We built this firm to be the partner we wished existed.
Our Values
01
Clarity over complexity.
We explain things in plain language. If you don't understand what we're telling you, we haven't done our job.
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Accountability over excuses.
Deadlines exist for a reason. We meet ours and we expect our clients to meet theirs.
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Your interests first.
We are on your side of the table — always. Our advice is driven by what is best for you, not what is easiest for us.
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About
Simon Alan Accounting & Advisory was founded on a simple observation: most small business owners are underserved by their accountants. They get accurate tax returns, maybe, and not much else. Nobody is helping them understand their financial picture, build toward their goals, or protect the value they have spent years creating.
We built Simon Alan to be different. Our principal has personally acquired businesses using SBA financing. That experience - sitting on the buy side of a transaction, going through due diligence, understanding what lenders and buyers actually care about - fundamentally shapes how we approach our work.
We offer two things that rarely exist in the same firm: exceptional day-to-day accounting that keeps your business running cleanly, and sophisticated advisory work that helps you build and protect long-term value. We work with business owners in Indiana and across the country.
Simon Alan Accounting & Advisory was founded on a simple observation: most small business owners are underserved by their accountants. They get accurate tax returns, maybe, and not much else. Nobody is helping them understand their financial picture, build toward their goals, or protect the value they have spent years creating.
We built Simon Alan to be different. Our principal has personally acquired businesses using SBA financing. That experience - sitting on the buy side of a transaction, going through due diligence, understanding what lenders and buyers actually care about - fundamentally shapes how we approach our work.
We offer two things that rarely exist in the same firm: exceptional day-to-day accounting that keeps your business running cleanly, and sophisticated advisory work that helps you build and protect long-term value. We work with business owners in Indiana and across the country.