SERVICES
We help you
make & keep more money
Simple CFO's Pillars
head of financial department
- make sure you have the right bookkeeping system process person in place.
- make sure you have the right CPA on your team.
IMPLEMENT
PROFIT FIRST
- know where every dollar goes.
- keep more and pay yourself what you deserve.
implement our CFO dashboard
- install a GPS for projections and forecasting.
- regular meetings over the dashboard to make sure you're on target for your goals.
Your Journey to Financial
Peace with Simple CFO
CLIENT LIFE-CYCLE: A 5-Step Process
STEP 1: Assess & Match
STEP 2: Onboarding Process
STEP 3: Financial Foundation
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 afterward. 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 even after a project is officially done. I would highly recommend him and his services!
– Yuriy Gordiyenko
"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 afterward. 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 even after a project is officially done. I would highly recommend him and his services!"
– Yuriy Gordiyenko
