The Simply Balanced Way

Personal Connection. Financial Clarity. Real Confidence.

Big firms deliver reports. We build relationships.

At Simply Balanced Accountants, you don’t get lost in a queue or handed off to a team you’ve never met. You get direct access to Leslea Burnett-Little, your dedicated Fractional CFO and strategic partner — someone who knows your business, your goals, and your story.

We believe accounting should feel personal, proactive, and profoundly useful. Our Accounting + CFO Partnerships combine precise accounting with meaningful strategy and genuine collaboration — so you can make confident decisions with someone who’s truly in your corner.

Relationship-Driven Accounting, Guided by Strategy

We go beyond financial statements — we create clarity, connection, and confidence. Each client relationship begins with understanding your story, not just your numbers. From there, we design a financial system and strategy that supports the life and business you’re building.

Our team handles the details with care. Leslea leads the direction with insight and intention. Together, we bring calm, consistency, and clarity to your financial world.

Monthly Accounting + CFO Partnership

Professional

Strong Foundations. Personal Guidance.

For business owners who want complete financial clarity with expert oversight and a personal touch.
Your accounting is handled with care each month, and your annual CFO Strategy Session gives you the opportunity to connect, plan, and refocus your goals alongside someone who knows your business as well as you do.

What You Get:

Outsourced Accounting — A fully managed accounting process that keeps your financial data accurate, reliable, and ready for strategy — so you can make confident decisions and reclaim your time.
Financial Insights — Straightforward, actionable reporting designed to help you understand your numbers — not get lost in them.
Tax Integration — Collaboration with the Simply Balanced Tax Team for year-round planning and seamless business tax filing.
Annual CFO Strategy Session —— A one-on-one meeting with Leslea to review performance, align your financial goals, and create a personalized roadmap for the year ahead.
Year-End Forecasting & Goal Setting — Forward-looking guidance to help you plan with purpose.
Dedicated Support — A familiar, responsive team that knows you by name — not client number.

Outcome:
A solid financial foundation and a trusted relationship that make managing your business feel simpler, calmer, and more intentional.

Average Investment: $1,400–$1,600/month

Executive

Financial Leadership, Built on Connection

For business owners who want an ongoing relationship with someone who understands their numbers and their goals.
This tier brings consistency, communication, and quarterly collaboration — a partnership designed to keep your business moving forward with direction and confidence. Together, we turn data into decisions and align your personal and business finances into one cohesive strategy.

What You Get:

Everything in Professional, plus:
Quarterly CFO Reviews — Dedicated time with Leslea to connect, review progress, and plan ahead — translating financial results into meaningful next steps for your business.
Personal + Business Tax Integration — One coordinated approach across your business and personal finances. Both returns are prepared by the Simply Balanced Tax Team, creating a unified strategy that supports your whole financial picture.
Entity & Income Structuring Guidance — Expert insight on how your business entity and income flow can best support your goals — balancing tax efficiency, compliance, and long-term growth.
Reasonable Compensation Assessment — An annual review of shareholder pay to ensure it aligns with IRS standards and reflects the reality of your business performance.
Premium Tax Prep Access - Expedited scheduling, personalized document review, and prompt, high-priority tax preparation—ensuring your return is handled with speed and precision.
Pick-Your-Week Tax Prep — choose your preferred week for tax preparation so you can plan ahead with confidence.

Average Investment: $2,100–$2,400/month

Premier

A CFO on Your Team. A Partner in Your Growth.

For business owners ready to bring CFO-level expertise directly into their business — without adding another full-time position.
This tier integrates Simply Balanced into your leadership team as your outsourced CFO partner, providing hands-on financial guidance, weekly collaboration, and proactive strategy that drives clarity, alignment, and momentum all year long.

What You Get:

Everything in Executive, plus:
Weekly Collaboration with Your Team — Regular participation in your leadership rhythm — whether it’s staff meetings, finance reviews, or planning sessions — to ensure your financial strategy stays connected to your operations in real time.
Monthly CFO Partnership — Dedicated time with Leslea to dive deep into performance, review forecasts, and make informed decisions about growth, compensation, and upcoming priorities.
Board & Finance Committee Reporting — Clear, executive-level reporting and presentation support for boards, investors, or committees — so every stakeholder sees the full story.
Cash Flow & Profit Planning — Comprehensive forecasting and profit analysis that translate goals into specific, measurable financial targets.
Scenario & Decision Modeling — Thoughtful analysis to evaluate the impact of key business moves — from new hires and service expansion to strategic investments.
KPI Tracking & Trend Analysis — Continuous monitoring of the numbers that matter most, with insights that drive timely, informed action.
Advisor Collaboration — Coordination with your financial planner, attorney, and other advisors to ensure every decision supports your full financial picture.
VIP Tax Turnaround & Early Access Scheduling — Exclusive early access during tax season and accelerated turnaround times for priority service.
Direct Access to Leslea — Immediate, high-touch access to your CFO partner for strategy, questions, or support when you need it.

Average Investment: $3,500–$4,000/month

Why Choose Simply Balanced Accountants?

Expert Guidance: Led by Leslea Burnett-Little, EA, our team provides precise, reliable, and strategic financial support.
Secure Client Portals: All document exchanges occur securely through TaxDome.
Convenient Scheduling: Book consultations and tax appointments online via Calendly.
Location & Contact: Visit us at 2018 Cedar St., Suite C, Holt, MI 48842 or call 517-897-2144.