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Stacey Simon, consultant
MBA with a concentration in Financial Planning


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About Me

I’ve been an accountant for over 20 years. I’ve run my own accounting firm for 8 years. In that time, I’ve provided bookkeeping and accounting services for more than 100 clients, almost all of whom are small business owners. Before I founded my own business, I worked in corporate accounting for more than 10 years. I spent that time learning all that I could about business; now, I use that knowledge to help small businesses grow.


I also have an MBA from Salem State with a concentration in financial planning, and a bookkeeping background in industries, including:  consulting, marketing, photography, design, nonprofit as well as restaurant, real estate, retail, and construction.


My software experience includes Quickbooks desktop, QBO, Wave, Harvest, Xero, FreshBooks, Square, Paypal, and I’m also adept at banking platforms, point of service solutions, as well as payment integrations apps.


What I Can Do for You


As a small business owner myself, I know what keeps you up at night. I can help you get organized, and set up the processes you need to stay on track with your accounting records.


I offer competitive pricing, and tailor my services to suit your unique business. My structure won’t lock you into a contract for services you don’t need. When you work with me, you will be working with a professional with core values in transparency, accuracy, and efficiency.  

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