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Simple Accounting Solutions

At Simple Accounting Solutions we help you to implement a plan to streamline and automate your accounting process. Our commitment is to simplify your accounting and bookkeeping, foster growth and empower you to thrive in a rapidly evolving business landscape.

picture of business women shaking hands

Our Mission

At Simple Accounting Solutions, we believe in the importance of relationships.

Our goal is to be a valuable and integral part of your business team. We understand that a successful business is built on strong partnerships, which is why we collaborate closely with your financial advisor, attorney and other key professionals. By working together as a cohesive unit, we aim to maximize your goals and financial wealth.

Our team approach ensures that every aspect of your financial picture is considered and optimized. Whether it is tax planning, financial strategy, or legal compliance, we coordinate with your existing advisors to provide comprehensive solutions tailored to your unique needs.

At Simple Accounting Solutions, we're more than just your accountants - we're your partners in success. Our dedication to building lasting relationships means we're committed to understanding your business inside and out, allowing us to provide personalized and effective solutions that drive growth and prosperity.

image of business team with hands on top of each other

Let us help you create a strong united team to achieve your business objectives and secure your financial future.

Our Core Values

Organization, consistency, clarity, simplicity, fun, transparency, integrity, confidence, solving problems, being a trusted advisor, and providing value to our clients.

The Process

Discovery Call

Our first conversation is getting to know your business and where your current financial landscape may need improvement. Where are you now? Where do you want to be? How I can help you bridge that gap?

Proposal

Based on our conversation I submit to you a proposal and once accepted, send an engagement letter for signature.

Implement

We set up a time to get the project going and create a projected timeline for the steps to implement.

Our Service Packages

Essentials

  • We will evaluate your current accounting software setup to ensure it meets your business needs . Our assessment includes reviewing features, usability, & compatibility with your operations to optimize efficiency.

  • We will assess your chart of accounts to streamline your financial reporting. This includes evaluating the number of accounts, identifying duplicates, ensuring efficiency & effectiveness, and tailoring it to be appropriate for your specific industry requirements.

  • We will set up links to your financial institutions, allowing for automated downloading of bank & credit card transactions directly into your accounting system. This ensures accurate & timely recording of financial data.

  • Our team will map all transactions to the appropriate accounts in your chart of accounts. This ensures that your financial records are accurately categorized for precise reporting and analysis.

  • We will establish an invoicing process tailored to your business needs. This will include setting up templates, schedules, and automated reminders as necessary to streamline your accounts receivable management and improve cash flow.

  • We will implement autopay and online bill pay systems to streamline your accounts payable process. This ensures timely payments while minimizing manual intervention, reducing errors, and optimizing cash flow management.

  • Our team will develop and set up a secure, paperless filing system on your network. This organized approach ensures easy access, efficient document management, and compliance with record-keeping requirements.

  • We provide comprehensive training to your staff on how to efficiently process accounting functions within the new system. This includes hands-on guidance and best practices to empower your team and maximize system utilization.

Advanced Essentials

  • In addition to everything in the Essentials package, our Advanced Essentials package includes comprehensive bookkeeping services. This ensures that your books and financials consistently provide a timely and accurate picture of your financial status. Bookkeeping can be performed on a monthly or quarterly basis, depending on your needs.

Elite Financial

  • Along with everything included in the Advanced Essentials package, The Elite Financial package offers comprehensive financial management services. This package is designed to provide high-level financial oversight and strategic planning.

  • We prepare detailed financial statements and go over them with your management team. This ensures that you have a clear & accurate understanding of your financial performance.

  • We work with your management team to create detailed budgets and conduct regular reviews. This process helps you manage resources effectively and stay on track with your financial plans.

  • We collaborate with your management team to set strategic goals and provide ongoing support to manage and achieve them. This ensures that your business stays focused and on course for growth.

Book a free consultation

At Simple Accounting Solutions our mission is to empower small businesses with comprehensive solutions, fostering sound financial practices to promote their growth and success.

Hi! I'm Becky.

I help small businesses streamline and automate their accounting processes.

Photo of Becky Cordasco, CPA

In my 30 plus years in the industry, I noticed a significant gap in the bookkeeping and accounting practices of small business owners.  I often encountered incomplete or non-existent financial records, which inspired me to create Simple Accounting Solutions.  

I have always had a head for numbers and followed in my father’s footsteps in becoming an accountant. This career path afforded me the flexibility to be a
stay-at-home-mom, balancing career and family life which is something I deeply value.

As a small business owner, I understand many of the challenges you face on a daily basis.

One of my guiding principles is: “A place for everything and everything in its place.” While this sometimes drives my husband crazy, I believe this approach enhances my ability to provide effective and efficient accounting services.

FAQ's

  • Yes, we offer services to set up your accounting system, including software installation, chart of accounts creation, and training your staff.

  • Absolutely. We understand that every business is unique, so we offer customized accounting solutions to meet your specific accounting and financial management needs. Our goal is to provide you with the right tools and services to streamline your financial processes and help your business thrive.

  • We offer a range of packages tailored to different business needs. Contact us for a consultation, and we will help you determine the best package based on your specific requirements.

  • Our services can help you maintain accurate financial records, ensure compliance with tax laws, improve cash flow management and provide insights for better business decision-making.

  • Yes, we will assist you in your year-end bookkeeping to prepare your tax return. However, we believe in a proactive approach and will discuss future options to have your financial data available on a timely basis.

  • No problem! We can create a customized package just for you. Our tailored bookkeeping services are designed to meet the unique needs of your business, providing the exact support you require without any unnecessary extras.

  • We offer a range of accounting services including bookkeeping, financial statement preparation, accounting software & process evaluation, and implementation & financial consulting.

  • Yes, we offer remote accounting services to clients across various locations. Our secure online systems ensure that your financial data is handled safely and efficiently.

Testimonials

  • Mike Souris

    "I have had the pleasure of knowing and working with Becky Cordasco for over 20 years. As a commercial property manager, accounting is a key portion of my business. Becky handles this task for me in a professional, efficient manner helping me and my tenants. She makes my life easier. It can be said, that most accountants are considered somewhat dry, but Becky’s upbeat and warm personality is one of the attributes that I appreciate the most when working with her. If you choose Becky for your accounting needs, I can assure you, you will not be disappointed."

  • Marj McClanahan, Former Senior Partner at Nordstrom & Associates, PC

    “I highly recommend Becky for all accounting and tax work. She is thorough and conscientious and works diligently to make sure her clients understand what she is doing to benefit them."

  • Brian Beamer, Twin Pines Gaser, Owner

    ”Becky has streamlined my office to all paperless which allowed me to perform my duties off site when necessary.  Becky listens to and understands my needs, is very knowledgeable and most of all, honest.  I would highly recommend Becky to aid any company in meeting their accounting / bookkeeping needs.”