Monthly Accounting & Advisory Tiers · Simply Balanced Accountants

Monthly Accounting & Advisory

Every tier answers one question:
what do you want off your plate?

Your year-end accountant files the return and disappears. Meanwhile you're running the jobs, the crew, and the bills — and making six-figure decisions every month. These tiers exist so someone is in your numbers all year, and the work that buries you after hours comes off your plate one piece at a time.

Foundation — we manage your books Cornerstone — we run your payroll Keystone — we pay your bills

Foundation

We manage your books

Your QuickBooks, owned by professionals. The books are always right, always current, never a cleanup project.

  • QuickBooks Online, managed — categorization kept current, bank feeds and rules maintained, chart of accounts clean
  • We work with your field systems — your CRM or job-management software connected to your books, so the office and the field tell the same story
  • Monthly reconciliation and close
  • Monthly financial reports, delivered by the 25th
  • Business tax return preparation
  • Year-round business tax planning — no April surprises
  • Business advisory built in

You still run AP, AR, invoicing, and payroll — we make sure the system of record behind them is always right.

Cornerstone

We run your payroll

Everything in Foundation — plus your crew paid on time and contractor reporting in your hands by mid-month, so you know which jobs made money.

  • Everything in Foundation, plus:
  • Payroll, every pay period — your crew paid on time, every time
  • Payroll filings and year-end W-2s — filed on time, nothing to chase
  • Your numbers by the 15th — P&L and balance sheet ten days sooner
  • Monthly contractor reporting — work-in-progress, job costing, and margin by job, right in your monthly report
  • Quarterly strategy with Leslea — a sit-down every quarter on what your numbers say and what to do next

You still run AP, AR, and invoicing. Your crew's pay is ours.

The Investment

Priced by revenue band. Locked at engagement.

Your rate is set by your revenue band when you join — and it stays there. No automatic increases as you grow. Growth should pay you, not your accountant.

Annual Revenue Foundation Cornerstone Keystone
$1M – $3M $1,100 /mo $1,600 /mo $2,800 /mo
Over $3M $1,650 /mo $2,400 /mo $4,200 /mo

Every tier is a bundled engagement — accounting, business tax planning, your business return, and advisory together. We don't sell standalone bookkeeping or tax prep. If your books need a rescue before monthly service begins, that starts with a Books Health Review — a separate, scoped project so cleanup never hides inside your monthly rate.

Your personal taxes? Add individual tax planning — Core, Clarity, or Compass — to any tier. Sole proprietor? Launch starts at $425/mo. Ask about Launch →

Built for Women Who Build Michigan

Trades accounting isn't generic accounting.
Neither are we.

Job-level truth

Job costing, work-in-progress, and margin by project — so you know which jobs make money before the next bid goes out, not after.

Trades cash reality

Progress billing, retainage, and seasonal swings — the cash patterns generic accountants misread, handled by people who live in them.

Crew and equipment math

Burden rates, crew-level analysis, and equipment decisions — the numbers behind paying your people well and still paying yourself.

Not Sure Which Tier?

Tell us what's on your plate.
We'll tell you what comes off first.

Start with a conversation about where you are, and we'll tell you honestly which tier fits — including "not yet."


Let's Talk →