SIMPLY Fi
Chart Your Path with Smart Financials!
About
Us
Our Story
At SimplyFi, we believe that clarity in your numbers creates confidence in your decisions. We partner with forward-thinking SaaS and eCommerce companies to transform financial complexity into clear, actionable insight. Whether you're just starting to scale or gearing up for your next big milestone, our goal is simple: empower you with the tools and strategies to grow smarter.
Our Mission
To help innovative businesses chart their path with smart financials—delivering models, forecasts, and insights that drive better decisions and sustained growth.
Why We Exist
Growing a business is tough. Financial uncertainty makes it even tougher. We started Simply Fi to fill the gap between basic accounting and full-time CFOs—giving ambitious companies access to on-demand financial planning and analysis expertise, without the overhead.
We're not just number crunchers. We're strategic partners who:
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Build custom financial models tailored to your business.
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Deliver budgeting, forecasting, and scenario analysis.
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Create clear, visual dashboards and investor-ready insights.
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Help you operate with the same financial rigor as the best in tech.
Who We Work With
We serve growing startups and scaling companies in:
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SaaS
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E-commerce
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Creator and digital businesses
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Venture-backed startups preparing for funding
What
We
Offer
Financial Modeling
Custom-built models that forecast growth, cash flow, and profitability — tailored to your business goals.
Budgeting & Forecasting
Accurate, actionable plans to help you allocate resources, track performance, and stay ahead.
Financial Reporting & Dashboards
Clear, visual dashboards and reports that spotlight your KPIs and keep you focused on what matters.
Fractional CFO Services
High-level financial leadership and guidance without the full-time commitment.
Systems & Process Optimization
We streamline and automate your financial workflows so you can grow efficiently and confidently.
Why
Us
Deep Industry Knowledge
We specialize in what we know best: SaaS and eCommerce. From ARR to churn, CAC to LTV — we understand the metrics that matter. We’ve worked with businesses at every stage, and we tailor our approach to match your model, market, and momentum.
Years of Experience
With over 8 years in strategic finance, we've supported startups, scale-ups, and high-growth teams. We've built models from scratch, advised on fundraises, and helped leaders make confident decisions in uncertain times.
Custom, Not Cookie-Cutter
No templates here. Every model, forecast, and dashboard is built specifically for your business — so you get clarity, not clutter.
A True Partner In Growth
We work closely with founders, operators, and internal teams. Whether you’re prepping for a raise, optimizing margins, or setting next year’s targets — we’re in your corner, every step of the way.
Ready to Scale With You
Need help for a project or ongoing support? We’re flexible and scalable — providing the right level of insight and leadership as your business evolves.