A Remote Accounting Firm Built for Organizations With Specific Financial Needs

Simplicity Financial does not serve everyone. The firm specializes in churches, nonprofits, private and Christian schools, and closely held businesses, organizations whose financial compliance requirements most general accounting firms have not worked in.

Expert CPA Services for Nonprofits and Private Schools

Nonprofits, churches, and private schools carry financial obligations most accounting firms have not worked in. Fund accounting, Form 990 preparation, UBIT analysis, and board reporting require a specialist. Shaun Glenn, CPA, MSA, MST has spent 15+ years doing exactly this.

Remote Accounting, Available Across Southern California and Nationwide

Every engagement is fully remote. Based in Eastvale, CA, Simplicity Financial serves churches, nonprofits, and businesses across Los Angeles, Orange County, the Inland Empire, and nationwide with no in-person requirements.

Financial Expertise in Clergy, Ministry, and Church

Housing allowances, SECA, dual employment status, and California property tax exemptions for religious organizations are built into Simplicity Financial’s practice. Pastors and church administrators get a CPA who already knows their situation.

Ready to Work With a Remote Accounting Firm That Knows Your Industry?

Every financial situation is different. Simplicity Financial builds each engagement around the specific compliance obligations, reporting requirements, and financial structures of the organization, not a generic package applied to every client.

CPA team reviewing nonprofit financial reports remotely for a church or ministry organization

Why Organizations Choose Simplicity Financial

Every engagement is led directly by Shaun Glenn, CPA, MSA, MST, with 15+ years dedicated to church and nonprofit finance. No junior staff. No generalists.

  • Deep specialization: Fund accounting, Form 990, UBIT analysis, clergy compensation, SECA, and California property tax exemptions for religious organizations are built into the practice, not added on.
  • Fully remote: Every engagement is delivered online. Clients across Southern California and nationwide work with Simplicity Financial without ever setting foot in an office.
  • No general packages: Every engagement is scoped around your organization’s actual needs. You do not pay for services that do not apply to you.

Remote Accounting and Financial Services for Churches, Nonprofits, and Businesses

Outsourced CFO and Controller Services

Business CFO services

For churches, nonprofits, private schools, and closely held businesses that need more than bookkeeping, Simplicity Financial provides outsourced controller support: monthly close, fund accounting, board reporting packages, internal controls, audit preparation, and budgeting. CFO-level thinking combined with operational responsibility, delivered entirely online.

Tax Preparation for Individuals, Nonprofits, Clergy, and Businesses

non profit financial services

Form 990, clergy tax returns, housing allowances, SECA, UBIT analysis, and business tax preparation for closely held companies. Every return is CPA-reviewed by someone who understands the specific rules that apply to faith-based and mission-driven organizations.

Remote Bookkeeping and Accounting Services

tax preparation services

Simplicity Financial handles bookkeeping and accounting with fund accounting and restricted gift tracking built in for the organizations it serves. Bank reconciliations, financial reporting, accounts payable and receivable, and board-ready financial statements, all delivered remotely.

Get a personal consultation.

Based in Eastvale, CA. Serving clients remotely across Southern California and nationwide.

Office

1175 Azusa Court Suite 110, Rancho Cucamonga, CA 91730

Contact

(951) 444-1895
INFO@SIMPLICITYFINANCIAL.COM