Can your business retain 7-figures?
Watch this FREE 9-minute webinar to check the financial health of your business ⬇️
We get it. You are growing fast and want to experience the freedom and luxury of making seven figures and retaining your revenue. This is where we come in. Handle My Books ™️ is an Award-Winning Accounting Agency specializing in helping practice owners 6X their profits! Book your complimentary CFO consultation to discuss a plan to take your profits to the next level!
meet toki Simmons
CFO & Founder of Handle My Books ™️
As an Award-Winning Chief Financial Officer, I’ve spent over 35 consecutive years managing well over $100M in client accounts while growing three successful companies, being a wife and mother, and overcoming life’s twists and turns. Here’s what I learned:
• Making money is the easiest thing about business.
• Being a Boss can feel lonely at different levels of success.
• If you solve high-level problems, you can earn infinite income.
• Proper planning makes all the difference.
• Without delegation there will be decline.
• And lastly, If you have a trusted advisor, you’ll tap into the power of rapid results because there’s power in partnerships.

What Our Clients Are Saying

Lorry Melon
Thank God I found Homestead on time. I was able to give my elder family member a loving home which I could not give. Thanks to the Homestead community to help him go.

Steve Smith
One of the best elder caregivers in the town. I loved their behaviour and how they treat people in general.

Elora

krista
Answers to Frequently Asked Questions?
The Financial Health Audit is the best service if you know you’re ready to master your money to create more profit. The first step to creating more income is analyzing, diagnosing, and treating your current financial landscape. The Financial Health Audit is a high-touch, personalized session that uses our proven methods to set you up for success.
We have upgrades available to expand the Financial Health Audit service offering and full-scale fractional Chief Financial Officer services. A team member will help ensure you’ve invested in the right level of service. Additionally, we will make recommendations if we assess your needs are aligned with another service.
Handle My Books offers three levels of service:
- Do it Yourself Level: Digital Products
- Consultative Level: Financial Health Audits & VIP CFO Days
- Full-Scale Level: CFO and Done for You Accounting
REFUNDS. All sales are final, and no refund will be issued.
For Scheduled Calls: Due to limited availability, we request that you cancel at least 48 hours before the scheduled call; this allows us to receive other bookings. You may cancel by email. If you cannot make your FHA Report Call, a pre-recorded video will be sent to you via email. You may be eligible to transfer your service as a credit toward other offers or classes we advertise with less or equal value for up to 30 days from the date of transfer. However, if you do not cancel before 48 hours, you will lose the payment for the Financial Health Audit.
If you have any questions concerning our refund policy, please contact us at XXX-XXX-XXXX (Customer Support Text Line) cfo@handlemybooks.com (Customer Support Email). A member of our team will respond to your inquiry within 48 hours.
Yes, you will have access to speak with our Chief Financial Officer during your Financial Health Audit. This is a major bonus!
Yes, we strongly advise the Financial Health Audit to be purchased between 1-4 times a year, preferably as a part of CEO Days, Quarterly Planning, and Annual Planning seasons.