Financial Services
The Simply Balanced Way

Tailored Financial Services to Fit Your Business Journey

At Simply Balanced, we understand that every business evolves—so your financial support should, too. That’s why we offer three distinct tiers across Bookkeeping, Accounting, and CFO Services, designed to meet you where you are and grow with you.

Whether you're just getting started, building momentum, or leading a well-established company, our service structure provides the right level of support, strategy, and insight to help you succeed.

Our Three-Tiered Financial Support System:

  • Bookkeeping – Foundational financial organization to keep your records clean, compliant, and tax-ready.

  • Accounting – Scalable support that combines tax strategy, compliance, and financial clarity.

  • CFO Services – Executive-level financial leadership for growth, forecasting, and long-term success.

No matter your stage, we’re here to help you build a financially confident business—because better decisions start with better numbers.

 

bookkeeping

Clean, organized books are the foundation of every successful business. Our bookkeeping services ensure your day-to-day finances are accurate, up to date, and tax-ready.

Monthly Investment: $300-$875

accounting

For businesses that need more than just the basics, our accounting services provide tax planning, financial reviews, and personalized guidance to help you stay compliant and plan ahead.

Monthly Investment: $1,250 - $3,500

cfo & Advisory

CFO Services – When you're ready for next-level financial clarity, our CFO services deliver strategic insight, forecasting, and executive-level advisory to help you scale with confidence.

Monthly Investment: $4,000+

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.

Take control of your finances today. Let’s build a Simply Balanced future for your business!