David RichterA strong relationship with a CFO can help you understand what is actually happening, and make better decisions. But that relationship works best when you know what to expect—and what both sides need to bring to the table.
David RichterMany real estate investors live deal to deal without realizing it. They generate plenty of revenue, but never build lasting financial security.That is not financial freedom. It is a stressful cycle that keeps the business in crisis mode.
David RichterMoney hit the bank account. Bills got paid. You funded the next property, covered payroll, and handled a few expenses that had been waiting. Then you looked at the account... And most of the money was gone. Now you need another deal...
David RichterMany real estate investors are making major decisions with old, inaccurate, or incomplete financial reports. Some do not receive their reports until 30 or 60 days after the month ends. Others have reports but do not trust the numbers. Both are wrong.
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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