VIRTUAL ACCOUNTING SHOW WHAT'S HAPPENING
CFO ADVISORY
By SecureCFO Advisory Services
CFO Advisory: Transform your business into a thriving, profitable enterprise. With SecureCFO by your side, you gain not just a Certified CFO but a strategic partner dedicated to ensuring your business’s financial health and growth. Let’s simplify your finances and set clear, actionable paths forward.
As a certified CFO, We bring a robust blend of expertise and accreditation to the table, ensuring that my strategic financial management not only aligns with industry best practices but also drives substantial value and innovation in the services sector. My certification is a testament to our commitment to excellence and our capability to navigate complex financial landscapes effectively, making us a trusted advisor in your journey towards greater profitability and business success.
Why Choose SecureCFO?
CFO Advisory: Clients choose to work with us as their CFO because we excel in tracking profit and cash flow, analyzing financial strengths and weaknesses, and most importantly, implementing effective corrective actions. Our focused approach transforms businesses into thriving, profitable, and successful enterprises by clearly defining objectives and executing strategic next steps.
What a Certified CFO Can Do for Your Business
Give you financial oversight.
- Get someone who knows how to grow successful businesses that make real money.
Be your go-to financial guide.
- Get a ‘go-to’ financial expert who will be with you every step of the way.
Give you direction on what to do.
Get direction on the exact next steps to have a growing and successful business.
Understand your numbers.
A successful business is one that understands and is improving their numbers.
Be a trusted confidant.
Finally have someone to turn to for advice and to bounce ideas off of.
Own a machine. Not a job.
Your business needs to be a machine that makes money for you. Not a low-paying job.
Facing These Business Challenges?
WE HELP SOLVE SOME OF YOUR BIGGEST CHALLENGES.
The Problem: You being the expert in your craft is an advantage to getting the business started but now it’s become a disadvantage. You wear all the hats – the ones you’re good at and the ones you’re not good at. At this point you can’t grow the business because you’re too busy being the business.
The Solution: We help you build a business which can work without you working in every role or working longer and harder.
The Problem: You don’t have the cash you want or need and without the cash you cannot create more profit. You’re stuck.
The Solution: We help you make more money from your business so you can pay yourself more or re-invest it back into the business to generate more cash. We will spot the red flags and opportunities for increasing profit margin without necessarily increasing sales.
The Problem: You might be looking at too many numbers, or none at all. Are they even the right numbers to watch? Standard financial reports from Quickbooks? Pfff…those are confusing/not helpful because they weren’t made for you (a business owner) – they were made for accountants, investors and Wall Street. What about a bookkeeper or CPA? Well they are paid to focus on recording past transactions and keep you square with the IRS. All necessary tasks but that doesn’t help you understand how to build a more profitable business.
The Solution: We build a scoreboard for your business so you’ll always understand not just your financial health but what functions of your business are working as they should.
The Problem: You started a business and business happened. You never had a chance to reflect on what you need out of the business or what you want it to be “when it grows up” so, you’re driving without a destination. Because of this, you cannot set targets for what drives your revenue, profit and cash flow. At this point you’re just hoping to arrive at a better destination than where you’re at today.
The Solution: We help you establish clear goals for your business down to what drives revenue, profit and cash flow so we create the outcome you want rather than hope it happens.
The Problem: Stepping over dollars to pick up dimes. Shiny object syndrome. No shortage of tasks screaming at you 24/7. However, you don’t know what to focus on to make a difference in your profit and cash flow…your bank account. You don’t have a trusted resource or a system to help understand where to focus you and your team’s efforts.
The Solution: We develop a plan for your business and help you see where to focus your time and resources. When this plan is achieved, you will hit your goals and have a growing, more profitable business generating the cash you want as the owner.
At SecureCFO, we tackle these common but debilitating issues head-on, streamlining your operations and enhancing profitability.
HERE’S HOW IT WORKS
1. THE TARGETS
In the first few weeks we will get to know you and your business, understanding your goals.
Right away we will build a plan designed to improve the profit and cash flow of your business and achieve the goals.
2. THE SCOREBOARD
Each month we will give you a straightforward business scoreboard.
This will clearly show you what’s going right and what’s going wrong in the business. Don’t worry, it’s built for business owners, not accountants.
3. THE ASSESSMENT
Each month we will analyze your business and financial health.
We will determine exactly what’s holding you back from more profit, cash flow and achieving the established goals for you and the business.
4. THE ACTION PLAN
You will always know what to focus on this month, no more confusion.
We help you develop a short list of the most important “next steps” that need to happen in the next 30-days to stay on track.
COMMON QUESTIONS ABOUT WORKING WITH US:
While our framework works for any size business, we’ve found our most successful partnerships to be with companies between $750K and $5M in annual revenue when we started working together.
We’ve found if you’re under $750K, there’s not enough levers to pull yet for us to back up our claim that we will not be a cost to your business due to helping grow profit.
Additionally, while we hope to be with companies well beyond $5M, we’ve found that business owners over this threshold likely have enough profit dollars to not have the same drive to experience change in their business.
Yes, many owners we work with refer to us as their “CFO”.
We are what you get when you mash together a CFO + experienced business advisor ranging from marketing to sales to operations and HR + business owner therapist!
Whatever you want to call that is fine with us (as long as it’s nice). We’re just here to help you get results. Click here to learn more about us.
While our framework is industry agnostic, because our approach makes for a solid foundation for any business, we know service-based business like the back of our hand. We have extensive experience in high-growth small-to-medium services business. Many owner exits, M&A transactions and appearances on the Inc. 5000 list. We have direct experience owning or influencing marketing, sales, operations, finance, HR, legal, etc. Businesses that heavily rely on it’s people is what we know and what we love.
Additionally, we heavily focus on determining if we are a good fit to work with the business owner.
Common qualities are: Those who are ready to grab the bull by the horns. You’re either sick of how things are or need guidance getting to the next level. Things are getting bigger, fast and you need help. You’re an action taker and not looking for a silver bullet, you’re ready to act with intentionality and purpose. While our framework and process works, it requires your effort to work ON your business (but we’ll guide you).
They record your past transactions, we use the data they record (in addition to other data) to inform the work we do together. We are here to help you understand what’s working and what’s not working in your business and what to do about it and our analysis extends beyond your basic financial statements. We tell you what’s working and not working in your business – down to marketing, sales and operational issues.
We are here to monitor and improve profit and cash flow while helping you get from where you are today, to what helps you achieve your vision and goals.
Yes. The numbers and your data simply inform us of how your business is performing, in what areas. Some customers like discussing their numbers in depth, some don’t. Either way is fine. What’s important is, we at SecureCFO know what numbers to look at to help you grow your profits and your business and where to go next to do so.
We will meet monthly via Zoom. However, if you are faced with a question on your action plan items, confused about next steps or need to talk through a challenge in your business, we encourage you to reach out. We are here to see you succeed.
No. We prefer to keep customers due to results, not contracts. We value relationships built on trust and performance over legalities.
We need to go through the free financial assessment to give you an exact price.
- It’s straightforward and you always know what to expect.
- We don’t want you to feel nickel and dimed by reaching out to have us help you. Our ultimate goal is to help you be more profitable and thrive and a phone call or email shouldn’t get in the way of that.
Everything you spend money on should have an ROI and we’re no exception. If we’re a good fit to work together, we will more than cover our monthly fee from helping you increase profits.
We simply won’t take from a small business where we cannot do that.
With that said, we offer a quarterly or annual clarity session for customers who are not yet a ‘right fit’ for our monthly program due to size. You’ll leave the session with the same clear path to achieving your goals, and a plan of action, as our monthly customers do.
Hear from Our Clients
“Our business has transformed under the guidance of SecureCFO. I finally have the insights needed to drive my business forward effectively.” — John Nessim, Nessim Works Web Design
“Basil’s financial knowledge can help you start a new business or turnaround an existing one. He takes the time to not only review every aspect of your business, but he also takes extra time to make sure YOU understand the process as you work through it together. If you want to grow a strong and profitable business, you should take a moment a schedule a meeting with Basil. You will not regret it.” — LuAnne Spurrell, Bethesda magazine
“Basil Zaff of Secure CFO, is an exceptional advisor, whom I’m proud to refer to my Clients. He is a member of our Group, which clients enjoy announcing the following statement, “we want to Join Our Team (JOT).” — Michael Garrity, The Garrity Group
“As business owners, we want to know exactly how to grow organically with the right systems and processes in place, and with a clear vision of where we need to double down or pivot. Basil with Secure CFO is the person to call for helping owners like us. He’s knowledgeable, patient and personable. Call him if you want to own a business, not a job!” — Rosa Ramirez, New America Restoration
SIDE EFFECTS OF WORKING WITH US MAY INCLUDE:
- MORE CASH. Keep more of your sales in your pocket.
- MARGINS GROWTH. More efficient with your time & profit.
- LESS HEADACHES. Reduced confusion, stress & worry.
- CLARITY. Know what areas of your business work, or not.
- FOCUS. Know where to spend your time as business owner.
- DIRECTION. Know where you’re going and how to get there.
- FREEDOM. Of time & money. (Maybe a vacation?)
- INCREASED VALUE. Your business will be worth more.
GETTING STARTED IS EASY
- Book a call – let’s make sure we’re a fit.
- We give you a FREE financial assessment.
- Get started with your new CFO and have a clear plan for this year in the first 2 weeks!
SCHEDULE A Right-Fit CALL
WHAT MAKES ONE
FIRM OF ACCOUNTANTS
DIFFERENT
FROM
ANOTHER ?
Is it even possible when they all appear to deliver broadly identical
services and their employees are trained in the same homogenous
fashion ?
The top business minds tell us that differentiation is the key to success.
So, how can it be that a firm such as SecureCFO has survived?
The answer is simple; it’s all about OUR ATTITUDE & OUR METHOD!
OUR METHOD -
BUSINESS OXYGEN
Whether you’re in the early stages of growth, scaling up, a maturing business, you will find that SecureCFO’s relationship driven ethos compelling to helping you overcome the financial, and business issues you may face.
This unique method to service delivery is based on putting people first and can be summed up in three words; Integral, Essential & Chemistry.
INTEGRAL
Integral to your future
You need a financial partner who will be an integral part
of your business. Our partners and teams draw upon their
wealth of experience to save you time, money and stay
compliant with ever changing legislation.
By providing insight and access to vital management
information, this keeps you informed of performance
and in control of profitability. That way you can see the
opportunities for growth and how to achieve it.
ESSENTIAL
Essential elements for your success
By acting for a wide variety of organizations, we have
developed an abundance of skills that are the essential
elements to improving back office operations and
achieving greater efficiency.
We can handle these compliance matters on your behalf,
freeing your time up to focus on running the company.
You can then work on your business, not just in it, placing
you in greater control of your destiny.
CHEMISTRY
Chemistry - The natural bond between you & us
Our firm distinguishes itself by the quality of its personnel.
Investing in the right blend of people, training and
technology means we enioy lasting relationships with our
clients based on delivery, trust and chemistry.
It is the reason why SecureCFO and our clients have
thrived in even the most challenging economic
environments
