Simplifying
Your Financial Journey.

CFO | Accounting & Bookkeeping | Tax Preparation

INFO@SIMPLICITYFINANCIAL.COM

951-444-1895

Collect your EMPLOYEE RETENTION CREDIT
before time runs out!! Click here for details!

WELCOME TO SIMPLICITY

We Make Accounting Easy and Efficient.

TRUSTED & RELIABLE

Why Choose Simplicity?

When you sign with Simplicity Financial, we strive to build a longstanding relationship with you.  Our blend of financial acumen and strategic insight is invaluable in helping you determine your short- and long-term goals and then working with you to move you from where you are to where you want to be.  Every engagement is customized based on identified needs and priorities, always with your best financial interests in mind.

Outsourced CFO

An Outsourced CFO is an experienced finance professional who brings extensive business management expertise to a company at a fraction of the cost.

Accounting & Bookkeeping

Professional accounting and bookkeeping solutions tailored to fit your small to medium-sized organization’s needs. Expertise in for-profit and non-profit organizations.

Tax Preparation

Comprehensive tax services to keep individuals and businesses in compliance, ensuring you get the most out of your returns.

Meet Our
Lead Consultant

SHAUN GLENN, CPA, MSA

Shaun founded Simplicity Financial after working in a variety of nonprofit and for-profit C-suite roles. In starting his own full services consulting firm, Shaun’s goal was to provide small to medium-size organizations with exceptional solutions in the areas of finance, accounting. Whether it be through automation and the implementation of improved systems, building a team, outsourcing to the professionals, or any combination of the three, Shaun has a proven track record for listening to the clients needs, developing a plan to achieve desired outcomes, and implementing the plan to success. A Certified Public Accountant, Shaun holds a Master of Science in Accounting, and has very successfully provided cohesive links between strategy, operations, and performance for many clients.

Personalized. Professional.
High Quality Service.

Small to medium-sized businesses and church ministries often need help in the areas of accounting, taxes, and best practices in budgeting, money-handling and high-impact financial strategies. The simple solution is to automate, hire or outsource. Let Simplicity Financial help you determine which path is right for you! Simplicity Financial can also facilitate the solution that best meets your needs!!

Collect Your Employee Retention Tax Credit (ERTC) before time runs out!

Employers may receive up to $26K per employee, a potential credit of hundreds of thousands of dollars! In response to many financial challenges businesses faced during the pandemic, Congress passed relief legislation including the Employee Retention Tax Credit (ERTC). The ERTC provides a refund to eligible employers for wages and healthcare costs paid during the COVID-10 pandemic. Although designed as a tax credit, you will receive a check from the IRS. There’s still time, but don’t wait! Simplicity Financial has already helped clients get MILLIONS of ERTC dollars and we can help you! For more information or to determine your business’s potential eligibility, call for a free consultation today!

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