Get Your Financial
House in Order.
CPA-led fractional CFO and bookkeeping services for growing businesses in the Southeast. We clean up your books, build reliable forecasts, and give you confidence in your numbers.
Problems We Solve
Financial hurdles shouldn't stop your company from reaching its full potential.
Messy Books
Your previous bookkeeper left a mess and you don't know where you stand financially.
No Visibility
You're making critical business decisions based on gut feel instead of solid financial data.
Tax Scramble
Every tax season is absolute chaos because your records aren't organized or audit-ready.
Growth Challenges
You're growing rapidly but simply don't have the internal systems or expertise to support that scale.
Real Results for Real Businesses
"Books were 8 months behind, couldn't get a bank loan."
"Caught up all bookkeeping, implemented monthly close process."
Result: Secured $2M credit line within 90 days.
"Growing rapidly but no visibility into profitability by location."
"Built location-level P&Ls and cash flow forecasting system."
Result: Improved margins by 12% identifying leaks.
"Owner planning retirement but financials weren't buyer-ready."
"Cleaned up records, built 3-year projections, managed due diligence."
Result: Sold business at premium valuation.
Why Choose Simply Smart Consulting?
CPA-Led Team
Our founding partner is a licensed CPA with 15+ years managing finances for businesses exactly like yours.
Southeast Expertise
We understand regional business dynamics and have deep relationships with local banks and CPAs across the Southeast.
3-Person Dedicated Team
You get a full dedicated team of experts, not a solo freelancer juggling dozens of clients at once.
"Our clients have cleaner books, better cash flow visibility, and make more confident decisions."
CPA-Led Strategy
15+ Years of Trust
Industries We Serve
Deep Sector Knowledge
Manufacturing & Distribution
Healthcare & Medical
Professional Services
Retail & E-commerce
Construction & Contracting
Hospitality & Restaurants
Transparent Engagement
Clear, value-based pricing tiers designed to grow with your business.
Financial Foundation
Best for $5-15M Revenue
- Monthly bookkeeping & reconciliation
- QuickBooks Online setup & maintenance
- Monthly financial statements (P&L, BS, CF)
- Basic KPI dashboard
- Tax-ready financials delivered by Jan 31st
- Email & phone support
Strategic Controller
Best for $15-30M Revenue
- Everything in Tier 1, plus:
- Monthly financial analysis with written insights
- Budget vs. actual variance reporting
- 13-week rolling cash flow forecast
- Quarterly strategic review calls
- Department-level profit tracking
- Priority support with 24-hour response
Fractional CFO
Best for $30-50M Revenue
- Everything in Tier 2, plus:
- 3-year financial modeling & scenario planning
- Monthly CFO strategy sessions
- Board presentation preparation
- Banking relationship management
- M&A support and due diligence prep
- Weekly CFO office hours
- Direct CFO cell phone access
À La Carte Services
QuickBooks Cleanup
$2,500 - $5,000
One-time audit and catch-up project to bring your books to a pristine state.
Financial Model Build
$3,500 - $7,500
Custom 3-year operating model and scenario analysis for strategic planning.
Due Diligence Support
$5,000 - $15,000
Preparation and advisory services for M&A transactions and capital raises.
Interim Controller
$4,000 / mo
Temporary coverage and stabilization for 3-6 month transition periods.
Common Questions
How is a Fractional CFO different from a bookkeeper?+
A bookkeeper records the past. A Fractional CFO interprets the data to guide your future decisions, managing strategy, forecasts, and banking relationships.
What accounting software do you work with?+
We primarily work with QuickBooks Online and Xero, integrating them with modern fintech stacks for automated clarity.
How quickly can you get my books caught up?+
Most cleanup projects take between 2-4 weeks, depending on the volume of transactions and state of current records.
Do you work with businesses outside the Southeast?+
While we specialize in the Southeast US, we partner with growing businesses nationwide that value a high-touch, CPA-led approach.
What size business is a good fit?+
Our typical clients are generating $5M to $50M in annual revenue and require institutional-grade financial oversight.
Can you help with tax preparation?+
We maintain 'tax-ready' financials and work directly with your existing CPA or our network partners to ensure seamless filing.
Talk to a CPA Today
Stop guessing and start leading. Let's build a financial engine that supports your ambition.