SIMPLE CFO

SERVICES

Simple CFO Services

Our services designed to help you implement Profit First and make you more profit.

THE PENULTIMATE SERVICE

Chief Financial Officers (CFOs)

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

The foundation for making profit

Profit First Bookkeeping

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

diagnose your business fast

7-Day Business Profit X-Ray

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

GET YOUR BUSINESS' FINANCIAL STORY

Simple CFO QuickBooks Analysis

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.

meet the team that makes you profit

Meet Our Chief Financial Officers

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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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!