
Profit First for Real Estate Investors with David Richter CFO Case Files: Why Most Real Estate Investors Feel Broke & How to Fix it in 60 Days | CFO Chris Savor | E2
Welcome back to another episode of our Simple CFO Case Files, where we pull back the curtain on what actually happens inside real businesses—and the transformations that come from getting your numbers right. In this episode, I sit down with Chris Savor, one of our incredible CFOs, to walk through real client scenarios and what it really takes to go from confusion to clarity.
We talk about what most business owners experience when they come to us—feeling overwhelmed, unsure if they’re even making money, and stuck in the cycle of working harder without results. Chris shares how we approach the first 30–60 days, what makes our process different, and a powerful real-life example of a client who went from doing 20 deals with no profit to 200 deals with real income, reserves, and financial confidence.
Timeline Highlights
[0:00] Introducing the Simple CFO Case Files and the purpose behind the series
[1:03] Why we’re showcasing the actual CFOs behind the work—not just the brand
[2:26] The types of clients Chris works with (flippers, rentals, multifamily)
[3:21] The #1 result clients get: financial clarity
[4:29] What a “battle plan call” looks like in the first 30 days
[5:12] Fixing low-hanging fruit: cash flow, organization, and clarity
[6:01] Why Simple CFO is different from bookkeepers and CPAs
[7:05] The importance of relationship, trust, and accountability
[9:23] What happens in the first 60 days of working with a client
[11:01] Real case study: fixing cash flow in under 30 days
[12:45] Why DIY systems don’t work without accountability
[14:44] The most powerful dashboards and tools we use with clients
[17:23] How forecasting and tracking drive better decisions
[20:14] A client transformation: from confusion to full clarity
[21:30] Scaling from 20 deals to 200 deals with profitability
[22:35] Going from no pay to $600K/year and building reserves
[24:23] The power of consistency, partnership, and staying the course
[26:33] Final message: you’re not alone—and it can be fixed
Key Takeaways
- Most business owners don’t know if they’re actually making money when they start.
- Financial clarity is the first and most important step to growth.
- The first 30–60 days are critical for cleaning up systems and creating structure.
- A CFO provides partnership, accountability, and unbiased decision-making.
- DIY systems often fail without guidance and consistent implementation.
- Tracking cash flow and forecasting drives better business decisions.
- With the right systems, businesses can scale profitably and sustainably.
Links & Resources
Book a free discovery call and get clarity on your numbers: profitrei.com
Closing
Thanks so much for spending time with me today. If this episode gave you hope or helped you see what’s possible with the right financial systems in place, make sure to follow the show, leave a review, and share it with another business owner who’s feeling stuck or overwhelmed. And if you’re ready to stop guessing and start building real clarity and control in your business, visit profitrei.com and book your free discovery call with our team.
