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Bookkeeping Made Simple
SimpleBooks
SimpleBooks provides expert bookkeeping services for small business owners. We organize financial records, track expenses, and ensure compliance, offering clear financial insights.
7 Reasons Why a Professional Bookkeeper Changes Everything
1. Clean, Organized, Bank-Friendly Books
Lenders want to see structure. We organize your income and expenses so your finances look professional and credible.
2. You Keep More of What You Earn
A bookkeeper helps track every business expense properly so you don’t forget deductions you’re legally allowed to claim when tax time comes.
3. Confident Conversations With Your Tax Preparer
Instead of handing your CPA a bag of receipts, you hand them accurate reports. That means faster filing and fewer surprises.
4. Business-Ready Reports
Profit & Loss, Balance Sheet, Cash Flow — we prepare the financial reports that banks and partners expect to see.
5. Proof You’re Running a Real Business
Clear records show the growth and legitimacy of your operation — whether you’re applying for funding, hiring, or planning ahead.
6. More Time for Your Business
Keeping books takes time. We handle the tracking and categorizing so you stay focused on earning more.
7. Protect Yourself from Audits
When everything is documented and organized throughout the year, tax season becomes simpler, calmer, and far less stressful.
SimpleBooks Support Services
Monthly Clarity Plan (Month-to-Month)
Monthly Clarity Plan (Month-to-Month)
Monthly Clarity Plan (Month-to-Month)
🔧 What’s Included
📊 Monthly Transaction Categorization
We sort every swipe, transfer, and deposit into the right bucket so you always know where your money is going.
✅ Bank & Credit Card Reconciliation
We match your internal records to your actual bank statements to ensure every penny is accounted for—no missing money, no phantom charges.
📈 Monthly Profit & Loss Snapshot
Get a clear, one-page report showing exactly how much you made and how much you spent. No complex jargon, just the truth.
💬 Email & Text Support
Have a question about whether a coffee run is a business expense? Text us. We act as your sounding board so you don’t guess.
📂 Year-End Tax Packet
When tax season hits, we hand you a clean, organized digital file to give to your CPA. No panic, no scrambling.
🚫 No Contracts
We earn your business every month. Cancel anytime if your needs change.
✅ Who This Is For
- You are an active freelancer, sole prop, or small business owner.
- You want to stop worrying about bookkeeping and focus on your actual work.
- You want peace of mind knowing you are "Audit-Ready" every single month.
The "Fresh Start" Catch-Up Service
Monthly Clarity Plan (Month-to-Month)
Monthly Clarity Plan (Month-to-Month)
🔧 What’s Included
🧹 Historical Data Clean-Up
Whether you are behind by 6 months or 3 years, we go back in time to sort, categorize, and organize your messy transaction history.
🚩 Red Flag Removal
We identify and fix common errors, like mixed personal/business expenses or accidental double-entries that could trigger an audit.
🏗️ Financial Reconstruction
Never filed? Lost your receipts? We rebuild your financial story using bank feeds and statements to create a legitimate record of your business history.
🤝 The "Judgment-Free" Zone
We don’t care how messy it is. We don’t scold you for being late. We just fix it. This is financial triage to lower your anxiety.
📂 Multi-Year Tax Catch Up
We generate retroactive Profit & Loss statements and Balance Sheets for every year you missed, so you can finally file those back taxes.
🧠 "Clean Slate" Strategy Call
Once the books are clean, we get on a call to show you exactly how your business is actually performing and set you up for the future.
✅ Who This Is For
- You haven’t filed taxes in a year (or more) and you’re terrified of the IRS.
- You have a "shoebox" of receipts or a messy Excel sheet that you can’t figure out.
- You are a "High-Functioning" professional who is great at your job but drowning in administrative chaos.
What SimpleBooks Does for You
Accurate Records, Every Month
- We track your income and expenses, categorize receipts, invoices, and bills, and make sure your bank and credit card activity is recorded the right way.
Professional Financial Reports
- We prepare clear reports like Profit & Loss, Balance Sheet, and Cash Flow so you can see exactly how your business is performing — and hand banks or tax preparers the documents they expect.
Tax-Ready, Stress-Free Books
Tax-Ready, Stress-Free Books
- While we don’t file taxes, we make sure your records are organized, documented, and ready for your tax professional — saving you time, money, and headaches.