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The CFO Report

83. CFO Stories: David Richter (Simple CFO)

Sep 19, 2023
01:08:09

Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024.

This is our conference that is exclusively for Fractional and Virtual CFOs!

Click the link below to secure your ticket:

https://www.thecfoacceleratorlive.com

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I'm super excited because today I'm bringing to you the first episode in a brand new series that I'm calling CFO Stories. This is where I'll  be interviewing other multiple six and seven figure fractional CFO firm owners. 

My hope for this new series is to give you some other perspectives, some other ideas, some other ways that successful fractional CFOs have built and scaled their firms. 

I'm excited to kick the series off with my friend David Richter. David is the CEO of Simple CFO. 

David's got an amazing story because, like me, David doesn't come from a finance or accounting background yet he's built a multiple seven figure firm. 

He's built an amazing culture with an amazing team. He's got some very clear things that he does in his business better than anybody else I've ever talked to. 

So if you're a fractional CFO and you want to know what are some of the best in the industry doing from a lead generation, a business development perspective, then you are absolutely going to want to check this episode out.

Links & Resources Mentioned in This Episode:

👉Traction Book - https://amzn.to/3LpfmLS   PC
👉https://simplecfo.com/join/

About David:

David Richter is an active real estate investor, while growing and building a real estate business from 5 deals a month to over 25 deals a month, he realized that as much money was coming in, it was going right out. 

With the unique opportunity of being in every seat as a real estate investor, he found a calling to the company’s finance seat to help them see where their money was really going. 

David has helped real estate companies completely turn around from going out of business to building cash reserves through his profit advising company Simple CFO Solutions, LLC. 

He is the author of Profit First for Real Estate Investing. 

His goal in life is to completely transform the Real Estate Investing industry when it comes to how real estate investors view their finances and – bring them true financial clarity and freedom.

David Social Media:
https://www.linkedin.com/in/david-simple-cfo/
https://www.instagram.com/richterscale91/
https://www.facebook.com/david.richter.395/

CHECK OUT MY FREE WEEKLY NEWSLETTER - 

😀 The 5 Minute Fractional CFO - Every week I share 1 actionable tip to help you start, scale, 

and optimize your CFO services (and you can read it in 5 minutes or less!) -

https://cfo.thecfoaccelerator.com/newsletter

 

MY FREE ONLINE COURSE:

💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients - 

https://cfo.thecfoaccelerator.com/sales

 

MY FRACTIONAL CFO PROGRAMS:

👉 The Inner Circle - Live training every month to help you scale your Fractional CFO firm - https://cfo.thecfoaccelerator.com/innercircle

👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy

 

MY FAVORITE FIRM TECH: 

✅ G-Accon - I save 40 hours a month with G-Accon. Save 30% here: https://cfo.thecfoaccelerator.com/accon

✅ Ignition - The only platform I trust for contracts and payments. Save 50% for 3 months: https://cfo.thecfoaccelerator.com/ignition

✅ Kajabi - Love this for my website and marketing:
https://app.kajabi.com/r/WaFg8TLv

 

MY KEY LINKS

🌎 Website - https://www.thecfoaccelerator.com

👋 LinkedIn - https://www.linkedin.com/in/iammichaelking

 

WHO AM I? 

I'm Michael King. A nuclear engineer turned Fractional CFO. I've spent the last 7+ years scaling my Fractional CFO firm, KFE Solutions. During that time, I've realized the enormous impact that fractional CFOs can have for their clients, their families, and themselves. Now, I help other fractional CFOs learn how to maximize their own impact! 

PS - Some of the links in this description are affiliate links that I get kickbacks from 😀

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