The following restrictions apply to the simplerAccounts’ SIMPLER Subscriptions Plan; an

  1. Qualifying organizational structures.
Organizational Types Members Conditions
Limited Liability Company Single Member N/A
Limited Liability Company – Partnership Up members to 20 members K-1
S-Corporation Single member N/A
S-Corporation N/A N/A
C-Corporation Nonpublic company Subject to review prior to acceptance
Nonprofit 990 N/A Subject to review prior to acceptance


  1. Types of Transactions: Types and Volumes.

Financial transactions are accessible online or importable. Acceptable imports are OFX, QIF and CSV. Financial imports cannot exceed 9,000 transactions annually.

  1. Cash Transactions

Revenue or expenses not accessible online or imported must be declared by the Member on a Cash Receipts form.

  1. Tax Years

Federal, state and city tax filings are produced for years 2018 and 2019. Prior tax years that need filing will have a separate engagement and fees are negotiable.

  1. Exclusion and Breach of Contract

Publicly traded companies are excluded from the SIMPLER SUBSCRIPTION PLAN.

Breach of contract occurs if either of the following occurs:

  1. If Member subscription fee exceeds 35 days past due or Member fail to make two payments consecutively. Whichever occur first.
  2. If Member subscriptions’ balance of contract is equal to or greater than 30%.


  1. Right of Refuse Services

simplerAccounts has the right to refuse.

    1. Monthly bookkeeping services in compliance with Generally Accepted Accounting Principles for periods 1/1/2019 through 12/31/2019
    2. Monthly financial statements.
    3. Filing of 2019 business and personal tax returns federal, state and local tax returns.
    4. Complimentary budget industry analysis
    5. Access to an accounting information system. Please review the following links: Terms of Use, Subscription Agreement, Members Terms & Conditions and Privacy Statement.