
Our CFOs are where the magic happens – we diagnose your business' finances, identify the profit centers, create a battle plan to control expenses, and get you making profit fast.
Implement Profit First
Optimize your business profit centers to maximize profit
Create systems to ensure profit continues with every transaction

David Richter, CEO of Simple CFO, covers one specific Profit First strategy or tactic in these short-form episodes. Learn specific actions you can implement in your business to have a dramatic effect on your profit and making your business easier to manage financially and overall.
Clean up your books
Profit First-compliant bookkeeping
See the health of your business at a glance

Our program to analyze your books, identify where your profit is hiding, and create a quick action plan to help you recover it.
Connect your QuickBooks
We examine your finances
We create a quick action plan to address concerns

You can get our QuickBooks Financial Assessment — a streamlined way to spot the biggest leaks in your cash flow and profit.
Connect your QuickBooks to our secure AI-powered dashboard.
See instantly where you’re losing profits and wasting money.
Clear recommendations on how to improve cash flow and stop cash leaks.

We introduce you to our professional team of CFOs, give a summary of their vast experience, and let you see the depth of knowledge and wide variety of work they have doen.
Put names to faces
See the variety of experience our CFOs possess
Note that CFO assignment is made based on a variety of factors, including availability, business needs, and more

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