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.

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:

DISCOVERY CALL

Slide 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 VIEW ALL TESTIMONIALS Slide I would ABSOLUTELY recommend Danielle to anyone "I would ABSOLUTELY recommend Danielle to anyone with a well established business, a brand new business, or just looking to start their own business and need some guidance on bookkeeping/CFO services. She is so sweet and I trust her 100% with my books. She is on top of everything like new rules/regulations for payroll or tax changes, she is always in communication with me and even remembers my birthday! She held my hand when I first started my business and no matter how many times I called or emailed, she was patient with my redundant questions or mini freak outs. She made me feel like I was her only client and that personal connection that we have developed is something that I cherish!" - Kaitlin Czarnecki Farmers Insurance Agent VIEW ALL TESTIMONIALS Slide Handing over my bookkeeping to Danielle has been a game-changer for me “Handing over my bookkeeping to Danielle has been a game-changer for me. I’ve had bookkeepers before and Danielle is by far the most accurate and knowledgeable I’ve ever met. And not only do I know I can trust her with my information and data, the work she does is of top quality. I’m able to spend more focus on profitability, projections, and other significant business. Thanks Danielle, for all your support!” - Maranda Bower Postpartum Bliss Coach & Womb Whisperer VIEW ALL TESTIMONIALS Slide Working with you is so easy, intuitive, and helpful “I loved how you took my mess, and you made a process, put it all in [Quickbooks], and taught me how to use it...If you’ve made five figures in your business you need to have your books really solid and well organized. If anyone is on the fence about working with a bookkeeper - jump in with Danielle, because she is really so informative and trustworthy.” - Janelle Lara The Part-Time CEO VIEW ALL TESTIMONIALS Slide Danielle cares not only about the health of our bank account and our business, she also cares about the people she works for. “Writing a testimonial shouldn't be so easy, but it is. When you have a CFO / Bookkeeper like Danielle O'Connor and her staff, you just can't get any better. Danielle cares not only about the health of our bank account and our business, she also cares about the people she works for. Danielle is smart, hardworking, and very knowledgeable in tax law. She is constantly reading up on the latest laws and taking workshops and classes to stay on top of our ever changing financial climate.

I would recommend Simple Balanced Bookkeeping to anyone, and I have. I know how hard it is to take the plunge and pay someone to pay your bills, but it is worth it. She gives you the straight honest truth - she can help you with your business - so just give her a call. She's awesome! And, we love her."
- Christine Harkness Julie’s Sign Shoppe VIEW ALL TESTIMONIALS

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

VIEW ALL TESTIMONIALS

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

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