Services
We are making profit great again.
Less Stress
MORE PROFIT
MAX PROFIT
Financial Clarity
Silver
RESULT: Financial Clarity & Financial Peace
- 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 Clarity
Gold
RESULT: Profit System & Strategies, Reports you can use to put money in your pocket and decrease expenses
- 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 Levels
Platinum
RESULT: More bottom line net profit, guaranteed
- 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
"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
Simple CFO Solutions
27272 Three Notch Rd
Mechanicsville, MD 20659
profit@SimpleCFOSolutions.com
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