Full-service accounting and financial advisory for small and mid-size businesses - and specialized exit readiness services for home service owners ready to maximize what they’ve built.
We help business owners build, manage, and exit with confidence.
We help business owners build, manage, and exit with confidence.
Full-service accounting and financial advisory for small and mid-size businesses - and specialized exit readiness services for home service owners ready to maximize what they’ve built.
How We Help
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
For Business Owners
Who Want to Grow
We handle the numbers so you can focus on running your business. Bookkeeping, payroll, tax preparation, and ongoing financial advisory — done accurately, on time, every time.
For Home Service Owners
Thinking About Selling
We help you understand what your business is worth, clean up your financials, and maximize your exit value before you go to market. Most owners leave significant money on the table. We make sure you don’t.
Why Simon Alan
We are not a tax prep franchise or a generalist bookkeeping service. We are a financial advisory firm that happens to be exceptionally good at accounting.
Our principal has personally acquired businesses using SBA financing — which means we have sat on the buyer's side of the table. We know exactly what buyers look for, what they use to justify lowering their offers, and how to position your business so it commands the valuation it deserves.
Whether you need someone to keep your books clean every month or someone to help you prepare for the most important financial transaction of your life, we are built for both.