financials highlight how you're doing now and how you can improve. You might be carrying too much inventory, paying too much payroll or increase your sales. But how do you know where to start?

Our Fractional Controller & Fractional CFO packages not only deliver excellent and consistent bookkeeping, we help you analyze your numbers, see trends from past months and develop an action plan for growth.We pick 1 monthly focus for your business.

S -- See the Full Picture

We start with an honest, plain-English view of your financial health — no jargon, no guessing. You'll know exactly where you stand before we decide what to fix first.

I - Isolate the Real Issues

I dig past the symptoms to find the actual root cause of what's draining your cash or your time. No more guessing at band-aid fixes that don't hold.

M - Move on What Matters Most

Each month, we tackle a top priority - not everything at once. This keeps the work focused and actually finished, instead of scattered across a dozen half-solved problems.

P - Prove the Progress

I track every change so you can see real, measurable improvement by the end of each month - not just promises, but results you can point to.

L - Lead with Clarity

At the end of the month, you'll have the clarity and systems to lead your business with confidence. If there's more to tackle, we simply start the next sprint.