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

Accountant to the wine industry | Podcast host | NBBJ 40 under 40

THE Accountant to the Wine Industry!

With over 19 years of experience in accounting, I have spent the last 11+ years specializing in helping wineries and wine businesses optimize their financial operations to make better business decisions! As the founder of Protea Financial, an accounting business founded in March 2014, my mission is to provide better accounting for everyone. And we strive to do that every single day for each of our clients!

I achieve this by sharing easily digestible advice to help you understand accounting and its fundamental principles. As a small business owner, I know firsthand how many hats you must wear. Bookkeeping and accounting shouldn't be one of them. Let's get you the reliable and consistent help you need!

Professional Background

I hold a Post Graduate Degree in Accounting and am a Chartered Accountant (South Africa). My career includes roles at large private companies and 4 years at a Big 4 accounting firm, KPMG, where I gained extensive experience across various sectors including manufacturing and food and beverage.

Discover Protea Financial

If you haven't heard of Protea Financial, check us out! We're unique and on a mission to revolutionize the outsourced accounting environment. We focus on delivering high-quality, timely information. We believe great accounting should be affordable and that you should have access to the best talent, no matter where they are in the world. We've been working remotely since 2014, bringing our expertise to clients wherever they are.

Beyond Accounting

I'm also a passionate advocate for knowledge sharing, hosting two podcasts, Protea Weekly and Protea Conversations. In 2024, I was honored as a North Bay Business Journal 40 under 40 recipient. Beyond my professional life, I am a husband and father to two amazing boys. I have a passion for soccer and volunteer as a board member and coach at our city soccer club. Additionally, I serve as an Assistance Group Leader at Provisors.

Always, Be kind!

Check out my other Social media:
X - https://x.com/zane_stevens_
Instagram - https://www.instagram.com/the_operational_accountant/

Check out my podcast:
https://rss.com/podcasts/proteaconversations/

Follow Protea Financial on Social media:
Learn more by visiting us on these platforms:
Website - https://proteafinancial.com/blog/
LinkedIn - https://www.linkedin.com/company/1083...
YouTube - https://www.youtube.com/channel/UCwo27_BLQESQand0WjBEiig

Zane Stevens CA (SA)

I’m tired!

But I still have a smile on my face!

I landed in Heathrow from SFO as I completed my first leg of three for my trip to see our South African team.

I am excited for a few days of connecting with all the amazing people who help Protea Financial thrive on a daily basis! With all their hardworking and insight we are able to add value to our clients and ensure they receive the service and information they need to be successful!

Now to try find some decent coffee before my flight to Johannesburg.

Have a great Friday!

I help wineries make better decisions in pursuit of their dreams.

No alternative text description for this image

What a great day!

After starting the week talking to the management team it was great to spend time with the whole team in office today!

It was great to see those who have been around for a very long time as well as get to meet some of the newer team members for the first time.

Though these trips can be exhausting i always walk away from them with excitement, energy, and happiness that our clients are in great hands.

Two days down, one and a half to go!

#accountingandaccountants

Is your firm future-ready?

That was the question for a webinar I was a part of yesterday.

And the short answer is possibly.

Especially if you have a well-defined vision, understand what you do and whom you do it for, have great people around you who are aligned with your vision, and have great tech partners.

I could talk about these topics for a very long time, and probably will at some time, but I wanted to share some of our key tech partners for Protea.

Internally, we use:
Practice management - Karbon
GL - QuickBooks Online
Billing - Ignition
Payroll - Gusto
Performance Management - 15Five
File Management - Dropbox
Knowledge Management - Guru
Productivity and communication - Microsoft 365 and Teams
AI - ChatGPT and Microsoft Copilot
Meeting Intelligence - Ping Assistant
Password Management - RoboForm Password Manager

We love this stack!

We have a lot of great partners and work with them to ensure we are productive and effective, and, most importantly, add value to our clients.

We continue to strive to be future-ready each and every day!

Is your firm future-ready?

#accountingandaccountants

Accounting tip of the day. 

One for/to help my tax friends.

Tax season is a major grind. I wish this were not true, but even for the most progressive of firms, it is still a difficult time of the year.

Here's what you can do to help your tax pro: 
- Be organized and send all documents at once
- Send documents early, and review and sign ASAP
- Complete their tax questionnaire/organizer if they have one (and I hope they do)
- Pay quickly (everyone loves this!)
- Don't bombard them with check-ins; they will get to you
- Remember, extensions are okay
- Be nice to them, kindness goes a long way

#accountingandaccountants #accounting #smallbusiness #smallbusinessowner 

This advice was adjusted from a Tweet on X by @patrickdichter 

PS - If you're a winery looking to build an accounting team, Protea Financial can cover all aspects! We will provide you with rockstar bookkeeping and all the fancy extras!

Hey accounting friends

Quick question for all of you.

What payroll companies are we all loving at the moment?

#accountingandaccountants #accounting

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Zane Stevens CA (SA)

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The Battle

Mason Brady, MBA, CMAA

Zane Stevens CA (SA)

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Posts

Engagements

Likes

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