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Finance Made Easy for Organizations

From personal finance to large C-Corporations, Simply Financial is here to make your organization’s finances stress-free.

About Us

We Are Shaping The Future

We bring the expertise and drive needed to make the most of your business, because when it comes to your time, we know its valuable.


What we Do?

Browse our various services offered to all individuals and corporations.


Keeping track of all accounts and files is tricky, but we've got you covered.

Human Resources

Ensuring all payroll and tax filing activities are completed correctly is crucial, we're here for you

Financial Consulting

Balancing your day-to-day tasks will help you manage your day, we're here to guide you.

QuickBooks Support

Learning how to use QuickBooks is tedious, but we're here to offer support.

Why our Consulting?

We bring the right people together to challenge established thinking and drive transformation.

We help you grow the life you want

Personalized suggestions that reflect your values

Simply Financial

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We take time to understand your needs

We provide personalized service, experience and expertise

Simply Financial

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Financial advice should not be complicated

Simply Financial is here to make your organization’s finances stress-free.

Simply Financial

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An experienced team

An experienced team with more than 20 years of professional knowledge

Simply Financial

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Our Team

Our Experts Waiting For You

We bring the right people together to challenge established thinking and drive transformation.

"I have been extremely impressed with the level of communication and professionalism. Great work ethic and quick to respond to your needs. Thank you, Charity"
Shawn Rendon
Owner/President at Rendon Construction, Inc.
"I was so very fortunate to find Charity on Craigslist. I needed a P&L- ASAP- and she delivered and did a wonderful job!! She amazed me with her professionalism, knowledge, and attention to detail. I would highly recommend her to anyone that needs financial and accounting work!!"
Susie Riccio
Property Manager at Riccio And Associates
"I cannot say enough about her attention to detail and accuracy. She is superb at detecting errors in accounts, and in reconciling the accounts. I highly recommend Charity to any company. She is well organized, dependable, timely, trustworthy, and always brings a positive attitude to her work. Charity works well in a team environment or independently"
Adrienne Johnson
Project Manager, CXO Hub
"Charity provided an amazing experience with a wealth a knowledge. She was prompt, proactive, informative, and at the final work product exceeded our boards expectations!"
Larry Castro
Founder USGFA /PGFA/ Golf Fitness Magazine/StealthGrid/ iZZ Media
“As a small business owner the right bookkeeper can either make or break my business, and luckily I have Simply Financial in my corner. Charity is always equal to the task and keeps my finances tip top. I highly recommend her and her team. Amazing work ethic and organization!”
Michael Robbins
Dry Right, Inc.
“Wow! We started working with Charity over 5 years ago. She is our outsourced CFO. She handles it all - the bookkeeping, payroll, insurance, management reporting, financial statements, you name it! Charity and her team love to say "yes." Not only do they handle any financial or administrative task you might ask for, Charity and her team respond immediately and offer many value-added services I did not even realize that I needed. If you choose to work with Simply Financial, you'll be thrilled and delighted at your decision. Your life will be easier and your business will grow because you can focus on your clients and employees.”
Victoria Stathis
“I have been enjoying working with simply financial for almost a year now and they have been wonderful. I started my business in October 2020 and the financial aspect of running a business is overwhelming. My rep, Charity, has made it simple. She is responsive and catches discrepancies quickly. I see myself using them for years to come, I am forever grateful that they keep my finances on track.”
Leticia Sanchez
Air Assure, Inc.

Our Blog

Join the discussion regarding financial topics and issues.