Let’s See if We’re a Fit
Book your free 30-minute financial review
This is a working conversation, not a sales pitch.
In 30 minutes we will:
• Look honestly at where your books stand today
• Talk through what is costing you time, money, or sleep
• Identify whether a cleanup, a monthly package, or something simpler is right for you
• Give you a fixed quote if Simply Numbers is a fit
You will leave with a clear next step either way.
This call is designed for established service businesses and agencies, roughly $500k–$5M in revenue. If you are earlier in your journey, you are still welcome to reach out — I will point you to the most sensible next step I can.
FAQs
Do you work with every business that contacts you?
1
Not necessarily. We intentionally maintain a limited client roster so we can provide the level of attention and service our clients expect.
Do you work with very small businesses?
2
Yes. The size of your business isn't the only consideration. We're most interested in working with owners who value their financials and want professional support.
Do you offer one-time bookkeeping cleanups?
3
We consider cleanup projects on a case-by-case basis. We'll discuss the condition of your books during an initial conversation and determine whether it's something we can take on.
Do I have to use QuickBooks?
4
Not necessarily. We'll discuss your current accounting system and determine the best approach for your business.