Testimonials

“We use industry specific software for our business. When I started, not being familiar with QB, i found integration difficult. My work around involved me maintaining two companies on QB and my accountant making a number of manual entries at month end. Given that we had multiple checking accounts we found reconciliation very difficult and balance management stressful. Simply Financial worked with our software provider, our CPA and us and now we have one account and balance management is fast and easy.” Alex De Lucia, A Yankee Peddler & Loan


Trowbridge logo“The team at Simply Financial Plus were great to work with, timely and knowledgeable about the project, and great at walking me and my associate, both non-computer folks, through the process. We’ll be using their services again when we have Quickbook needs or questions! Wish I’d met them sooner!” M. Trowbridge Arabian Horsemens Distress Fund


“For any small to medium size business using QuickBooks who are growing and where resources are at a premium, there’s a tremendous value achieved when engaging Simply Financials. Their in depth accounting knowledge coupled with QuickBooks expertise allowed us to short cut years of QuickBooks process and achieve ‘best practices’ quickly, economically and without any drama or fire drill required.

Simply Financials owned the issues and guided us through a well laid out set of decisions, while our attention stayed on our business and not the accounting. My only regret was that we did not engage them earlier in our company’s rapid growth, but was very pleased with the resulting restructuring of QuickBooks. They were professional, responsive and a pleasure to work with.” -John Laurino, CEO, Proposal Software, Inc. (Retired)


Netlib logo“Using Simply Financials Plus, I started to feel like the accounting for my business was finally under control. Being able to know who owes me money and that someone is following up on collections for my business has been a real PLUS.” – Neil Weicher, Netlib


Matt Baier Organizing“My tax accountant is so thrilled with me. She told me I made it so much easier for her this year to prepare my tax return since I was able to send her a QuickBooks file. Thanks Simply Financials Plus, you’re the best!” – Matt Baier, Matt Baier Organizing


Legal Disclaimer: Every effort has been made to accurately represent our program and its potential. The testimonials and examples used are not intended to guarantee that anyone will achieve the same or similar results. These results are not an average. Each individual’s success depends on his or her background, dedication, desire and motivation. As with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that you will earn any money.