Scope Of Services
Bank and credit card reconciliations
Categorization of income and expenses
Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Basic accounts payable & receivable tracking
Job Costing
Payroll Services
-New Employee onboarding in payroll software
-Review payroll for accuracy: Gross wages, deductions, employer contribution etc.
–tax filings & payments: 941/944, 940, MO state withholding & unemployment, and applicable local taxes
-Recording Payroll entries into Software
-Quarterly and year‑end Reports
-Year‑end forms: W‑2/1099
Add-Ons
Bill Payments
Review and clean up of previous books
bring current books up to date.
Sales tax filings
New Business setup in QuickBooks Online
Online Small Business Bookkeeping
Essentials
Categorize your transactions for your Profit and Loss and to file Schedule C.
Reconcile your accounts.
$250/Month
Ideal for startups or sole proprietors who need clean books for tax filing
Growth
Categorize your transactions for your Profit and Loss and to file Schedule C.
Reconcile your accounts.
Manage your Financial Statements P&L, Balance Sheet, A/P, and A/R.
$500/Month
Designed for growing businesses requiring regular financial reporting and A/P or A/R tracking
Premier
Categorize your transactions for your Profit and Loss and to file Schedule C.
Reconcile your accounts.
Manage your Financial Statements P&L, Balance Sheet, A/P, and A/R.
Full-services A/P and A/R management. We’ll create your bills and invoices and track payments.
$800/Month
Comprehensive bookkeeping and full financial management with proactive reporting.
Prices listed are starting rates and may vary based on transaction volume, business complexity, or changes in scope of services. Custom pricing available for businesses with multiple entities, locations, or complex needs.
Why Seniors Choose Simply Balanced LLC
Reliable — Payments made on time, every time. Transparent — You’ll always know where your money goes. Secure — We safeguard your information as if it were our own. Supportive — Real people ready to assist when you call or email.
We understand that not everyone wants to deal with complicated apps or confusing online portals.
Our process is personal, patient, trustworthy and straightforward — you choose what to handle yourself and what you’d like us to manage.
Senior Financial Support
Managing finances in retirement can be time-consuming. We’re here to help — with simplified services and senior-friendly pricing designed for comfort, clarity, and peace of mind.