SIMPLE CFO
Make More Profit for Your Business
Fractional Chief Financial Officer & Bookkeeping Services
What We Offer
Our purpose is to make your company more profitable. Period. We have helped hundreds of companies implement the Profit First cash management methodology so that they find and capture the profit they should have been enjoying all along, and then help them grow and scale.
We do this by combining Profit First with the financial expert your business needs: the Chief Financial Officer. Why? Because you must strategize making profit THE priority instead of hoping you make some. We change your business to making decisions based on financial data and Profit First rather than gut decisions.
Who Does This Work For?
Profit First is a Cash Management Strategy that Captures Profit and Ensures Owners Get Paid What They Deserve
Companies across the world are implementing Profit First to reprogram their business and realize the profit they work so hard to generate. Simple CFO helps you build this system, change the way you approach money, and provides you with a financial guide in a fractional Chief Financial Officer to get your company on the right track and making more profit than ever before.
Simple CFO has clients from a wide variety of businesses who have installed Profit First as a money management system and turned their companies into profit machines. These companies make business decisions based on accurate financial data, not gut feelings, copying what other businesses are doing, or guessing.
Pairing Profit First strategies with a fractional (part-time) Chief Financial Officer gives our clients a strong C-Suite level financial strategy expert who digs into your accounts, finds the holes, stops the bleeding, sets up Profit First accounting to maximize the profits in your existing transactions, and helps you identify the most profitable business activities to expand your future profits.
Who Is Profit First Perfect For?
BUSINESS OWNERS
marketing agencies
retail businesses
real estate investors
COACHES
TRAINERS
contractors
Consultants
many, many, more!
Who Is Simple CFO?
David Richter, CEO of Simple CFO and author of Profit First for Real Estate Investing
I worked in real estate investing and diagnosed the entire profit problem. Companies I worked for closed 25 deals and spent like they closed 26. That means no profit, debt spending, and a business that is on track to go bankrupt. I knew there had to be a solution...
The key was planning for profit, then strategizing around it. That may sound obvious, but no one does it. In fact, most business owners just do deals and hope there is money left in the account at the end of the month (there isn't).
Profit First is the magic pill that cures all negative balance sheets. We reverse the formula for handling money – you take your profit first from every transaction and move it to a separate account. Then all expenses must fit within what is left. We do this for every sale, every time, and you see your profit growing in real time!
What Our Clients Are Saying
David and Simple CFO handle complex and unique situations with ease, are extremely accessible and responsive. HIGHLY recommended.
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.
We buy about 100 off-market properties a year and then do another 30 to 50 traditional listings. I couldn't imagine running the business without them honestly anymore.
The staff explained every step and made sure I felt at ease. My results are subtle yet so transformative!
I didn't even know I needed a CFO until I communicated with Simple CFO. They found me $500,000! These are the guys!
Tony has been super helpful! He helped break down all the complicated stuff and make it easy to understand.
Profit First for REI Book FREE!
You Need More Profit
More Revenue ≠ More Profit
Profit comes from making it your priority.
Most businesses prioritize revenue, not profit.
With Profit First, you can finally enjoy the business you have built and reap the rewards.
"David Richter is about to transform your life. I know it because he has put that transformational power within these pages. A lifetime of knowledge is in these pages.
"Your job is simple: Read it and do it. So get started, right now, in this moment. Your life is about to be transformed by this book."
forward, profit first for real estate investING
Mike Michalowicz
THE CREATOR OF PROFIT FIRST
FREE Tools to Help You Get Started
Profit First
for Real Estate Investing
How to Get Profit First in Your Business
Let's Find Your Lost Profit and Get You Making More Money with Profit First!
The Only Thing You Have to Lose is the Profit You're Already Losing!
Helping business owners make more profit and pay themselves what they deserve using Profit First.
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