Services for every
stage of the journey.
From your first raise to your final exit — Simplexity delivers the accounting infrastructure each stage demands. We've been entrepreneurs ourselves, and we built our services around what we always needed.
Venture-backed or bootstrapped — these are the services that keep you fundable, reportable, and always ready for what's next.
Entrepreneur Accounting
You're a busy founder with a growing company. The last thing you need slowing you down are your finances. Simplexity provides full-stack accounting services with a dedicated finance team — for less than the cost of a single employee.
We handle the back office so you can stay focused on building your product, your team, and your customers. Our team has helped support hundreds of fast-growing companies with the reporting and insights needed to make key decisions.
Best for
Outcome
Clean books, confident decisions, and a finance function that scales with you — without the overhead of a full-time hire.
Seed & Growth Accounting
You've proven the concept. Investors are backing you. Now you need your numbers to tell a story that builds confidence in your cap table — and your next round. We keep your data room tidy because you never know when your next raise or liquidity event will come.
Our team understands what seed investors want to see. We build the KPI infrastructure, cash reporting, and investor-grade reporting packages that make your next pitch cleaner.
Best for
Outcome
A data room that's always investor-ready, KPIs that tell your growth story, and financials your next lead investor will trust.
Series A & Institutional Reporting
Welcome to the big leagues. Series A investors expect precision — board packages, BvA analysis, cash reporting, and SaaS revenue recognition done right. They've backed dozens of companies and they know what good looks like. So do we.
We generate the board reports, investor updates, and management accounts your institutional investors require — and we build the infrastructure that supports your next round and eventual liquidity event.
Best for
Outcome
Institutional-grade reporting your board trusts, metrics your investors can act on, and a finance function ready for Series B — or an exit.
When institutional capital requires institutional accounting. These services are built for the complexity, velocity, and exit pressure of PE ownership.
Your portfolio company's
full accounting team.
Most PE-backed companies are running lean. They have a VP Finance and maybe a bookkeeper — but not the depth needed for a clean monthly close, proper accruals, and audit-ready records.
Simplexity embeds as the accounting function. We own the close, manage AR/AP, run payroll processing, and produce board-ready financial packages every month. You get institutional accounting infrastructure without the $250k+ annual headcount cost.
What's Included
- Monthly close & financial statement preparation
- Accounts receivable & collections management
- Accounts payable & vendor management
- Payroll processing & reconciliation
- General ledger maintenance
- Bank & credit card reconciliations
- Revenue recognition review
- Board-ready financial packages (P&L, Balance Sheet, Cash Flow)
- KPI dashboard preparation
- Coordination with external auditors
Best For
The difference between a
smooth close and a retraded deal.
Exit preparation is the most consequential accounting work in the PE lifecycle — and the most commonly underestimated. Buyers and their auditors will scrutinize three to four years of financials. Revenue recognition policies, deferred revenue, customer concentration, EBITDA adjustments — everything gets tested.
We prepare portfolio companies for this level of scrutiny 12–18 months before go-to-market. Historical reconstructions, revenue recognition normalization, metric standardization, and a complete data room package — so the first time an auditor looks at your books, they find nothing to flag.
What's Included
- 3–4 year historical financial reconstruction
- Revenue recognition policy review & cleanup
- GAAP compliance audit & remediation
- EBITDA normalization & adjustment documentation
- Deferred revenue & backlog analysis
- Customer concentration analysis
- Metric standardization (ARR, NRR, CAC, LTV)
- Big 5 audit readiness assessment
- Financial data room package preparation
- Management presentation financial support
Best For
From go-to-market
through final wire.
Once a deal process launches, diligence requests arrive fast and unrelentingly. Financial data room management, buyer Q&A, auditor coordination, and last-minute remediation requests can overwhelm a lean finance team — and delays translate directly into deal risk.
Simplexity serves as the dedicated financial diligence partner throughout the active sale process. We manage the data room, respond to buyer and auditor requests, coordinate with your investment bankers, and handle any remediation items without pulling management team bandwidth away from the business.
What's Included
- Financial data room setup & ongoing management
- Diligence request tracking & response coordination
- Buyer financial Q&A support
- Big 4 / Big 5 auditor liaison
- Working capital peg analysis
- Normalized EBITDA documentation
- Quality of Earnings preparation support
- Mid-process remediation execution
- Closing statement preparation
- Post-close adjustment support
Best For
Clean books before
the deal closes.
PE acquisitions frequently involve companies whose books weren't maintained to institutional standards. Owner-managed businesses, founder-led SaaS companies, and carve-outs often arrive with commingled expenses, inconsistent revenue recognition, and financial statements that reflect tax accounting rather than GAAP.
We specialize in pre-acquisition cleanup — transforming disorganized books into clean, audit-ready financials that give your deal team confidence in the numbers and your new portfolio company the foundation it needs to scale.
What's Included
- Pre-acquisition financial assessment
- Chart of accounts restructuring
- Historical GAAP conversion
- Expense reclassification & normalization
- Intercompany transaction cleanup
- Revenue recognition policy implementation
- Opening balance sheet preparation
- Carve-out accounting support
- Integration into acquirer reporting framework
- 100-day post-close accounting roadmap
Best For
Strategic financial leadership
without the full-time cost.
Early and mid-stage portfolio companies often need senior financial leadership but can't justify — or don't yet need — a full-time CFO at $300–500k all-in. Our Fractional CFO service provides CPA-level strategic oversight on a flexible engagement basis.
Beyond the numbers, your Fractional CFO attends board meetings, manages investor reporting, leads the annual budgeting process, and serves as the financial voice in management team discussions. When the time comes to hire a full-time CFO, the infrastructure and reporting foundation are already in place.
What's Included
- Board meeting attendance & financial presentation
- Investor reporting & LP communication support
- Annual budget development & management
- Rolling cash flow forecast
- KPI framework design & monitoring
- Scenario modelling & sensitivity analysis
- Debt covenant compliance monitoring
- Capital structure advisory
- Finance team recruiting & management oversight
- CFO succession planning
Best For
Nothing surfaces
during diligence.
Compliance gaps are silent deal-killers. A buyer's legal and accounting teams will probe GAAP adherence, multi-entity structures, internal controls, and policy documentation. Weaknesses discovered mid-process create leverage for re-pricing and can introduce material delays.
We establish and maintain the compliance infrastructure PE-backed companies need — GAAP-compliant accounting policies, multi-entity consolidation, proper internal controls, and the documentation framework that auditors and buyers expect to find.
What's Included
- GAAP compliance gap assessment & remediation
- Accounting policy documentation
- Internal controls design & implementation
- Multi-entity consolidation & intercompany eliminations
- Equity compensation accounting (ASC 718)
- Lease accounting (ASC 842)
- Revenue recognition policy (ASC 606)
- Audit committee reporting support
- SOC 1/SOC 2 readiness coordination
- Compliance calendar management
Best For
Numbers that tell
the right story.
A great financial model is more than a spreadsheet — it's the lens through which investors, boards, and acquirers evaluate your business. Whether you need a five-year pro forma for your next raise, scenario analysis for a strategic decision, or ongoing budget-versus-actuals that keep your team accountable, we build models that hold up to scrutiny.
We've built financial models that have supported hundreds of millions in capital raises. We know what investors look for, what acquirers stress-test, and what boards need to make decisions with confidence.
What's Included
- Five-year pro forma financial model
- Three-statement model (P&L, Balance Sheet, Cash Flow)
- Revenue build & unit economics modeling
- Scenario & sensitivity analysis
- Budget vs. actuals (BvA) framework & reporting
- Capital raise support & investor model prep
- Working capital & runway modeling
- KPI dashboard design & maintenance
- Board presentation support
- Ongoing model updates & maintenance
Best For
Real-time visibility
into every dollar.
Cash is the single most important number in any business — and most founders and operators only see it clearly once a month, in arrears. We build the cash visibility infrastructure that gives you a real-time view of runway, obligations, and available funds so you can make decisions with current information.
For PE-backed companies, we layer in working capital management, covenant tracking, and treasury reporting that keeps lenders and board members informed — and keeps you in control of your liquidity position at all times.
What's Included
- Weekly cash reporting & runway analysis
- 13-week cash flow forecasting
- Working capital management & optimization
- Bank account reconciliation & monitoring
- Covenant compliance tracking & reporting
- Cash burn analysis by department/function
- Vendor payment scheduling & AP management
- Treasury policy documentation
- Lender reporting packages
- Cash flow scenario modeling
Best For
Your equity, managed
with precision.
Equity complexity compounds with every round, option grant, and transaction. Cap tables that aren't maintained with precision create problems at the worst possible time — during a raise, an acquisition, or an IPO. We keep your equity records clean, current, and defensible from your first grant to your final close.
From 409A valuations and option pool management to post-transaction equity accounting and ASC 718 compliance, we handle the full spectrum of equity administration — so your cap table is always ready for whatever comes next.
What's Included
- Cap table setup, maintenance & reconciliation
- 409A valuation coordination & document gathering
- Stock option & warrant accounting (ASC 718)
- Equity compensation expense reporting
- Option pool modeling & dilution analysis
- Preferred share waterfall modeling
- Post-close equity accounting & allocation
- Restricted stock & vesting schedule management
- Equity data room preparation
- Coordination with legal counsel & transfer agents
Best For
Not sure which service fits your situation? We'll scope it in a 30-minute call.
Schedule a Discovery Call →Every engagement starts
with a 24-hour proposal.
Tell us your situation. We'll scope the engagement, propose the team, and have a fully priced proposal in your inbox within two business days.