Business Details
14 Years
experience
Your Trusted Partner for Bookkeeping & CFO Services in Reno
Founded in 2012, Simple Balanced Bookkeeping has established itself as a trusted financial partner for business owners seeking expert bookkeeping, tax preparation, and CFO services. Our team, led by Profit First Certified Professional Danielle O'Connor, combines technical expertise with personalized support to help clients optimize financial operations and focus on growth. With decades of combined experience in accounting and financial strategy, we specialize in implementing the Profit First method to maximize profitability while maintaining rigorous compliance standards.Our commitment to continuous education ensures clients receive up-to-date guidance on tax laws, payroll regulations, and financial best practices. By handling complex financial tasks with precision and transparency, we empower entrepreneurs to make informed decisions and achieve long-term success.
Services
Bookkeeping Services
Outsourced CFO Services
Tax Preparation
Profit First Method
QuickBooks Support
Details
- Year established: 2012
Highlights and features
- We implement the Profit First method for optimized cash management
- Our team maintains rigorous compliance with tax and financial regulations
- Personalized monthly financial reviews with expert analysis
- Decades of combined experience in accounting and business finance
- Transparent communication with proactive financial guidance
Associations and certifications
- Profit First Professionals
- Enrolled Agent
What people say
Game-changer
Accurate and knowledgeable
Stress lifted off shoulders
Profitability improvements
Personal connection
Services
Bookkeeping Services
Our bookkeeping services maintain precise financial records updated monthly using QuickBooks. We handle transaction categorization, financial reporting, and tax preparation to ensure compliance and clarity. Business owners gain time for core operations while maintaining complete financial transparency through regular P&L statements and customized reporting.
Outsourced CFO Services
Customized CFO support provides strategic financial guidance through monthly reviews and goal-setting sessions. We offer expert analysis of financial performance, cash flow optimization using Profit First principles, and compliance management for businesses with employees or complex financial needs. This service includes tax planning and specialized financial reporting.
Tax Preparation
Professional tax preparation services for individuals and businesses, including quarterly payment planning and year-round tax strategy. Our Enrolled Agent certification ensures expert handling of complex tax situations while maximizing deductions. We focus on compliance with evolving tax regulations and optimizing clients' financial positions.
Profit First Implementation
Certified Profit First methodology implementation helps businesses prioritize profitability through strategic cash allocation. We train clients on financial systems, create customized profit distribution frameworks, and provide ongoing support to maintain healthy cash flow while meeting compliance requirements.
QuickBooks Support
Comprehensive QuickBooks setup and maintenance services ensure accurate financial tracking. We organize existing financial data, implement efficient transaction processes, and train clients on software features. Weekly updates and reporting help businesses maintain real-time financial visibility for better decision-making.
People
Danielle O'Connor
Founder & CEO
Certified Profit First Professional with over a decade of accounting experience. Specializes in strategic financial management for small businesses. Committed to helping entrepreneurs achieve financial clarity through personalized bookkeeping and proactive tax planning.
Questions
What bookkeeping services do you offer?
We provide monthly QuickBooks maintenance, financial reporting, tax preparation support, and customized bookkeeping packages for small to medium businesses.
Are you Profit First Certified?
Yes, we are certified by Profit First Professionals and specialize in implementing this cash management methodology for business profitability.
Do you handle business tax filings?
Yes, we prepare both personal and business tax returns with expert guidance on deductions and compliance with current tax regulations.
How do monthly CFO services work?
We offer monthly financial reviews, goal tracking, and strategic planning sessions to help business owners optimize financial performance and growth.
Can you help with QuickBooks setup?
Yes, we provide complete QuickBooks setup and ongoing support to ensure accurate financial tracking and reporting for your business.
