Built for women who build Michigan.
Simply Balanced Accountants
You've built something real. Now it's time to run it with the clarity, strategy, and financial leadership it deserves — without hiring a full-time CFO.
Simply Balanced CFO
Most contractor businesses at $500K–$5M need financial leadership — but not a $200K full-time hire. Simply Balanced CFO gives you the strategy, the systems, and the person in your corner without adding a seat to your payroll.
This is a 6–12 month engagement. Not a subscription. Not a tax prep service. A structured, intentional partnership built around your business, your numbers, and your goals.
Every Simply Balanced CFO client begins with a Five-Pillar CFO Assessment. You leave knowing exactly where you stand — and what to do next.
We assess. We identify. We implement. We reassess. Every quarter, we come back to the beginning with better data and sharper priorities.
What's included
We evaluate your business across five financial drivers at engagement start. You receive a CFO Financial Health Report with findings, gaps, and a prioritized action plan.
Monthly accounting review, reconciliation, and reporting — plus tax strategy built in every month. No April scramble. No surprises.
Assess → Identify → Implement → Reassess. Every quarter we measure what changed, recalibrate, and keep moving forward alongside you.
Your business return and personal tax planning — handled by the same team who has been in your numbers all year. Compass tier included.
The Five-Pillar CFO Assessment
These are the levers that determine whether your business is healthy, scalable, and positioned for growth — or quietly bleeding in ways that don't show up until it's too late.
Are you actually making money on the work you're doing? Job-level, crew-level, service-level — not just overall.
Can you meet your obligations without scrambling for cash? Do you know what your next 90 days look like?
Is your operation converting revenue into real margin? Are your systems working for you or against you?
Are you using debt strategically or letting it use you? Does your capital structure support growth?
Is your business built to scale, or will growth break it? Are you building toward something — or just surviving?
After the assessment, you receive a CFO Financial Health Report — specific findings, priority gaps, and a clear action plan for your business.
The Simply Balanced CFO Service Loop
Every quarter we come back to the beginning — with better numbers, clearer benchmarks, and a sharper picture of where you're headed.
Five-Pillar CFO Assessment. We evaluate your financial health and deliver your CFO Financial Health Report.
We pinpoint the gaps, risks, and opportunities specific to your business — not a generic checklist.
We work alongside you to put improvements in place — in your QBO, your reporting, your tax strategy, your decisions.
Every quarter, we reassess. We measure what changed, recalibrate priorities, and keep moving forward.
This is what it looks like to finally have someone in your corner.
The Investment
Investment scales with the size and complexity of your business. Every tier includes the full CFO engagement — assessment, report, quarterly loop, and year-round advisory.
Engagements are 6–12 months. Not sure which band fits? Book a conversation — we'll tell you exactly where you'd start.
Everything included in Simply Balanced CFO
"Every woman I work with already has what it takes to lead her business. What she's missing is the clarity. Confidence comes from knowing your numbers — and knowing your numbers is exactly what we're here to give you."
— Leslea Burnett-Little, EA | Founder, Simply Balanced Accountants
Ready to Start
30 minutes. No pressure. No pitch.
We'll talk about where you are, what's not working, and whether this engagement makes sense for your business right now.
If it's not a fit, we'll tell you. If it is, we'll map out the next steps.
Prefer email? connect@simplybalancedaccountants.com
