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.

ESSENTIAL PLAN

Designed for: Sole-proprietors or small businesses needing foundational services, with gross revenue under $350k.

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

What it does: Provides basic bookkeeping and record keeping.

Monthly Cost: $750

Includes:

Monthly transaction reconciliations of bank, loan and credit cards (up to 3 accounts)
Monthly financial statements
Year-end tax planning and consultation with Leslea Burnett-Little
Support for estimated tax payments
Compliance monitoring for IRS & state tax filings
Secure document management via Client Portal
Link to online appointment scheduling for tax and business consultations to schedule at your convenience

Professional PLAN

Designed for: Ideal for small businesses with expanding operations, looking for proactive financial management and tax-saving strategies., with gross revenues between $400k-$750k.

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 with detailed cash flow analysis and budgeting.

Monthly Cost: $1,600

Includes:

All Essential Plan services
Full payroll services with benefits tracking
Quarterly financial reviews & strategy sessions with Leslea Burnett-Little
Annual tax preparation (business)
Annual CFO advisory services for business growth (budgeting, forecasting)
Basic investment and capital gains tax strategies
Audit support and compliance consulting
Unlimited phone and email support

Premier PLAN

Designed for: Businesses with over $1 million in gross revenue that require detailed financial analysis, sophisticated tax strategies, and a higher level of advisory support to sustain and grow their operations.

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: Offers up-to-date records, advanced tax planning, and optimization tailored to your financial situation so that you can make informed strategic decisions, streamline operations, and drive sustainable business growth.

Monthly Cost: $2,500

Includes:

All Professional Plan services
VIP Priority Service
Weekly updated financial reports
Monthly financial reviews & strategy sessions with Leslea Burnett-Little
Quarterly CFO advisory services for business growth (budgeting, forecasting)
Annual Tax Preparation (business + personal)
Long-term wealth and tax efficiency planning
Advanced investment and capital gains tax strategies
Direct access to Leslea Burnett-Little

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.