Get Your Financial
House in Order.
CPA-led fractional CFO and bookkeeping for growing businesses in the Southeast. Clean books, reliable forecasts, and confidence in your numbers — every month.
Revenue YTD
$0
Cash Balance
$847K
Healthy
Monthly Burn
$124K
On Plan
Cash Runway
6.8 mo
Monitor
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 don't have the internal systems or expertise to support that scale.
Two Services, One Vision
Clean books and strategic clarity — both under one CPA-led roof.
Strategic Bookkeeping
The foundation of a financially healthy business.
- Monthly close — books done by the 15th
- QuickBooks Online & Xero
- Catch-up & cleanup bookkeeping
- Audit-ready records, always
- AI-assisted reconciliation + CPA review
Fractional CFO
Strategic financial leadership, without the full-time cost.
- Cash flow forecasting & scenario modeling
- KPI dashboard & board reporting
- Banking & investor relationship support
- Budget vs. actuals analysis
- Strategic finance for key decisions
Real Results for Real Businesses
Numbers from actual client engagements — no projections, no estimates.
$0M
Credit Line Secured
0%
Margin Improvement
0 days
Average Cleanup Time
Manufacturing client ($12M rev) — 8 months behind on books, couldn't qualify for bank financing.
Secured $2M credit line within 90 days of clean-up.
Healthcare services client ($28M rev) — growing fast with no location-level profitability visibility.
Built location P&Ls; identified 12% margin leak within 60 days.
Our standard timeline from chaotic, behind books to clean, audit-ready financials.
Most clients reach full monthly close cadence within one quarter.
Simple Process, Serious Results
From first call to clean books — here's exactly what to expect.
Discovery Call
We audit your current financials, understand your goals, and identify the highest-impact opportunities. No obligation — just clarity.
Onboarding & Cleanup
Clean books, proper chart-of-accounts, full catch-up on any backlog. We handle the heavy lifting — most clients are current within 2–4 weeks.
Ongoing Partnership
Monthly financial close by the 15th. CFO-level strategy sessions. Clear reporting you can actually use to run your business.
Industries We Serve
Deep Sector Knowledge
Manufacturing & Distribution
Healthcare & Medical
Professional Services
Retail & E-commerce
Construction & Contracting
Hospitality & Restaurants
I started Simply Smart Consulting because I saw too many business owners struggling in the dark when it came to their numbers.
Sydney Smart, CPA
Founder & Principal
Meet Sydney Smart
Founder & Principal · CPA
My goal is to give growth-minded leaders clarity, confidence, and control over their finances — systems that scale, reporting that makes sense, and insights they can actually use to grow their business.
Stronger Together
We collaborate with best-in-class partners to serve you at every layer of your business.
Nexairi
AI for accountants, finance teams & business owners
Sydney authors a regular column on AI in finance and bookkeeping — published on Nexairi, the go-to resource for accounting professionals navigating the AI era. New articles 3× per week.
Visit Nexairi5 Cypress Automation
Automation + marketing that drives real growth
Together with 5 Cypress, we connect financial systems and business operations — eliminating manual work so your team can focus on growth. From QuickBooks syncs to full workflow automation.
Visit 5 Cypress AutomationTransparent 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.
Everything You Need to Know
Talk to a CPA Today.
Stop guessing and start leading. Let's build a financial engine that supports your ambition — no obligation, no sales pressure.