Reviews - SimpleCFO

Hear what our community is saying

Real Clients, Real Reviews

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.

Frank Chen - CEO, Affiliate Incubator

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. We had so many cash flow issues before... but after getting started with SimpleCFO we adopted the Profit First principles and were able to start giving ourselves owner's comp, profit pay, and still be investing in the deals that we want to!

Cody Barton - Co-Founder, StartVirtual.com

Vance Courtney – Founder of SOS Home Offers

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.

Toni Counts – Owner of Innovation Counts

We now have 6 months of owner’s compensation reserves so there is never a time when we don’t have enough money to pay the owners.

Ralph Fredella – Owner of I’ll Buy Your House Today

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.

Joey English – Founder of Focus Property Solutions LLC

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!

Rich Lennon – Owner at RVA Property Solutions

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.

Kevin Thomas – Founder of Liberty Real Estate Solutions

SimpleCFO has been a game changer for our business. We know we have the money for the bills that we need when they come up each month.

Casey Ames – Owner and CEO of Taylor Jene Homes Inc.

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.

Chris Fagan – Gem State Cash Offer

With David you’re going to know exactly what you’re showing up for, and he’s going to deliver… he’s not going to do it unless he’s bringing you some value.

Definitely worth – whatever he’s doing – to pay attention to it and be a part of it.

Jeremy & Joshua Mathis – Founders of Freedom Cash Home Buyer

When Michael from SimpleCFO holds us accountable… we’ve seen instrumental change in us and in our business. He helps us actually look at our business as business owners.

Chris Campbell – Owner of KeyGlee ATL

Thanks for everything you’ve built here with SimpleCFO… we’ve been thrilled for the couple of weeks that we’ve been in it so far.

If anybody thinks about joining – they move super fast.

We’re two weeks in and we already have our dashboard built…

They’ve definitely fulfilled every promise so far.

Isaac DaSilva – Disposition Specialist at OfferTrust

SimpleCFO has definitely been helping us out a lot. We’ve been with them for about two or three months, and we’re finally starting to see it pay off…

Will Barrett is our CFO and he’s super savvy on the decisions we should make, and he’s giving us a ton of great input. I really like having him on board — he’s basically a part of the team

Having SimpleCFO help us out has been awesome.

Pete Richter – CAPS, LLC & Dakota Properties

SimpleCFO has been great at helping us get clarity and make good decisions. We look forward to our meetings with them on a regular basis to go over the numbers!

It’s a lot less stressful and a lot less confusing than it was before.

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Mike Michalowicz – Author of Profit First, Founder of Profit First Professionals

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.

Matt Andrews – Ringleader at Family Mastermind

Why should you work with David Richter and his team?

It’s simple – you don’t know what you don’t know.

David Richter understands the Profit First philosophy. He understands not just how you make money, but how you structure it, how you keep it, and how you organize it. That’s what high-level entrepreneurs really need.

Todd Toback – Chief Visionary Officer at Get It Done House Buyers Inc.

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. All that changed when I got a fractional CFO to run my business… Now I have the clarity and focus to run my business like a true CEO.

"As an investor that has a new and quickly growing business, I was becoming well aware that I needed to get a better handle on my finances before it got complicated."

"David takes something that is extremely complicated and intimidating for a lot of us and puts it in a super easy to follow and digestible blueprint."

"David is the financial expert to listen to when you’re intimidated by your finances. His powerful and easy-to-use program will show you how to spend, save and invest your money to afford your dreams."

"David is a great friend and awesome entrepreneur. He is honest, generous and caring, and he’s sharing his wisdom here. If you're looking for the next step on your journey to make a difference for others, here it is."

"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 place 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."

“David will help you get your business lined out with regard to "knowing your numbers" and to be sure that you "pay yourself first". It sounds simple, but it isn't. Let David show you how to get it right.”

“David delivers as promised, has a deep knowledge of his service, and can always provide the ultimate solution. I have been 100% extremely satisfied with him since day one. I have always been impressed with the quality of his work and support afterwards. He is always doing research and provides multiple solutions to make sure I select the most applicable for my environment. It's very hard to find professionals these days who will go with you through all stages of the project and support you even after a project is officially done. I would highly recommend him and his services!”

“David and his team have brought me a TON of value. They have exceeded my expectations immensely, and for that I want to thank you guys!”

“I’m privileged to say that I’ve known David for more than 10 years, and have worked with him on numerous occasions. David is hard working and reliable and has a reputation for putting his clients’ interests above his own. He exhibits care and concern for my business and needs as though the business were his, and he’s always investing in himself to keep an edge and provide relevant advice. In a recent consulting session with David, David provided me with some great business insight that has helped our business move forward. He is a fantastic person and I highly recommend him and the service he provides.”

“David and the Simple CFO team have been a great asset to our company. They have helped "simplify" and streamline our whole accounting, bookkeeping, collections, and recording processes. Highly recommend using them.”

“The best thing that David and his team did for us is give us numbers in real-time. For years we did not have numbers, and that all changed when we switched over. So now we can look up any house at any given time and know exactly what our costs are… to any of you out there looking for a CFO – I just want you to know that SimpleCFO is your solution. They will be there for you, they will hold your hand through the process, teach you what you need to know, and answer any questions that you have. They will become an integral part of your team – I highly recommend them.”

"It has been a painfully good experience working with Ross. Being able to have a crystal clear picture of our books has been helpful and painful at the same time. Without a doubt, we are making decisions with more confidence and are excited for that momentum to keep building."

** LIMITED SPOTS AVAILABLE **

Here’s what we’ve learned from helping our clients grow and scale their 7-8 figure businesses…

The most successful owners have superstars on their team who drive and grow each department in their business.

We’ve seen too many entrepreneurs fall short of what they’re capable of because they’re doing too much by themselves.

They’re taking sales calls while driving, running operations, and implementing new marketing campaigns all the while trying to manage their finances (and keeping their business afloat).

To have the business and lifestyle they really want…

Business owners need to have competent, reliable, strategic partners in every pillar of their business.

Let’s make it personal – whether you want to…

- stop living deal-to-deal,
- need more clarity and confidence in your numbers, or
- desire more time and financial freedom…

You need A-players on your financial team who will help you achieve the results you’re looking for. And one of the most important players is a CFO.

A high-level CFO will help you identify and resolve root issues in your business that you may not be seeing in your financials.

They will coach and guide you towards great financial business decisions and steer you away from making costly mistakes.

At SimpleCFO, all of our CFOs are hand-selected, trained, and matched with clients based on your desired goals around growth, scale, profitability, and lifestyle.

As you’ve seen from the reviews on this page, we help owners like you make and keep more money in their businesses.

*Please Note* None of the people on this page have been compensated (in any way) for their reviews or stories. Our clients are all real people who have achieved real results by working with our Simple CFOs…

Will you be our next success story?

If you’re reading this.. You’ve already seen that from CEOs to 8-figure serial entrepreneurs, we’ve helped business owners grow and scale their companies with our CFOs.

We are confident that we will eliminate the stress surrounding your finances and help you set up cash flow systems that will grow your profit and owner’s pay.

If you’re serious about creating a healthy and thriving business… or just want to explode your revenue… follow the simple instructions below to book a no-obligation discovery call with us!

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Step 1: Click the button below:

Step 2: You will be forwarded to our “Get Started” form. We encourage you to fill it out honestly and to the best of your knowledge. The more info you share with us, the better we’ll be able to help you on the call.

Step 3: After you click the “Book a Call” button – pick a time and date from the calendar that works for you.

Step 4: On the call, we’ll have a quick chat to get clear on your business goals and any obstacles that may be holding you back. If it sounds like a good fit, we may invite you to work with us as a client.

**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.

** LIMITED SPOTS AVAILABLE **