Business Advisory Old
Revenue Monitoring Services
Growing a business while keeping an eye on being profitable can
be tricky. After years of working with several small business
owners, we have developed a monitoring service to help you hit your financial goals while addressing any course correction along the way.
Cash Flow Forecasting
Budgeting
Profit Improvement Program
Debt Reduction Campaigns
1 Page Strategic Plan
Our Specialized Services
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”
Matt Holmes, Executive Director Groundwork Richmond
Richmond, California
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!
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.