Fractional CFO and Accounting Services Tailored for Small Businesses

Simplify Financial Management
with Confidence

Providing Financial Clarity and Guidance So Business Owners Can Focus on What They Do Best

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Just as tides shift, so do the financial needs of a small business.

 

Simplistix® bridges the gap between expert financial strategy and the everyday challenges small business owners face, delivering clarity in the numbers and the guidance needed to navigate change with confidence.

Small businesses need more than just numbers — they need a clear financial strategy that evolves with them. That’s where we come in.

Just as tides shift, so do the financial needs of a small business.

Simplistix® bridges the gap between expert financial strategy and the everyday challenges small business owners face, delivering clarity in the numbers and the guidance needed to navigate change with confidence.

Small businesses need more than just numbers — they need a clear financial strategy that evolves with them. That’s where we come in.

The Simplistix® Difference

We simplify financial management, helping small business owners navigate change with confidence.

Financial Expertise
& Guidance

CFO-level insight without the overhead, combining deep industry knowledge with hands-on support

Tailored
Solutions

Flexible financial strategies that adapt as business needs evolve

Collaborative
Process

Working closely with business owners and their accountants to simplify financial management and keep them focused on growth

Trusted by Small Businesses Everywhere

Shelley is my secret weapon, always in the background, making sure everything runs smoothly. Her support allows me to focus on my business without worrying about financial management. Our business is highly detail-oriented, and Shelley has been instrumental in managing the books and beyond. She’s more than a bookkeeper —she understands my business inside and out. After working together for several years, she...
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Jackie Mack, VP of Sales & Broker Associate
Jameson Sotheby’s International Realty
The name Simplistix says it all —Shelley simplifies everything. From the very beginning, she made the process easy. I didn’t have to worry about anything. Shelley handles my state taxes, accounting and banking, and I trust her completely. With Shelley, I can focus on running my business. When we started working together, I was managing about 50 concerts a year,...
Read More
Daniel Garcia, Founder & Talent Buyer
Amplify Limited
I have had the pleasure of working with Shelley for more than a decade. Before she took over our financial management, we were disorganized and tax time was very stressful. I thought I had a good understanding of QuickBooks, but I quickly realized there was a lot I didn't know. Running several businesses, managing employees and supporting clients while trying to handle our finances and...
Read More
Trevor Pachis, Owner & Broker
Pachis & Associates, Inc.
I have had the pleasure of working with Shelley for more than a decade. Before she took over our financial management, we were disorganized and tax time was very stressful. I thought I had a good understanding of QuickBooks, but I quickly realized there was a lot I didn't know. Running several businesses, managing employees and supporting clients while trying to handle our finances and understand where we were spending our money was just too much. Shelley’s support and guidance has eliminated the consuming burden of financial management, allowing me to focus on growing my business. My accountant is thrilled with the accuracy and detail of our finances, and I am happy to delegate this daunting but essential part of our business to Simplistix.
Trevor Pachis, Owner & Broker
Pachis & Associates, Inc.
From day one, Shelley has been great to work with. She handles all my bookkeeping and provides clear, easy-to-understand financial reports. While I took a few classes to better understand business finances, I realized that managing the details wasn’t my strength. My entrepreneurial coach gave me a spreadsheet and asked for quarterly financial reports. Shelley put the information together that clarified the direction of...
Read More
Wilma Nachsin, President
Life Working® LLC
From day one, Shelley has been great to work with. She handles all my bookkeeping and provides clear, easy-to-understand financial reports. While I took a few classes to better understand business finances, I realized that managing the details wasn’t my strength. My entrepreneurial coach gave me a spreadsheet and asked for quarterly financial reports. Shelley put the information together that clarified the direction of my business, making decision-making much easier. Shelley is a trusted partner who is always there when I need her and has made a significant impact on my business.
Wilma Nachsin, President
Life Working® LLC
Shelley is extremely competent and knowledgeable. Keeping the trust accounting for our legal practice in perfect order is critical, and Shelley has been invaluable with her ability to stay on top of the details. She is always available for consultation, highly reliable and a trusted financial consultant for our business. I strongly recommend Shelley.
Peter Lubin, Partner & Owner
Lubin Austermuehle, P.C.
Shelley is extremely competent and knowledgeable. Keeping the trust accounting for our legal practice in perfect order is critical, and Shelley has been invaluable with her ability to stay on top of the details. She is always available for consultation, highly reliable and a trusted financial consultant for our business. I strongly recommend Shelley.
Peter Lubin, Partner & Owner
Lubin Austermuehle, P.C.
Working with Simplistix took away the learning curve for QuickBooks and accounting principles, allowing me to focus on obtaining new clients and completing the work that’s needed for them. I trust her completely, and I never have to worry about overseeing her work. Shelley takes care of it all, making the day-to-day management of my business much easier.
Michael C. De Meo, MAFF, Principal & Co-Founder
Risk Management & Investigations
Working with Simplistix took away the learning curve for QuickBooks and accounting principles, allowing me to focus on obtaining new clients and completing the work that’s needed for them. I trust her completely, and I never have to worry about overseeing her work. Shelley takes care of it all, making the day-to-day management of my business much easier.
Michael C. De Meo, MAFF, Principal & Co-Founder
Risk Management & Investigations
Shelley is my secret weapon, always in the background, making sure everything runs smoothly. Her support allows me to focus on my business without worrying about financial management. Our business is highly detail-oriented, and Shelley has been instrumental in managing the books and beyond. She’s more than a bookkeeper —she understands my business inside and out. After working together for several years, she...
Read More
Jackie Mack, VP of Sales & Broker Associate
Jameson Sotheby’s International Realty
Shelley is my secret weapon, always in the background, making sure everything runs smoothly. Her support allows me to focus on my business without worrying about financial management. Our business is highly detail-oriented, and Shelley has been instrumental in managing the books and beyond. She’s more than a bookkeeper—she understands my business inside and out. After working together for several years, she has become a critical partner in our success. Shelley works seamlessly with my accountant, creating a collaborative triangle that ensures everything is done properly.
Jackie Mack, VP of Sales & Broker Associate
Jameson Sotheby’s International Realty
The name Simplistix says it all —Shelley simplifies everything. From the very beginning, she made the process easy. I didn’t have to worry about anything. Shelley handles my state taxes, accounting and banking, and I trust her completely. With Shelley, I can focus on running my business. When we started working together, I was managing about 50 concerts a year,...
Read More
Daniel Garcia, Founder & Talent Buyer
Amplify Limited
The name Simplistix says it all—Shelley simplifies everything. From the very beginning, she made the process easy. I didn’t have to worry about anything. Shelley handles my state taxes, accounting and banking, and I trust her completely. With Shelley, I can focus on running my business. When we started working together, I was managing about 50 concerts a year, and now we handle hundreds annually. Shelley has removed the burden of financial management from my plate, and I couldn’t be happier with the peace of mind she provides.
Daniel Garcia, Founder & Talent Buyer
Amplify Limited
I have had the pleasure of working with Shelley for more than a decade. Before she took over our financial management, we were disorganized and tax time was very stressful. I thought I had a good understanding of QuickBooks, but I quickly realized there was a lot I didn't know. Running several businesses, managing employees and supporting clients while trying to handle our finances and...
Read More
Trevor Pachis, Owner & Broker
Pachis & Associates, Inc.
From day one, Shelley has been great to work with. She handles all my bookkeeping and provides clear, easy-to-understand financial reports. While I took a few classes to better understand business finances, I realized that managing the details wasn’t my strength. My entrepreneurial coach gave me a spreadsheet and asked for quarterly financial reports. Shelley put the information together that clarified the direction of...
Read More
Wilma Nachsin, President
Life Working® LLC

Financial clarity keeps businesses moving forward. Simplistix® delivers expert guidance and insights to help business owners stay on course.

Is your financial strategy on the right path?

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