Built for women who build Michigan.
Simply Balanced Accountants
The Simply Balanced Way
Not a bookkeeper.
Not a tax preparer.
The answer isn't more hustle. It's a better system.
Every Simply Balanced engagement is a bundled advisory package built around where you are in your business — and where you're trying to go.
Book a Clarity Session →Built for women who build Michigan.
Every contractor business moves through four stages. We meet you where you are.
The stage isn't about what you gross. It's about where your finances are right now — and what's holding you back from the next level.
Stage is defined by financial maturity — not revenue.
Stage 1
The Hustle
The symptoms
No real books. Quoting by gut. Tax season is always a surprise. You don't know if you're profitable — or just busy.
Financial Focus
ProfitabilityStage 2
The Builder
The symptoms
Revenue is real but profit is invisible. You're doing the books yourself. You're paying yourself last. Fully booked — and can't breathe.
Financial Focus
Liquidity + EfficiencyStage 3
The Operator
The symptoms
Systems exist but the finances still run through you. Cash flow is unpredictable despite strong revenue. Every growth decision feels like a guess.
Financial Focus
LeverageStage 4
The Architect
The symptoms
The business runs without you on every job. The questions are bigger now — what's it worth, how do you protect it, and what's next?
Financial Focus
Growth & StabilityWe take you from wherever you are right now — and move you up the ladder. A $1.5M Hustler can reach Architect-level financial clarity. Revenue doesn't cap the transformation.
What Sets Us Apart
Most accounting firms give you data. We give you direction.
Data entry and bookkeeping keep the lights on. What you actually need is someone who reads the numbers, explains what they mean for your specific business, and helps you make decisions with confidence.
Not data entry
Accounting that means something.
We review, reconcile, and report. Every month. So you always have a clean, accurate picture — and someone to interpret it for you.
Not tax season panic
Tax strategy. All year.
Tax planning isn't a once-a-year conversation. It's a year-round discipline. Your package includes proactive tax planning so April never blindsides you.
Not generic small business advice
Built for women in the trades.
If you own or co-own a contractor business in Michigan, this is where we do our best work. The language, the structure, the support — built around the way your business actually runs.
Business Advisory Packages
Once you know your stage, the right tier is obvious.
Each tier builds on the last — Grow fixes the foundation, Build adds the strategic layer, and Simply Balanced CFO is full financial leadership. You're not leaving anything behind when you move up.
Pricing shown per month, billed monthly. Revenue tiers: $500K–$1.5M · $1.5M–$3M · Over $3M
Grow
Foundation-level advisory for businesses building momentum.
Monthly Investment
$500K–$1.5M: $525/mo
$1.5M–$3M: $700/mo
Over $3M: $900/mo
Every Grow Package Includes
Business Advisory
Business Tax Return
Personal Tax Planning (Core)
Monthly accounting review, reconcile & report
1 quarterly tax check-in
TaxDome client portal access
Build
Deeper advisory with more touchpoints as your business scales.
Monthly Investment
$500K–$1.5M: $775/mo
$1.5M–$3M: $1,150/mo
Over $3M: $1,500/mo
Every Build Package Includes
Everything in Grow
Personal Tax Planning (Clarity)
2 quarterly tax check-ins
Priority response window
Proactive planning conversations
Year-round tax exposure monitoring
Simply Balanced CFO
Full financial leadership.
Monthly Investment
$500K–$1.5M: $1,500/mo
$1.5M–$3M: $2,500/mo
Over $3M: $3,500/mo
Every CFO Package Includes
Everything in Build
Five-Pillar CFO Assessment
CFO Financial Health Report
Personal Tax Planning (Compass + VIP)
Quarterly reassessment meetings
Direct access to Leslea
Simply Balanced CFO
The only package with a CFO in your corner.
Simply Balanced CFO is financial leadership — not financial management. Every client starts with the Five-Pillar CFO Assessment, a structured review of the five drivers that determine the real health of your business.
From there we deliver a CFO Financial Health Report, work alongside you to implement improvements, and reassess quarterly. The loop never stops running.
01
Assess
02
Identify
03
Implement
04
Reassess
The Five Pillars
Profitability
Are you keeping enough of what you earn?
Liquidity
Do you have cash when you need it?
Efficiency
Is your business running lean or leaking?
Leverage
Are you using debt strategically?
Growth & Stability
Are you building something that lasts?
Individual Tax Planning
Bundled with every business package.
Your personal and business tax picture are inseparable. Every package includes an individual tax planning tier matched to your advisory level.
Paired with Grow
Core
$375 / quarter
Personal tax return
1 annual check-in
Year-end tax summary
Paired with Build
Clarity
$525 / quarter
Everything in Core
2 planning check-ins per year
Proactive mid-year review
Paired with Simply Balanced CFO
Compass
$750 / quarter
Everything in Clarity
Quarterly planning sessions
VIP access and response
Direct access to Leslea
The Onboarding Path
Here's how we start working together.
You don't have to have everything organized before you reach out. You just have to be ready to stop guessing.
Start Here
Book a Financial Clarity Session.
A 60-minute working conversation. Not a sales call. We look at your actual numbers — where the business is, where you want to go, and where the gaps are. You leave with clarity and a next step.
Right Fit
We match you to the right tier.
Based on your revenue, your goals, and the level of support that makes sense right now. No upselling. No pressure. The right fit is the only fit.
Onboarding
Ana handles your onboarding.
Our Client Relations Specialist walks you through the TaxDome portal, gathers what we need, and sets up your account. You don't have to do the heavy lifting.
In Motion
Your team gets to work.
Paul and Aileen handle the accounting. Kesley supports tax planning. Leslea reviews everything and stays in your corner. The 80% gets executed so you can run your business.
Ready to finally know your numbers?
The Clarity Session is where it starts. One conversation. No obligation. Applied toward your first month if you move forward.
Book Your Clarity Session →Spots are limited. Available to Michigan-based businesses only.