Michigan Contractor Accounting | Electrical, HVAC, Plumbing, Construction

Simply Balanced Accountants · Lansing, Michigan

You're at the Leadership Table.
We Give You the Confidence to Lead It.

Financial advisory for women who own and operate Michigan contractor businesses — electrical, plumbing, HVAC, and construction.

Serving businesses with $1M–$5M in annual revenue
Michigan trades business owner

Built for the women who build Michigan.

Sound Familiar?

You're Running the Financial Side of a Real Business.

Payroll. Job costs. Vendor bills. Quarterly tax estimates. Cash flow during the slow season. Insurance renewals. QuickBooks — whether or not it's cooperating.

You're not "helping with the books." You're running the financial operations of a $1M–$5M business. Without a CFO title. Without an accounting team. Often without much support at all.

You want to know your numbers cold. You just haven't had the right framework to get there.

  • QuickBooks is open. The reports are running. But you're still not sure what they mean.
  • Tax season arrives and there are surprises — not because you're disorganized, but because no one's been planning with you.
  • You're making equipment, hiring, and growth decisions without a financial sounding board.
  • You've called generalist CPAs. They don't understand job costing, work-in-progress, retainage, or contractor cash flow cycles.
  • You're the financial operator of this business — and you're doing it without the tools you deserve.
Start Here →

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

What Changes.

Here's What Changes.

Monday Morning

Your partner asks, "Can we afford to hire another guy?" You pull up your cash flow projections. "Yes — if we time it after the Henderson job wraps in March. Here's why and what the margin looks like."

Mid-Month

A customer asks about a payment plan. You know exactly what the job cost, what the margin is, and whether you can structure payments without hurting cash flow. You make the call confidently.

Quarterly Review

You sit down together and walk through the numbers. Both of you understand what happened, why it happened, and what to adjust next quarter. It's a real leadership conversation — not a guessing session.

Tax Season

No surprises. No panic. You've been planning all year. You know what you owe and you've set it aside. You file and move on.

You know your numbers. You trust your financials.

You're not the office manager. You're the CFO.

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

Ready to See What's Possible?

30 minutes. No pressure. No pitch. Just a real conversation about your business.

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Not sure what stage you're in?

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Where Do You Start?

Every client relationship begins the same way — with a clear picture of where you stand.

No guessing. No pressure. Just a path that makes sense for your business.

Step 01

Free

Start Here

Download the free guide and take the 5-question quiz to find your stage. Not sure what stage you're in? This is where you find out.

No cost. No commitment.

Start Here →

Step 03

Monthly Advisory

Grow or Build

Year-round advisory — accounting, tax strategy, and financial planning bundled together. No standalone tax prep. No one-off bookkeeping. A real relationship, every month.

From $1,150 / month

See what's included →

Step 04

Full Financial Partnership

Simply Balanced CFO

Full financial leadership. Starts with the Five-Pillar CFO Assessment. Quarterly reassessments. Direct access to Leslea. For women ready to run their business like the CFO they already are.

From $5,250 / month

Learn more →

Business Advisory Packages

Every tier includes accounting, tax, and advisory. What changes is the depth.

Grow gets the back office handled. Build adds operations support and monthly advisory. Simply Balanced CFO is full financial leadership — with the Five-Pillar Assessment, strategic forecasting, and direct access to your CFO.

Pricing shown per month, billed monthly. Revenue bands: $1M–$2M · $2M–$3.5M · $3.5M–$5M

Grow

Your back-office team.

We Handle the Books

You're doing the books yourself — or paying someone to do them wrong.

The numbers exist but they're not telling you anything useful. You don't know which jobs made money. Tax season catches you off guard every year. You're the financial operator of a real business — without a real team behind you.

Confidence in your books every month. Job-level profitability. Tax planning that runs all year — not just in April.

Monthly Investment

$1M–$2M: $1,150/mo

$2M–$3.5M: $1,575/mo

$3.5M–$5M: $1,975/mo

Simply Balanced CFO

Your financial leadership.

Full CFO Support

You're running a $2M+ business without anyone at the financial leadership table with you.

You're making big calls — equipment, crews, expansion — without a real financial partner. The numbers are there. But no one is reading them with you, building a forecast, or helping you decide what comes next. You're the CFO in practice. You deserve one in support.

Full financial leadership. Quarterly deep-dives. Strategic forecasting. Same-day access when it matters.

Monthly Investment

$2M–$3.5M: $5,250/mo

$3.5M–$5M: $7,250/mo

The Onboarding Path

Here's how we start working together.

You don't have to have everything organized before you reach out. You just have to be ready to stop guessing.

01

Start Here

Book a Financial Clarity Session.

A 90-minute working session. Not a sales call. We look at your actual numbers — where the business is, where you want to go, and where the gaps are. You leave with clarity and a next step.

02

Right Fit

We match you to the right tier.

Based on your revenue, your goals, and the level of support that makes sense right now. No upselling. No pressure. The right fit is the only fit.

03

Onboarding

Ana handles your onboarding.

Our Client Relations Specialist walks you through the TaxDome portal, gathers what we need, and sets up your account. You don't have to do the heavy lifting.

04

In Motion

Your team gets to work.

Paul and Aileen handle the accounting. Kesley supports the tax work. You get clean books, clear reporting, and a team that knows your business. The 80% gets executed so you can run yours.

The Simply Balanced Approach

Why Women in Contractor Businesses Work With Us

We work exclusively with women who own and operate electrical, plumbing, HVAC, and construction businesses in Michigan — with $1M–$5M in revenue. We don't fit you into a generic small-business template. We know contractor financials inside out.

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. Start Here →
Paul Kesley Ana Leslea

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 Figure Out What Support Looks Like for You

Ready to Talk About What Support Could Look Like?

Let's have a real conversation about your business — where you are, what you need, and whether we're the right fit. If it's not a match, we'll tell you. If it is, we'll map out next steps.

Start Here → Not a sales call. Not a commitment. One conversation.