The Ambitious Bookkeeper Podcast

125 ⎸ Borrowed Confidence with David Richter


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In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.

In this episode you’ll hear:

  • 3 things to address with clients in a simple way
  • How to get in front of your ideal clients
  • Tips for ‘Selling’

Resources mentioned in this episode:

  • Profit First for Real Estate Investing
  • The Road Less Stupid
  • Good Leaders Ask Great Questions
  • You Can’t Teach a Kid to Ride a Bike at a Seminar

About our guest:
David is the owner of Simple CFO, a fractional CFO firm, and the author of Profit First for Real Estate Investing. He's been a part of over 850 real estate deals, and through his company he has helped over 200 businesses gain financial peace and freedom.

Connect with David:
Join Simple CFO: simplecfo.com/join
Follow on FB: facebook.com/david.richter.395


Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

  • Podcast Editing: Sabr Media LLC
  • Descript (affiliate link)
  • Buzzsprout (affiliate link)

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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