Simple Financials Acquires Established St. Louis-Based CPA Firm

ST. LOUIS - Oct. 21, 2024 - PRLog -- St. Louis-based Simple Financials LLC, a growing leader in providing comprehensive bookkeeping, accounting, tax, and CFO advisory services, announces the recent acquisition of the highly respected Bette J. Welch, CPA firm. This strategic investment enables Simple Financials to expand its service offerings, delivering enhanced tax, accounting, and financial solutions to St. Louis-area and Midwest-based small businesses.

The Simple Financials team (which has nearly doubled in size with the addition) is known for its global and fully digital approach to bookkeeping and tax accounting. With a focus on immaculate bookkeeping, transformative financial insights, and cutting-edge technology since 2020, Simple Financials has earned a reputation for helping business owners streamline their operations and achieve data-driven growth. This acquisition combines their expertise with the 30 years of experience and long-standing client relationships of Bette J. Welch, CPA.

"We are thrilled to welcome Bette J. Welch and her incredible team into the Simple Financials family," said John Coveyou, founder and CEO of Simple Financials. "This acquisition allows us to build on the exceptional reputation and client trust that Bette has cultivated during the past 30 years, while also bringing our innovative, technology-driven approach to a wider audience."

As Bette J. Welch shared in a letter to her clients, "After 30 years of serving the most wonderful clients, I have found in Simple Financials a team with the capacity, creativity, integrity, and resources to carry on and enhance the service we have always prided ourselves on delivering. Together, we are committed to providing top-tier service throughout this transition and beyond."

This new addition enhances Simple Financials' capacity to support more businesses with its proven systems and a talented team of senior accountants, tax specialists, and QuickBooks Online ProAdvisors. Helping business owners save time, increase profitability, and make informed decisions with real-time financial insights, is Simple Financials' main goal.

Simple Financials offers a full range of services including:

• Full-Service Bookkeeping: Weekly transaction updates, monthly reconciliations, and detailed management reporting.
• Tax Preparation and Advisory: Proactive tax solutions, tax filings, and comprehensive year-round planning.
• CFO Advisory Services: Strategic financial consulting tailored for small business growth, restructuring, and acquisitions.
• Accounting Services: End-to-end accounting support designed to provide business owners with unimagined clarity.

About Simple Financials LLC
Simple Financials LLC specializes in helping small business owners gain unimagined clarity and control over their finances. Through its innovative and technology-forward approach, Simple Financials offers comprehensive bookkeeping, tax, accounting, and CFO advisory services that allow businesses to make real-time, data-driven decisions. simplefinancials.com (http://www.simplefinancials.com)

Image assets: https://photos.app.goo.gl/5E3aSECorKV9cd8E6