Profit First | Financial Clarity | Wealth Creation & Building
Profit First | Financial Clarity | Wealth Creation & Building
Each one of our clients are taken on a journey with a roadmap that looks something like this image…
Each one of our clients are taken on a journey with a roadmap that looks something like this image…
“Guys, I am 39 years old and for 34 years of my life I couldn’t sleep at night until I added the profit first model from Simple CFO in my life. I feel like I’m just starting to understand finances at almost 40 and this is why hiring a fractional CFO is so important”
Pace Morby – Founder of The SubTo Community
It’s not an exaggeration to say that David Richter changed the trajectory of my life…
SimpleCFO legitimately changed my business, my kids lives, and my family will literally benefit for generations.
SimpleCFO has changed the trajectory of our business and our lives.
If you’re willing to put in the work and if you want the clarity in your business and in your numbers
[SimpleCFO] is definitely worth investing in. It is really the best money I’ve invested in at any time in our business.
SimpleCFO has been a game changer for our business.
David Richter – I love the guy. Super kind, go-giver spirit. The Profit First model has helped our businesses drastically…
[and it] changes the trajectory of what your business is going to do.
Casey Ames – Owner and CEO of Taylor Jene Homes Inc.
It makes you feel good to know that you’re working with somebody you can trust… And because of David, SimpleCFO, and knowing my numbers — I’m now a millionaire!
Joey English – Founder of Focus Property Solutions LLC
SimpleCFO has changed the trajectory of our business and our lives.Not only does SimpleCFO care about the bottom line, but they care more about how it impacts me, my investment strategies, and everything.
SimpleCFO was my obvious choice… it was an amazing experience talking to David and having him walk me through the onboarding process and then matching me with Rebecca Howell based on my specific needs…
it was a very custom-tailored experience that I absolutely loved… they really helped me get granular with my numbers, create the profit first method… and applying that to my business has really transformed how I feel and how I approach business… I have peace of mind now, and it was worth every single penny.
I’ve been working with Michael and Lori at SimpleCFO… they have been nothing but a blessing for the different businesses that myself and my partner Pace Morby run.
Cody Barton – CoFounder, StartVirtual.com
I had no idea how much I was making and I was paying the price. I was running from deal-to-deal like a chicken with my head cut off.
If you are serious about profitability…work with SimpleCFO Solutions! David and his team have the skills and tools to drive your business forward to ensure profitability.
“Guys, I am 39 years old and for 34 years of my life I couldn’t sleep at night until I added the profit first model from Simple CFO in my life. I feel like I’m just starting to understand finances at almost 40 and this is why hiring a fractional CFO is so important”
Pace Morby – Founder of The SubTo Community
It’s not an exaggeration to say that David Richter changed the trajectory of my life…
SimpleCFO legitimately changed my business, my kids lives, and my family will literally benefit for generations.
SimpleCFO has changed the trajectory of our business and our lives.
If you’re willing to put in the work and if you want the clarity in your business and in your numbers
[SimpleCFO] is definitely worth investing in. It is really the best money I’ve invested in at any time in our business.
SimpleCFO has been a game changer for our business.
David Richter – I love the guy. Super kind, go-giver spirit. The Profit First model has helped our businesses drastically…
[and it] changes the trajectory of what your business is going to do.
Casey Ames – Owner and CEO of Taylor Jene Homes Inc.
It makes you feel good to know that you’re working with somebody you can trust… And because of David, SimpleCFO, and knowing my numbers — I’m now a millionaire!
Joey English – Founder of Focus Property Solutions LLC
SimpleCFO has changed the trajectory of our business and our lives.Not only does SimpleCFO care about the bottom line, but they care more about how it impacts me, my investment strategies, and everything.
SimpleCFO was my obvious choice… it was an amazing experience talking to David and having him walk me through the onboarding process and then matching me with Rebecca Howell based on my specific needs…
it was a very custom-tailored experience that I absolutely loved… they really helped me get granular with my numbers, create the profit first method… and applying that to my business has really transformed how I feel and how I approach business… I have peace of mind now, and it was worth every single penny.
I’ve been working with Michael and Lori at SimpleCFO… they have been nothing but a blessing for the different businesses that myself and my partner Pace Morby run.
Cody Barton – CoFounder, StartVirtual.com
I had no idea how much I was making and I was paying the price. I was running from deal-to-deal like a chicken with my head cut off.
If you are serious about profitability…work with SimpleCFO Solutions! David and his team have the skills and tools to drive your business forward to ensure profitability.
A Fractional CFO (Chief Financial Officer) is a part time and low cost option to have a financial leader on your team to direct your financial department and help put more money in your pocket. The nitty gritty of what they do is the following:
Manage and improve your bookkeeper, CPA, and financial systems and process to save you time and headache.
A Fractional CFO (Chief Financial Officer) is a part time and low cost option to have a financial leader on your team to direct your financial department and help put more money in your pocket. The nitty gritty of what they do is the following:
Manage and improve your bookkeeper, CPA, and financial systems and process to save you time and headache.
Implement the Profit First cash flow system to help you know where every dollar in your business goes so you never wonder where your money is and you also get paid what you deserve.
Implement the Profit First cash flow system to help you know where every dollar in your business goes so you never wonder where your money is and you also get paid what you deserve.
Set up a custom Simple CFO dashboard for any and all of your entities to give the data you need to scale profitably and bring in more bottom line profit
Set up a custom Simple CFO dashboard for any and all of your entities to give the data you need to scale profitably and bring in more bottom line profit
We are a collective group of CFOs who advise business owners and specialize in the real estate investing industry.
We’ve been involved in thousands of real estate deals (whether they be wholesale, flip, rental, apartments, private money – you name it!)
We hand-select and train each of our fractional CFOs to increase your business revenue, owner’s pay, cash reserves, and more!
We wrote the book Profit First for Real Estate Investing and our CFOs are trained to implement the PFREI method and system in your business.
Book a Discovery Call
Onboarding Call
CFO Implementation
**Important** Due to the high demand for our CFO service, we often have a long list of people who want to get started with us. We don’t accept everyone as clients, so if we end up not being a good fit, please know that our decision comes from having your best interests at heart. We want you to be wildly successful, and if we’re not the right fit, we’ll connect you with another trusted person in our network.
**Important** Due to the high demand for our CFO service, we often have a long list of people who want to get started with us. We don’t accept everyone as clients, so if we end up not being a good fit, please know that our decision comes from having your best interests at heart. We want you to be wildly successful, and if we’re not the right fit, we’ll connect you with another trusted person in our network.
We help real estate investors from all walks of life, whether you’re a wholesaler, an agent, a fix & flipper, a buy & hold guy/gal, creative financing expert, multifamily investor, commercial investor or some combination of all of these!
Great question! Typically your CPA & bookkeeper are told what to do, and they execute. They usually do not offer advice, and even if they do, it’s usually centered around how to best use QuickBooks or file taxes, not necessarily how to help you manage your finances + grow your business. This can be a great example of the blind leading the blind.
Nope! Our average client generates between $200,000-600,000 per year in gross revenue, but we’ve helped quite a few newbies who are just getting started, as well as those who have multiple 8-figure companies!
Pretty much unlimited (we just ask that you don’t abuse them haha)! You’ll get bi-weekly meetings with your CFO (or we have other packages if you need/want them more involved), and you are free to email your CFO whenever you have questions, need guidance or want their opinion on something!
You’ll be getting full Profit First implementation, we will connect you with your very own CFO, and we will be building out your CFO Dashboard, which is a compilation of proprietary tools, calculators and sheets we have created to help you make better financial decisions within your business!
Nope! We don’t lock you in for a certain amount of months/years! It’s purely month to month, so you’re in control!
