More Sales Won’t Fix Your Profit Problem — But This Will:
Simple CFO Free Financial Assessment
Most business owners don’t have a profit problem — they have a clarity problem.
As Promised, Get Your Free Gifts with Simple CFO.
That’s why we created the Simple CFO Free Financial Assessment — to show you exactly where your money’s going, what’s holding back your profit, and how to start paying yourself more without needing more sales.
No cost. No sales pitch. Just financial clarity.
If You’re Working Harder Than Ever… But Still Not Seeing the Profit You Deserve — You’re Not Alone.
You’ve built something amazing — but you’re frustrated.
Money's coming in, but somehow it's always light...
You're making sales, but your take-home pay doesn't reflect your effort.
Here's the Truth:
You don't have a sales problem.
You have a visibility problem.
Your accountant tells you what happened last month.
But who's helping you make the right moves next month to grow profit and finally pay yourself consistently?
That's What We Do!
Get Clarity, Control, and Confidence — in 3 Simple Steps
free financial assessment STEP 1
Questionnaire & Connect Your QuickBooks
We securely connect your QuickBooks to our AI-powered dashboard, giving you instant insight into your financial health.
Everything is secure and you control access
Nothing changes in your QuickBooks, we just analyze data
Share spreadsheets with us if that's what you use
free financial assessment STEP 2
Review with a CFO
A real CFO from our team books a one-on-one time to walk you through your numbers and shows you where money is leaking — and where you can win it back.
Where you spend your money & where to save
Places to recover lost profit
Accurate analysis of your company's performance
free financial assessment STEP 3
Get Your Custom Profit Action Plan
You’ll receive a personalized roadmap that shows you exactly how to boost profit, stabilize cash flow, and grow your owner pay — without working harder or selling more.
Action steps to take to immediately improve profit
How to control costs and stop bleeding cash
Why Profit First is a long-term solution to your finances
CLIENT VIDEOS
What Our Clients Are Saying
Featured Wonderful Client:
"I saved $500,000!"
"I didn't even know I needed a CFO until I communicated with Simple CFO. These are the guys!" – Jonas M.
"Highly recommend Simple CFO"
"I can't imagine running the business without Simple CFO anymore. I couldn't recommend them more!" – Alex W.
"Tony has been super helpful!"
"Tony helped break down all the complicated stuff and make it easy to understand." – Jenn D.F.
"My life changed forever"
"That, Tony, makes me feel SO much better! We're moving forward!" – Marcela G.
"We each got paid for the first time ($12,000)."
"It's a step in the right direction." – Mike W.
"It just opens up light to everything."
"These changes make a world of difference. Best thing I've ever done!" – Tony A.
"Chris is The Bomb!"
"I've never had somebody who's come in and worked so hard" – Dan T.
"Helped Me Gain Clarity of My Finances"
"This can definitely change your business and your perspective as a whole." – Ilse
"You Don't Know the Power of Profit First"
"Until you live Profit First, and work it, and eat it and breathe it, you don't know the power of it." – Lorie G.
Here's What You'll Get – Absolutely Free!
That’s why we created the Simple CFO Free Financial Assessment — to show you exactly where your money’s going, what’s holding back your profit, and how to start paying yourself more without needing more sales.
A complete financial clarity report powered by your QuickBooks data
A personalized CFO consultation with real recommendations
A step-by-step Profit Action Plan tailored to your business
Zero cost.
Zero obligation.
100% clarity.
As Promised, Get Your Free Gifts with Simple CFO.
Most CFOs charge $500-$1,000 for a review like this.
You'll et it FREE because every business owner deserves to know their numbers.
No cost. No sales pitch. Just financial clarity.
We Only Offer a Few Free Assessments Each Week
Each Assessment includes a real CFO personally reviewing your data – not an automated report.
That's why we can only take on a few businesses each week.
Once the spots are full, you'll have to join the waitlist for next month...
STILL NOT SURE?
Frequently Asked Questions
Question 1: Is this really free?
Yes, it's completely free! There's no hidden upsell. We genuinely want to help you get clarity around your numbers.
Question 2: Do I need to prepare anything?
We will send you instructions on how to share your QuickBooks file with us. We handle the rest – safely and securely.
Question 3: What kinds of businesses qualify?
We typically work with small to mid-sized business owners doing $300,000 to $30 million in annual revenue who want to increase profit and owner pay. However, we will discuss these on your call and see if your business is a fit.
Question 4: How long does it take?
The dashboard will be created within a few minutes of connecting your QuickBooks account. It takes a few business days for our CFOs to review your information and prepare a Profit Action Plan for you. Then the review call takes about 30 minutes. All of this is dependent on scheduling with you, but should not take more than 5-7 business days.
Question 5: Will you try to sell me something?
No hard sales pitch. You'll get value no matter what. If it's a fit to work together long-term, we'll talk, but the assessment itself is pure strategy.
Your Numbers Hold the Key to Profit. Let's Unlock Them Together.
Get the clarity, confidence, and plan you need to finally make your business work for you.
Connect your QuickBooks.
Meet your CFO.
And walk away knowing exactly how to make more profit – without adding more stress!
100% Free. No Pressure. Just Clarity.
Copyright © 2025 Simple CFO Solutions, LLC, All rights reserved.
Know Your Numbers. Grow Your Profit.
