Personal Finance for Consultants

Bottom Line: SIMPL gives consultants professional-grade financial tools — P&L, balance sheet, budgeting, net worth tracking — for $199 one-time. No subscription, no upsells, no complexity.

Consultant Financial Challenges

Tracking billable vs personal
Quarterly tax estimates
Simple invoicing without bloat

How SIMPL Helps Consultants

Profit & Loss

Track income vs expenses with real P&L statements — see exactly what you earned and spent.

Expense Categories

Automatic transaction categorization with custom rules. Know where every dollar goes.

Tax Prep Reports

Export reports formatted for tax filing — deduction tracking and quarterly estimates.

Cash Flow Forecast

Project future cash position based on income patterns and recurring expenses.

What Consultants Usually Use

These are the subscription tools you're probably comparing SIMPL to. Each one costs more over 5 years than SIMPL costs once.

quickbooks freshbooks wave YNAB
SIMPL
$199
One-time. Own it forever.
Get SIMPL

Need Business Tools Too?

Some consultants also need CRM, scheduling, invoicing, or job tracking. If that's you, Helix Full Suite includes everything in SIMPL plus the business side — $80 more ($279 total). Same one-time purchase model.

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