We Systematize Your Profit
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
Less StressEntry Level
- Phone/email support with our team
- Review of Current Books to make sure they are clean
- Work with your current bookkeeper to renovate the books (if you already are bookkeeping)
- Profit Strategy Session every Quarter (talk about your business’ challenges & opportunities)
More ProfitIncludes Less Stress Level
- Interpreter between CPA and YOU (and your bookkeeper)
- Reporting that is customized to what you want and need (systematize this with your bookkeeper)
- Set up customized KPIs around your business finances
- Profit First Complete Profit Assessment
- Work with your CPA and bookkeeper to implement Profit First
- Profit Strategy Session every Month (talk about your business’ challenges & opportunities)
Max ProfitIncludes More Profit & Less Stress Level
- Profit Strategy Session every Week (talk about your business’ challenges & opportunities)
- Set up a business Profit meeting
- Teach how to run a monthly Profit meeting that will boost your profit and reduce your expenses
- Recession Proof Plan for your Business
- Phone/email support with me