Behind the Scenes: The Enrolled Agent's Guide to Financial Success
Profit First for Real Estate Investors
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Profit First for Real Estate Investors
Behind the Scenes: The Enrolled Agent's Guide to Financial Success
Jul 25, 2023 Episode 190
David Richter

We have our CFO Series for this episode of the Profit First for the REI podcast!

Alexis Sidney, a seasoned Chief Financial Officer, joined us in the show as she shared how she made an impact as a fractional CFO. 

How CFOs make a difference? How did they make an impact? Listen as she answers these questions. Alexis also talks about the struggles that they see daily. 

Enjoy the show!

Key Takeaways:


[01:00] Introducing Alexis Sidney
[03:10] What does she do as an EA?
[06:37] Interesting part of the CFO Role
[08:15] Different types of struggle people encounter
[15:56] Benefits of Profit First for Alexis as CFO
[19:40] Pros of working with a CFO
[23:48] Alexis' advice for real estate investors
[26:48] Connect with Alexis and Simple CFO

Quotes:

[06:52] "There was something more just behind a profit and loss report... those number means something."
[12:55] "It does take time for people to trust you, and you can't overwhelm them by forcing them... just assure them."
[20:12] "Working with a CFO allows you to have that person on your shoulder."

Connect with Alexis:

Website: https://simplecfo.com/

Tired of living deal to deal?

If you are a real estate investor or business owner who is tired of living deal to deal and want to double your profits, head over here to book your no-obligation discovery call with me. Either myself or someone from my team will hop on a short call with you to get clear on your business goals, remove any obstacles holding you back, and map out a game plan to help you finally start keeping more of the money you work so hard to make. - David