Agile 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.
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.
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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 ServicesEnsure books are compliant and completed on a cadence to provide insights on your business |
FP&AFinancial Planning & Analysis.
Planning, forecasting, management reporting & financial modeling |
Advising ServicesAdvising services to provide ongoing guidance to achieving your long-term goals
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Bookkeeping Services
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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)
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Additional FP&A
- Financial Modeling - Pro Forma - Financial Retrospective - Identify Root Causes |
Advising Services
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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 - Bookkeeping/Staff Accountant training |
Additional Advising Services
- Business Strategy Advising - KPI Development - Dashboard/Scorecard Development - Data Visualization |
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Videos from our YouTube Channel series The 2 Minute Drill
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Simply Services, Inc. is a locally minority owned small business
© 2021 Simply Services, Inc.
© 2021 Simply Services, Inc.