Whether you’re an individual filing a tax return or a business aiming to automate processes, Simplicity has you covered. Our services include exceptional outsourced CFO, accounting and bookkeeping support, and comprehensive tax preparation solutions.
Starting your journey with Simplicity Financial is, well… simple. Just contact us today, and you’ll be connected with one of our qualified team members. They’ll take the time to get to know you and understand your specific needs. Furthermore, they’ll learn about your financial goals. Together, we’ll develop a customized plan that addresses your financial priorities and objectives. By working closely with you, we’ll help you to identify opportunities and guide you to where you want to be.
Our team consists of highly skilled professionals who bring a wealth of industry experience and knowledge to the conversation. We tailor financial solutions for various types of clients, including for-profit businesses, individuals, nonprofits, and churches. We pride ourselves on staying current with the latest industry advancements and technology, so we can provide efficient, accurate, and reliable services that exceed client expectations.
At Simplicity Financial, we are committed to delivering high-quality services because we value our dedication to fostering strong relationships with our clients. We take the time to understand your financial objectives and challenges, and we work closely with you to develop customized solutions that drive success. Our goal is to become an integral part of your team, providing the financial expertise and guidance you need to thrive in today’s competitive landscape.
Choosing Simplicity Financial means trusting that your finances are in capable and reliable hands. We are passionate about helping our clients succeed, and our unwavering commitment to excellence ensures you receive the highest level of service and support.
Don’t hesitate any longer. Contact Simplicity Financial today, and unlock your business’s full potential. Let us guide you toward success with confidence and ease, making the complex world of finance a more straightforward experience for you.
Meet Our
Lead Consultant.
SHAUN GLENN, CPA, MSA
Shaun founded Simplicity Financial after working in a variety of nonprofit and for-profit C-suite roles. In starting his own full services consulting firm, Shaun’s goal was to provide small to medium-size organizations with exceptional solutions in the areas of finance, accounting. Whether it be through automation and the implementation of improved systems, building a team, outsourcing to the professionals, or any combination of the three, Shaun has a proven track record for listening to the clients needs, developing a plan to achieve desired outcomes, and implementing the plan to success. A Certified Public Accountant, Shaun holds a Master of Science in Accounting, and has very successfully provided cohesive links between strategy, operations, and performance for many clients.