We Listen.
Every business runs differently. We start with a free consultation to understand your workflows, your pain points, and what's eating up your time.
Client Accounting ServicesYour accounting is costing you more than money.
Your accounting is costing you more than money.
It's costing you time.
We take over the day-to-day financial work that keeps you up at night — so you can run your business instead of chasing numbers.
Nearly 30Years in bookkeeping & accounting
QBOCertified team
100%CAS focus
USSpace Coast & nationwide
What we do
Client Accounting Services, without the complexity.
Most small business owners didn't start their company because they love reconciling bank statements. But somewhere along the way, the books became your problem. Late nights catching up on invoices, weekends spent on payroll prep, that constant low-grade worry about whether the numbers are actually right.
That's where we come in.
Symplifi provides Client Accounting Services (CAS) for small and mid-sized businesses across the Space Coast and beyond. We handle your bookkeeping, financial reporting, cash flow management, and more — not as a one-off project, but as an ongoing extension of your team. Think of us as your accounting department, minus the overhead.
What's included
All service details →01
Bookkeeping
Day-to-day bookkeeping, monthly reconciliations, and closes that keep your financials current.
02Catch-Up & Clean-Up Bookkeeping
Catch up overdue books, correct past errors, and get your financials current and accurate.
03Payroll Management
Payroll recording, processing, or full-service management alongside your payroll provider.
04Financial Statement Preparation
Financial statements and specialized board, grant, contract reimbursement, and nonprofit fund reports.
05Financial Analysis & Reporting
KPI tracking, variance analysis, and reporting that helps you spot trends and problems early.
06Accounts Receivable & Payable
Invoicing, payment processing, and bill payments so the money keeps moving.
07Cash Flow Management
Monitoring, projections, and timing strategies to keep your working capital healthy.
08Budgeting & Forecasting
Realistic budgets, actual-results tracking, and forecasts to guide your next big decision.
09QuickBooks Setup & Migration
QuickBooks setup, team training, and complete Desktop-to-QBO migrations.
10Accounting Systems & Third-Party App Integrations
Connect QBO with your business apps and payment processors to eliminate duplicate entry.
11Tax Preparation Support
Organized records, accurate statements, and adjusting entries for a smooth CPA handoff.
12Process Improvement
Auditing your workflows and redesigning them to be faster, cleaner, and less error-prone.
How it works
A simple, three-step engagement.
We Build Your Plan.
No cookie-cutter packages. We put together a service plan around what you actually need — whether that's full-service bookkeeping, monthly financial statements, or cleaning up years of backlogged records.
We Take It Off Your Plate.
You get clean books, clear reports, and the freedom to focus on your customers, your team, and growing your business. We handle the rest.
Why Symplifi
Why business owners choose Symplifi.
We've been in your shoes.
Symplifi is built on nearly 30 years of bookkeeping and accounting experience, working with everyone from startups and small businesses to Fortune 500 operations. We know the pressure of making payroll, reading a P&L at midnight, and wondering if your accountant actually understands what you do. That experience shapes everything about how we work with clients.
We speak your language.
No jargon dumps, no 40-page reports you'll never read. We give you clear, usable financial information — and we explain what it means for your business.
We fix the process, not just the spreadsheet.
If your AR workflow is a mess or your QuickBooks is held together with duct tape, we'll rebuild it. Better systems mean fewer problems down the road.
Non-profits
Board-ready books, without a full-time controller.
Fund accounting, Form 990 support, and reporting your board can read in one sitting. Same team, same plain language — built around how a non-profit actually reports.
Talk to us about your organization- Fund accounting
- Form 990 support
- Grant tracking
- Board reporting
Ready to stop stressing about your books?
Every engagement starts with a free 30-minute consultation. No pressure, no sales pitch.
Get Your Free Consultation (opens in a new tab)