Schedule a free consultation with Simplo today

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To get started, fill in your contact details in the form below.

We offer flexible scheduling options, including virtual meetings via Zoom, Microsoft Teams, or phone calls, to suit your availability.

Once your appointment is confirmed, you’ll receive a calendar invitation with the meeting details.

Before the consultation, you’ll be asked to share some basic information about your business, such as industry, company size, and key financial concerns.

You may also be encouraged to provide recent financial statements (if available) to help make the session as productive as possible.

This allows us to come prepared with insights and potential recommendations tailored to your specific situation.

During our consultation, we will focus on:

Introduction & Business Overview – We'll introduce ourselves and Simplo's approach as a fractional CFO, then we’ll discuss your business’s financial landscape.

Review of Financial Performance – We'll go over your current financial health, cash flow, profitability, and any concerns you may have.

Identifying Pain Points – We’ll pinpoint challenges such as budgeting, forecasting, cost management, or investor relations.

Exploring Solutions – We'll provide initial insights into potential strategies to improve financial efficiency, growth, and decision-making.

Following our discussion, we’ll review potential ways to move forward, whether that includes ongoing fractional CFO services, financial strategy implementation, or other tailored solutions.

If you’re interested in working together, we’ll discuss pricing, engagement options, and a roadmap for implementation.

If you need more time to decide, we'll provide a summary of our discussion and recommendations for you to review.