Accounting partner for growing companies from seed stage to exit
Team · CPA · San Diego, California, United States
3
Services
United States
Service area
Simplexity is a specialized accounting firm founded by entrepreneurs for entrepreneurs, serving fast-growing companies and PE-backed portfolio companies across the journey from seed stage through exit. The firm combines deep experience from founding dozens of companies and raising hundreds of millions in venture capital with professional accounting expertise. Services include entrepreneur accounting with full-stack bookkeeping and payroll for founders, portfolio accounting providing embedded monthly close and reconciliation for PE portfolio companies, exit preparation including 3 to 4 year historical reconstruction and Big 5 audit readiness, and M&A diligence support throughout sale processes. Additional services encompass transaction accounting for pre-acquisition clean-up, fractional CFO with board-ready reporting and KPI dashboards, regulatory compliance and GAAP expertise, financial modeling and advisory with pro forma projections, and cash management with weekly reporting and runway forecasting. The firm has supported 50+ successful exits including acquisitions by Salesforce, Dropbox, and Capital One, with largest transaction at $250 million. The approach emphasizes looking ahead and around corners rather than merely looking in the rearview mirror, preparing clients for each stage's requirements.
$2,000
Credentials: CPA
Languages: English
Serves: United States
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