Simply Balanced CFO · Financial Leadership for Women in the Trades

Simply Balanced CFO

Simply Balanced CFO.
Financial leadership for your business.

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.

Let's Talk → Not a pitch. A real conversation about your business.

Simply Balanced CFO

CFO-level financial partnership. Without the CFO-level overhead.

Most contractor businesses at $1M–$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 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

Five-Pillar CFO Assessment

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.

Year-Round Advisory

Monthly accounting review, reconciliation, and reporting — plus tax strategy built in every month. No April scramble. No surprises.

Quarterly Reassessment

Assess → Identify → Implement → Reassess. Every quarter we measure what changed, recalibrate, and keep moving forward alongside you.

Business + Personal Tax

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

We assess your business across
five financial drivers.

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.

Profitability

Are you actually making money on the work you're doing? Job-level, crew-level, service-level — not just overall.

Liquidity

Can you meet your obligations without scrambling for cash? Do you know what your next 90 days look like?

Efficiency

Is your operation converting revenue into real margin? Are your systems working for you or against you?

Leverage

Are you using debt strategically or letting it use you? Does your capital structure support growth?

Growth & Stability

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

This isn't a one-time engagement. It's a loop.

Every quarter we come back to the beginning — with better numbers, clearer benchmarks, and a sharper picture of where you're headed.

Assess

Five-Pillar CFO Assessment. We evaluate your financial health and deliver your CFO Financial Health Report.

Identify

We pinpoint the gaps, risks, and opportunities specific to your business — not a generic checklist.

Implement

We work alongside you to put improvements in place — in your QBO, your reporting, your tax strategy, your decisions.

Reassess

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.

Let's Talk →

The Investment

Simply Balanced CFO pricing by revenue band.

Investment scales with the size and complexity of your business. Every engagement includes the full CFO partnership — assessment, report, quarterly loop, and year-round advisory.

Revenue Band Monthly Investment

$2M – $3.5M in revenue $5,250 /mo

$3.5M – $5M in revenue $7,250 /mo

Simply Balanced CFO is available to businesses with $2M or more in annual revenue. Not sure if you're ready? Start here — we'll tell you exactly where you'd fit.

Everything included in Simply Balanced CFO

Five-Pillar CFO Assessment at engagement start

CFO Financial Health Report delivered to you

Monthly accounting review & reconciliation

Business tax return preparation

Personal tax planning — Compass tier

Quarterly VIP check-in

Quarterly reassessment (Assess → Identify → Implement → Reassess)

QBO optimization & chart of accounts clean-up

Implementation & ongoing guidance

Priority access to your advisory team

This Is Personal.

"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

Let's figure out if Simply Balanced CFO
is the right fit for you.

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.