Simply Balanced Accounting

Personal Connection. Financial Clarity. Real Confidence.

Big firms deliver reports. We build relationships.

At Simply Balanced Accountants, your financials are managed by a team that knows your story — not just your statements.

Our Accounting + Tax Partnerships deliver a fully managed financial system backed by proactive insight and executive-level strategy.

From precise accounting to forward-looking guidance, every detail is designed to help you grow with confidence.

At Simply Balanced, we don’t separate the numbers from the people behind them. Every client relationship begins with understanding your goals — then building systems that keep your tax strategy, accounting, and cash flow working together. Whether you’re focused on simplifying operations or planning your next stage of growth, our tiered Accounting + Tax Partnerships are designed to meet you where you are and grow with you.

Simply Balanced — Service Tiers

Accounting + Tax Partnerships

Professional

Strong Foundations. Personal Guidance.

Monthly accounting with business tax planning

Outsourced Accounting — Fully managed monthly accounting that keeps your financial data reliable, organized, and ready for strategy.
Financial Reporting — Straightforward, actionable reporting that highlights what matters delivered by the 25th of each month.
Tax Integration — Year-round collaboration with the Simply Balanced Tax Team for seamless business tax planning and filing.
Your Tax Partner — Dedicated time with Leslea to connect for year-end tax planning.
Dedicated Accounting Specialist — A responsive team that knows you by name.

Cost: $1,200–$1,600/month

Executive

Financial Leadership, Built on Connection.

Where business and personal tax planning come together — aligned, intentional, and built around your goals.

Everything in Professional, plus:
Priority Reporting — Delivered by the 10th of the month so that you always know the health of your business.
Personal + Business Tax Integration — Both returns prepared by our Tax Team with a unified strategy across your financial life.
Your Tax Strategist — Mid- and year-end tax planning with Leslea to review your results, refine your strategy, and plan ahead with purpose.
Advisor Collaboration — We'll coordinate directly with your attorney, financial advisor, or wealth manager to keep your entire financial strategy aligned.
Premium Tax Prep Access — Expedited scheduling, personalized doc review, and priority preparation.
Pick-Your-Week Tax Prep — Choose your preferred week to plan ahead with certainty.

Cost: $1,800-$2,400/month

Premier

High-Touch. High Impact. All-Inclusive.

True partnership with weekly collaboration & board-level reporting

Everything in Executive, plus:
Weekly Collaboration with Your Team — We join staff, finance, or planning meetings to keep strategy connected to daily operations.
Your Tax Advisor — Helping you make confident decisions, anticipate changes, and align every move with your bigger financial goals..
Monthly Finance Meetings — Ongoing monthly meetings to review your financials, adjust your tax plan, and proactively address challenges and opportunities.
Entity & Compensation Review — Annual review of your business structure and S-Corp compensation to optimize tax outcomes and ensure IRS compliance.
Early Access — Be first in line to select your preferred tax prep week—ensuring full flexibility and priority scheduling.
VIP Treatment — Direct Access to Leslea Burnett-Little, without the gatekeepers.