Collaborative Accounting and Financial Solutions for Businesses and Individuals

Save time and achieve more with expert financial services from our dedicated team of accountants and CPAs. We boost profitability, optimize workflows, and deliver actionable insights so you can concentrate on what truly matters. Experience dependable support at a fraction of the cost of hiring in-house.

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Discover the Benefits of Our Expertise

Comprehensive Support Services

At Finances Simplified, we optimize your financial operations with a complete range of tailored services:

Bookkeeping & Monthly Close: Keep your records accurate and reconciled, with a licensed CPA reviewing your monthly financials.
Financial and Management Reporting: Deliver customized reports and key metrics to elevate your business intelligence and guide strategic decisions.
Accounts Payable & Expense Management: Ensure efficient payment processing, timely vendor payments, and a tailored approval system for disbursements.
Billing & Accounts Receivable: Simplify client invoicing and payment matching to maintain an accurate AR aging and improve cash flow.
Payroll Processing: Guarantee precise and timely payroll with full tax compliance for your team.
Internal Controls & Oversight: Establish robust checks and balances to strengthen your financial control framework.

Advanced Financial Consulting

Access expert solutions designed to meet your unique business goals:

Cash Flow Management & Forecasting: Enhance liquidity, predict cash shortfalls, and develop strategies to mitigate risks while preparing for future needs.
KPI Monitoring & Strategic Reporting: Track and analyze critical performance metrics to support data-driven decisions.
Operational Efficiency & Technology Integration: Implement seamless, automated systems to drive efficiency and improve operational workflows.
Budgeting & Financial Projections: Build accurate budgets and forecasts, incorporating scenario planning to support informed strategic choices.
Risk Management & Security: Continuously refine financial controls to bolster security, mitigate risks, and streamline processes.

Tax and Audit Expertise

Simplify tax and audit challenges with professional guidance:

Tax Preparation & Filing: Collaborate with your tax advisor or connect with our trusted experts for preparation and submission.
Audit Coordination & Support: Act as your primary liaison to ensure audits are managed smoothly and efficiently.
Tax Planning & Strategic Advice: Develop tailored tax strategies, identify potential savings, and ensure compliance with regulations.
1099 Reporting & Withholding Management: Manage reporting requirements and create effective withholding tax plans.
Entity Structure Optimization: Evaluate entity options through scenario analysis to maximize tax benefits.

The Process

Simplification Study

Our Simplification Study lays the groundwork for success by creating a tailored road map. We focus on utilizing your existing software and systems to minimize disruption, conduct personnel interviews, and analyze workflows to identify opportunities for improvement, ensuring a thorough understanding of your operations, and reporting needs.

Streamlined Implementation

If significant adjustments or clean-up are required, we’ll guide you through an Implementation Phase designed to optimize your financial processes. Whether it’s refining workflows or resolving inefficiencies, we’ll set the stage for your transition to ongoing, simplified financial management.

Ongoing Financial Management

With the groundwork in place, we provide ongoing services designed to meet your unique needs. These include bookkeeping, reconciliations, financial reporting, expense management, cash forecasting, invoice preparation, and KPI tracking. Services are tailored to your business based on transaction volume, reporting requirements, job costing complexity, and cash flow management needs.

Expert Advisory Services

Beyond regular support, we offer Consulting Services for specialized projects and ad hoc needs. Whether you require guidance on a strategic decision, process optimization, or additional reporting capabilities, we’re here to provide the insights and expertise you need.

Why Choose a Collaborative Team Approach?

At Finances Simplified, every account is managed by a dedicated team of professionals, including a bookkeeper, senior accountant, and CPA. This collaborative structure ensures a higher level of expertise, comprehensive checks and balances, and increased availability to meet your needs. By leveraging a team-based approach, we provide scalable and efficient support, reduce the risk of turnover, and deliver strategic insights that go beyond what a single accountant can offer. Our clients benefit from a seamless service designed to adapt as their business evolves.

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Blogs

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02/10/2025

As a Certified Registered Nurse Anesthetist (CRNA) making the transition from a W2 employee to a 1099 independent contractor, you're...