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SERVICES

We help you
make & keep more money

Simple CFO's Pillars

head of financial department

  • make sure you have the right bookkeeping system process person in place.
  • make sure you have the right CPA on your team.

IMPLEMENT
PROFIT FIRST

  • know where every dollar goes.
  • keep more and pay yourself what you deserve.

implement our CFO dashboard

  • install a GPS for projections and forecasting.
  • regular meetings over the dashboard to make sure you're on target for your goals.

Your Journey to
Financial
Peace with Simple CFO

CLIENT LIFE-CYCLE: A 3-Step Process


STEP 1: Assess & Match


STEP 2: Onboarding Process


STEP 3: Financial Foundation


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David delivers as promised, has a deep knowledge of his service, and can always provide the ultimate solution. I have been 100% extremely satisfied with him since day one. I have always been impressed with the quality of his work and support afterward. He is always doing research and provides multiple solutions to make sure I select the most applicable for my environment. It's very hard to find professionals these days who will go with you through all stages of the project and support even after a project is officially done. I would highly recommend him and his services!

– Yuriy Gordiyenko

"David delivers as promised, has a deep knowledge of his service, and can always provide the ultimate solution. I have been 100% extremely satisfied with him since day one. I have always been impressed with the quality of his work and support afterward. He is always doing research and provides multiple solutions to make sure I select the most applicable for my environment. It's very hard to find professionals these days who will go with you through all stages of the project and support even after a project is officially done. I would highly recommend him and his services!"

– Yuriy Gordiyenko

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