Welcome to Simple CFO! - Watch Video

Next Steps

1. Please schedule a call with our onboarding team below. This call is used to learn more about you and your business so we can select the best CFO to match up well with you. We also get to learn about the people on your team and their roles to support you.

2. Please do the onboarding instructions below to get us access to the current financial platform you are currently using and any financial documents/spreadsheets you have available that would help us to run your Financial Clarity assessment. Here's the onboarding instruction document in case you want a copy of it.


3. Please review and sign the agreement package we have sent you (If you haven't already).

4. Please send your best mailing address to [email protected], we’ll be sending you a few things.

  • A Translator between the language of business, Accounting, and the CEO to know where the problems or best opportunities in the business are from a numbers perspective without all the accounting jargon getting in the way.

  • A numbers whiz that takes your data and puts it into an easy to understand format via our CFO Dashboard to tell you what the data means and what to do with it.

  • An extractor of the most critical metrics from your data to see trends, problems, opportunities, and compare to get you more bottom line profit.

  • High level strategist and partner. Do not think of them as a vendor. If you have an issue with the business, with an employee, want to hire a new employee, or have any major financial decision, talk it through with your CFO.

SCHEDULE YOUR ON-BOARDING CALL NOW


⬇️ Onboarding Instructions⬇️

  • If you don’t have any accounting software.

    Please bring this up during the initial call so we can create an action plan to set this up.

  • If you have spreadsheets you would like to share with the team.

    Please send/share it to [email protected]

  • If you are on Quickbooks Desktop.

    Please send [email protected] a backup file for the most recent month it was reconciled

  • If you are on another platform (i.e. Rentec, Wave etc.)

    Please bring this up during the initial call

  • If you are on Quickbooks Online.

    Please send accountant access to [email protected]

    Here's how you can give us accountant access to your QBO account.


Here's how you can give us accountant access to your QBO account.

  • Click the gear icon on the top right hand corner, and then choose "manage user"

  • Click on the "accounting firm" tab and click invite.

  • Fill out the First Name (Simple) Last Name (CFO) and on the email field put [email protected]


Hope this helps! Let us know if you have questions.

Simple CFO Team

We appreciate you!