Financials at your fingertips.

At SimplyBooked your books are accurate, up to date, always!


Who’s keeping your books?

If you or a staff member are doing your bookkeeping, you could save time and increase capacity for revenue generation by hiring SimplyBooked.

If you currently use an outside bookkeeper who comes in to your business, you could save time and money by hiring SimplyBooked.  We’re in touch with you by phone, e-mail or in person as much as you need, but we work offsite most of the time, so there is no disruption to you or “water cooler” time wasted.

Are your books in order?  Really?

Do you know where every penny is? Have a handle on expenses, receivables and cash flow? Is your general ledger reconciled weekly with your bank statements?  Can you produce accurate and up to date financials in order to secure financing or when your lender asks for them?   Does your accountant have a long list of questions for you when preparing your taxes? By hiring SimplyBooked, you can take control of your finances, improve cash flow and build a better bottom line.

Let’s Get Started

We are an outstanding bookkeeping service

Because we have developed a process to keep your books accurate and up to date that is affordable and efficient.  Our team is among the most experienced in bookkeeping, accounting, taxes and the financial challenges of small and mid-sized business that you’ll find anywhere.  We have fused our expertise, knowledge of business operations and technology to create a bookkeeping solution that we believe you will find extremely valuable to your business.  Specifically, we can help you…


Save Time

If you or a member of your staff are currently doing your bookkeeping, you can save a tremendous amount of time by hiring SimplyBooked to do it for you.  Also, when your books are accurate and up to date, you’ll benefit from efficiencies in places that you probably never thought of.  Want to talk to a lender about a loan or line of credit?  Simply push a button and get the information you’ll need.  Tax time?  Your accountant won’t have a long list of questions for you and will be able to get your taxes done faster. Need financial reports for your board or want to keep your employees informed on how you’re doing (to encourage a sense of ownership and accountability)?  No problem.  It’s all fast and easy.

Or, if you currently use an outside bookkeeper who comes in to your business, you will save time and money by hiring SimplyBooked, because we work offsite.  That means there’s no disruption to you or “water cooler” time wasted, thereby improving your overall productivity.  We’re there when you need us in person, by phone or e-mail… but only when you need us!


Increase capacity

Our clients tell us that they redirect the time they’re not spending on the books to activities that increase revenue or otherwise strengthen their business.  Whoever is doing the bookkeeping now will be able to spend that time selling, taking care of customers, making operations more efficient, developing new products and services… just think of the possibilities.  Or, in some cases, our clients are able to reduce staff overall, thereby significantly reducing expenses.


Have access to accurate and up to date financial reports at your finger tips

When you work with us, you can get your financial reports any time of the day or night – for you, your bank, accountant, financial planner, business consultant, board… anybody you want, any time you want.


Get control over your finances

How much attention do you pay to your bank statements or banking activity?  Do you toss statements aside, vowing to look at them “later” but you never really do?  Do you file them away for your accountant to worry about?  Or, do you comb through them line by line, and balance them against your general ledger so that you know where every penny is, have a handle on receivables, expenses and liabilities, and can plan accordingly for the months ahead?

Every business owner would like to have the time and patience for keeping their books accurate and up to date and reconciled with their bank and credit card statement, but most just don’t have the time.  Or they ask a friend or family member to keep the books for them but that person may not have the time or the knowledge to do so either.  Ignoring these important financial snapshots for too long can be detrimental to any business.

With SimplyBooked, your books are accurate and update to date, always.  This provides a foundation for better expense control, budgeting, forecasting, planning … or in other words a stronger business with a better bottom line.


Improve cash flow

With accurate and up to date books and reports at your fingertips, we can help you keep on top of slow paying customers, build a plan to manage your cash, and get the most out of every dollar.  Our financial reporting and analysis uncovers spending trends and the hidden expenses that might be a drain on your cash.  All of this results in creating more cash that increases your financial flexibility, allowing you to take your business where you want it to go.

beautiful indian white collar worker using tablet computer in of


Improve your bottom line

It all adds up to a better bottom line!

Let’s Get Started

SimplyBooked is a Vann Group Company, which means that we have access to a broad array of expertise and services for small and mid-market privately held companies and non-profits. If you need help with strategic planning, fixing systemic business problems, accounting and tax preparation, succession planning or transactional services for buying, selling, merging, or divesting; we’ll refer you to the people you need.

We’re pleased to share what our customers are saying about us!

Before working with SimplyBooked, I did all of the bookkeeping myself.  Now, I do the part that makes the most sense for me to do and SimplyBooked does everything else.  This arrangement saves me a great deal of time and frees me up to do other things.

Working with SimplyBooked is extremely efficient.  For example, in the past during tax time, my accountant would have thousands of questions for me.  Now with SimplyBooked, there might have been two questions, and my taxes were done in a day.  That’s a tremendous time saver.

They’re always there when I need them.  Honestly, I can’t say enough about SimplyBooked.  It’s one of the best moves we’ve ever made!

— Deb MacDonald
The MacDonald Companies, Inc.
Third Party Administration, Adjusting & Investigations
Serving the Insurance Industry Since 1957


We tailor our bundle of services to the needs of every client.

If you don’t have an effective accounting system, we’ll create one from scratch.  If you do, we’ll plug right into it.  If you need more than just bookkeeping, we can provide analysis and counsel and serve as your outsourced controller. Specifically…

System Set Up:

If you don’t have an accounting system that can produce an accurate balance sheet and profit and loss statement, we’ll create one for you based on the nature and needs of your business.  (Keep in mind that watching your bank balances is not an accounting system.  Cash in the bank at any given time does not tell you what your liabilities are.  It also does not categorize income and expenses in a manner that you can track and use to control your finances.)

Workflow Set Up:

We’ll create a comprehensive workflow to ensure that all bookkeeping tasks are performed in the most efficient manner for your business.  Most of the time, we do our work in our office and utilize technology to access your accounting system and to share documents to ensure security, speed, efficiency and quality control.  Together we’ll determine if it’s best to utilize cloud technology so that we can both access your accounting system at the same time, or to establish a secure remote connection to a desktop accounting package such as QuickBooks Pro, Premier or Enterprise Solutions.  Either way is fine with us.

The bottom line on the work flow is that it’s fast, efficient and secure.  By working remotely, we don’t disrupt you or your employees.  There’s no “water cooler” down time.  But, when you need us, we’re there!  In person, over the phone or via e-mail.

Ongoing bookkeeping:

As indicated above, we’ll establish the detailed workflow that’s right for your business.  Depending on your needs, we can execute any or all of the following bookkeeping tasks:

Cash Account Reconciliation:

  • Weekly bank reconciliations including all ACH, online and mobile banking transactions.

Accounts Payable:

  • We can pay your bills (you approve each one before they are paid) or we can prepare your bills for you to pay them.
  • We enter your bills into your accounting system.
  • We notify you to pay your bills or to approve each one so that we pay them.
  • We store electronic images of all your bills.
  • Monthly vendor statement reviews.
  • Credit card accounts linked to accounting software.

[talk with Nick and Amy about the remainder of this section]

Financial Management and Accounting:


Let’s Get Started

How We Work

It all starts with a complimentary assessment during which
we learn about your current situation and your needs and objectives.
arrowThen, we’ll propose a package of services, workflow and pricing that we think
will work for you. Our pricing is a flat monthly rate based on the specific services
and volume of work for eachclient so that you have a predictable monthly cost.
We’ll answer all your questions and provide references.

arrowOnce you’ve determined that SimplyBooked is right for your business,
we get to work! We’ll set up the workflow that together we’ve decided is the
most efficient for your needs.  This will include whether we use a cloud-based
accounting platform, such as Quickbooks Online, or whether we set up a
secure remote connection to a desktop accounting package such as
QuickBooks Pro, Premier or Enterprise Solutions.  Either way is fine with us.

arrowNext, we provide you with a dedicated bookkeeper who will work with you
to assume day-to-day responsibilities of the service package that you purchase
which can include cash reconciliations, accounts payable, accounts receivable,
payroll, reporting and more. We immediately put our established
best practices to work for you.

arrowYou send your source documents (vendor bills, receivable information, payroll data,
sales reports, etc) to us via an email address or fax number that is dedicated to your company.

We maintain your records electronically and process vendor bills,
customer invoices, payroll information, etc while you maintain the essential
treasury functions of investing, executing wire transfers,
authorizing bill payments online, etc.

We make outsourced bookkeeping safe by treating your data with the utmost sensitivity and security.
Your data remains safe, secure and available to you 24/7.

We’re always there when you need us!
Over the phone, via e-mail and we will come to your office whenever you need us to!

arrowNow you’ll be able to enjoy all the benefits of working with us!
Save time, increase capacity, get control over your finances, improve
cash flow, financials at your fingertips and improved your bottom line!

Let’s Get Started!


819 Worcester Street
Springfield, MA 01151
(413) 543-2044

Ten Post Office Square, 8th Floor
Boston, MA 02109
(888) 239-5432