Simply Stated Finances
with Terri

Life-changing tools and expert guidance to reach your business & financial goals

Start Your Business with Confidence

Get my free checklist, “Start-up with Confidence,” and start building your business today!


For me, your success is personal!

After watching clients struggle to build businesses on their own for years, I finally decided to do something about it. What started as a quest to help clients within my CPA firm has turned into a system that has helped hundreds of my members understand their business and finances to become more profitable and efficient. (And tax saving strategies you'll learn along the way are an added bonus!)


Join the FREE Community!


Blogs, videos, worksheets, motivation, member chats, and an ongoing book club all at your fingertips 24/7

Learn More

My finances have never been so easy to manage and it's all thanks to Terri!

Keri Stephens

Create Chaos from Stress

Take control of your expenses, grow your business & save taxes.

For a limited time, receive our comprehensive small business accounting spreadsheet for only $49.

This spreadsheet was created for start-ups and LLCs that aren't quite ready for expensive software subscriptions with ongoing monthly fees.

You can save $30-$50/month and still track your finances and be ready for tax time.

Kevin Kennedy

Tax season was a breeze as I knew my numbers before the year even ended. Thank you, Terri!

I can’t begin to express the deep transformation that occurred in every aspect of my life

Rebecca Night

The latest from my blog 

Help! I Think I’m Missing Tax Deductions!

May 18, 2023

To LLC, or Not to LLC - That is the Question

May 18, 2023

Employee Retention Credit - The Good, Bad & Ugly

May 27, 2023

I'm paying myself regularly for the first time in years and was even able to give my employees a raise. I finally have the tools I need to run a profitable business.

Rebecca Waters