Business Solutions

At Simply Balanced Accountants, we provide tailored Business Solutions designed to help small business owners stay financially organized, reduce tax burdens, and maximize profitability. Our structured accounting and tax preparation services offer seamless support, ensuring you have the financial insights needed to make informed decisions.

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

ESSENTIALS PLAN

Designed for: Sole-proprietors or small businesses needing foundational services, with gross revenues under $400k.

Monthly Cost: $625

Includes:

Monthly bookkeeping & financial statements
Year-end tax preparation (business & personal)
Compliance monitoring for IRS & state tax filings
Secure document management via Client Portal
Online appointment scheduling for tax and business consultations

PROFESSIONAL PLAN

Designed for: Ideal for small businesses with expanding operations, looking for proactive financial management and tax-saving strategies., with gross revenues between $500-$750k.

Monthly Cost: $1,250

Includes:

All services from the Essential Business Package, plus:
Mid-year and year-end tax planning projections
Payroll processing, tax compliance & guidance
Self-employment tax optimization strategies
Tax-efficient retirement planning
Support for estimated tax payments

PREMIer PLAN

Designed for: Comprehensive financial and tax solutions for established businesses, high-income entrepreneurs, and multi-entity operations.

Monthly Cost: $2,500

Includes:

All Professional Plan services
Weekly bookkeeping and detailed reconciliation
Full payroll services with benefits tracking
CFO advisory services for business growth (budgeting, forecasting, cash flow optimization)
Quarterly financial reviews & strategy sessions
Advanced investment and capital gains tax strategies
Audit support and compliance consulting
Unlimited phone and email support
Dedicated account manager

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.