The Walkthrough | Simply Balanced Accountants | Lansing, MI

The Walkthrough · For Michigan Contractors

We'll walk through your books
and hand you a punch list.

Before the year closes, know where it's going to land and what has to happen before December 31.

Let's Talk → $750 · Book by October 31.

30-second video · Leslea

Leslea Burnett-Little, EA
Member, Home Builders Association of Greater Lansing

Built for women who build Michigan.

Sound Familiar?

The second-best time to plan is right now.

  • You told yourself this year would be different. Now it's fall, and you're wondering if it's already lost.
  • Everything's matched, but the bank still won't reconcile.
  • "Ask My Accountant" has been growing since summer.
  • You called your preparer with questions. You're still waiting to hear back.
Let's Talk →
Running the financial side of a trades business

The Questions We Answer

Six questions your books can answer.

01

Why does QuickBooks say I made money when my bank account says I didn't?

02

Do my books match my bank and credit card statements?

03

Is personal spending mixed in with business costs?

04

Is anything missing, like a loan payment, a subscription, or taxes I owe?

05

Is my revenue right, or is something counted twice or dumped into "miscellaneous"?

06

Is QuickBooks set up for how I run today?

What You Walk Away With

Your punch list.

On a jobsite, the punch list is what's left before you close out. Yours works the same way.

  • What's right and can stay as is
  • What needs fixing in the books
  • What has to happen before December 31
  • What can wait until January or April

It's your list. Handle it yourself, or hand it to us.

$750

Book by October 31, so there's time to act before December 31.

Let's Talk →

If you'd like us to handle the punch list, your $750 counts toward that work.

How It Works

Four steps. No homework.

01

A 15-minute call.

Send us your information. Ana, our Client Relations Specialist, reaches out within one business day, explains the process, and makes sure it's a fit.

02

You give us QuickBooks access.

No stack of paperwork.

03

We walk through your books.

You don't have to do a thing.

04

We go over your punch list together.

Up to an hour on the phone. Bring your questions.

Leslea Burnett-Little, EA — Simply Balanced Accountants

Who You'll Be Working With

I'd rather talk with you in October than meet your numbers for the first time in April.

I work with women who own and operate trades businesses in Michigan: HVAC, plumbing, electrical, and construction. I know your books.

  • Enrolled Agent · 25+ years in accounting and tax
  • Member, Home Builders Association of Greater Lansing
  • Michigan-based. Trades-specific. Built for you.

— Leslea Burnett-Little, EA

Tax Advisor | Accountant | Founder · Holt, Michigan

There's Still Time

You said this year would be different.
It still can be.

There's still time to finish the year knowing, not guessing.

Let's Talk → $750 · Book by October 31.