Founded by Shaun Glenn, CPA, MSA, MST, Simplicity Financial is a specialized financial services firm serving churches, nonprofits, private and Christian schools, and closely held businesses in Southern California and beyond. This is not a general accounting practice. Every service, every engagement, and every area of expertise is built around the specific compliance realities, reporting requirements, and financial structures that faith-based and mission-driven organizations face.

Meet Shaun Glenn, CPA, MSA, MST

Shaun Glenn did not build Simplicity Financial to serve everyone. He built it to serve organizations that most CPAs are not equipped to help.

After more than 15 years working exclusively in nonprofit and church finance, Shaun has developed a level of specialization that goes well beyond standard accounting credentials. He holds a CPA license, a Master of Science in Accounting, and a Master of Taxation, and has spent his career working inside the financial realities of churches, nonprofits, private schools, and ministry organizations, not just advising them from the outside.

That means he understands fund accounting, Form 990 preparation, UBIT analysis, clergy compensation structures, housing allowances, dual employment status, SECA obligations, California property tax exemptions for religious and welfare organizations, and the compliance demands specific to multi-campus churches and faith-based schools. These are not areas he has read about. They are what he has done for over a decade.

Simplicity Financial works in QuickBooks Online, Sage Intacct, and ProConnect Tax, and every engagement is built around the actual systems and reporting needs of the organizations it serves.

Meet Shaun Glenn, CPA, MSA, MST

Credentials: Certified Public Accountant (CPA); Master of Science in Accounting (MSA); Master of Taxation (MST)

Experience: 15+ years dedicated to nonprofit and church finance

Background: Former C-suite financial roles at nonprofit and for-profit organizations

Specialties: Fund accounting, Form 990 preparation, clergy compensation and SECA, California property tax exemptions, UBIT analysis, multi-campus church finance, private school financial reporting

Software: QuickBooks Online, Sage Intacct, ProConnect Tax

Location: Eastvale, California (fully remote, serving clients across Southern California and nationwide)

Accounting

Bookkeeping captures the data. Accounting turns it into something useful.

Financial reporting, account reconciliation, board reporting packages, and tax-ready documentation give leadership the information they need to make better decisions. For churches managing multi-campus finances, nonprofits navigating restricted fund compliance, or private schools preparing for audits, accounting is what separates organizations that react to their finances from those that understand them. For organizations weighing whether to keep this in-house or hand it off, outsourcing accounting services is often more practical than it sounds

Four Services, One Place to Handle All of Them

Fractional and Outsourced CFO Services

A full-time CFO is a significant hire. For most nonprofits, churches, and faith-based schools, it is not the right move, and it does not have to be.

Simplicity Financial’s fractional CFO service is built as outsourced controller support: monthly close, financial statement preparation, board and finance committee reporting packages, fund accounting, internal controls design, payroll and AP workflow oversight, audit preparation, and budgeting support. It is CFO-level thinking combined with hands-on operational responsibility, delivered by a CPA with 15+ years in the field. For growing organizations that need someone at that level, understanding what the benefits of a fractional CFO actually look like in practice makes it easier to decide if it is the right fit.

Tax Preparation for Churches, Nonprofits, Schools, and Clergy

Tax season does not have to feel like a scramble. With organized records and a CPA reviewing every detail before filing, most of the anxiety disappears.

Simplicity Financial handles Form 990 preparation, church and ministry tax compliance, clergy housing allowances, self-employment tax on ministerial income, UBIT analysis, individual returns for ministers and private school employees, and business returns 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. For anyone wondering what professional tax preparation actually costs, CPA tax preparation fees vary more than most people expect.

Who Simplicity Financial Serves

Simplicity Financial works with a specific set of organizations. This specialization is the point.

Churches and ministry organizations get a CPA who has spent 15+ years inside church finance. Fund accounting, multi-campus payroll, clergy compensation structures, housing allowances, SECA, California property tax exemptions, and 501(c)(3) compliance are not edge cases here. They are the core of what Simplicity Financial does.

Nonprofits get financial management built for the compliance and reporting demands of mission-driven organizations: restricted and unrestricted fund tracking, Form 990 preparation, UBIT analysis, board financial reporting, grant compliance, and audit preparation.

Private and Christian schools get a CPA who understands the financial reporting obligations specific to faith-based educational institutions, including multi-entity structures, tuition and grant accounting, and board reporting.

Closely held businesses in Southern California get bookkeeping, accounting, tax preparation, and fractional CFO support from a CPA who understands the financial realities of owner-operated companies.

The common thread: these organizations need more than a general accountant. They need someone who already knows the rules that apply to them.

What Makes Simplicity Financial Different

Most CPAs can handle a standard tax return or a basic set of books. Very few have spent 15 years working specifically in church and nonprofit finance. Fewer still hold both a Master of Taxation and a Master of Accounting alongside a CPA license.

Simplicity Financial does not offer general pricing or packages. Every engagement is built around the organization, its structure, its compliance obligations, and what it actually needs. Clients do not pay for services that do not apply to them, and they do not need to arrive prepared. Simplicity Financial figures out what is needed and builds a path to get there.

The firm is fully remote and works with clients across Southern California and nationwide, entirely online.

Common Questions About Working With Simplicity Financial

No. Many clients come to Simplicity Financial specifically because their records are behind or disorganized. The first step is understanding where things stand. Simplicity Financial handles the cleanup from there.

No. The firm is fully remote and serves clients across the United States. Southern California is the primary service area, but location is not a barrier.

Bookkeeping tracks the money coming in and going out of your organization. Accounting takes that information and turns it into reports, insights, and tax-ready records. Simplicity Financial offers both, and they work as part of the same process.

Yes. Form 990 preparation is a core part of what Simplicity Financial does for nonprofits and churches. Every return is prepared and reviewed by Shaun Glenn, CPA, MSA, MST, with 15+ years of experience in nonprofit and church tax compliance.

At Simplicity Financial, fractional CFO support is outsourced controller work: monthly close, financial statement preparation, board and finance committee reporting, fund accounting, internal controls design, payroll and AP oversight, audit preparation, and budgeting support. It is not just strategic advice. It is operational financial management delivered by a CPA.

Yes. Clergy taxes involve rules that do not apply to standard employee situations, including housing allowances, dual employment status, and self-employment tax on ministerial income under SECA. Shaun has direct experience preparing returns for pastors, ministers, and church staff.

Schedule a phone call or Zoom call directly with Shaun. No intake form, no assistant. He will take the time to understand your situation and walk through what working together would look like.

Ready to Hand Off the Financial Work?

Getting your finances under control starts with a single conversation. Shaun will listen, ask the right questions, and help you understand exactly what working with Simplicity Financial would look like for your organization.

No pressure. No jargon. No homework required before you call.

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