Our Services

CPA-Led Accounting and Tax Services, Delivered Entirely Online

Specialized bookkeeping, tax preparation, controller, and fractional CFO services for churches, nonprofits, private schools, and closely held businesses.

SUPPORT

Financial Support Built Around What Your Organization Actually Needs

Your financial needs do not always fit neatly into a standard accounting package.

You may need someone to take over the books, prepare an accurate tax return, improve your financial reporting, or provide senior financial oversight without the cost of a full-time hire.

Simplicity Financial brings these services together in one place. Every engagement is led by Shaun Glenn, CPA, MSA, MST, and built around your organization’s current systems, responsibilities, and goals.

There are no general packages filled with services you do not need. Shaun will review what is currently in place, identify the gaps, and recommend the right level of support.

Accounting and Financial Services

Outsourced Bookkeeping Services

Accurate books are the foundation of reliable reporting, successful tax preparation, and better financial decisions.

Simplicity Financial provides ongoing bookkeeping for organizations that need their financial records handled consistently and correctly. Services can include:

Transaction categorization
Bank and credit-card reconciliations
Accounts payable and receivable
Monthly financial reporting
Fund accounting and restricted-fund tracking
Grant and designated-gift tracking
Tax-ready financial records

Your books stay organized, current, and ready when leadership, your board, an auditor, or the IRS needs them.

Tax Preparation Services

Tax preparation requires more than entering numbers into a return. The person filing needs to understand the rules that apply to your organization and know what to look for before anything is submitted.

Simplicity Financial provides CPA-reviewed tax preparation for churches, nonprofits, clergy, private schools, individuals, and closely held businesses. Services can include:

Form 990 preparation
Church and ministry tax compliance
Clergy and minister tax returns
Housing allowance and SECA considerations
Unrelated business income tax analysis
Individual tax returns
Business tax returns
California tax compliance

Every return is reviewed by a CPA with extensive experience in nonprofit and church finance.

Outsourced Financial Controller Services

A controller oversees the accuracy and integrity of your financial records.

This service is designed for organizations that have outgrown basic bookkeeping but are not ready to hire a full-time controller. Simplicity Financial can take responsibility for the monthly close, financial reporting, internal controls, and the processes that keep your books accurate and audit-ready. Controller services can include:

Monthly close and account reconciliations
Financial statement preparation
Budget-versus-actual reporting
Board and finance committee reports
Internal controls
Payroll and accounts-payable oversight
Audit preparation
Coordination with outside auditors

You receive senior accounting oversight without adding another full-time position to your organization.

Fractional CFO Services

Accurate financial records tell you where your organization has been. Fractional CFO support helps you decide where it should go next.

Simplicity Financial provides experienced financial leadership for organizations that need help with planning, forecasting, budgeting, and major financial decisions. Fractional CFO services can include:

Budgeting and financial forecasting
Cash-flow planning
Financial modeling
Board-ready reporting
Scenario planning
Growth and expansion guidance
Risk management
Strategic financial decision support

You receive CFO-level financial guidance from an experienced CPA without the expense of hiring a full-time executive.

Which Service Is Right for You?

You need your day-to-day financial records handled

Start with outsourced bookkeeping.

This is the right fit when transactions need to be categorized, accounts reconciled, records organized, and regular reports prepared.

You need stronger oversight and more reliable reporting

Consider outsourced financial controller services.

A controller reviews the books, manages the monthly close, establishes financial controls, and ensures reports are complete and accurate.

You need help planning and making financial decisions

Consider fractional CFO services.

A fractional CFO uses your financial information to support budgeting, forecasting, growth planning, and strategic decisions.

You need an accurate return prepared and filed

Choose tax preparation services.

Simplicity Financial prepares and reviews returns for individuals, businesses, churches, nonprofits, clergy, and private schools.

Not sure where your needs fit? You do not need to figure it out before reaching out. Shaun will assess your current situation and recommend the appropriate level of support.

Get the Financial Support Your Organization Needs

You do not need to know exactly which service to request before getting started.

Schedule a conversation with Shaun to discuss what is currently working, where support is needed, and what the right engagement could look like for your organization.