How Strategic Funding Helped ‘Simplefficient Bookkeeping’ Focus on Growth

Steph Jones launched Simplefficient Bookkeeping six years ago with a clear mission: to help small business owners find cash to grow their businesses and achieve financial freedom.

As a certified Profit First professional, Steph empowers her clients to manage their cash strategically. Through her automated educational system and bookkeeping courses, she’s changing the way small businesses approach their finances.

The Challenge: Overcoming Budget Strains to Fuel Growth

Despite her strong expertise in financial management, Steph encountered a challenge familiar to many small business owners - cash flow struggles. Her commitment to investing in her business’s growth meant she was short on cash for day to day expenses, leaving Simplefficient Bookkeeping in need of financial realignment. At the same time, Steph was eager to grow her business by marketing the Profit First system more effectively, but cash flow constraints were holding her back.

“I needed to get back on track financially and support the growth I envisioned for my business,” says Steph.

The Solution: A Tailored & Personalized Loan

After receiving an email from FundOnion, Steph decided to explore her funding options. Within just two days, she had secured a loan for her business.

“You were able to help me when other places couldn’t,” Steph shares. “This funding meant I could stop focusing on finances, put myself in order, and focus on growth.”

With this loan, Steph has already begun taking key steps:

• Savings: Allocating a portion of the funds into savings for stability.
• Marketing Expansion: Investing in Google Ads to attract more subscribers to her Profit First program.

The Results: Unlocking Financial Freedom & Lasting Stability

Just two months after receiving the loan, Steph is already seeing results. The Profit First system is helping small business owners gain control of their finances, and she’s more optimistic than ever about the future.

“The impact Profit First has on business owners’ lives is incredible,” Steph says. “What I’m teaching is truly life-changing.”

Why Steph Recommends FundOnion

For small business owners looking for support, Steph’s recommendation is simple:

“FundOnion helped me get back on track and gave me the access I needed to focus on my business. I’d absolutely recommend them to others.”