Built for women who build Michigan.
Simply Balanced Accountants
Monthly Accounting & Advisory
Every tier answers one question:
how well do you know your business?
Your year-end accountant files the return and disappears. Meanwhile you're making six-figure decisions every month. These tiers exist so someone is in your numbers all year — at exactly the depth your business needs right now.
Grow — we manage your books
Build — you see your numbers
CFO — we raise your grade
Grow
We manage your books
Your QuickBooks, owned by professionals. The books are always right, always current, never a cleanup project.
- QuickBooks Online, managed — categorization kept current, bank feeds and rules maintained, chart of accounts clean
- We work with your field systems — your CRM or job-management software connected to your books, so the office and the field tell the same story
- Monthly reconciliation and close
- Monthly financial reports, delivered
- Business tax return preparation
- Year-round business tax planning — no April surprises
- Business advisory built in
You still run AP, AR, invoicing, and payroll — we make sure the system of record behind them is always right.
Build
You see your numbers
Everything in Grow — plus contractor-grade oversight: your jobs, your numbers, and your personal taxes, watched all year.
- Everything in Grow, plus:
- Contractor oversight reporting — work-in-progress, job costing, and margin by job, so you see which work makes money while it's still in progress
- Your live dashboard — revenue, margins, cash position, and budget vs. actual, updated with every close
- Industry benchmarks — how your numbers compare to businesses like yours
- Monthly numbers note — what moved, what to watch, in plain English
- Individual tax planning — Clarity tier included — the owner's personal return, planned all year alongside the business
- Seasonality-aware reporting built for trades businesses
Clarity-tier individual planning is a $2,100/year engagement on its own — included here, because your business and your household file together.
The Flagship
Simply Balanced CFO
We raise your grade
Everything in Build — plus your Business Health Grade, a plan to raise it, and a CFO in your corner every quarter.
- Everything in Build, plus:
- Your Business Health Grade — your business graded across five pillars using your numbers
- CFO Financial Health Report — findings, priority gaps, and the exact items that raise each grade
- Quarterly re-grade — you watch yourself climb
- Quarterly strategy with Leslea, directly
- Individual tax planning upgraded to Compass tier
The full CFO seat — for less than a bookkeeper's salary. See the full engagement →
The Investment
Priced by revenue band. Locked at engagement.
Your rate is set by your revenue band when you join — and it stays there. No automatic increases as you grow. Growth should pay you, not your accountant.
| Annual Revenue | Grow | Build | Simply Balanced CFO |
|---|---|---|---|
| $1M – $2M | $1,100 /mo | $1,600 /mo | $3,500 /mo |
| $2M – $3M | $1,650 /mo | $2,400 /mo | $5,000 /mo |
| Over $3M | $2,500 /mo | $3,750 /mo | $7,500 /mo |
Every tier is a bundled engagement — advisory, accounting, and business tax together. We don't sell standalone bookkeeping or tax prep. If your books need a rescue before monthly service begins, that starts with a Books Health Review — a separate, scoped project so cleanup never hides inside your monthly rate.
Built for Women Who Build Michigan
Trades accounting isn't generic accounting.
Neither are we.
Job-level truth
Job costing, work-in-progress, and margin by project — so you know which jobs make money before the next bid goes out, not after.
Trades cash reality
Progress billing, retainage, and seasonal swings — the cash patterns generic accountants misread, handled by people who live in them.
Crew and equipment math
Burden rates, crew-level analysis, and equipment decisions — the numbers behind paying your people well and still paying yourself.
Not Sure Which Tier?
Your numbers will tell us.
That's what the Clarity Session is for.
90 minutes with your actual numbers. We'll grade the health of your business, show you exactly where you stand, and tell you honestly which tier fits — including "not yet."
Book a Clarity Session →
If it's not a fit, I'll tell you. If it is, I'll map out the next steps. The $497 applies to your first month if we move forward.
Not ready yet? Let's talk →