Simple CFO

Expert Tax Preparation and ACCOUNTING Services

“Business is hard, accounting shouldn’t be”

Business is hard, accounting shouldn’t be

Business is hard. Accounting shouldn't be.

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 accounting and tax landscape.

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.

Get Started

Our Services

Personal Tax

Your personal finances deserve focused attention. We go beyond simple filing, offering strategic planning to maximize deductions and minimize your tax burden.

Corporate Tax

Running a business is complex; your corporate taxes shouldn't be. We handle all T2 compliance, leveraging opportunities to keep more money in your business.

Financial Consulting

Integrating Personal and Corporate Financial Health. Expert consulting dedicated to optimizing tax and financial strategies.

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.

Placeholder

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!

Please leave as much detail as you can. We aim to be in touch within 1-2 business days.