Simplify

Bookkeeper

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About us

Simplify is a full-service accounting firm providing small to medium sized businesses all services you want from your accounting partner. Services such as bookkeeping, payroll, tax preparation, tax notice and audit representation, and more.

With over 25+ years of accounting and tax experience, Daniel Fonseca started this business to better closely assist clients on a deeper level than ever possible thanks to Xero.

Meet the team

Simplify advisors: 11 - Xero certifications: 1

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Daniel Fonseca

Owner | Enrolled Agent

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero Migration

Has training and expertise in switching clients to Xero.
1 year Xerocon attendance

Simplify: Bank experience

Clients of Simplify connect to a range of banks via Xero. Simplify specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Bank of America (US)
Capital One (US)
Chase Bank (US)
Citibank (US)
PayPal
Stripe
Wells Fargo (US)

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Simplify: Industry experience

Simplify works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Accommodation and hospitality
Administration and support services
Construction and trades
Manufacturing
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Healthcare and social services
Marketing, advertising and consulting
Arts and recreation

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Simplify : App experience

Simplify serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

New to Xero? Simplify can help

Xero is beautiful online accounting software for smaller businesses. Simplify can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

1 Year Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2014

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.