Simplified Partners

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Simplified Partners I help small business owners with their bookkeeping, track cash flow with confidence, and maximize profit — without needing a high-priced CPA or CFO.

We help small e-commerce and boutique retail owners simplify their finances, track cash flow with confidence, and maximize profit — without needing a CFO.

If you have these mindsets about your E-Commerce business finances, please change your stinking thinking. First, bookkee...
10/19/2026

If you have these mindsets about your E-Commerce business finances, please change your stinking thinking.

First, bookkeeping is much more valuable than simply preparing for taxes. Knowing your numbers throughout the year HELPS YOU to find tax SAVINGS and allows you to meet with your CPA or tax professional before the busy season starts when they have time to really sit down and think strategically with you.

Second, this is OPPOSITE of how I want you to think. You should be profiting FIRST from your business, not the other way around. Ask me about Profit First. Let's get this implemented in your business.

Third, this is a common mistake we all make. Don't do it! Figure out your Buy Back Rate (thank you Dan Martell for teaching us this!)

Let me and my team help you if you are lost and not sure if your business is financially healthy or not. See my links to schedule a completely free Discovery Call. I promise you have a lot to gain by talking with me. See you soon!

10/14/2026

As a small business owner, you MUST focus daily on the activities ONLY you can do. You should not:

❌ handle your own books
❌ handle what your employees should be handling
❌ fixing something that someone else messed up

Instead, focus on:

✅ Creating a Q4 & 2027 plan for growth
✅ Reviewing your financials to understand if you are financially healthy & can afford to fuel the growth you plan
✅ Evaluate your current products & services and plan any pivots or additions you should make to your offerings

Pick up the book The E-Myth Revisited for a small business owner who struggles to do “all the things”. This will be life-changing for them.

Link to the book in my profile!

10/14/2026

Yes, friends, it’s Q4, the PERFECT time to get your numbers in order.

Whether you are gearing up as a retail seller for the holidays, or need to assess where you are so you can plan to finish the year strong, reviewing your numbers and forecasting is essential to knowing your overall business performance and tax situation.

Bonus: getting your books cleaned up now helps you to secure time with your CPA before they get swamped during January through April.

10/07/2026

Business owners, can we change the narrative around business finance? Can we see finance as essential as sales and marketing?

This is my PSA and plead.

Business accounting and review of financial statements should not be the forgotten task for a business owner. In fact, this is essential to your business success.

This could be the very thing that keeps you in business!

If you are not working with a competent professional that is providing you this information, please reach out. So many of my clients come to me with incomplete books from incompetent people.

This is doing damage and I’m here to send the message that a healthy business is a business that is on top of their finances and has accurate accounting.

My team and I are here and waiting to help you get things cleaned up and organized so you can see a brighter financial future!

I used to think not knowing your numbers meant you were bad at business.Now I think it just means no one ever showed you...
09/22/2026

I used to think not knowing your numbers meant you were bad at business.

Now I think it just means no one ever showed you a simple way to look.

The old version of "handling your books" glorified:

⚠️ Avoidance.
⚠️ A drawer full of receipts.
⚠️ Checking the bank balance and hoping.

❗️Nobody needs this anymore. You can't build a solid business on hoping the cash is there.

I'm more interested in helping you know where you stand — before it becomes a surprise.

✅Your real cash position.
✅Numbers you understand, not just receive.
✅A plan, not a guess.
✅Confidence, not dread.

How to move in this new direction?
Give me just 7 days.
I'll have you knowing where you are today AND ready for that tax meeting before year end.
—
Get started by enrolling in Tax Season Rescue: 7 Days to Organized Books

Get your numbers organized in Q4 so you have a REAL plan for 2027.

Purchase now at the pre-launch rate of $27. You'll get access on October 1st, and you'll have access to me immediately as well while you navigate the material.

https://simplifiedpartners.thrivecart.com/tax-season-rescue/

I've sat across from business owners making great money who couldn't cover payroll two weeks out.Every time, the P&L loo...
08/26/2026

I've sat across from business owners making great money who couldn't cover payroll two weeks out.

Every time, the P&L looked fine.

However, the bank account told a different story.

That gap isn't a mystery — it's math.

Timing of receivables, timing of payables, and no reserve built to absorb the difference.

Most owners are managing profit and calling it cash flow management. They're not the same thing.

If you've ever looked at a "good" month and still felt like you were white-knuckling it to payroll, the problem isn't your revenue. It's your system for tracking what's actually available versus what's owed.

That's fixable, and it doesn't take a finance degree — it takes the right structure.

You know how businesses get so busy trying to run their numbers that their numbers end up running them?That's exactly th...
08/25/2026

You know how businesses get so busy trying to run their numbers that their numbers end up running them?

That's exactly the problem I help fix. I simplify business operations so you spend less time buried in admin — and more time actually running your business.

Today is our last day of the 3-day Summer Saving series - today is all about TAX-FREE Shopping Days!Check your state's u...
07/17/2026

Today is our last day of the 3-day Summer Saving series - today is all about TAX-FREE Shopping Days!

Check your state's upcoming shopping days, and plan to make big purchases on tax-free shopping days.

This could bring MAJOR savings to your bottom line, and you can give yourself a pat on the back for thinking ahead!

Today in Day 2 of our Summer Savings series, let's take a look at your current business expenses.Many times, our cash dr...
07/16/2026

Today in Day 2 of our Summer Savings series, let's take a look at your current business expenses.

Many times, our cash drains away not from big purchases, but from little expenses such as unused subscriptions, forgotten purchases or other "under the radar" payments.

Take a minute to look over your credit card and bank statements to identify and eliminate these sneaky expenses

It's July. Halfway through the year is the perfect time to ask: are you on track, or just busy?For women running e-comme...
07/15/2026

It's July. Halfway through the year is the perfect time to ask: are you on track, or just busy?

For women running e-commerce shops, coaching businesses, agencies, and service firms, summer can either be a quiet stretch or an all-hands-on-deck season — either way, it's easy to let the books slide when life is full.

But this is exactly the moment to carve out 30 minutes and look at where you actually stand.

Are you setting aside enough for taxes? Do you know your average monthly expenses?

Could you tell me right now what you paid yourself last month?

A mid-year check-in isn't about perfection. It's about catching small problems before they become big ones — so December doesn't come with a surprise that ruins your holidays.

Address

7619 Highway 70S Box 210207
Nashville, TN
37221

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+16155512400

Website

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