Our Mission

Financial Clarity
for Growing Businesses.

We help growth-minded leaders gain clarity, confidence, and control over their finances with systems that scale and insights that drive real business decisions.

Meet Sydney Smart, CPA

Founder & Principal

I started Simply Smart Consulting because I saw too many business owners struggling in the dark when it came to their numbers.

My goal is to give growth-minded leaders clarity, confidence, and control over their finances by delivering systems that scale, reporting that makes sense, and insights they can actually use to grow their business.

Whether you're opening your second location, preparing for investors, or just ready to stop running your business in the dark, I partner with founders and operators who are serious about getting their financial house in order.

Licensed CPA
15+ Years Experience
$50M+ Managed

What I Do

Comprehensive financial services tailored to your business stage and growth goals.

Fractional CFO Services

Strategic finance leadership, budgeting, cash flow forecasting, and capital planning for businesses ready to scale.

  • Strategic planning & modeling
  • Board presentation prep
  • Banking relationships

Controller Services

Month-end close, reporting, GAAP compliance, consolidations, and ongoing financial oversight.

  • Monthly close process
  • GAAP compliance
  • Multi-entity consolidation

Bookkeeping Oversight

Partner with your existing staff to ensure accuracy, timeliness, and accountability in day-to-day operations.

  • Quality assurance reviews
  • Staff training & guidance
  • Process improvement

Dashboards & KPIs

Real-time reporting, performance monitoring, and decision-ready insights that help you run your business.

  • Custom KPI dashboards
  • Performance tracking
  • Executive reporting

Systems & Process Optimization

QuickBooks setup/cleanup, automation tools, and scalable close & reporting processes.

  • QuickBooks optimization
  • Workflow automation
  • Integration setup

& More...

Every business is different. Let's talk about what you need.

Who I Work With

I partner with founders, operators, and growth-focused businesses that need financial clarity and scalable systems — whether you're opening your second location, preparing for investors, or just ready to stop running your business in the dark.

$5-50M
Revenue Range
Southeast
Geographic Focus
Growth
Business Stage

Our Values

Clarity

Your financials should tell a clear story. No jargon, no confusion—just straightforward insights you can act on.

Confidence

When your numbers are right, you can make better decisions. We give you the confidence to move forward.

Control

You should feel in control of your business. We build systems that scale so you're never flying blind.

Ready to Get Started?

Schedule a free assessment and let's talk about where your business is headed and how we can help you get there.