Our Services
Welcome to Simplified Financials

When you have mastered numbers, you will in fact no longer be reading numbers, any more than you read words when reading books. You will be reading meanings. - W.E.B. DuBois

Congratulations! You're on the road to getting on the right track with your business financials. At Simplified Financials, we recognize that owners have one thing on their mind, and that is making their business successful. With this being the main focus, there is sometimes very little time left for proper planning, business analysis, and maintaining of the financial data.

If this sounds like your business, you need us!  We provide you with a part-time Chief Financial Officer.

Our services include, but are not limited to consulting, business planning & budgeting, software installation & training, complete bookkeeping services, tax filing and remittances (includes HST, Payroll Taxes, WSIB, EHT, T4, etc.), and of course, financial statement preparation.

We offer comprehensive business financial services - more than just the traditional accounting functions.  Our CFO will not only prepare your financials and create an efficient financial model, but we will also help you to interpret the results which will allow you to make effective management decisions!

Don't underestimate the value of a good financial reporting system and the value of an experienced CFO to get you on the right path.


The entrepreneur should always begin with a business plan, to ensure that their vision is realistic. The business plan will, among other things, identify financial resources needed over time. This is a necessary starting point that some people miss and soon fall off track because of improper planning.


Fortunately, today we have direct access to many user-friendly bookkeeping programs. Unfortunately, user-friendly also means that the program authorizes you to enter just about anything. Many businesses invest in these bookkeeping programs without knowing how to use them properly, or without basic bookkeeping skills. The result: Incorrect and useless financial information. Our company is staffed with a Quickbooks Pro Advisor to install, set up and train you and your employees on the software.


Next, knowing how to organize and keep track of your business financials, in accordance with Canada Revenue Agency (CRA) guidelines, is another essential task that some entrepreneurs struggle with. Don't wait for government agencies to tell you what you are doing wrong. We realize that with all the demands and time requirements it takes to operate a successful business, unfortunately keeping the business financials in order is usually one of the first things to fall off the priority list.

New or existing businesses

We will arm you with the knowledge and tools to simplify your financials and to set you up properly from the beginning. Even if you have already begun your business, it's never too late to get on the right track.

Once we set you on the right path, and show you how to easily manage your financials, you can focus on doing what you do best, and that’s operating your business !


In character, in manner, in style, in all things, the supreme excellence is simplicity. - Henry Wadsworth Longfellow