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SIMPLE CFO CASE FILES PODCAST
Episodes
Christina Gutierrez talks with CFO Stacey Iddings
The 30-Day Check-In That Tells You Whether You Built the Right Partnership
May 27, 2026
Stacey Iddings is the Client Advocate at Simple CFO Solutions, serving as the first voice new clients hear after signing and the ongoing support presence throughout every stage of their engagement. Over two years in the role, she has onboarded hundreds of clients, conducting discovery call reviews before every onboarding call, running 30-day check-ins, quarterly touchpoints, and even post-cancellation conversations to ensure no client ever feels like they're navigating their business alone.
This episode breaks down what a true client advocacy role looks like inside a financial services firm, from the exact language used to move clients from apprehension to relief on day one, to how Simple CFO continues showing up for clients who have paused, cancelled, or are still working toward re-engagement. If you've ever wondered what separates a service firm that genuinely cares from one that just processes clients, this episode shows you exactly what that difference looks like in practice.
Christina Gutierrez talks with CFO Michael Glaspie
Bad Bookkeeping Is Quietly Destroying Your Real Estate Business
May 20, 2026
"Busy but broke" — it's the phrase Christina hears more than any other from real estate investors who come to Simple CFO. In this episode of the Simple CFO Case Files, she sits down with senior CFO Michael Glaspie, one of the longest-tenured members of the Simple CFO team, to break down exactly why that happens and how a real financial system fixes it.
Michael walks through what separates a CFO from a bookkeeper or CPA, how the first 60 days of a client engagement actually work, why education without application is just entertainment, and two client stories that show what it looks like when Profit First finally clicks — including a couple doing 50–60 flips a year who discovered they were actually losing money.
Featured Posts
Why Real Estate Investors Struggle With Cash Flow (And How to Fix It) (Part 3)
David Richter and Mike Michaelowicz talk about why real estate investors struggle with cash flow, and what they can do to fix it and make more profit. ...more
Cash Flow ,Profit First Debt &Growth/Scaling
May 21, 2026•7 min read
The Hidden Money Mistakes Keeping Business Owners Broke (Part 2)
David Richter and Mike Michaelowicz talk about the 4 Big Mistakes business owners make that keep them broke and stops their businesses from being as successful as they could be. ...more
Cash Flow ,Profit First Debt &Growth/Scaling
May 15, 2026•6 min read
Why You Can Make Millions… and Still Feel Broke (Part 1)
How can someone go from millions in profit… to bankruptcy at the same time? Read this to find out... ...more
Cash Flow ,Profit First &Budgeting
May 07, 2026•6 min read
From Chaos to Clarity — How Real Estate Investors Take Back Control of Their Finances
One theme consistently shows up when business owners come to Simple CFO: “I have money coming in… but I have no idea if I’m actually making money.” They’re closing deals and generating revenue — and t... ...more
cfo ,Cash Flow &Profit First
April 29, 2026•6 min read
Stop Guessing With Your Money: Get Clear, Get Control, and Grow Your Business
You didn't start your business to juggle spreadsheets, but here you are. If you can’t see your numbers instantly, you’re not running a business… you’re rolling the dice. You don't really know how the ... ...more
cfo ,Cash Flow Profit First Budgeting &Growth/Scaling
April 21, 2026•7 min read
Why Your Business Makes Money… But You Still Feel Broke
Most people think the problem is: I need more deals/sales/revenue. But that’s usually not the problem. Making money and keeping money are two different things. Most business owners are great at the fi... ...more
Cash Flow ,Profit First
April 14, 2026•6 min read
Christina Gutierrez talks with CFO Tommy Robinson
Turn Financial Data Into Strategic Decisions
May 13, 2026
Most real estate investors have built a successful business — they just haven't built a financial system to match it. In this episode of the Simple CFO Case Files, Christina Gutierrez sits down with CFO Tommy Robinson to break down exactly how Simple CFO transforms chaotic finances into clear, reliable systems that give business owners real control.
Tommy walks through what the first 60 days actually look like inside a client engagement, why DIY Profit First almost always falls short without a custom implementation, how the Simple CFO dashboard turns raw financial data into strategic decisions, and three real client stories that show what transformation looks like at different stages of business.
Christina Gutierrez talks with CFO Michael Hansen
From Broke to $400K in Reserves (How This Real Estate Investor Did It)
May 6, 2026
What does it actually look like when a CFO gets inside a real estate investor's business and starts fixing it? In this episode of the Simple CFO Case Files, Cristina Gutierrez sits down with Simple CFO's longest-tenured CFO, Michael Hansen, to pull back the curtain on exactly how the process works — from the first 60 days to a full business transformation.
Michael breaks down the most common financial pain point he sees across every client at every revenue level, why DIY Profit First almost always fails, and how a cash-first approach helped one investor go from running on $0–$10,000 in his bank account to ending every year with $200,000–$400,000 in cash reserves — with full freedom to choose his next move.
Christina Gutierrez talks with CFO Lee Vlcek
The Difference Between a Bookkeeper and a CFO and Why It Matters for Your Real Estate Business
April 29, 2026
In this episode of the Profit First for Real Estate Investors podcast, host Kristina sits down with Simple CFO's Lee Vlcek to pull back the curtain on exactly how their CFO process works with real estate investors.
Lee shares how he helps flippers, wholesalers, and growing business owners transform financial chaos into clarity — not just with better bookkeeping, but with forward-looking systems that help them make smarter decisions. From the very first onboarding call to implementing Profit First and building out dashboards that operators can actually understand, Lee walks through what the Simple CFO process looks like from the inside.
If you're an operator who's great at finding deals but struggling to understand where your money is going, this episode shows exactly how the right financial systems can change everything.
Christina Gutierrez talks with CFO Aaron Jurski
The Financial Blind Spots Costing Business Owners More Than They Know
April 22, 2026
When clients come to Simple CFO, they almost always arrive with one version of their story — and leave the first 60 days with a completely different plan. In this episode, Cristina Gutierrez sits down with CFO Aaron Jurski to pull back the curtain on how he meets clients exactly where they are and transforms their financial clarity from the ground up.
Aaron walks through real client case files — from a high-cash-flow commercial real estate investor drowning in unchecked subscriptions, to a Utah contractor who'd never built a budget, to a North Carolina investor sitting on $18M in assets but paying an unnecessary 18-20% on his debt. Each story reveals what it actually looks like when a fractional CFO steps in, asks the right questions, and builds a plan that matches the real business — not the one described in the sales call.
Christina Gutierrez talks with Tony Castronovo
Why More Deals Don’t Mean More Profit
April 15, 2026
Welcome back to another Simple CFO Case Files episode, where we go behind the scenes with the CFOs actually doing the work. In this episode, I sit down with Tony Castronovo to break down how financial clarity, coaching, and real partnership transform real estate businesses at every level.
We talk about what really happens when business owners focus only on deals without understanding profitability, why so many investors feel like they’re making money but still feel broke, and how having a CFO changes the way decisions get made. Tony shares real examples—from fixing payroll and tax structures to helping clients evaluate deals and even restructure partnerships—all while building a business that actually works for the owner.
Christina Gutierrez talks with CFO Chris Savor
Why Most Real Estate Investors Feel Broke & How to Fix it in 60 Days
April 8, 2026
Welcome back to another episode of our Simple CFO Case Files, where we pull back the curtain on what actually happens inside real businesses—and the transformations that come from getting your numbers right. In this episode, I sit down with Chris Savor, one of our incredible CFOs, to walk through real client scenarios and what it really takes to go from confusion to clarity.
We talk about what most business owners experience when they come to us—feeling overwhelmed, unsure if they’re even making money, and stuck in the cycle of working harder without results. Chris shares how we approach the first 30–60 days, what makes our process different, and a powerful real-life example of a client who went from doing 20 deals with no profit to 200 deals with real income, reserves, and financial confidence.
Christina Gutierrez talks with David Richter
What Actually Creates Financial Freedom in Business
April 1, 2026
Welcome to the very first episode of our Simple CFO Case Files series. I’m excited to kick this off by sitting down with David Richter to pull back the curtain on how Simple CFO was actually built, why this work matters so much, and how our approach to financial leadership came to life.
In this conversation, we talk about David’s background in real estate, the hard lessons learned from scaling without profit, and why so many business owners make good money yet still feel broke. We also dive into why Profit First became the foundation of our process and how financial clarity, systems, and accountability are what truly lead to financial freedom—not just doing more deals.
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