You're at the Leadership Table

We Give You the Confidence to Lead It.

Built for Women Who Build Michigan

For women who own and operate electrical, plumbing, HVAC, and construction businesses in Michigan — with $500K–$5M in revenue. You're running the financial side of a real business. We're the advisory team that gives you the numbers, the strategy, and the confidence to lead it.

Let's Talk
 

Every Day Feels Like This...

Payroll. Job costs. Vendor bills. Insurance renewals. QuickBooks that never quite makes sense. You're managing the financial side of a real business — and doing it without enough support.

Then your business partner walks in from the job site and asks:

  • "Did we make money on that project?"
  • "Can we afford to buy that truck?"
  • "Which crew is actually profitable?"

And you hesitate. Not because you don't care — because you don't have the framework to answer clearly. So you say "I'll have to check" and you see the frustration.

It's Not Just About the Numbers

You're expected to "just know" things you were never trained on. Job costing. Work-in-progress. Retainage. Quarterly tax estimates. All while managing customer calls, scheduling, vendor relationships, permits, and payroll.

It creates tension — not big fights, just steady stress. The business is starting to wear on the partnership. And that's not what either of you signed up for.

You've Already Tried to Figure It Out

YouTube videos. A bookkeeper who got behind. A CPA who shows up once a year, files the return, and makes you feel small when you ask questions.

You've tried. But nothing's clicking.

You're not incompetent. You're unsupported.
There has to be a better way.

Sound Familiar?

"I was running the financial side of a half-million-dollar business out of a spiral notebook and a QuickBooks account I didn't fully understand. Every time my husband asked me a money question, I felt like I was failing him. I wasn't bad at this. I just had no one in my corner who actually understood what we were dealing with."
— Dana, Michigan Business Partner, Residential Construction Let's Talk Prefer email? connect@simplybalancedaccountants.com

What Changes.

"I stopped dreading the financial conversations. Now when my partner asks about cash flow or whether we can afford something, I don't hesitate. I know the numbers. I trust them. That shift — from overwhelmed to confident — that's what Simply Balanced gave me."
— Dana, Michigan Business Partner, Residential Construction Let's Talk Prefer email? connect@simplybalancedaccountants.com

What If You Could Answer with Confidence?

What if "Did we make money on that job?" had a clear answer — margin, breakdown, done? What if you knew which crews were profitable, which equipment purchases made sense, and what cash flow looked like for the next 90 days?

What if tax time wasn't stressful because you'd been planning all year and nothing was a surprise?

You want to be a real financial partner in this business. Someone who sees the margins, plans for growth, and makes decisions backed by real data — not guesses.

Here's What Changes

Monday morning: Your partner asks "Can we afford to hire another guy?" You pull up cash flow projections. "Yes — if we time it for March after that commercial job wraps. Here's why."

Quarterly review: You sit down together, walk through the numbers, and both leave knowing exactly what happened and what to adjust next quarter.

Tax time: No surprises. No panic. You've been planning all year. You know what you owe and you've set it aside.

You're confident. Capable. Equal at the leadership table.

Simply Balanced Advisory for Women in the Trades

We work exclusively with women who own and operate electrical, plumbing, HVAC, and construction businesses in Michigan — with $500K–$5M in revenue. You run the financial side of a real business. We're the advisory team that gives you the numbers, the strategy, and the confidence to lead it.

We're not here to replace you. We're here to stand beside you.

We don't just "do your books." Every engagement is a bundled advisory relationship — accounting, tax strategy, and financial planning working together. You get a team that knows your business, speaks your language, and shows up every month ready to move you forward.

We're the advisor women in the trades trust.
The one who explains the numbers clearly. Calls out the risks early. And helps you make decisions like the business owner you are.

This is Personal.

"Every woman I work with already has what it takes to lead her business. What she's missing is the clarity. Confidence comes from knowing your numbers — and knowing your numbers is exactly what we're here to give you.
— Leslea Burnett-Little, EA | Founder, Simply Balanced Accountants Let's Talk Prefer email? connect@simplybalancedaccountants.com

What Stage Are You In Right Now?

1

The Hustle

The owner is the business. Everything runs through one person. It works — but there are no systems, only hustle.

2

The Builder

Crews are growing. Someone has to run the back end — finances, ops, admin. That's usually her. Revenue looks strong. Cash flow tells a different story.

3

The Operator

The business looks successful. Inside, it feels like the walls are closing in. Every decision still routes through the top. This is where most contractor businesses stall.

4

The Scalable

The owner is the architect — focused on vision and strategy, not daily ops. Financial clarity drives every decision. The business runs without you in it every day.

Most of our clients come to us in Stage 2 or 3. That's exactly where we do our best work.

Simply Balanced Advisory for Contractor Teams

Three Ways to Work With Us

Many clients begin in Grow or Build and eventually move into Simply Balanced CFO, where we evaluate and strengthen the financial health of the business through our Five-Pillar CFO framework.

Grow

We're Your Starting Point

You're in the Hustle Stage. No systems yet. QuickBooks is behind, job costs aren't tracked, and everything runs through you.

The Problem — Profitability

  • "I don't know if we're actually making money on our jobs."
  • No financial systems or reporting in place
  • Tax time brings surprises — every year

How We Resolve It

  • We build your systems from scratch — QuickBooks, job costing, payroll
  • We train you to run them correctly
  • Quarterly coaching calls to answer questions and build your skills
  • You're never on your own — we're your backup

Investment:

$500K - $1.5M $525/month
$1.5M - $3M $700/month
Over $3M $900/month

Build

We're Your Team Member

You're in the Builder Stage. Revenue is growing — but cash flow tells a different story. You're the financial leader on the back end and you're carrying it alone.

The Problem — Efficiency + Liquidity

  • "Money feels like it's leaking — I just can't find it."
  • "Cash flow is unpredictable. I can never tell if we'll make payroll."
  • Growing without knowing which jobs are actually profitable

How We Resolve It

  • Job costing — profit by project, job, and crew
  • Cash flow visibility and AR aging so nothing sneaks up on you
  • QBO systems optimization — chart of accounts, workflows, structure
  • Monthly review calls to build your understanding
  • Monthly accounting done collaboratively — you understand what's happening

Investment:

$500K - $1.5M $775/month
$1.5M - $3M $1,150/month
Over $3M $1,500/month

Simply Balanced CFO

We're Your Financial Leadership

You're in the Operator Stage. The business looks successful from the outside. Inside, every decision still routes through you — and the walls are closing in.

The Problem — Leverage + Growth & Stability

  • "I don't know if our debt and equipment financing are working for us."
  • "I want to grow and hire but I don't know if we can afford it."
  • Major decisions made without a strategic financial partner

How We Resolve It

  • Five-Pillar CFO Assessment — a full picture of your financial health
  • CFO Financial Health Report — clear, prioritized, actionable
  • Implementation & ongoing guidance — we work alongside you to strengthen the pillars
  • Quarterly reassessment (Assess → Identify → Implement → Reassess

Investment:

$500K - $1.5M $1,500/month
$1.5M - $3M $2,500/month
Over $3M $3,500/month

Not Sure Which Option Fits?

That's exactly what our first conversation is for. We'll help you figure out what makes sense based on your current capacity, where your business is now, and what feels right for your situation.

Let's Figure Out What Support Looks Like for You

30 minutes. No pressure. No pitch. Just a real conversation about where you are and what support could look like.

If it's not a fit, we'll tell you. If it is, we'll map out the next steps.

You don't have to carry this alone.

Let's Talk

Prefer email? connect@simplybalancedaccountants.com