You don’t have to pour every penny back into your business.
You work hard, your business should be rewarding, not draining.

As THE CEO’S ALLY, I am here to help you get more
out of your business and understand your finances.

You know your time is better spent in your business, and
you’re ready for a financial partner & resource to help guide you.

If your business is ready for bookkeeping support, or a virtual CFO, you’re in the right place.

  • You’re ready for a bookkeeper who helps advise on your goals, and keeps you accountable.
  • You’re looking for a financial resource and business partner.
  • You’re ready for the next level of growth in your business, and looking for a bookkeeper to grow with you.
  • You’re looking for more support and availability to talk through your goals and financial planning.

How I can help

As a partner in your business, it’s important that you’re able to get support when you need it. I provide monthly phone calls with my clients to help them understand their finances. I also have resources available to help you stay informed, get relevant information. See the resources pages below.

Profit First Certified

Any bookkeeper can do your taxes and reconcile your books. But how many bookkeepers will also drive profitability in your business? That’s what we do. We are a Profit First certified firm.

Simple Balanced Bookkeeping utilizes the Profit First method of cash management. Our team is trained and certified by the Profit First Professionals organization to guide business owners and entrepreneurs in maximizing their profits.

BOOKKEEPING & OUTSOURCED CFO

customized monthly packages

As your business grows, you know that having your finances organized and updated is important. We are here to give you peace of mind knowing that your records are updated weekly, and bills and taxes are organized. We provide customized outsourced CFO services for your business so that you can stay on track with your business financial goals, and receive specialized support customized to your needs.
As a partner in your business, it’s important that you’re able to get support when you need it. We will meet monthly to go over goal setting and review your finances. I provide financial documents and reports from Quickbooks as needed for you, or help point you to where to find them (this is especially helpful when applying for loans).

THIS PACKAGE IS MADE FOR:

  • Business owners who have one or more employees or contractors
  • Business owners with a desire to outsource their Quickbooks
  • Business owners who value goal setting and guided financial tracking
  • Business owners who have more hands on financial management needs

TYPICALLY INCLUDES:

All packages are made custom, but bookkeeping and outsourced CFO Packages typically include these services.

  • Monthly 1:1 calls for goal setting and review sessions
  • Bookkeeping services
  • Quickbooks transactions are updated on a weekly basis
  • PNL’s and financial documents available upon request

  • Recording, bill pay, and cutting checks, if needed

  • Questioning any ‘out of the ordinary’ transactions or financial activity in accounts

  • Organizing monthly or quarterly tax returns if needed

  • Financial Compliance needs
  • Sales and Use Tax returns as needed

  • Custom CFO needs for your business

Sound like you? Schedule a call here:

BOOKKEEPING SERVICES

customized monthly packages

As a business owner, you know your time is best spent working with your clients and customers. Most of my clients who utilize bookkeeping services enjoy the ‘big picture’ financial tasks of goal setting, and understanding their expenses and income. They do not enjoy the more tedious tasks of managing Quickbooks, matching and categorizing transactions, or getting into the numbers. Our team keeps your Quickbooks up to date on a monthly basis so that you never have to worry about falling behind or stressing when it comes to tax season.

THIS PACKAGE IS MADE FOR:

  • Small to medium sized business owners & entrepreneurs
  • Business owners with a desire to outsource their Quickbooks
  • Business owners who do not want to manage the details of their transactions, but know that it’s taken care of

TYPICALLY INCLUDES:

All packages are made custom for your business needs, but bookkeeping typically include these services.

  • Bookkeeping services
  • Quickbooks transactions are updated monthly
  • PNL’s and financial documents available upon request
  • Initial Quickbooks business setup if needed

Sound like you? Schedule a call here:

TAX PREPARATION

customized services

If you are looking for assistance in filing your individual or business tax returns, we can help. Simple Balanced Bookkeeping will work with you to thoroughly understand your situation and make sure that you are optimizing your taxes, and taking the best approach.
Danielle O’Connor is an Enrolled Agent.

THIS PACKAGE IS MADE FOR:

  • Individuals who want to file personal tax returns
  • Business owners who want to file personal and/or business tax returns
Enrolled Agent

TYPICALLY INCLUDES:

All packages are made custom to fit your need, but tax preparation services typically include these services.

  • Tax preparation for personal or business filings

  • For business owners, help plan quarterly payments needed

  • Works with you to ensure you are optimizing your taxes

  • Acts as a resource throughout the year as questions come up prior to tax season

Sound like you? Schedule a call here:

Danielle does what she is best at so I can do what I am best at

“I love working with Danielle, I am busy running a business and she keeps me on track. She always reminds me of when I need to give her statements. She does what she is best at so I can do what I am best at. She’s always willing to give advice and tackle extra things for me like 1099’s, etc. I think everyone should have Danielle helping them run their business more efficiently.”

– Krista Storm

OWNER OF BLEACH HAIR STYLISTS

meet

DANIELLE O’CONNOR

Welcome, and I’m glad you’re here. I’m Danielle O’Connor, the founder of Simple Balanced Bookkeeping. I’ve been a bookkeeper since 2012, but I’ve had a heart for analysis and problem solving since I was a kid.

As THE CEO’S ALLY, I am more than a bookkeeper. I am a financial resource, a partner in your business, and an ally in reaching your goals. My team and I help clients gain back their time, and give them peace of mind knowing that their business finances are handled by experts.

Our goal is to be a true ally in your business. To make sure you are getting paid while gaining back valuable (money-generating) time. This is why I’m known as THE CEO’S ALLY. You can read what my clients have to say about our work together here.

– Danielle O’Connor, THE CEO’S ALLY