Built for women who build Michigan.
Simply Balanced Accountants
Simply Balanced CFO
Know you're making
good business decisions.
You run the invoicing, the payroll, the books, the vendor payments — and you're still the one awake at night wondering if it's all working. Simply Balanced CFO puts financial leadership in your corner, so the answer stops being a guess.
Book a Clarity Session →
Not a pitch. A real conversation about your business.
Simply Balanced CFO
CFO-level financial partnership. Without the CFO-level payroll.
A business your size needs 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 engagement starts with your Business Health Snapshot — we read your business across five pillars using your numbers. It's not a judgment. It's a clear look at exactly where you stand.
Then we work the numbers until the stage moves. Every quarter, we take a fresh Snapshot — so "am I making good decisions?" gets a real answer, four times a year, in your own numbers.
What's included
Your Business Health Snapshot
We read your business across five pillars using your actual numbers. Delivered in your CFO Financial Health Report — findings, priority gaps, and the exact items to work first.
Year-Round Advisory
Monthly accounting review, reconciliation, and reporting — plus tax strategy built in every month. No April scramble. No surprises. No more flying blind between tax returns.
A Fresh Snapshot Every Quarter
Every quarter we read your business again. The numbers moved or they didn't — and you watch the stage move. Progress you can see, not progress you have to take on faith.
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.
Your Business Health Snapshot
Every business has a starting line.
Most owners have never seen theirs.
We read your business across five pillars using your numbers — the levers that decide whether it's healthy, scalable, and built to last, or quietly bleeding in ways that don't show up until it's too late. Your Business Health Snapshot tells you exactly where you stand so you can get the margins back in your life.
Hustle
"Am I actually making money?"
Your Profit margin comes back
Builder
"How do I get my weekends back?"
Your Time margin comes back
Operator
"Am I growing or growing out of control?"
Your Capacity margin comes back
Architect
"Can this business run without me?"
Your Mental margin comes back
Your Business Health Snapshot tells you where you're standing on this road — and what moves you forward. A fresh Snapshot every quarter, so you watch the stage move. A starting line, not a judgment.
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, a fresh Snapshot, and a sharper picture of where you're headed.
1
Read
Your Business Health Snapshot — we read your business across five pillars using your numbers. A clear look at exactly where you stand.
2
Identify
We pinpoint what's holding each pillar back — the gaps, risks, and opportunities specific to your business. Not a generic checklist.
3
Implement
We work the numbers alongside you until the stage moves — in your QBO, your reporting, your pricing, your tax strategy, your decisions.
4
Read Again
Every quarter, a fresh Snapshot. The numbers moved or they didn't — and you watch the stage move.
This is what it looks like to finally have someone in your corner.
Book a Clarity Session →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 — your Snapshot, your report, the quarterly loop, and year-round advisory. Less than a bookkeeper's salary, for the seat your business actually needs.
Revenue Band
Monthly Investment
$1M – $3M in revenue
$3,500 /mo
Over $3M in revenue
$5,000 /mo
Your rate locks at your revenue band when you join — no automatic increases as you grow. Not sure if you're ready? Start here — we'll tell you exactly where you'd fit.
Everything included in Simply Balanced CFO
Your Business Health Snapshot 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
A fresh Snapshot every quarter — watch the stage move
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
Where does your
business stand?
It starts with a Clarity Session. 90 minutes. Your numbers.
No pressure. No pitch. Just real work, together.
We'll run your numbers, read the health of your business, and hand you the exact items to work first — so you leave knowing where you're strong and where you're exposed. Your Snapshot isn't a judgment. It's a starting line. Every business has one. Most owners have never seen theirs.
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 →