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Agile Financial Management


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Small Business Financial Management
This is not your father's financial management. 
We live in the age of software and disruption.  Bookkeeping, accounting & financial management are no longer about dusty ledgers, it's about compliance, risks, financial KPI's, financial health of your business, opportunities for improvement, and driving financial & operational strategy.​​  Our model allows small businesses access to skills and expertise that they may not be able to hire on a full time basis.  





​Financial

Management

Value ​Stream

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Every business regardless of size needs a financial management value stream to be successful.  These are the processes that ensure not only compliance, but actionable data that allows small business owners to learn what is going well with their business and what is not.  This allows for determining root causes and coming up with action items to help improve operations.

Bookkeeping Services

Ensure books are compliant and completed on a cadence to provide insights on your business

FP&A​

Financial Planning & Analysis. 
​Planning, forecasting, management reporting & financial modeling

Advising Services​

Advising services to provide ongoing guidance to achieving your long-term goals

Bookkeeping Services
Basic Bookkeeping Services
Starting ​at $149/month 

- 100 transactions per month or
​less & up to five accounts
- Cash basis accounting
- Categorization of transactions
- Reconciliations of accounts
​- Month End Close
- Basic compiled financial reports

Bookkeeping / QBO Coach
Starting at $99/month

- 2 One hour sessions per month
- Coaching/training on bookkeeping best practices
- QBO work process flow
- QBO best practices
- Month end close best practices
- Internal Controls
Bookkeeping add on services:
- Transaction processing
​- Invoice Support (Accounts Receivable)

- Bill Pay (Accounts Payable)​
- Payroll Services (Gusto Payroll Partner​)
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FP&A (Financial Planning & Analysis)
 Analysis
- Financial Analysis
- Profitability Analysis (by Segment,
​Line of Business or Location
- Cash flow analysis

Budgets and Forecasts
- Budgeting
- Financial Forecasts
- Rolling Forecasts
- Cash Flow Forecasts
Additional FP&A
- Financial Modeling
- Pro Forma
- Financial Retrospective
​- Identify Root Causes

Advising Services
QuickBooks Online Optimization
- QuickBooks Online setup 
- Optimize Chart of Accounts
- Optimize functionality
- Integrate 3rd party applications
Accounting Processes
- Current State Analysis
- Identify gaps
- Implement best practices & processes
- Internal Controls
Training
- QBO Training
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- Bookkeeping/Staff Accountant training
Additional Advising Services 
- Business Strategy Advising
- KPI Development
- Dashboard/Scorecard Development
​- Data Visualization

Videos from our YouTube Channel series The 2 Minute Drill
To see more videos on our business agility series please click on the the YouTube icon
  Simply Services, Inc. is a locally minority owned small business
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  • Home
  • About Us
  • Financial Services
  • Small Business Agility
  • Contact Us
  • Small Business Dashboard
  • Simply Services Blog