7-Day Business Profit X-Ray
What's Your Real Profit?
(Most Business Owners Are Shocked!)
You're making good revenue, but where's all the money going? 73% of profitable businesses can't explain why they have cash flow problems.
Your QuickBooks shows profit, but your bank account says otherwise
You're making gut decisions on $50,000+ expenditures without data
Your "profitable" business might be bleeding money in ways you can't see
Competitors with worse revenue are somehow more profitable than you
In 7 days, we'll show you exactly where your money is going and give you 3 specific actions to increase profit by $25K-$100K in the next 90 days.
BONUS – Call with David
You also get a 30 minute one-on-one live call with David Richter to discuss implementing Profit First and how you can save your profit!
This is a limited-time offer, so don't lose out on your opportunity to speak with the author of Profit First for Real Estate Investors!
7 Days to More Profit!
Feel like you should be making money, but your bank account is empty? You are NOT alone!
Far too many business owners are truly unaware of the poor state of their finances. They look at money in their bank account and think they're doing OK.
But they're not.
As your business grows, you begin making profits and also start numerous expenses. Let's be honest, we have all bought or subscribed to services we really didn't need or didn't end up using. Yes, we business owners like the shiny new object that promises incredible results!
That's why I developed the 7-Day Business Profit X-Ray, so you can quickly KNOW your business's financial state. What we provide you in just 7 days:
✅ Securely connect your QuickBooks Online
✅ Custom AI-powered profit health analysis with the most critical KPIs
✅ Profit Leak Scanner so you see your money is really going (most find $5K-$30K in "leaks")
✅ 90-day cash flow forecast (sleep at night!)
Find the Cause of Your Missing Profit!
Most businesses make a profit – they just spend it before they realize they even made it!
Having financial clarity and a full understanding of where your business really stands is the key to success.
How you make decisions is essential to the profitability and growth of your business. When you started your business, most of your decisions were based on surviving to the next month. Now, you're making money even though you don't know where you profit has gone.
As your business grows, you begin making profits and also start numerous expenses. Let's be honest, we have all bought or subscribed to services we really didn't need or didn't end up using. Yes, we business owners like the shiny new object that promises incredible results!
The health of your business finances directly impacts whether you can scale, hire more employees, increase your marketing spend, subscribe to more services, and do the things you want to do with your business.
The problem comes in when your finances aren't correct. Now you're trying to make business decisions based on wrong data, and you have no chance of making a correct decision. You may have wrong financial data due to any number of factors:
Incorrect bookkeeping
Wrong categorization
Treating investor loans as income
Expenses/income/profits not properly categorized
Not recording all transactions
Significant delays in recording expenses
Many, many other possibilities
This is no different from needing the proper data about a real estate property before you buy it – having very wrong data means a very bad decision, which not only destroys your profit, it often results in major losses. No one can make the correct decisions to run your business without the proper information. You MUST have correct financial data in order to make decisions that lead to profit and success.
No one can make the correct decisions to run your business without the proper information.
That's why we created the 7-Day Business Profit X-Ray, so you can find out exactly where your business stands and thus make good decisions to grow and profit.
Find Out Where Your Profit Went!
Phase 1 – The Financial Reality Check (Days 1-3)
Having financial clarity of where your money really went is CRITICAL. During the first 3 days we:
✅ Connect & Analyze: Securely connect your QuickBooks Online for data analysis.
✅ AI-Powered Dashboard: Custom financial health dashboard with the most critical KPIs.
✅ Profit Leak Scanner: Identify where your money went (most find $5K-$30K in "leaks").
✅ Cash Flow Predictor: 90-day cash flow forecast so you can sleep at night.
Imagine having solid, accurate financial data that takes the stress off of decision making – and guides you to the best decisions for your company.
The first 3 Days does just that – it exposes where your money really went, so now you can act.
Custom Dashboard Development Value: $5,000
Phase 2 – The Strategic Deep Dive (Days 4-6)
Having super-accurate knowledge of where your money went is helpful.
Now you need a plan – a strategy to plug the holes, stop the leaks, and trim the fat.
Decisions based on financial data secure your company and prime you for growth. Choices made by feelings or because someone else does it this way lead the way to financial trouble. These tools help you make the right decisions for everyone.
✅ 30-Minute Strategy Call: Review the findings with one of our fractional CFOs.
✅ Budget Reality Check: If you have a budget, we'll optimize it. If you don't, we'll create one.
✅ Growth Bottleneck Analysis: What's actually limiting your growth based on the data (spoiler: it's rarely what you think!).
Business Financial Analysis: $3,000
Phase 3 – The Action Plan (Day 7)
No analysis is worth anything without an Action Plan to address the findings and make changes.
Your CFO will provide a customized, ready-to-implement Action Plan to give you EXACTLY what steps to take to change your business finances.
✅ 3 High-Impact Action Items: Specific moves to increase profit by $25K-$100K in 90 days.
✅ Expense Optimization Report: Cut costs without hurting growth.
✅ Revenue Enhancement Strategy: Increase profitability on existing revenue.
✅ 3 Executive Summary PDFs: Share with your team, bank, or investors.
Written step-by-step instructions to change your financial situation and make more profit!
CFO Personal Consulation: $2,500
7 Days to Financial Clarity!
Total Value $10,500!
FIND WHERE YOUR MONEY WENT!
Pay Yourself First!
Real Action Items that Make Change
Click Below and Get Your Business Healthy Again for Just $497!
Who Is David Richter?
David is the author of Profit First for Real Estate Investing and the owner of Simple CFO. He's been a part of 850+ closed deals from wholesales, fix and flips, rentals, lease options, creative deals, turnkeys, and any other type of deal you can think of. He was part of an REI company that grew to 25 deals a month, but he learned that it spent 26 worth of deals each month as well. That put him on a road to discover why so many business owners make money but feel broke. He now helps entrepreneurs take the finances off their plate, build the business they've always wanted, and guide them to achieve what financial freedom means to them.
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.
What Our Clients Have to Say
Darrin Carr
David and the team at Simple CFO Solutions are a top notch organization that simply put - creates profitable results efficiently. They put in place new systems, train staff, transition companies to better systems, and help make companies accountable for finance. This team handles complex and unique situations with ease, and are extremely accessible and responsive. HIGHLY recommended.
Joey English
David Richter changed our business, and my life. David came in in a very low time, cleaned our books up, taught me how to start planning like a business owner and stop flying by the seat of my pants, and then taught us how to implement Profit First. And it was amazing. He helped me gain control of our numbers, and get in control of our business. And I grateful for what he did for us.
Alex Wentland
I've been using Simple CFO for 4 or 5 years now. We buy about 100 off-market properties a year and then do another 30 to 50 traditional listings. They helped me understand what I should be looking at from a financial perspective, and track the right numbers for me to be able to operate my business as a CEO. I get a really nice dashboard to know the health of my company that we review with my CFO every month. I couldn't imagine running the business without them honestly anymore.
Thomas Krazinski
David and the team at Simple CFO Solutions have made a big impact on our real estate investing business (flipping, wholesaling, and buy & holds). They put in new systems, trained our bookkeeper on them, transitioned us to QuickBooks, and for the first time made us accountable for our finances. The team handled our complex and unique situations with ease, and were extremely accessible and responsive. I would highly recommend them to any real estate investor looking to get a better handle on their financials.
7 Days to Find Your Lost Profit!
$10,500 Value!!
FIND YOUR PROFITS!
Pay Yourself First!
Plug the Money Holes!
Real Action Items that Make Change
Click Below and Get Started Loving Your Business Again for Just $497
Start Your 7-Days Now and Find Your Profit!
FAQs
Profit First - Your Questions Answered Here
What is Profit First?
Profit First is a financial strategy and system that finds and secures your profit in any kind of transaction, allowing you to 1) Pay yourself first; 2) Controls your expenses; and 3) Cleans up your finances.
How can Profit First make me more profit?
Profit First identifies how much profit you are actually making, creates a system to capture it, and removes your profit from your operating expense account so you keep it. Profit First then sets rules for when you make payments from your various accounts and control expenses.
What kind of businesses can benefit from Profit First?
While my book is written specifically for real estate investors, Profit First works for any business. The system is about taking your profit first from any transaction, and removing it from your general operating account so it doesn't get siphoned away. It's actually simpler to do in other businesses.
How does the CEO Power Pack help?
We entrepreneurs are great at finding new things to do and getting the business' work done. What we're NOT great at is managing our team and making decisions based on financial info, not feelings or hunches. The CEO Power Pack gives you tools to make decisions with financial data, how to have productive conversations with your team members, and perform an instant financial analysis of your business to check it's health at anytime.
Is this another fluff course??
My course will walk you step-by-step through understanding and implementing Profit First. Also, I show you how to read and understand the financial reports you need to accurately run your business. Complete this course and become a Profit First whiz plus get your business jump started.
When can I expect to see results?
We have had some clients who get results almost immediately, and some see their first results in 30-60 days. It really depends on how quickly you implement Profit First and how much you commit to the change. This is also where our CFOs and Bookkeeping can help you analyze, strategize and make progress even faster!
Disclaimer
Please be advised that inaccurate bookkeeping may cause inaccurate results. Profit First is a system to organize your business finances based on accurate accounting records. If your accounting/bookkeeping records are incorrect, you may not achieve anticipated results. Simple CFO and David Richter do not promise nor guarantee any results will be obtained by implementing the Profit First system. Simple CFO will provide advice based upon the bookkeeping you provide, but we are not responsible for advice/results from inaccurate data. Please ensure your bookkeeping is accurate and up to date. You agree that by using Simple CFO's services, tools, and materials that you assume the responsibility to provide accurate bookkeeping data and other data for any analysis performed.
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