Built for women who build Michigan.
Simply Balanced Accountants
You're at the Leadership Table.
We Give You the Confidence to Lead It.
Built for the Women Who Build MichiganSimply Balanced Accountants · Holt, Michigan
You're at the Leadership Table.
We Give You the Confidence to Lead It.
Financial advisory for women who own and operate Michigan contractor businesses — electrical, plumbing, HVAC, and construction.
Serving businesses with $500K–$5M in annual revenue
Let's Talk →
30 minutes. No pressure. No pitch.
Built for the women who build Michigan.
Sound Familiar?
You're Running the Financial Side of a Real Business.
Payroll. Job costs. Vendor bills. Quarterly tax estimates. Cash flow during the slow season. Insurance renewals. QuickBooks — whether or not it's cooperating.
You're not "helping with the books." You're running the financial operations of a $500K–$5M business. Without a CFO title. Without an accounting team. Often without much support at all.
You want to know your numbers cold. You just haven't had the right framework to get there.
- QuickBooks is open. The reports are running. But you're still not sure what they mean.
- Tax season arrives and there are surprises — not because you're disorganized, but because no one's been planning with you.
- You're making equipment, hiring, and growth decisions without a financial sounding board.
- You've called generalist CPAs. They don't understand job costing, work-in-progress, retainage, or contractor cash flow cycles.
- You're the financial operator of this business — and you're doing it without the tools you deserve.
What Changes.
Here's What Changes.
Monday Morning
Your partner asks, "Can we afford to hire another guy?" You pull up your cash flow projections. "Yes — if we time it after the Henderson job wraps in March. Here's why and what the margin looks like."
Mid-Month
A customer asks about a payment plan. You know exactly what the job cost, what the margin is, and whether you can structure payments without hurting cash flow. You make the call confidently.
Quarterly Review
You sit down together and walk through the numbers. Both of you understand what happened, why it happened, and what to adjust next quarter. It's a real leadership conversation — not a guessing session.
Tax Season
No surprises. No panic. You've been planning all year. You know what you owe and you've set it aside. You file and move on.
You know your numbers. You trust your financials.
You're not the office manager. You're the CFO.
Ready to See What's Possible?
30 minutes. No pressure. No pitch. Just a real conversation about your business.
Let's Talk →What Stage Are You In Right Now?
Your stage shapes your support.
The right advisory relationship isn't just about your revenue — it's about where you are operationally.
Stage 1
The Hustle
Revenue is coming in. The financial side is manageable — but just barely. You're figuring it out as you go.
Stage 2
The Builder
Things are growing. The complexity is growing faster. You need more than a tax preparer.
Stage 3
The Operator
You're running a real organization. Financial decisions have real consequences. You need CFO-level thinking.
Stage 4
The Architect
You've built something. Now the question is how to protect it, grow it, and eventually transition it.
Most of our clients come to us in Stage 2 or 3. That's exactly where we do our best work.
Three Ways to Work With Us
What It's Like to Work With Us
All tiers are bundled advisory packages. We don't offer standalone tax prep or bookkeeping.
Foundation
Grow
Advisory + tax + accounting for businesses building their financial foundation.
| Revenue | Monthly |
|---|---|
| $500K–$1.5M | $525/mo |
| $1.5M–$3M | $700/mo |
| Over $3M | $900/mo |
Includes: Business Advisory · Business Tax Return · Personal Tax Planning
- Monthly accounting review & reconciliation
- Business tax return preparation
- Annual personal tax planning
- 1 quarterly check-in
- Contractor-specific financial reporting
Scaling
Build
Deeper advisory and proactive tax planning for businesses ready to grow strategically.
| Revenue | Monthly |
|---|---|
| $500K–$1.5M | $775/mo |
| $1.5M–$3M | $1,150/mo |
| Over $3M | $1,500/mo |
Includes: Business Advisory · Business Tax Return · Personal Tax Planning
- Everything in Grow
- Proactive tax strategy sessions (2/year)
- Job cost & crew profitability analysis
- Equipment & hiring decision support
- Priority access to Leslea
Financial Leadership
Simply Balanced CFO
Full financial leadership — CFO-level strategy, quarterly reassessment, and VIP access.
| Revenue | Monthly |
|---|---|
| $500K–$1.5M | $1,500/mo |
| $1.5M–$3M | $2,500/mo |
| Over $3M | $3,500/mo |
Includes: Business Advisory · Business Tax Return · Personal Tax Planning
- Five-Pillar CFO Assessment
- CFO Financial Health Report
- Quarterly reassessment (Assess → Identify → Implement → Reassess)
- VIP tax planning access
- Strategic growth & financial leadership partnership
- Direct access to Leslea — your CFO
The Simply Balanced Approach
Why Women in Contractor Businesses Work With Us
We work exclusively with women who own and operate electrical, plumbing, HVAC, and construction businesses in Michigan — with $500K–$5M in revenue. We don't fit you into a generic small-business template. We know contractor financials inside out.
We don't just "do your books." Every engagement is a bundled advisory relationship — accounting, tax strategy, and financial planning working together. You get a team that knows your business, speaks your language, and shows up every month ready to move you forward.
We're the advisor women in the trades trust. Let's Talk →
Let's Figure Out What Support Looks Like for You
Ready to Talk About What Support Could Look Like?
Let's have a real conversation about your business — where you are, what you need, and whether we're the right fit. If it's not a match, we'll tell you. If it is, we'll map out next steps.
Let's Talk → Not a sales call. Not a commitment. One conversation. Prefer email? connect@simplybalancedaccountants.com