60 Days

To A New Business and More Profits

Transform your business from a constantly demanding experience to a profit engine that you love.

  • Imagine your business running smoothly, having steady financials, and paying you regularly from secure profits

  • In 60 days, we work with you to identify your missing profits, make changes to consistently make

Confidence

for Your Business Future

Feel like something is “off” but can’t pinpoint why? Our 60 Day Profit Transformation is designed to uncover where your business is leaking profits — giving you clarity instead of confusion.

This 60 day program takes a full-picture approach, reviewing your income, expenses, financial goals, and budget. You’ll receive personalized analysis and clear action steps to help you find your profit and recover it, now and into the future.

60 Day Program Highlights

Our 60 Day Financial Foundation program is designed to give you clarity, direction, and confidence about your business financial situation. We find the profit leaks, show you how to plug the holes and avoid them in the future, and create processes to ensure you continue making profit instead of losing it.

Battle Plan Analysis and Preparation

Thoroughly review your unique circumstances to identify where your profit is going and what needs to be done to recover it.

Profit First Setup & recommendations

Review past financials, set goals, educate you on Profit First, set your business up to use Profit First to capture profit, educate you.

Implement Your New Financial Plan

Finalize expense analysis and owner's compensation plan, create allocation schedule, forecasting and goal status review.

Understand Your

Finances Without Becoming an Expert

Our 60 Day Profit Transformation gives you financial clarity to finally understand HOW your business finances really work. You’ll gain a clear understanding of your expenses, income, and risks — without having to become an accountant.

This program helps you see the full picture upfront, so you know exactly where to focus your actions with specific steps to take. You’ll walk away with Profit First set up, clear budgets, realistic expectations, and confidence in your next steps.

Simple, Supportive,

and Stress-Free Strategy Sessions

We make getting clarity about your business finances easy and approachable. The 60 Day Profit Transformation is designed to fit into your schedule, giving you meaningful insights and concrete actions to take to capture your profit.

Your personal six sessions will fundamentally change how your business finances operate, provide new insights into what you truly need to monitor, and an easy plan for handling money.

Our Happy Customers

Jonas Medrano

Genuine Customer

I didn't even know I needed a CFO until I communicated with Simple CFO. They found me $500,000! These are the guys!

Joey English

Genuine Customer

David Richter changed our business, and my life. David taught me how to start planning like a business owner and stop flying by the seat of my pants, and it was amazing.

Jenn Delle Fave

Genuine Customer

Tony has been super helpful! He helped break down all the complicated stuff and make it easy to understand.

Frequently Asked Questions

What is the 60 Day Profit Transformation?

It’s a personalized program that reviews your business situation, income, debts, goals, and budget to help determine where you're losing profit and how to recapture it, all done in 60 days.

How long does the session take?

Most sessions take 45–60 minutes, depending on your situation and questions. We schedule six sessions over 60 days, plus you will have homework to complete after each session to further advance the Battle Plan we give you.

Who is this session for?

This session is ideal for business owners who want clarity around their business finances and who feel like they are making money but don't know where the profit disappeared to.

How do I get started?

The first step is to have a call with us to determine if the program is a fit for your business. It's simple and we don't bite – just click the button and schedule your call. We ask a few questions first so we can have some information on your business and help us see what is happening.

Is this a one-time session or an ongoing program?

The is a 60 day program. There’s no obligation to purchase another service or continue beyond the 60 day program.

Will this feel overwhelming or complicated?

Not at all. The session is designed to be simple, educational and actionable. You’ll receive clear explanations, honest recommendations, and straightforward next steps—no pressure or confusing jargon.