Enrolled Agent • Gold QuickBooks ProAdvisor • NACPB Certified Bookkeeper
Clean Books, Built for Nurse Entrepreneurs and Business Owners
You didn’t start your business to become a bookkeeper. You started it to build something that works. Clean, current books are the foundation everything else depends on — pricing decisions, tax planning, loan applications, and knowing whether the business is actually making money.
Simple Finances™ provides monthly bookkeeping for nurse entrepreneurs and small business owners who want accurate books without doing it themselves. Every account is reconciled, every transaction is categorized correctly, and your reports are ready when you need them — for tax time, a loan application, or your own peace of mind.
What’s Included
- Monthly transaction entry and categorization
- Bank and credit card reconciliation
- Profit and loss statement, prepared monthly
- QuickBooks Online setup and maintenance
- Clean, tax-ready books at year end
Simple Finances™ does not prepare tax returns. Bookkeeping clients work with their own tax preparer for filing; we hand off clean, reconciled books that make that process faster and less expensive.
*Bookkeeping Pricing
Every business is different, so pricing is based on the size, structure, and complexity of your books — not a one-size-fits-all rate. Most single-entity businesses fit one of the three tiers below.
Starter — $450/mo
Categorize your transactions for your Profit & Loss and Schedule C. Reconcile your accounts.
Core — $650/mo
Categorize your transactions for your Profit & Loss and Schedule C. Reconcile your accounts. Manage your financial statements: Profit & Loss, Balance Sheet, and Accounts Payable & Accounts Receivable reporting. Monthly business consultation based on your business needs to support growth and optimization.
Growth — $900/mo
Categorize your transactions for your Profit & Loss and Schedule C. Reconcile your accounts. Manage your financial statements: Profit & Loss, Balance Sheet, Accounts Payable & Accounts Receivable. Monthly business consultation based on your business needs to support growth and optimization. Full-service Accounts Payable & Accounts Receivable management — we create your bills & invoices and track payments.
Multi-Entity / Enterprise — Starting at $1,500/mo
Built for businesses that outgrow a single-entity model — multiple entities under one bookkeeping engagement, higher transaction volume, and financial operations that involve more than one platform.
Includes everything in Growth, plus:
- Multi-entity bookkeeping with class-based tracking in one QuickBooks Online file
- Reconciliation across multiple bank accounts, credit cards, and third-party platforms
- Support for manual billing workflows — tenant, unit, or client-level charges that don’t run through standard AR
- Coordination across the software you already use — property management, storage, point-of-sale, or industry-specific platforms
*Final pricing depends on the number of entities, transaction volume, and the systems involved. Schedule a discovery call and we’ll review your books and provide a custom quote.
No long-term contract required.
*Effective September 22, 2026 for new clients.
Not Sure Which Tier Fits?
Schedule a free discovery call. We’ll look at your books and recommend the right fit — no guessing, no overpaying for services you don’t need.
Schedule a Bookkeeping Discovery Call
Who This Is For
- Nurse entrepreneurs and healthcare professionals running a business
- Small and middle-size business owners who want current and tax-compliant books all year round
- Owners who plan to add fractional CFO support later and want clean books as the foundation
Note: Bookkeeping services are not available to clients referred through our tax preparer partner program.
Meet Your Bookkeeper
Georgene Collins spent 31 years in healthcare, 18 of them in administrative leadership, before founding Simple Finances™. She holds the Enrolled Agent, NACPB Certified Bookkeeper, and Gold QuickBooks ProAdvisor credentials.
Tell us about your books and where things stand. No obligation.
Schedule a Bookkeeping Discovery Call
Already Working With Us on CFO Services?
Bookkeeping is also available as an add-on for active fractional CFO retainer clients, bundled into your existing engagement. Ask your CFO advisor for details.
Do You Have an IRS Problem?
Simple Finances™ is a licensed Enrolled Agent firm. If you or a business owner you know has an IRS collections problem, a lien, a levy, or an audit, we handle the representation.
Find out if your tax problem qualifies