Built for women who build Michigan.
Simply Balanced Accountants
Service Tiers — Detailed Breakdown
Everything included at each level for Michigan contractor teams. Choose the support level that fits your capacity.
All pricing includes: Business Advisory + Business Tax Return + Personal Tax Planning
| Feature / Service | Grow | Build | Simply Balanced CFO |
|---|---|---|---|
| $500K - $1.5M Revenue | $525/month | $775/month | $1,500/month |
| $1.5M - $3M Revenue | $700/month | $1,150/month | $2,500/month |
| Over $3M Revenue | $900/month | $1,500/month | $3,500/month |
| SERVICE APPROACH | |||
| How We Work | We're your support | We're your team member | We're your financial leadership |
| Best For | You have time and want to learn | You want to understand but don't have time to do it all | You want financial leadership — not just financial management |
| ACCOUNTING SERVICES | |||
| QuickBooks Setup & Training | ✓ Complete setup with contractor-specific chart of accounts | ✓ Setup + ongoing optimization | ✓ Full setup, optimization, and ongoing oversight |
| Job Costing Setup | ✓ We teach you how to track by job | ✓ We set up and maintain together | ✓ We direct all job costing and reporting |
| Monthly Accounting | You do it, we review quarterly | ✓ We do it collaboratively, explaining as we go | ✓ We handle all monthly accounting |
| Bank Reconciliation | Quarterly review & reconciliation | ✓ Monthly collaborative reconciliation | ✓ Monthly - handled by us |
| Financial Reporting | Quarterly P&L, Balance Sheet, Cash Flow | ✓ Monthly financial reports with explanation | ✓ Monthly detailed reports + analysis |
| Job Profitability Reports | Quarterly - we teach you to read them | ✓ Monthly - we review together | ✓ Monthly - delivered with insights |
| FIVE-PILLAR CFO FRAMEWORK | |||
| CFO Assessment | — | — | ✓ Five-Pillar CFO Assessment across profitability, liquidity, efficiency, leverage, and growth |
| CFO Financial Health Report | — | — | ✓ Clear picture of where the business stands — strengths, risks, and opportunities |
| Implementation Guidance | — | — | ✓ We work alongside you to implement improvements that strengthen each pillar |
| Quarterly Reassessment | — | — | ✓ We rescore, measure progress, and adjust the plan every quarter |
| BUSINESS ADVISORY | |||
| Review Meetings | Quarterly coaching calls | ✓ Monthly review calls to build understanding | ✓ Quarterly strategy sessions with both spouses |
| Cash Flow Management | We teach you to track and plan | ✓ We help you manage seasonal fluctuations | ✓ We lead cash flow planning and forecasting |
| Seasonal Planning | Basic guidance on Michigan seasonal patterns | ✓ We plan together for slow/busy seasons | ✓ Full seasonal cash flow forecasting |
| Growth Planning | General guidance when you ask | ✓ We help you think through hiring, equipment, expansion | ✓ Strategic planning for growth decisions |
| TAX SERVICES (INCLUDED) | |||
| Business Tax Return | ✓ S-Corp, LLC, or Partnership return | ✓ Business return with strategic review | ✓ Business return + optimization planning |
| Personal Tax Planning | ✓ Core level (annual planning meeting) | ✓ Clarity level (mid-year + year-end check-ins) | ✓ Compass level (quarterly planning with Leslea) |
| Quarterly Tax Estimates | ✓ Calculated and updated quarterly | ✓ Calculated and updated quarterly | ✓ Calculated and updated quarterly |
| Tax Planning Sessions | Annual planning meeting | ✓ Mid-year + year-end planning sessions | ✓ Quarterly tax planning with strategic scenarios |
| Equipment Purchase Planning | Basic guidance on Section 179 | ✓ We help you time purchases for tax benefits | ✓ Proactive planning for major purchases |
| Michigan Flow-Through Entity Tax | ✓ We handle the filing | ✓ Filed + explained | ✓ Filed + optimized for your situation |
| CONTRACTOR-SPECIFIC EXPERTISE | |||
| Work-in-Progress (WIP) Tracking | We teach you the concept | ✓ We set up and monitor together | ✓ We oversee WIP schedules and advise on timing |
| Retainage Tracking | Basic guidance | ✓ We help you track | ✓ We oversee and advise on retainage strategy |
| Crew/Labor Cost Analysis | Quarterly review | ✓ Monthly analysis | ✓ Detailed monthly crew profitability analysis |
| SUPPORT & ACCESS | |||
| Your Point of Contact | Client portal access | ✓ Dedicated specialist | ✓ Priority access to Leslea |
| Response Time | Within 48 hours | ✓ Within 24 hours | ✓ Same-day priority response |
| Emergency Support | Standard support | ✓ Priority support for urgent issues | ✓ Direct phone access for urgent matters |
| Ongoing Training | ✓ We teach you to run your systems | ✓ You learn as we work together | ✓ You learn to READ the numbers, not DO them |
Not Sure Which Tier Fits?
That's exactly what our first conversation is for. We'll help you figure out what makes sense based on your current capacity, where your business is now, and what feels right for your situation.
Let's Talk About What Fits