Brady CFO

Dog-tired of your accounting function just not working in your small biz and feeling like you lack the insights or strategy to propel your business financially forward? 

As President of Brady CFO, I understand that many small and medium-sized businesses don’t have the budget to bring a full-time CFO on board. 

And as a business owner, you're tired of trying to wear the CFO hat. 

The hat either doesn't fit, or you've run out of the capacity to play that role. 

Your time needs to be spent on more strategic functions and business development. 

And that is where we can help. 

With Brady CFO, you can leave the stress of managing your finances behind and get back to operating within your strengths. You can finally focus on what matters most to allow your business to thrive.

Brady CFO offers part-time CFO services to businesses that need it the most. 

Brady CFO specializes in small, lower-medium-size businesses. Brady CFO has expertise in the food, ag, distribution/logistics, and professional services segments. 

Brady CFO can help you to enhance the accuracy and efficiency of your financial reporting, develop long-term strategies for your accounting team build-out, cultivate financial tactics focused on cash management and margin improvement, provide expert finance planning guidance for large-scale asset acquisitions, and procure credit financing for any existing gaps in current cash flow. 

The Brady CFO team is highly experienced and can help your company optimize its strategies in ways that are values-oriented and straightforward.

President

Homegrown Organic Farms

I started as the Director of Finance & Supply Chain. I could have stayed in this position and oversaw financial reporting and supply chain compliance activities. And that would have been fine...

But, that’s not me. 

Most of my colleagues described me as a “dog with a bone.” 

If there was a problem to solve, I was hungry to solve it. 

Because of my voracity to solve deep problems of inefficiencies and help the finance and supply chain function not be seen as just another back-office necessity, I was eventually promoted to CFO and oversaw the financial strategy of a group of 7+ entities with total combined revenues of greater than $100M. 

I did this while still overseeing the supply chain strategy and development of our business, helping acquire and oversee 2 entities, starting a new ecommerce venture, and selling our parent company and forming an ESOP. 

I achieved my mission of changing the perception of a CFO from “number-cruncher” to strategic business partner.

CFO & Director of Supply Chain

Fanatic of Biz Strategy & Growth 📈 Husband & Girl Dad 👨‍👧‍👧 Podcast Host 🎙️CEO of Brady CFO.

Are you trying to scale your company without a background in accounting and finance and feel like you’re drowning in cash flow and investment concerns?

Do you find yourself constantly contemplating questions like… 

- How do I improve my margins and bottom line?
- Do I have enough cash, or what do I do with my excess cash? 
- How do I make my business more valuable? How do I maximize its sale price? 
- Why is my cash flow so terrible? I have sales growth but never have enough cash. 
- How do I get better banking terms and get banks to actually want to do business with me? 

As President of Brady CFO, I lead a team of Fractional CFOs to support values-oriented CEOs/owners in America’s backbone businesses — getting answers to these questions and solving your cash flow and financial performance frustrations. 

➡️ Our team of corporate financial experts helps you build the business of your dreams and never run out of cash. 

We serve business owners with $5M-$40M in annual revenue in the following industries:

- Food
- Manufacturing
- Logistics
- Warehousing/Distribution
- Construction
- Professional Services 

With Brady CFO, you're not paying for deliverables. You're investing in a creative and evolving financial strategy that fits the needs of your growing business. 

Here are some of our bragging rights: 

💥We secured a $10 million line of credit for a company experiencing two years of declining financial performance, with more favorable loan terms than their prior $2.5 million line.

💥We've expanded accounting teams to support growth from $40 million to $80 million in sales, cutting overhead with technology and reducing financial report times from 60 to 15 days.

💥We took a client from a $500k line of credit to a $2.5mil line with lighter bank covenants and a more dedicated banking partner.

💥We've facilitated numerous business sales and purchases, assessed many potential deals, and mastered business valuation and enhancement techniques!

Are you ready to elevate your business's financial health and drive sustainable growth?

Book a call today to learn more about working with Brady CFO ➡️ https://calendly.com/bradycfo/consultation-with-mason 
Services

As President of Brady CFO, I support a team of corporate financial experts who help you build the business of your dreams and never run out of cash. Our fractional CFO service firm provides strategic financial leadership to companies with $5M-$40M in annual revenue.

Mason Brady, MBA, CMAA

Everyone has their own conference and trade show strategy… 

I’ve personally found that sales and business development requires you to move outside of your comfort zone, a lot. 

You have to do things that are uncomfortable and that can suck. 

So, I’ve done booths. 

I’ve talked on stage. 

And I’ve learned my preferences and what strategies actually work well. 

But, I’m a highly relational person. 

And believe that people do business with folks they trust. 

And the best way to build that trust is to simply break bread. And of course usually talk about our kids. 

So, pre-game before Dirt World has been 5 coffees and lunch sessions with folks I’ve never met in person but built relationships with online. And quite honestly, there is nothing quite like breaking bread in person. 

Looking forward to Dirt World now! 

Chris L. was everything I expected in person. 

Ryan Fridborg, SPHR, SHRM-SCP you missed out.

Mason Brady

Construction 🚧 and Agri 🍓- business owners scale with us. We are a team of Fractional CFOs. We find capital and then manage your finances to build your dream business. Let's grow!

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Conferences mean converting internet connections into real life ones! 

Hanging out with some great folks serving the construction industry! 

Patrick Shurney provides training and coaching to growing contractors on how to become bankable and bondable! 

Thanks Dirt World for the venue to meet great people!

Coldwell Banker Caine

Elevates the marketing team’s deliverables with strategic and engaging written copy

Produces copy for social media posts, webpages, print collateral, email marketing, etc. 

Proofs marketing projects for compliance to company's brand guidelines and consistency in brand voice

Analyzes brand identity and strategize marketing projects to grow brand presence 

Assists marketing team with various projects for real estate agents

Brand Copywriter

Juliet Peay (Your Personal Brand Coach) 

LinkedIn: Optimize your profile, target your audience, and share content that establishes personal connections.

Websites: Establish your corner of the internet with confidence and killer copy so your dream clients don’t have to think twice about working with you.

Welcome Sequences: Welcome or nurture your community into your next offer, training, or program with copy that sounds just like you! Because building your know, like, and trust is my job, too.

Personal Brand Coach + Brand Voice Copywriter

Assure Alliance, Inc

Manages and executes overall marketing campaigns and events

Creates and manages distribution of marketing collateral

Creates relevant and industry-focused content for website, email campaigns, and social media channels

Establishes strategic content calendar for website and social media channels

Communications & Events Coordinator

gvl ENTHUSIAST

Created gvlenthusiast.com as a personal and lifestyle blog focused on local food, fashion, fitness, and fun experiences in Greenville, SC

Content Creator 

Think Up Consulting

Provides support to CEO in day-to-day operations
Acts on behalf of CEO as requested
Coordinates travel arrangements, communications, and team recognition
Maintains confidentiality at all times
Tracks time and expenses with accuracy
Coordinates and manages client, internal, vendor, and social meetings and events on behalf of CEO
Provides support to teams by taking notes at meetings, coordinating travel, and preparing expense reports
Provided temporary support in accounting department by managing invoicing, billing, and posting expenses
Experience with Quickbooks and Mavenlink software

Executive Assistant to CEO

Medium

Contributing writer focused on relating pop culture to the workplace. Featured in Productivity and Work categories.

Contributing Writer

Dority & Manning, P.A.

Event Planning:
Conceptualized and managed the execution of special events
Planned firm events including holiday parties, luncheons, meetings, and United Way campaigns

Marketing:
Developed marketing materials for events
Created standardized customer focused materials including promotional packets on the firm
Planned and coordinated client gifts
Collaborated with vendors to ensure the production of marketing materials
Curated internal newsletter

Operations Support:
Proofed patents for accuracy
Prepared patent folders
Managed all front desk responsibilities
Maintained inventory for front desk needs
Completed maintenance requests 
Assisted legal team as needed

Administrative Assistant

Broadstreet Partners

Marketing:
Created proposals (flyers, BOV’s, tour packages and other marketing pieces)  in coordination with brokers
Researched and created data searches within Costar and Loopnet for inclusion in reports	
Conducted campaigns using mass email of business development pieces, market trends and forecasts
Facilitated proposal pieces and other marketing collateral
Implemented a social media strategy to include LinkedIn
Provided aeriels, demographics , comps and other data collection activities as directed by broker

Office/Administrative:
Managed financial data using QuickBooks and Excel
Created multiple prospect databases and updated contact address book
Maintained filing systems for all projects and paperwork
Ensured proper billing of clients and audited invoices for accuracy
Performed tasks for new listings, changes in listings and close out of listings
Handled phone calls and directed them to the appropriate party
Assisted with writing letters, proposals, leases and contracts
Filing, copying and scanning as directed by brokers
Maintained key box for brokers
Performed additional duties as directed

Marketing Assistant

Redhype

Wrote and edited blog posts and press releases
Wrote commercials for product demonstration
Researched current trends in marketing and technology 
Brainstormed ideas for blog posts, slogans and brand strategies
Researched media kits and compiled media contact information
Created spreadsheets for media package, invite lists, and trade shows

Marketing Intern

Want to attract an audience of clients and employees YOU actually want to work with?

As a brand copywriter and personal brand coach, I help relationship-focused brands and entrepreneurs build a business they love by getting to the heart of their vision, and sharing a message that connects with like-minded people. 

🥳 "If you are looking for a talented copywriter, Juliet is your girl! I was looking for a partner for my team’s copywriting projects and Juliet has delivered again and again, even having clients come back for repeat work. She truly listens as a partner and has a natural knack for copy that converts. I recommend her wholeheartedly!" - Henna Pryor, 2x TEDx Speaker + Global Keynote Speaker

🥳 “Juliet is so fun to work with and has the perfect personality to be able to capture her clients’ voice… She helped me fine tune my personal brand and jump start my blog which I’m so very grateful. I enjoyed working with Juliet and can’t recommend her enough! ” - Brandon Aguirre, Sales Leader

🥳 "Juliet took the time to get to know me, my style, and my audience. She wrote for me, only she made me way better than I could have ever made myself. I had ZERO changes and/or suggestions in the sales page, email, and social media copy. That has never happened before!" - Melissa Smith, The PVA 

🥳 "I write every day here on LinkedIn but for some reason had a huge brain lock when it came to an official bio for my work website. She was able to draw the perfect summary out of me with a short conversation and quick google form!... It's something I'd been stressing about and putting off doing for MONTHS! Highly recommend working with Juliet!" - Ariel Lee, Financial Advisor

Want your message to connect to the RIGHT people? Let's chat! 

Let's connect! No sales, no pitches, DM me to schedule an Actually Social 15 minute call.

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Juliet Peay 🥳

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The Battle

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Juliet Peay 🥳

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Posts

Engagements

Likes

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