Simple CFO Services
Simple CFO Services to Make You Profit
Implement Profit First and Make Business Decisions Based on Financial Data
Plans Created to Achieve Your Profit Goals
Make Your Business Profitable without More Deals
Our Simple CFO plans are designed to give you the financial advice and clarity you need to capture the profit you're missing.
Every business comes from a different place needing a customized solutions to help you realize why you started your business – creating the lifestyle you dream of. We have multiple options to fit what you need now, and what you may need tomorrow.
The Benefits of Simple CFO
Independent CFO Analysis
Your CFO thoroughly examines your finances and develops a Battle Plan.
Profit First Implemented
Execute your Battle Plan and capture the profits you were losing.
Your Business Changes
You enjoy your business more and fulfill your dreams and goals.
What Our Clients Say:
They found $40,000! My CFO makes me feel heard and holds me accountable for getting stuff done.
I saved $500,000! I didn't even know I needed a CFO until I communicated with Simple CFO. These are the guys!
Highly recommend Simple CFO. I can't imagine running the business without Simple CFO anymore. I couldn't recommend them more!
The Service Packages:
Setup Process
Applies to all Simple CFO Packages for CFO Services
We select the best CFO from our team for you and your business
Implement process to get accurate financial reports for faster decisions
Implement Profit First cash flow system to stop Cash Roller Coaster
Bi-weekly customized calls with your CFO for the first 60 days
Profit Package
All Services Included in All Packages
2 One-on-One Coaching & Accountability Sessions per month with your CFO
CFO Dashboard Review
Financial Clarity Assessment
Expense Analysis
Owner's Compensation
Profit First Allocation Calculator
12-month Budget for Goal Planning
CFO Bookkeeping Guidance
Action Items and Next Steps with CFO Accountability
Revenue and Profit Target Setting
Monthly Financial Analysis (P&L and Balance Sheet)
Financial Clarity Assessment
Expense Analysis
Owner's Compensation
Profit First Allocation Calculator
12-month Budget for Goal Planning
CFO Bookkeeping Guidance
CFO Dashboard Review
2 One-on-One Coaching & Accountability Sessions per month with your CFO
Action Items and Next Steps with CFO Accountability
Revenue and Profit Target Setting
Monthly Financial Analysis (P&L and Balance Sheet)
Profit Plus Package
Includes All Services from the Profit Package
Everything in the Profit Package
Weekly One-on-One Coaching & Accountability Sessions with your CFO
Cash Flow Projections
Define Financial KPIs to Fit Your Business
Deep Dive Quarterly review with allocation adjustment
Meet with CPA and Owner for tax planning
Executive Package
The Ultimate in CFO Guidance
Everything in the Profit & Profit Plus Packages
Customized Coaching & Accountability Sessions
Core Leadership Participation
Active Role as a Financial partner to:
Help analyze potential deals before acquisition
Provide quick turn-around analysis on time-sensitive opportunities
Help analyze potential deals before acquisition
Provide quick turn-around analysis on time-sensitive opportunities
Updated key metrics and strategy deep dives
Driect support through immediate next steps
CFO guidance in financial preparation for deal funding
Updated key metrics and strategy deep dives
Driect support through immediate next steps
CFO guidance in financial preparation for deal funding
Bookkeeping Package
The Ultimate in CFO Guidance
Bookkeeping Clean-Up
Full Business Organization
Profit First Setup
Financial Dashboard
No Long-Term Commitments
Works Perfectly with your CFO
Steps to Begin Your Journey:
Financial Clarity Call
Determine your needs, goals, and discuss challenges.
Get Onboarded
Quick, effortless process with no hassle and lots of support.
Start Your 60 Days
Analyze your finances and develop your customized battle plan.
Profit First Implemented
You and your CFO work your battle plan and capture your profits.
Helping business owners make more profit and pay themselves what they deserve using Profit First.
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