Who Are We?

Introduction

Simple CFO Solutions provides part-time Chief Financial Officer (CFO) services with a focus on the Profit First approach. We aim to give business owners a clear financial picture and lessen their stress through proven financial tactics. Our goal is for you to understand your finances and know where your revenue is going.

Key Services Offered by SimpleCFO

1. Fractional CFO Services

Simple CFO offers part-time CFO support, allowing businesses to benefit from expert financial guidance without the commitment or cost of a full-time CFO. This service is especially beneficial for small to medium-sized businesses. SIMPLECFO.COM

2. Profit First

Our Profit First system lets us focus on profit to make sure business owners get paid right and keep a strong cash reserve. This method makes setting aside profit easy and lets you know exactly how you're using every dollar. SIMPLECFOSOLUTIONS.COM

3. Financial Clarity and Dashboard Setup

Simple CFO sets up custom dashboards for businesses. This tool provides a clear picture of a company's financial health at any given time, offering real-time financial data to aid in profitable scaling and informed decision-making. . REI.SIMPLECFO.COM

4. Team Alignment

We ensure that businesses have the right bookkeeping systems, processes, and personnel in place. Additionally, we coordinate with your accountants (CPAs) and bookkeepers to ensure comprehensive financial management. SIMPLECFOSOLUTIONS.COM

5. Client Testimonials

• Mel V. from SolutionHouseBuyers.com shared, "The best thing that David and his team did for us is give us numbers in real-time. For years we did not have numbers, and that all changed when we switched over." SIMPLECFO.COM

• Paul Williams of Multifamily Geeks stated, "In a recent consulting session with David, David provided me with some great business insight that has helped our business move forward." SIMPLECFO.COM

By partnering with Simple CFO, business owners know they are going to get paid and will reduce their financial stress while getting control of their expenses.