Simplified Sums
Loomis, CA
We’re a highly experienced team of bookkeepers who are perfect when:
- You use QuickBooks Online (or want to move to QBO)
- You’re ready to move away from spreadsheets or outdated software
- You want a modern, cloud-based tool that keeps your numbers organized
- You run a solo or small business
- You don’t have an in-house finance team (and don’t want one)
- You want support that respects your time and business goals
- You want hands-off bookkeeping starting at $240/month
- You’d rather focus on growing your business than managing receipts
- You’re looking for reliable, simple, and proactive financial support
Pick Your Plan—No Surprises!
1. Starter Bookkeeping
For solopreneurs & small businesses with simple finances.
Includes:
- 1 bank/credit card account
- Up to 10 bank deposits per month
- Debit payments only
2. Core Bookkeeping
For growing small businesses.
Includes:
- Up to 3 bank accounts, with increased deposits, and check clearing
- Credit card account
- 1 Loan Account
- Monthly Payroll Runs
3. Plus Bookkeeping
For businesses with more to track.
Includes:
- 4+ bank accounts, with increased limits on deposits and check clearing
- 2+ credit card accounts with increased limits on transactions
- 2+ loan accounts
- Twice Monthly+ Payroll Runs
Easy Onboarding—Zero Hassle
- Grab your recent bank and credit card statements
- Go through our Questionnaire → Get your custom price
- Approve Setup → Pay via secure link
- Meet your Onboarding Team → And we’re live!
We know bookkeeping, and...
we may not be for you!
If you are in any of the following industries, your bookkeeping requires more attention to detail and different skill sets than Simplified Sums builds into its service structure. While we are not the best fit, our partners over at Sum of All Numbers can support you completely:
Real Estate, Construction & Trades, Restaurants, Bars, Manufacturing, E-commerce
FAQs
Yep! All clients pay a one-time $300 Onboarding Fee.
There may also be additional fees for catch up bookkeeping, but you will have the chance to approve that time before we proceed with the work.
We’ll set it up for you! This means a one-time $400 fee is added to your Onboarding costs (you are responsible for the subscription fee).
First we'll either set up your new QBO account or attain access to your existing one.
Next, we'll assess your account for any catch up work that needs doing before regular weekly service begins.
You'll approve the time estimate for any catch up work, and weekly service will start as soon as that's complete.
If there's no catch up work to be done, you'll progress directly to working with your team to begin your regular service.
We can't wait to meet you!
We bill $75/hour for clean up work. You’ll approve our estimate before we start.
Yes! No extended contracts—cancel with 30 days’ notice.
Easy! Email or message us anytime. Your team will reply within 2 business days.
Not at Simplified Sums, nope. We focus on bookkeeping, not profitability tracking. (But we’ll keep your numbers tidy so you can analyze them!)
Not currently—we specialize in bookkeeping for simpler financial setups.
Negative, Captain! We don’t support trades-based or construction businesses at the moment. Your work requires a different area of bookkeeping expertise and a greater time commitment from your bookkeeping team.
That's not something we offer right now. We'll handle the bookkeeping, but not any invoicing. (QuickBooks makes it pretty simple for you, though!)
Nope! To keep our rates super affordable, we don’t run payroll for our clients, regardless of frequency or number of employees. But we’ll accurately record your payroll journal entries each month.
Not currently. That’s best handled by you or your accountant. We’ll make sure your books are sales tax-ready though!
Nope, that’s a whole different kettle of fish. Your CPA or tax accountant will handle those for you. (But we’ll make your accountant’s job way easier.)
That task is for you to take care of—we will keep your numbers organized and your accountant or CPA can support you in identifying how much you’ll pay for those each quarter.
Please email us at [email protected] and we'll get back to you asap!
