David Richterif you're expecting your bookkeeper to help you make big financial decisions, you're probably leaving a lot of money on the table. I've seen this happen over and over again. And it's called The Most Common Financial Mistake Business Owners Make.
David RichterIf you've ever opened your bank account and thought, "I think we're OK because there's money in there," you're not alone. Many business owners run their company by checking one bank balance and hoping everything works out. But hope isn't a strategy.
David RichterMarketing is the engine that keeps your business moving. It brings in new customers, new opportunities, and new revenue. But here's the question most business owners never ask: Is your marketing actually making you money?
David RichterMany business owners work hard, make more sales, and grow their companies year after year. But there is one question that keeps coming up: "If my business is growing, why does it feel like I have less money?" Maybe you've asked yourself that question
David and the team at Simple CFO Solutions are a top notch organization that simply put - creates profitable results efficiently. They put in place new systems, train staff, transition companies to better systems, and help make companies accountable for finance. This team handles complex and unique situations with ease, and are extremely accessible and responsive. HIGHLY recommended.
David Richter changed our business, and my life. David came in in a very low time, cleaned our books up, taught me how to start planning like a business owner and stop flying by the seat of my pants, and then taught us how to implement Profit First. And it was amazing. He helped me gain control of our numbers, and get in control of our business. And I grateful for what he did for us.
I've been using Simple CFO for 4 or 5 years now. We buy about 100 off-market properties a year and then do another 30 to 50 traditional listings. They helped me understand what I should be looking at from a financial perspective, and track the right numbers for me to be able to operate my business as a CEO. I get a really nice dashboard to know the health of my company that we review with my CFO every month. I couldn't imagine running the business without them honestly anymore.
David and the team at Simple CFO Solutions have made a big impact on our real estate investing business (flipping, wholesaling, and buy & holds). They put in new systems, trained our bookkeeper on them, transitioned us to QuickBooks, and for the first time made us accountable for our finances. The team handled our complex and unique situations with ease, and were extremely accessible and responsive. I would highly recommend them to any real estate investor looking to get a better handle on their financials.
Helping business owners make more profit and pay themselves what they deserve using Profit First.
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