Phil Isaacs, Cal Energy, Inc.
Rancho Cordova, California
I have been working with Todd and the SBO team for a few years now. I appreciate Todd’s advice on our monthly check in call. It has been very helpful feedback which I use to navigate through many business decisions. It has also been nice to not have to worry about accounting details, allowing me focus on driving sales and doing what I am supposed to be doing each day as an owner.
Eric Lofholm International
“Todd, I just want you to know that I sincerely appreciate you and the work that you do… you really really do great honest work in helping people in the area that guys like really need a help with. So just know that you’re really making a difference to your clients.”
Peter Reed Roofing Co.
Diamond Springs, California
My experience working with Todd has been a real eye opener as to what I could do with my business. He has been teaching me how to use the money that make to better support me. How to make taxes easier to pay, what bank account I need to open and use for different purposes. I feel that when he is talking to me and directing me, he actually is a teammate working with me and not for me.
He took the time to go over what options there were for me and how he can help me the most. I have a one man roofing company for now and he helped me set up a guideline for me to keep on a basic course that wasn’t overwhelming.
Whenever I need to get some questions answered, if Todd cant help me right then I know that his team can help, and that Todd tries to follow up with anything else that I may have questions that I have.
Todd has set me up with specific bank accounts for specific purposes. At the end of the month, they help me go over my bank statements, and make sense of it all. He is also helping me with retirement and health insurance as well as car insurance from trusted contacts that have been beneficial to my company.
I was referred to Todd by my accountant that I have been using for over 15 years now. So I contacted Todd when I incorporated my company to get a little bit of help getting some structure for my chaos. Over the last 8 months of working with Todd to make sense of what was changing with how I run my business, he has made alot of sense to me as to how to run a more efficient business. As well as to how to make my business work for me.
Peter Reed Roofing, Inc.
Terrell Williams, Build Craft, Inc.
“Before I hired Todd Lay and the SimpleBackOffice team my books were a mess. I had a single bookkeeper that became harder to get a hold of. As the saying goes two heads are better that one, so it is with SimpleBackOffice. I now have a team of people to rely on. Communication is well orchestrated and bookkeeping is done with a modern approach.”
Mark W. Payne, EA, CFP®
San Francisco, California
Several of our business clients have used Todd for their bookkeeping needs for the past several years. They have been very pleased with the work and have nothing but good things to say about Todd and his team.
Green Frog Pest Solutions
“Our bookkeeping and accounting was in pretty sad shape to say the least. I contacted Todd at SimpleBackOffice and he and his team began immediately working on getting things in order. He and his team are very knowledgable and very friendly. I highly recommend Todd and his team!”
Blue Water Credit
“I’m pleased to recommend Todd Lay and his team. As a small business owner I’d been trying to do everything myself and their handling of our finances has freed up my time and energy immeasurably. They have a really great system in place for electronically transmitting info back and forth to make the process really easy and secure. Very good customer service and communication.”
Shortly after beginning services with Todd, I felt a huge sense of relief! Todd’s services are SO professional and efficient! In addition to working with Todd, we work closely with Michelle, who is awesome!!! I look forward to our scheduled “check-ins”. I have nothing but good things to say about Todd’s services – he cleaned up our accounting mess & has saved us time and money!
Matt Holmes, Executive Director Groundwork Richmond
How was the getting started process like?
I was stuck in a bad break up with a previous bookkeeper. Todd and his team of accounting professionals demonstrated their understanding that I wasn’t coming to them with a perfect bookkeeping history. They found a pretty messy history and immediately began combing through my books and practices to see where I needed help first. The SBO team was able to quickly diagnose the missing practices and recommended corrective action. As an Executive Director accustomed to solving all the problems, I cannot overstate how comforting it was to have someone to confide in, to ask for help and to get the support I needed to move forward.
What communication with us is like?
I really appreciate the web conferencing interface used by SBO. IT’s easy to install and operate for those in depth meeting when everyone needs to be literally on the same page. At the same time I have found that their staff are more than capable of conducting much of our business over the phone which is especially useful when I am out in the field and do not have access to a computer.
What we ACTUALLY do for you?
SBO not only manages the many accounting details that have overwhelmed me in the past they have also provided me with an education so that I can better understand my business and make more informed choices. Most importantly, SBO gives me confidence that I am observing best practices and protecting my business for the long term.
WHY you hired us?
I was tired of bouncing from one cut rate bookkeeper to another. It was time to work with someone who made my business better!
Rebecca Wilson, D.C.
Foster City, California
The getting started process was easy which is important to me because I already wear so many hats at work. Whenever I hire someone a ,vendor, I want the process to be seamless for me because I don’t have the luxury of time. They free up time for me to do what I am great at. I appreciate the communication with the staff, especially Bianca, because of her constant willingness to help me no matter what or how many questions I have and I appreciate how they answer my questions so promptly. The work they do for me is they categorize all of my expenses which takes stress off my plate and they meet with me quarterly to review my financials with me. I hired Todd and his team because they allow me peace of mind. They take care of my numbers so I can rest easily at night.
Dale Banda, VP | NCFIA
Santa Rosa, California
The Anti Fraud Alliance decided to use SimpleBackOffice because our Association needed a firm that could provide the proper support and insight for our business model. It has been a pleasure working with Todd and his team. The process of getting started was seamless. SimpleBackOffice provides timely information that assists with our financial planning, tracking, and preparation of taxes.
Dave Waldschmidt, Centzable, Inc
I had my hands full building a startup internet company. From web design & software development to capital raising, it was clear that having a cost-effective, trustworthy talented bookkeeping service was imperative, and Todd & his team at SimpleBackOffice have exceeded our expectations year after year. Their service is seamless, their responsiveness and attention to detail sets them apart. Thank you Todd for all you and your team have done along the way.
Working with SimpleBackOffice has been a very positive experience. I initially hired them to help with some specific QuickBooks issues I was having that I needed help correcting. Once we started looking into things they noticed there were several ways we could improve in other areas and made some suggestions. They have since helped me implement these changes and things are running much more smoothly. Their communication is very thorough and they respond in a very timely manner. I decided to hire them to help me maintain things moving forward and keep things in check regularly throughout the year instead of scrambling at year end. I am really happy with the progress we have made in the last several months.
Business Relationship Officer
Todd, with SimpleBackOffice, is a dream come true for small business owners looking to simplify their bookkeeping and financial reporting. Too often do I hear of business owners who “put off” the task of having a professional manage their books and create an organized system that makes everyone’s life easier. Unfortunately, only after being overwhelmed, overworked, and short of a loan approval, do they realize they should have acted sooner. Give Todd a call. You won’t regret it.
Judy Pearson Kobsar, CHHC, CWP
“Todd is phenomenal with my business taxes. We had some clean up to do and multiple corporations and he and his team worked diligently to get us on track. His attention to detail and additional business development suggestions were key in some of our annual decisions. His expertise lies not only in bookkeeping, but in how to run and grow a business.”
Keith Huggett, CPA
“It has been a pleasure working with Todd and his skilled team of bookkeepers for nearly 10 years. I expect we will continue to collaborate for the good of our clients for many more.”
Chris Colgin, D.C.
Owner, Colgin Chiropractic and iChoose Wellness Center
“Todd Lay’s SimpleBackOffice system is the FERRARI of all bookkeeping services for any business. You ALWAYS know in real time how your business is performing. I love taking picture of my receipt with my smart phone and emailing to Todd! Talking about convenient! Todd has really helped me with great advice and structure to assist my business. My accountant loves him and yours will too”
Ben Gillespie, Brio Scrub, Inc.
Working with Todd and his team at SimpleBackOffice has been wonderful! Having them as a business teammate has allowed me more time to focus on my business and taking care of my customers. The convenience of using their app to take a picture of receipts and texting them to the SimpleBackOffice portal saves a bunch of time and is really simple and convenient. Todd is on the cutting edge of technology in this space which makes keeping the books simple and easy. I would recommend SimpleBackOffice to anyone that is looking to simplify their bookkeeping at a reasonable cost.
J. Barber Construction Mgmt.
San Francisco, California
…..What I love about what I found is, I’ve got a team of people that know their business, and that is to know what to watch for and help me with my business. I feel like I’m so fortunate to have been referred you guys — I said to my tax preparer, “I’ve got this co-mingled money all over hell and back I need to get it all straightened so he introduced me to you… It’s really amazing how being referred to the right people has worked out to be a tremendous relationship so I’m just really lucky.
Tim Mickiewicz, D.D.S.
“If you need persistent communication to run a business you can’t go wrong with Todd. Frankly, bookkeeping is not my forte. I was truly shocked at how quickly they got a years worth of accounting done at a reasonable fee, with excellent follow-up. In this age of obsessive over regulation so many fronts, it is nice to have a team to rely on… I am most pleased with the whole team. ”
Meghan Jenkins, BBINC
Santa Cruz, California
I have been working with Todd and his amazing team for over 4 years now. I love that I get so much more than just bookkeeping! Todd and his team genuinely care about the well being and success of my business. He has gone above and beyond in helping my business grow and thrive! The neat thing I immediately recognized about Todd is his attention to detail and how he constantly comes up with fun, successful ideas specifically designed for my business! Balancing a large business with a busy lifestyle has been difficult at times but Todd’s focus and tremendous organizational skills have always kept me on track! I am so grateful for Todd and his team and look forward to continuing our relationship for many years to come! Thanks everyone at SimpleBackOffice for everything you do, I am truly thankful!
Brent Gove | Gove Enterprises, Inc Roseville, California
“Hi this is Brent Gove. I want to give a shout out to SimpleBackOffice with Todd Lay and it’s been exceptional.”
“I’ve been start with him I don’t know a year ago the communications been excellent we have clean please we know exactly where our money’s going they audit everything all of our credit cards all of our payroll services you know cash on hand for casting it’s just been I mean I’ve worked with many bookkeeping services and financial services like this in the past this is five times better than the best experience I’ve ever had so if you’re thinking about SimpleBackOffice and Todd Lay and the staff. His staffs are great, Todd’s been great I could not recommend it enough so Brent go with exp Realty and bring Cove enterprises giving a big shout out and thumbs up to Todd Lay SimpleBackOffice feel free to reach out to me if you are no more bye bye”