Simple Finances®

Clarity. Confidence. Control.

Owning a thriving business should bring freedom. Yet for many business owners, financial complexity gets in the way. Long hours, rising tax burdens, and the constant question of “Am I doing enough to protect what I’ve built?” can turn success into stress.

At Simple Finances®, we help you take control. Through precise bookkeeping, expert tax guidance, and accurate business valuation, we bring order to financial chaos—so you can focus on running your business and living your life.

Why Business Owners Turn to Simple Finances®

Running a successful business means more than delivering profits. It also means managing risks, navigating tax laws, and protecting your long-term wealth. The challenge? Most owners don’t have the time or the tools to handle every detail. That’s where we step in.

With Simple Finances®, you gain:

• Clarity about the true financial health of your business.
• Confidence that your taxes, bookkeeping, and valuation are handled by experts.
• Control over decisions that affect your growth and legacy.

We don’t just provide reports—we deliver insight you can act on.

How We Help Business Owners

Successful owners often face similar struggles:

• Uncertainty about business value – Without a clear valuation, planning growth or an exit feels like guesswork.
• Messy or time-consuming bookkeeping – When records aren’t accurate, every decision is harder.
• High tax bills – Paying more than necessary reduces hard-earned profits.
• IRS stress – Letters, audits, or disputes drain focus and energy.
• Lack of strategy – Numbers without guidance don’t show the best path forward.

Our services are designed to solve these issues—so your financial life works for you, not against you.

Our Services

Business Valuation: Know What You’ve Built

Your business is likely your most valuable asset. But do you know its true worth? A professional valuation helps you:

• Measure growth year over year.
• Attract investors or buyers with confidence.
• Plan an exit strategy that protects your wealth.

With our valuation expertise, you’ll always have a clear picture of what your company is worth—and how to increase that value.

Bookkeeping with QuickBooks®: From Chaos to Clarity

Accurate books aren’t just about compliance—they’re the foundation of smart decisions. Our bookkeeping services give you:

• Real-time insight into cash flow.
• Organized records that simplify reporting.
• Freedom from spreadsheets and endless reconciliations.

We use QuickBooks® efficiently so you always know where your money is going—and how to put it to better use.

Tax Preparation: Done Right, Every Time

Filing taxes is more than checking boxes. Done wrong, it can cost you in penalties, audits, or missed opportunities. We prepare your returns with:

• Accuracy and compliance.
• A focus on minimizing risk.
• An eye toward capturing every deduction you deserve.

No more sleepless nights before April 15—just the peace of mind that your taxes are handled.

Tax Advisory: Keep More of What You Earn

Taxes shouldn’t just be filed—they should be planned. Our proactive tax advisory service helps you:

• Reduce your tax liability legally and strategically.
• Maximize after-tax profit.
• Align your tax strategy with your business and personal goals.

By planning ahead, you gain the freedom to invest, expand, and build wealth on your terms.

Tax Problem Resolution: Relief When You Need It Most

Few things are more stressful than IRS trouble. Whether it’s an audit, penalty, or unpaid taxes, we stand by your side. As Enrolled Agents, we’re licensed to represent you directly before the IRS. That means:

• We handle the communication.
• We fight for the best resolution.
• You get back to running your business without constant worry.

With us, you’ll never face the IRS alone.

Our Expertise: Credentials That Protect You

When it comes to your financial future, you can’t afford generalists. Our team includes:

• Enrolled Agents (EAs): Licensed to represent you before the IRS.
• Certified Exit Planning Advisors (CEPA®): Specialists in valuation and exit strategies.
• QuickBooks® ProAdvisors: Experts in accurate, efficient bookkeeping.

This mix of tax authority, financial strategy, and technical skill means you get solutions that work in the real world—not just on paper.

Why Choose Simple Finances®?

You don’t need another vendor. You need a partner who respects your time and understands the demands of ownership. At Simple Finances®, we:

• Simplify complexity so you can make decisions with ease.
• Streamline communication so you’re never left in the dark.
• Focus on your future, not just your files.

We’re here to protect what you’ve built and position you for greater success.

Your Next Step Toward Clarity

Your finances should give you peace of mind—not more questions. Let’s talk about how Simple Finances® can help you:

• Protect your wealth.
• Reduce your tax burden.
• Build a legacy with confidence.

 Schedule Your Discovery Call Today and take the first step toward clarity, confidence, and control.