"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."
David Chen, Managing Member
Success stories
"The 90-day 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
"I finally stopped feeling overwhelmed by my finances. 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
A Unique Combination of Finance & Operations Expertise
Not Like 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.
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My firm is different than most out there. How? Here are a few ways:Â
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- 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 SpendÂ
- We prepare and send a monthly recorded video for you to review and take action on
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As you grow, or for established businesses, our blended accounting + Fractional executive service helps you to grow cash flow, reduce debt + regain control.
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How We Help You Succeed
1. Onboarding
We start by getting access to your accounts and gathering essential documents. This allows us to do our work while you focus on growing your business.
2. Categorization
Every transaction is reviewed and sorted into the correct category. This provides the foundation for accurate financial reporting.
3. Reconciliation
We match your bank statements with your ledger to ensure not a single penny is missed. Balance is key to clarity.
4. Reporting
Receive clear financial statements and a summary video every month. We translate complex data into actionable insights.
5. Planning
For those who choose our Fractional Controller or CFO packages, we plan out the next 6 to 12 months based on your latest financials and see what areas of the business could be improved.Â
6. Strategy
Work with your CPA before the rush knowing you have the confidence that you're working with correct numbers. Review your financial position and make plans to hire the new employee, make the investment or add that new product line!Â
Consulting: My S.I.M.P.L. Method
Sometimes, the financials highlight some areas that can be improved in the business, such as carrying too much inventory or paying too many contractors. By adding on a consulting package to your bookkeeping services, we dive into these areas and develop a 90-day plan of action.
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.Â
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 your top 1-2 priorities - 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 sprint - not just promises, but results you can point to.
L - Lead with Clarity
By Day 90, 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.