Business Details
24 Years
experience
Trusted CPA Services for Small Businesses in Jacksonville, FL
Founded in 2002, The Simple Solution Organization has established itself as a trusted partner for small businesses seeking comprehensive accounting and tax solutions. Our team, led by Jacqueline Spence, a CPA with 20 years of experience, combines the expertise of large firms with personalized service tailored to each client's unique needs. We specialize in proactive tax planning, financial strategy, and outsourced accounting services, helping businesses nationwide and internationally navigate complex financial challenges.Our commitment to staying current with evolving tax legislation ensures clients maximize deductions while maintaining compliance. By offering scalable solutionsfrom QuickBooks setup to cash flow managementwe empower business owners to focus on growth while we handle their financial foundation. Our Jacksonville, FL-based firm prides itself on delivering transparent, reliable advice that builds long-term client relationships.
Services
Small Business Accounting
QuickBooks Services
Tax Planning
Tax Preparation
Delinquent Tax Returns
Expat Tax Services
Outsourced Accounting
Bookkeeping
Financial Statement Preparation
Cash Flow Management
Details
- Year established: 2002
Highlights and features
- CPA-led team with 20+ years of experience in corporate and small business accounting
- Personalized service combining large-firm expertise with small-firm responsiveness
- Nationwide client support with industry-specific accounting solutions
- Proactive tax planning to maximize deductions and minimize liabilities
- Free initial consultation for all new business and individual clients
Services
Small Business Accounting
Our tailored accounting services provide small businesses with accurate financial tracking, expense management, and strategic reporting. We help clients maintain organized records, monitor cash flow, and make informed financial decisions. Our solutions scale with business growth while ensuring compliance with regulatory requirements.
Tax Planning
Proactive tax planning services identify legal opportunities to minimize tax liabilities for businesses and individuals. We analyze financial situations, recommend structure optimizations, and implement year-round strategies to maximize after-tax income while maintaining full compliance with current regulations.
QuickBooks Services
Comprehensive QuickBooks support includes software selection, setup, and ongoing technical assistance. We help businesses implement efficient accounting systems, create professional invoicing templates, and maintain organized financial records through customized QuickBooks configurations and training.
Outsourced Accounting
Our outsourced accounting solutions provide businesses with experienced professionals without in-house department costs. Services include accounts payable/receivable management, financial reporting, and month-end closings, allowing business owners to focus on core operations while maintaining financial clarity.
Tax Preparation
Accurate tax preparation services ensure timely filing of business and individual returns with maximum allowable deductions. We handle complex tax situations including multi-state filings, trust returns, and nonprofit Form 990 submissions, leveraging electronic filing for faster processing.
People
Jacqueline Spence
Founder, CPA
CPA with 20 years of experience serving small businesses and individuals. Former financial professional at Fortune 500 companies, now providing personalized accounting solutions. Holds MBA in Taxation from San Jose State University.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bookkeeping, financial reporting, cash flow management, and QuickBooks support tailored to small business needs.
Do you handle tax planning for new businesses?
Yes, we help new businesses choose optimal structures and implement tax strategies to maximize savings while ensuring compliance.
Can you assist with QuickBooks setup and training?
We offer complete QuickBooks setup, customization, and ongoing support to help businesses efficiently manage their accounting processes.
Are your services available outside Jacksonville?
We serve clients nationwide and internationally through virtual consultations and remote accounting support solutions.
What tax preparation services do you provide?
We prepare business tax returns (S Corp, C Corp, LLC), personal income taxes, trust/estate returns, and nonprofit Form 990 filings.
Do you offer free initial consultations?
Yes, we provide free consultations to discuss your accounting and tax needs with our CPA team.
