The Simply Balanced Way

Smart Accounting Solutions for Small Businesses

At Simply Balanced Accountants, we provide tailored accounting solutions designed to keep small business owners financially organized, minimize tax burdens, and maximize profitability. Our structured accounting and tax services provide seamless support, giving you the clarity and insights needed to make confident financial decisions.

We offer three levels of business solutions to match your needs—whether you're a solopreneur, a growing business, or an established company:

Core– Foundational financial support tailored for small businesses who need reliable accounting and tax compliance without the overwhelm.
Professional – An enhanced financial plan for growing businesses, with integrated personal and business tax support to keep your full financial picture aligned.
Executive – High-touch, concierge-level service for established companies, with an introduction to Fractional CFO support giving you proactive strategy, and personalized financial guidance for total clarity and confidence.

Stay ahead with proactive financial strategies—because better decisions start with better numbers.

core

What it is: A foundational accounting service designed to establish and maintain sound financial management practices.

What it does: Gives you peace of mind knowing you are compliant with tax agencies so that you can go ahead with running your business.

What we do:

Monthly accounting— We handle your day-to-day books with precision, so that you can focus on growing your business—and reclaim your time.
Payroll oversight — We review your payroll to ensure everything runs smoothly, recorded accurately, and on time—so you can stop second-guessing the details.
Profit review + estimated tax payments — We monitor your net profit and provide quarterly estimates, so you’re not overpaying or underpaying—just staying right on track.
Quarterly consultations with Leslea Burnett-Little — designed to help you maximize deductions, reduce tax liabilities, and create year-round tax efficiency.
Retirement contribution optimization—we’ll coordinate with your financial advisor to ensure you're maximizing every tax-advantaged opportunity, seamlessly integrating your savings strategy into the bigger picture.
Annual business tax return preparation — We prepare and file your returns with care and accuracy, ensuring you're in full compliance with confidence.
Tax strategies for self-employment & freelance income — We tailor proactive planning to your unique situation, reducing your tax liability while keeping you compliant and confident.
Tax agency correspondence — If a notice lands in your inbox, we’re on it—handling communications with tax agencies on your behalf so you don’t have to stress.
Secure document management — Our Client Portal keeps your financial documents organized, protected, and always accessible when you need them.

Monthly Investment: $1,150

professional

What it is: An enhanced service that builds on foundational accounting support by incorporating proactive financial management and strategic tax planning and preparation.

What it does: Delivers enhanced financial management giving you ownership of your financial future.

What we do:

All Core Plan services plus:
Quarterly Tax Projections — No more surprises. With strategic projections, you’ll always know what’s ahead—because peace of mind is part of the plan.
Personal + business tax return preparation means we're looking at your financial life holistically, allowing us to plan, protect, and prioritize what matters most—your peace of mind.
Entity & Income Structuring Guidance — expert advice on LLCs, S-Corps, and how to optimize income flow.
Reasonable Compensation Assessment: annual review of Shareholder Compensation so that you’re in sweet spot between federal regulations and what works for your business.
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.

Monthly Investment: $1,600

executive

What it is: A premium, comprehensive financial management solution designed for established businesses. This plan integrates advanced accounting, strategic tax planning, and proactive advisory services to address complex financial operations.

What it does: Creates a financial partnership with Fractional CFO services on call

What we do:

All Professional Plan services plus:
Monthly reporting sessions — Monthly reporting to BODs, Finance Committees, etc, so that financial oversight is a top priority.
Wealth & Retirement Collaboration — we work directly with your advisor to align investment and tax strategies.
Custom Tax Strategy Roadmap — a personalized, actionable plan aligned with your income, goals, and entity structure.
Annual budgeting and forecasting lay the foundation for confident growth. Consider this your entry point into tailored Fractional CFO advisory, designed to elevate your business with clarity and intention.
Early Access Tax Prep Selection — get first pick on your tax preparation week before scheduling opens to others.
Ongoing Access to Leslea — direct communication year-round for strategy, questions, and financial decision-making.

Monthly Investment: $1,875

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.