The Balanced Business Way

Smart Financial Solutions for Small Businesses

At Simply Balanced Accountants, we provide tailored business solutions designed to keep small business owners financially organized, minimize tax burdens, and maximize profitability. Our structured accounting and tax services provide seamless support, giving you the clarity and insights needed to make confident financial decisions.

We offer three levels of business solutions to match your needs—whether you're a solopreneur, a growing business, or an established company:

✔ Essential – Foundational support for small businesses.
✔ Professional – Scalable financial management for expanding businesses.
✔ Premier – Concierge service for established companies.

Stay ahead with proactive financial strategies—because better decisions start with better numbers.

core

What it is: A foundational accounting service designed to establish and maintain sound financial management practices.

What it does: Gives you peace of mind knowing you are compliant with tax agencies so that you can go ahead with running your business.

What we do:

Organize and reconcile income and expenses so you don’t have to
Review your net profit and provide estimated tax payments so that you are overpaying or underpaying taxes
Year-end consultation with Leslea Burnett-Little so that we work together to create tax efficiency
Prepare your annual business tax returns to ensure you’re in compliance
Respond to any Tax Agency correspondence that may arise
Offer secure document management via Client Portal
Allow you to schedule tax and business consultations to schedule at your convenience.

Monthly Investment: $1,250

professional

What it is: An enhanced service that builds on foundational accounting support by incorporating proactive financial management and strategic tax planning and preparation.

What it does: Delivers enhanced financial management giving you ownership of your financial future.

What we do:

All Core Plan services
Review your income and expenses monthly so that we can assist you with decision-making
Manage payroll processing and reporting compliance so that you can take that chore off your plate
Assist with annual budgeting and forecasting giving you an introduction to Fractional CFO advisory services for business growth
Review your personal portfolio mid-year to ensure your business supports your family’s goals
Prepare your personal tax returns along with your business returns so that we are looking at the entire picture

Monthly Investment: $2,500

premier

What it is: A premium, comprehensive financial management solution designed for established businesses. This plan integrates advanced accounting, strategic tax planning, and proactive advisory services to address complex financial operations.

What it does: Creates a financial partnership with Fractional CFO services on call

What we do:

All Professional Plan services
Manage bookkeeping, payroll and financial systems to ensure maximum efficiency between systems
Create and implement key point indicators (KPIs) and scorecards to track your business performance
Consult and strategize on business performance and cash flow management giving you a Fractional CFO in your pocket
Work with your financial advisor to create long-term wealth while maximizing tax efficiency
Advanced investment and capital gains tax strategies
Direct access to Leslea Burnett-Little for consultations and your questions that arise

Monthly Investment: $4,000

Why Choose Simply Balanced Accountants?

Expert Guidance: Led by Leslea Burnett-Little, EA, our team provides precise, reliable, and strategic financial support.
Secure Client Portals: All document exchanges occur securely through TaxDome.
Convenient Scheduling: Book consultations and tax appointments online via Calendly.
Location & Contact: Visit us at 2018 Cedar St., Suite C, Holt, MI 48842 or call 517-897-2144.