We Bring Financial Clarity, Freedom, and Peace to Real Estate Investors
Know Your Numbers • Automate Your Profit • Maximize Your Profit
Do you know your business finances?
Do you have a regular profit meeting?
Are you working with a profitable bookkeeper and CPA?
Are you getting the reports you need?
Would your business survive a market crash?
Do you have a system to automate your profitability?
What makes Simple CFO Solutions different?
The owner is a real estate investor who has been involved in over 850 deals that knows how to give you the numbers you need and what to do with them. He speaks Real Estate Investor and can communicate simply to you on what your numbers mean.
We at Simple CFO Solutions:
- Commit to doing what we say, when we say it.
- Commit to relieving stress by helping your know your numbers.
- Commit to making you profitable to help accomplish your “Why.”
- Commit to help you keep more of your profit and pay yourself first.
- Commit to help you focus on your profitability.
- Commit to you personally that if you have a complaint or issue with us, we encourage you to let us know right away, and we will handle it quickly and professionally. (Submit Issues at this link).
- Commit to delivering a true experience that exceeds your expectations. (Submit how we exceeded your expectations at this link)
David Richter, Owner, Simple CFO Solutions
- Exceptional Customer Service (we respond quickly)
- Review of Current Books to make sure they are clean
- Work with your current bookkeeper to renovate the books (if you already are bookkeeping)
- Help you find a bookkeeper if not already bookkeeping
- Make your financial numbers simple and easy to understand
- Meet with bookkeeper on as needed basis to train (at the bare minimum bi-weekly)
Financial Freedom - Includes Financial ClarityGold
- Implementation of the Profit First Cash Flow System
- Reporting that is customized to what you want and need (systematize this with your bookkeeper)
- Profit First Complete Profit Assessment every quarter to assess your business health
- Weekly (or bi-weekly) meetings Profit First Meetings
Financial Mastery - Includes both LevelsPlatinum
- Set up customized KPIs (Key Performance Indicator) around your business finances
- Set up customized KPIs (Key Performance Indicator) around any profit driving number
- Monthly meeting with David to go over way to maximize profitability
- Weekly Finance Level 10
- Phone/email support with David