Business Details
Your Trusted Partner for Small Business Accounting Solutions
With over two decades of experience in the accounting field, I have dedicated my career to helping small business owners streamline their financial operations. For the past eight years, I have successfully operated my own accounting firm, serving more than 100 small businesses across diverse industries including consulting, marketing, photography, design, nonprofit, restaurant, real estate, retail, and construction. My corporate accounting background, combined with an MBA in Financial Planning from Salem State, equips me to provide tailored solutions that address the unique challenges faced by small business owners.I specialize in implementing efficient bookkeeping processes and leveraging cutting-edge accounting software such as QuickBooks, Xero, and FreshBooks to optimize financial management. My commitment to transparency, accuracy, and efficiency ensures that clients receive reliable financial insights while maintaining full control over their business operations. By avoiding restrictive contracts and focusing on personalized service delivery, I empower business owners to concentrate on growth while I handle their financial record-keeping needs.
Services
Bookkeeping Services
Accounting Solutions
Payroll Management
Tax Filing Assistance
Software Implementation
Financial Reporting
Bank Reconciliations
Budgeting Support
Highlights and features
- 20+ years of professional accounting experience
- MBA in Financial Planning from Salem State University
- Tailored services without restrictive contracts
- Expertise in 8+ accounting software platforms
- Industry-specific knowledge across 6 business sectors
Services
Bookkeeping Services
Comprehensive bookkeeping solutions tailored to small businesses across multiple industries. Our services include accounts payable/receivable management, bank reconciliations, and financial reporting. We specialize in organizing disarrayed financial records and implementing efficient systems for ongoing success. With expertise in various accounting software platforms, we ensure accurate and timely financial documentation that supports informed business decisions.
Software Implementation
Custom accounting software solutions for businesses using QuickBooks, Xero, FreshBooks, and other platforms. We analyze existing systems, identify inefficiencies, and implement optimal software configurations. Our implementation services include data migration, workflow integration, and staff training to ensure seamless adoption. We also provide recommendations for technology upgrades that enhance financial management capabilities and operational efficiency.
Payroll Management
Complete payroll processing services that ensure accurate employee compensation and tax compliance. We handle wage calculations, tax withholdings, and payment distribution while maintaining up-to-date records. Our expertise covers multiple payroll platforms and banking integrations to streamline payment processes. We also provide guidance on payroll tax filings and regulatory requirements to minimize compliance risks for small businesses.
Tax Filing Assistance
Preparation and filing support for business tax obligations including sales tax and payroll tax returns. We organize financial records to facilitate tax preparation and coordinate with professional tax accountants. Our services ensure accurate documentation and timely submissions while maintaining year-round tax readiness. We focus on maintaining proper records rather than tax preparation itself, working collaboratively with tax professionals for comprehensive compliance.
Financial Reporting
Custom financial reporting solutions that provide actionable insights for business growth. We generate balance sheets, income statements, and cash flow analyses tailored to business needs. Our reporting services include budgeting support, variance analysis, and performance tracking metrics. By organizing financial data into clear reports, we help business owners make strategic decisions while maintaining transparency in financial operations.
People
Stacey Simon
Accounting Consultant
Certified accounting professional with 20+ years experience, including 8 years running her own firm. Holds MBA in Financial Planning from Salem State University. Specializes in small business accounting across multiple industries, with expertise in 8+ accounting software platforms and banking integrations.
Questions
What accounting software platforms do you support?
I work with QuickBooks Desktop and Online, Xero, FreshBooks, Wave, Harvest, Square, PayPal, Bill.com, and various banking platforms including Citibank and Bank of America.
Do you serve businesses outside the Boston area?
Yes, while based in Somerville, MA, I provide remote accounting services to small businesses throughout the United States.
What industries do you specialize in?
I have extensive experience in consulting, marketing, photography, design, nonprofit, restaurant, real estate, retail, and construction industries.
How do you handle tax preparation?
I maintain organized financial records to support tax preparation, but recommend working with a dedicated tax professional for official tax filings.
What's your approach to client service?
I offer customized solutions without contracts, focusing on transparency, accuracy, and efficiency while adapting to each business's unique needs.
Reviews (4)
Abby Cohen
Dec 21, 2021
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Stacey is responsive, responsible and professional. She has provided our school with so much clarification and support as we have transitioned to new Board Members and needed to clean up old files.
Emilie Reid
Dec 16, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Working with Stacey makes dealing with the numbers much less intimidating and I can focus on the people my business serves. Thank you, Stacey!
Working with Stacey makes dealing with the numbers much less intimidating and I can focus on the people my business serves. Thank you, Stacey!
Honeycomb Design - Build
Jan 07, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
When we were looking for bookkeeping services, Stacey came highly recommended and her skills continue to be huge asset. She is personable, efficient, proactive, and responsive - everything we need and more!
When we were looking for bookkeeping services, Stacey came highly recommended and her skills continue to be huge asset. She is personable, efficient, proactive, and responsive - everything we need and more!
Rozanne Puleo
Nov 10, 2020
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Stacy has provided accounting services for our small business for a few years now. I came to realization that bookkeeping was not a skill set that I was particularly gifted with, but Stacy has never made me feel like any of my questions are stupid. She is incredibly patient, detail oriented and trustworthy. She consistently meets deadlines and has made this aspect of my business worry-free. I am so thankful for her!