Simple Startup’s financial offerings center around the core pillars of: finance, accounting, and tax simplifying the number of relationships you need to manage and ensuring a one stop shop for all of your company’s finance needs.


Our Core Offerings

Building the Foundation of Your Financial Health


Finance Services

Finance Services – Our CFO and FP&A (Financial Planning and Analysis) Services begin with a deep dive into your current financial health. We then partner with you to discuss our observations, determine major priorities, and build a strategic financial plan to fortify your company and achieve your growth milestones.

Accounting Services

Our Controller and Accounting Services are the foundation of your financial health. These services start with truly understanding your business model and the movement of money in your company. We ensure the best team, tools, software, and workflows are in place, resulting in appropriate financial management, financial security, and GAAP compliance.

Tax Services

Our Tax Services range from Tax Compliance to Tax Advisory. Get ahead of your tax liabilities with quarterly tax planning guidance to ensure you’re never paying more than you should, you’re always ready for tax audits, and you have a strategic tax plan that allows you to be proactive in spending and saving, rather than reacting when the tax bill is due.