About Us

Simple Startup is the preferred fractional CFO partner to growth-minded executives looking to reinforce their financial foundations, transform their fiscal strategies, and scale, or exit, their business.

3u7a9076

Our CFO services provide your company with the partnership you need to build a clean, historical track record; fortify your company against financial weakness; explain the story of your organization to shareholders; and guide you through complex issues so you can evolve into the future with ease. We’re a team of CFOs and CPAs passionate about amplifying your success, because scaling your company is our goal too.

Why Work With Us?

Simple Startup empowers you to:

Arrow
3u7a9030

Partner with a hands-on financial team.

We offer hands-on support to help accelerate your business to the next growth stage. Whether it’s negotiating loan terms, entering a new market, exiting a business, or finding the right funding sources, we are by your side every step of the way.

 

Set up a successful foundation.

Simple Startup seamlessly sets up the financial groundwork in your accounting practices so you can gain the insights you need to drive your business forward. We work with the systems that work for you resulting in seamless reporting and integration.

Get financially ready for your next move.

Whether your goal is to grow tenfold, achieve Series B funding, build the value of your company so you can be acquired, or secure guidance to determine your next move – we help companies with $2M – $20M in revenue with their financial needs.

Get personalized, data-driven insights.

Get the financial insights you need to make the right decisions for your business. We help you identify and collect the right data to produce accurate forecasts for appropriate resourcing. Our analysis and partnership give your leadership and management team the confidence to make the right decisions to increase market share, improve profitability, and foster growth.

3u7a8979

Who Are We?

Meet the Simple Startup Team

Arrow
Lorne

Lorne

Principal & Co-Founder

Verity

Verity

Co-Founder

Bert

Bert

Tax Advisor & CPA

Dominique

Dominique

Operations & Project Manager

Justin

Justin

VP of Business Development

Benjamin

Benjamin

VP of Business Growth

Cody

Cody

Account Executive

Justin

Justin

Account Executive

Megan

Megan

Team Lead

Nick

Nick

Senior Accountant & Valuations

Viswa

Viswa

Senior Manager & CPA

Santosh

Santhosh

Assistant Manager

Teri

Teri

CPA & Account Manager

Keyur

Keyur

CPA

Akhila

Akhila

Senior Financial Analyst

Ariel

Ariel

Staff Accountant

Shristi

Shrishti

Staff Accountant

Kumi

Kumi

Staff Accountant

Dhwip

Dhwip

Staff Accountant

Lavina

Lavina

Chartered Accountant

Raji

Raji

Process Lead

Somashekar

Somashekar

Lead