Who We Serve
Specialized Accounting Services for Organizations With Specific Financial Needs
CPA-led bookkeeping, accounting, tax preparation, and financial guidance for churches,
nonprofits, private schools, closely held businesses, and individuals.
Financial Expertise That Fits Your Organization
Simplicity Financial does not try to serve everyone. That focus is intentional.
Different organizations manage money in different ways. A church has financial responsibilities that do not apply to a traditional business. A nonprofit must account for restricted funds, grants, and board reporting. A private school may need to track tuition, donations, and multiple programs. A business owner needs accurate numbers to make confident decisions.
These situations require more than a general accounting approach.
With more than 15 years of experience in nonprofit and church finance, Shaun Glenn, CPA, MSA, MST understands the reporting requirements, tax rules, and financial structures affecting the clients Simplicity Financial serves.
Faith-Based Organizations
Churches and Ministries
Church finances come with responsibilities that many general accountants rarely encounter.
Simplicity Financial supports churches, inistries, pastors, and faith-based organizations with financial services built around their specific needs. Support can include:
- Fund accounting and designated- gift tracking
- Clergy compensation and housing allowances
- Form 990 preparation
- California property tax exemptions
- Internal controls and audit preparation
- Multi-campus financial reporting
- SECA and dual-employment considerations
- Unrelated business income tax analysis
- Board and finance committee reporting
Whether your church relies on a volunteer treasurer, an internal bookkeeper, or a small administrative team, Simplicity Financial can provide the accounting experience and oversight needed to keep everything organized and compliant.
Nonprofits
Nonprofits need financial systems that demonstrate accountability to their boards, donors, grantors, and communities.
Simplicity Financial provides nonprofit accounting services designed around the reporting and compliance obligations of mission-driven organizations. Support can include:
- Restricted and unrestricted fund tracking
- Form 990 preparation
- Board-ready financial statements
- Internal controls
- Outsourced bookkeeping
- Grant accounting and reporting
- UBIT analysis
- Budgeting and cash-flow planning
- Audit preparation
- Fractional CFO and controller support
Your financial reporting should make it easier to understand how resources are being used and give leadership the information needed to protect the organization’s mission.
Faith-Based & Private Education
Private and Christian Schools
Private and Christian schools manage a combination of tuition revenue, grants, donations, payroll, programs, and reporting responsibilities.
Simplicity Financial provides accounting support that reflects the financial realities of faith-based and private education. Support can include:
- Tuition and revenue tracking
- Restricted grants and designated donations
- Payroll oversight
- Accreditation reporting support
- Budgeting and forecasting
- Fund accounting
- Multi-program and multi-entity reporting
- Board and finance committee reports
- Audit preparation
- Fractional CFO and controller services
Schools receive financial information that is accurate, organized, and useful to administrators and board members.
Faith-Based & Private Education
Closely Held Businesses
When you own and operate a business, your personal and business finances are often closely connected. Accurate reporting helps you understand profitability, manage cash flow, prepare for taxes, and make
better decisions.
Simplicity Financial supports closely held businesses with:
- Outsourced bookkeeping
- Financial statements
- Cash-flow planning
- Internal controls
- Outsourced controller services
- Account reconciliations
- Business tax preparation
- Budgeting and forecasting
- Fractional CFO support
Whether your business needs dependable monthly bookkeeping or experienced financial leadership, the engagement is built around your current needs and stage of growth.
Individuals and Clergy
Tax preparation can become more complicated when self-employment income, ministerial compensation, housing allowances, investments, or business ownership are involved.
Simplicity Financial provides CPA-reviewed tax preparation for individuals who want experienced support and a clearer understanding of their tax situation. Support can include:
- Individual tax preparation
- Housing allowance reporting
- Self-employment income
- Tax planning and strategy
- Clergy and minister tax returns
- SECA considerations
- Business-owner tax considerations
- IRS correspondence support
Why Specialization Matters
Financial rules are not the same for every organization.
A general accountant may understand standard bookkeeping and tax preparation but have limited experience with fund accounting, restricted gifts, clergy compensation, Form 990 preparation, UBIT, or multi-campus church finances.
These are not unusual situations at Simplicity Financial. They are established areas of experience.
Clients work directly with Shaun, and every engagement is built around the organization’s actual systems, reporting requirements, and compliance responsibilities.