Business Details
Your Trusted Virtual Accounting Partner in Ohio
Founded by Terri Simpson, Keep It Simple Strategies brings over 25 years of corporate business management expertise to small businesses nationwide. Our virtual office model eliminates overhead costs while delivering personalized bookkeeping, financial reporting, and strategic consulting services tailored to each client's unique needs. With hands-on experience in aerospace and automotive industries, we specialize in transforming chaotic financial systems into streamlined operations that support sustainable growth. Our comprehensive solutions include full-charge bookkeeping, retroactive financial reconstruction, cash flow management, and payroll processing, all backed by a commitment to transparency and client education. Unlike traditional accounting firms, we function as a virtual CFO partner, providing actionable insights through monthly balance sheets, income statements, and trend analyses.Our proprietary methodology combines technical proficiency with practical business acumen, ensuring clients receive both accurate financial records and strategic guidance for future planning. We pride ourselves on building long-term relationships through consistent communication, timely deliverables, and a deep understanding of our clients' operational challenges. Our team's diverse industry experience enables us to implement customized solutions that address specific business requirements while maintaining compliance with federal, state, and local regulations. From initial consultation to ongoing support, we prioritize client empowerment through financial literacy and process optimization. Our success is measured by our clients' ability to focus on core business activities while achieving measurable improvements in financial management efficiency.
Services
Full-Charge Bookkeeping
Retroactive Bookkeeping
Financial Reporting
Payroll Processing
Cash Flow Management
Cost Accounting
Inventory Management
Budgeting Services
Management Consulting
Highlights and features
- 25+ years of corporate business management experience in Fortune 500 companies
- Customized financial solutions tailored to each client's unique requirements
- Virtual office model reduces costs while maintaining service quality
- Proven track record with diverse industries including fitness, hospitality, and professional services
- Comprehensive approach combining bookkeeping with strategic business consulting
What people say
Seamless operations
Available anytime needed
Above and beyond expectations
Behind-the-scenes integration
Professional bookkeeping expertise
Services
Full-Charge Bookkeeping
We manage all aspects of your financial record-keeping including accounts payable/receivable, payroll processing, and inventory tracking. Our system ensures accurate, real-time financial reporting through cloud-based platforms like QuickBooks and Xero. Clients receive monthly balance sheets, income statements, and cash flow analyses to support informed business decisions.
Retroactive Bookkeeping
Our experts reconstruct financial histories for businesses with incomplete records. We implement standardized processes while maintaining compliance with tax regulations. This service includes categorizing past transactions, reconciling discrepancies, and establishing systems for ongoing financial management and reporting.
Cash Flow Management
We analyze payment cycles, supplier terms, and investment returns to optimize liquidity. Our rolling 90-day projections help businesses anticipate cash needs and make strategic decisions about equipment purchases, staffing, and expansion opportunities while maintaining operational stability.
Management Consulting
Leveraging 25+ years of corporate leadership experience, we provide operational guidance in human resources, materials management, and process optimization. Our consulting services focus on implementing control systems and efficiency improvements across all business functions to enhance profitability.
Financial Forecasting
Using historical data and market trends, we create predictive models for business growth scenarios. Our forecasts help clients evaluate expansion opportunities, equipment investments, and staffing decisions through data-driven projections that align with their strategic objectives.
People
Terri Simpson
Owner
25-year corporate business management veteran with aerospace and automotive industry experience. Former hands-on executive who transitioned to virtual accounting services in 2020. Specializes in transforming chaotic financial systems into streamlined operations that support business growth.
Questions
What virtual accounting services do you offer?
We provide full-charge bookkeeping, financial reporting, payroll processing, cash flow management, and strategic business consulting through secure online platforms.
How do you handle different accounting software?
We specialize in QuickBooks Online and Xero, but can integrate with various systems including Excel-based processes and industry-specific platforms.
Are tax filings included in your services?
We don't file tax returns but provide complete financial documentation for your CPA and offer discounted referral partnerships.
How are service costs determined?
Pricing starts at $350/month for standard packages but varies based on business complexity and required services during our free consultation.
What industries do you work with?
Our diverse experience spans fitness centers, marketing firms, self-storage facilities, professional services, and various small businesses nationwide.
Do you offer insurance documentation?
Yes, we provide a Certificate of Insurance with all client onboarding packages as part of our professional service commitment.
