Who We Are & What We Do . . .
Since 2007, SIMPLY Financials PLUS has been providing businesses with the accounting and bookkeeping services they need to effectively run their business.
Whether it be maintaining your accounting books and records or reviewing your business operations and processes, we customize our work to suit your business needs.
Our Staff Includes:
Experienced Accountants and Bookkeepers who specialize in meeting the needs of small business.
Who Are Our Clients?
In general, our target clients are:
Startups and businesses with sales up to $5 million.
Employees at these businesses range from approximately 0 to 20.
We have found that once a business grows beyond this point, their needs increase to the point where they are best served by a full-time employee.
We have worked with many varied types of businesses and industries primarily focused in the service and not for profit sector.
Our clients are those businesses that know the value of keeping and maintaining effective accounting records to run their business. They want to have proper and meaningful financial information and analysis made available to them to make informed decisions and grow their business.
Our Commitment To Our Clients:
Accuracy: Provide accurate financial information and analysis to help manage and direct your decision-making.
Setting goals: Help clients set financial goals for their business.
Personalized: Speak with clients on a regular and timely basis to help them plan and take action.
What Our Clients Say:
"Since I have started using Simply Financials Plus, I have had more time to run my existing business and have started up a new one. I would not have been able to do this if I was still doing the day-to-day bookkeeping myself."
- Dawn Pascale, Medsource Consultants
"Using Simply Financials Plus, I started to feel like the accounting for my business was finally under control. Being able to know who owes me money and that someone is following up on collections for my business has been a real PLUS."
- Neil Weicher, Netlib
"My tax accountant is so thrilled with me. She told me I made it so much easier for her this year to prepare my tax return since I was able to send her a QuickBooks file. Thanks Simply Financials Plus, you're the best!"
- Matt Baier, Matt Baier Organizing
