Your Journey as Our Client

Your Numbers tells a story, listening?
What's working? What are the leaks?

Techniques for cash management
Know your Financials, No excuses.

Know your Numbers, Know your Business

Share your WINS
Your business in 2-5 years
Profit improvement planning
Understanding profit vs. cash

Industries We Currently Support

$250K to $1M+ Annual Revenue
2-5+ years active in business
2 - 15+ Employees
Prosperity minded
Coachable, and responsive
Committed

How

We operate as a boutique accounting and strategy tax planning firm. Having been in business since 2004, we follow well honed workflow and best business practices to see that our clients experience the attention they have been seeking to keep financially informed and on track.

Many of our team members have been on staff for over 5+ years. You might think why would this be valuable to you as our client? It’s simple. We value each of our team members and provide a great work culture that encourages leadership and innovation. People stay where they are treated well, and it’s our hope that working with us as our client you, too, experience the effort we put into helping you win in business by knowing how to navigate the tricky path of financial success.

Our unique approach to providing what you need to help those that are interested in growing their business to $1M+ in annual revenue is designed in our Monthly Money Check-In Program.

Who we serve

You are the business owner that is intentional and passionate about what you provide to your clients, and knowing where you stand financially is now a priority.

Are you on your 3rd, 4th or 5th bookkeeper or accountant in two years?

Recently you may have become frustrated by not getting the support you really need to understand your financial numbers consistently every month.

You charge a fair fee for your services and want to know if you are profitable, or are you just fooling yourself with an overstated bank balance at that moment?

You want financial statements every month by a set date you can count on to make your important financial decisions.

You may have been referred to us from your CPA or someone who cares about your success and wants to see you win.

Welcome to SimpleBackOffice!

Reconciled and reviewed financials delivered by the 15th of each month.
Small group of business owners joining online
High-quality workbook shipped to your home/office quarterly
Hot Seat for 1:1 discussions
Q & A
Monthly Financial Accountability

Weekly accounting, timely financials with group-based financial advisory:

Talking about the Problems

Recovery from IRS and Tax Issues
Lack of structure and insight
Cashflow management
Understanding the numbers in your business
Inconsistent and mismanaged bookkeeping

How we solve the Problems

Recovery from IRS and Tax Issues
Lack of structure and insight
Cashflow management
Understanding the numbers in your business
Inconsistent and mismanaged bookkeeping

$1M - $7M
2 - 5 Years in the business
Age 32 - 60
Prosperity Minded
3 - 25 Employees

Who we serve

You have a thriving business generating over $1M to $10M+ in annual revenue. Whether you're flying across the country to host your big annual conference or strategically acquiring your competitor, perhaps you're expanding your trucking fleet from 23 to 37 trucks over the next 18 months and seeking tax strategy planning to take advantage of accelerated depreciation that will dramatically reduce your overall taxable income.

If this describes the passionate, driven, and top-of-your-game entrepreneur you are, then rest assured that you have been referred to the right team and talent to support your accounting.

Do you feel that you have outgrown your current bookkeeper or accountant?

Are you certain that your percentage of labor is within range, or how the movement of your Gross Profit is impacting the ability to sustain your company's operations?

Is there an unspoken narrative that says “you just need to pay your fair share of taxes” because you have now “made it”?

If so, we can help… Welcome to SimpleBackOffice!

We are a smart, innovative team of accountants who speak “entrepreneur”.

How

We have strategically designed our 7 Figure CFO client meeting format to be objective and packed with insight all within a 45 minute monthly 1:1 review meeting..

Each of our individual client advisory accounting service engagements vary some.This is best defined in our initial discovery call or after the QuickBooks Audit that is performed as one of the beginning projects before we transition over to weekly accounting support engagement.

Reconciled and reviewed financials delivered by the 15th of each month.
Discussion about what's currently working well for you in your business.
Presentation of prepared materials, including marked-up financials, comments, and objective insights.
Reflective questions on topline revenue, factors influencing it, shifts in gross profit margin, and acceptable range considerations.
Projection of budgeted cash flow, foreseeing cash shortages, optimal hiring timing, and strategic decisions.
Addressing anomalous expenses, detecting potential unauthorized or abnormal spending.
Reviewing outstanding loan balances, paid and unpaid amounts, cash account closing balances, transfers, and preparing for tax payments.
Discussion of priorities before company distributions.
Management of vendor payments through Bill.com on a set schedule.
Alignment of accounting with active tax strategy planning to reduce taxable income.

What to expect in our monthly meeting:

You have a high performance business, and the accounting work to keep everything current and you are on target for increasing your financial net worth is our chief objective.

Your Journey as Our Client

Your Numbers tells a story, listening? What's working? What are the leaks?

​Techniques for cash management

Know your Financials, No excuses.

Know your Numbers, Know your Business

Share your WINS

Your business in 2-5 years

Profit improvement planning

Understanding profit vs. cash

Industries We Currently Support

How

Who we serve

Weekly accounting, timely financials with group-based financial advisory:

Your Numbers tells a story, listening?
What's working? What are the leaks?

Techniques for cash management