PARTNERING FOR GROWTH
Business is hard, accounting shouldn’t be
Simplying THE tax and accounting LANDSCAPE.
A Little Bit About
SIMPLE CFO
About US
At our firm, we pride ourselves on delivering exceptional tax preparation and planning services tailored to meet the unique needs of each client. With years of expertise and a commitment to timely client communication, we ensure our clients navigate their financial landscape with confidence.
MEET THE FOUNDER
Simple CFO is founded and led by Matthew Lau, CPA, CFA, MAcc. He brings extensive expertise in personal and corporate taxation, uniquely combined with a personal finance perspective to serve owner-managed businesses.
Matthew launched Simple CFO after noticing a critical gap in the industry: clients were not getting timely responses from their accountants, let alone receiving information quick enough to make actionable decisions. This frustration became his mission. Today, he is committed to providing proactive, clear communication and ensuring every client is debriefed, empowered by his deep knowledge of taxation and personal finance concepts.
When he’s not simplifying complex finances, Matthew enjoys traveling the world and exploring different cuisines and cultures. Recently, he traveled to Disney World and Epic Universe.
the simple difference
SIMPLE Differences, Large Impact
At Simple CFO, we believe accounting and tax compliance should be straightforward. We don't just process your return; we take pride in helping you navigate and simplify the tax and accounting landscape. That is the SIMPLE Difference.
We set ourselves apart through transparency and timely action. Unlike firms that leave you guessing, we provide a thorough debrief at the end of every engagement, ensuring you are fully aware of all factors that impact your tax position. Furthermore, we ensure we communicate on a timely basis, giving you the information you need, when you need it, to make proper personal or business decisions.
Our Services
Your personal finances deserve focused attention. We go beyond simple filing, offering strategic planning to maximize deductions and minimize your tax burden.
Running a business is hard enough; your corporate taxes shouldn't be. We handle all T2 compliance, leveraging opportunities to keep more money in your business.
Need help organizing your books or running monthly P&Ls? Let us take care of your books so you can focus on your business.
Planning financial succession or retirement? Whether its a corporate transition or a robust estate plan, you’ve worked hard to build up the business, now let us make it work for you. We’ll walk you through the best options to meet your objectives and help structure the most tax efficient path.
Ever wonder what you should do with extra cash in your corporation? Should you pay it out or invest it? What are the tax implications? Are there other considerations from a corporate and personal tax perspective? Let us answer these questions for you. With a strong understanding of the investment landscape combined with tax expertise, we are equipped to provide tailored insights.
Contact Us
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