The Profit First Bookkeeping You Need

Your profits depend upon accurately recording each and every transaction.

Simple CFO Bookkeeping ensures your books follow Profit First to maximize your profits and control your expenses.

As Promised, Get Your Free Gifts with Simple CFO.

Here's everything you get:

simple cfo BOOKKEEPING STEP 1

Bookkeeping Clean-Up

In order to have an accurate plan created by your personal CFO, you need accurate data. So we're including Bookkeeping Clean-Up by our Profit First Bookkeeping Team!

Profit First understanding & standards

Money in proper Profit First accounts

All jobs/deals properly categorized

Establish profit/loss by deal/job

SIMPLE CFO BOOKKEEPING STEP 2

Full Business Organization

Ensuring all of your business activity is properly logged and classified is the key to making Profit First work to the fullest extent possible.

Establish inventory properties tracking

Create and log all vendor/1099 payees properly

Identify and document all owner contributions/distributions

Properly enter all loans and document all transactions

simple cfo BOOKKEEPING STEP 3

Profit First Setup

Running your business under Profit First produces amazing results. Our bookkeepers ensure you obtain maximum profits by implementing full Profit First and properly categorizing every single transaction and cash transfer.

Weekly categorization of all expenses/deposits/transfers

Weekly updates for any uncategorized items

Monthly balance sheet and Profit & Loss statements

Ongoing expense tracking and vendor maintenance

SIMPLE CFO BOOKKEEPING STEP 4

Financial Dashboard

You get our proprietary Financial Dashboard, which shows you at one glance how your company's finances are doing and helps you keep on top of everything.

See your company's health at a glance

Track all of your deals/sales, including profits from each

Collaborate with your CFO and CPA to make tax time easy

All owner equity/distributions properly recorded

simple cfo BOOKKEEPING STEP 5

No Long-Term Commitments

Get all this and not be locked into a long-term contract? That's right! We believe you will love our services so much that we don't need to coerce you into staying with us!

Get your business finances straightened out

Month-to-month services, so stop as you need

Maximize your profits using Profit First bookkeeping!

Peace of mind that your books are always correct!

Schedule a Time Now to Get Your Books in Order!

*Simple CFO Solutions does not guarantee profits. Bookkeeping services and the effectiveness of implementing Profit First are dependent upon your business performance, your participation in providing Simple CFO Bookkeeping with information upon request, and the accuracy of the data you provide. Results are individualistic and will vary.