About Simplicity Financial
Specialized Financial Support, Led by an Experienced CPA
A Financial Partner Built for Organizations With Specific Needs
Most people do not start a business, lead a nonprofit, pastor a church, or run a school because they want to spend their time managing books, preparing financial reports, and navigating tax requirements.
But as an organization grows, managing the financial side can quickly become a full-time responsibility. That is the problem Simplicity Financial was built to solve.
Founded by Shaun Glenn, CPA, MSA, MST, Simplicity Financial provides experienced financial support tailored to each organization’s structure, reporting requirements, and compliance responsibilities. Clients receive the expertise they need without the expense or complexity of building an entire in-house accounting department.
Meet Shaun Glenn, CPA, MSA, MST
Shaun Glenn did not build Simplicity Financial to serve everyone. He built it to support organizations with financial needs that many general accounting firms are not equipped to handle.
Shaun has more than 15 years of experience in nonprofit and church finance. He holds a CPA license, a Master of Science in Accounting, and a Master of Taxation. His background also includes C-suite financial roles within nonprofit and for-profit organizations.
Having worked directly inside these organizations, Shaun understands the practical realities behind their financial reporting and compliance obligations. His experience includes fund accounting, Form 990 preparation, UBIT analysis, clergy compensation, housing allowances, SECA obligations, California property tax exemptions, multi-campus church finances, and private-school reporting.
These are not occasional services added to a general accounting practice. They are central to Shaun’s experience and the work Simplicity Financial provides.
Certified Public Accountant, Master of Science in Accounting, and Master of Taxation
More than 15 years in nonprofit and church finance
Former C-suite financial roles in nonprofit and for-profit organizations
Fund accounting, Form 990 preparation, clergy compensation, SECA, UBIT analysis, California property tax exemptions, multi-campus church finances, and private-school financial reporting
QuickBooks Online, Sage Intacct, and ProConnect Tax
Based in Rancho Cucamonga, California, and serving clients remotely throughout Southern California and nationwide
Specialized Financial Support
Bookkeeping records what happened. Accounting helps you understand what it means.
Accurate reconciliations, financial statements, board reports, tax-ready documentation, and forward-looking guidance give leaders the information they need to make better decisions. Simplicity Financial brings four core areas of financial support together in one place.
Certified Public Accountant, Master of Science in Accounting, and Master of Taxation
Turn financial data into clear and useful information. Simplicity Financial prepares financial statements, board reports, account reconciliations, and tax-ready documentation that help leadership understand the organization's financial position.
Receive tax preparation from a CPA who understands the rules affecting churches, nonprofits, clergy, private schools, and closely held businesses. Services can include Form 990 preparation, UBIT analysis, clergy and minister taxes, and individual or business returns.
Get experienced financial oversight without hiring a full-time CFO or controller. Support can include monthly close, budgeting, forecasting, board reporting, internal controls, audit preparation, cash-flow planning, and strategic financial guidance.
Whether an organization needs dependable bookkeeping or senior financial leadership, each engagement is built around its actual needs.
What Makes Simplicity Financial Different
Clients work directly with an experienced CPA who understands their organization and industry. Financial work is not passed between layers of junior staff who are unfamiliar with the client's situation.
Fund accounting, Form 990 preparation, clergy taxation, restricted-fund tracking, and board reporting are not unfamiliar situations that need to be researched from scratch. They are established areas of expertise.
Simplicity Financial does not force clients into general packages. Every engagement is scoped around the organization's systems, responsibilities, and actual financial needs. Clients do not pay for services that do not apply to them, and they do not need to know exactly what support they require before reaching out. Shaun will assess what is currently in place, identify the gaps, and recommend a clear path forward.
Simplicity Financial is based in Rancho Cucamonga, California, and works entirely online with clients throughout Southern California and across the United States.
Frequently asked questions
Do I need to have my books in order before reaching out?
No. You do not need to clean everything up before contacting Simplicity Financial. Shaun will review what is currently in place, identify any gaps, and explain what needs to happen next.
Does Simplicity Financial only work with organizations in California?
No. Simplicity Financial is based in California but works remotely with clients across the United States.
What is the difference between bookkeeping and accounting?
Bookkeeping records and organizes financial transactions. Accounting reviews that information, verifies its accuracy, prepares reports, and turns the numbers into information leadership can use.
Does Simplicity Financial prepare Form 990 returns?
Yes. Form 990 preparation and nonprofit tax compliance are among the firm’s core areas of experience.
What does fractional CFO support include?
Support can include budgeting, forecasting, cash-flow planning, financial reporting, board packages, internal controls, and strategic financial guidance. The exact scope depends on the organization’s needs.
Does Simplicity Financial handle clergy and minister taxes?
Ready to Hand Off the Financial Work?
Getting your finances under control begins with a conversation.
Shaun will take the time to understand your organization, review what is currently in place, and explain what working with Simplicity Financial could look like.
No pressure, confusing jargon, or preparation required before you reach out.