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!

Protea Financial

Protea Financial’s Founders started Protea in 2014 to solve their own problem- finding high quality and cost-effective accounting for their own businesses. Two people filling a void has grown into a team of more than 20 professionals providing high quality accounting and bookkeeping to more than 60 clients. 

Protea provides flexible, audit-trained bookkeeping and accounting solutions. With a local management team and account managers, Protea provides business owners and managers with financial information and insight for making decisions. Protea’s goal is to provide, at costs below the market average, timely, accurate, and high-quality financial information on which a business can act.

Protea provides services to take over the burdens and responsibilities of finding, managing, and training an accountant or bookkeeper for businesses and free up proprietors’ time, so they can focus on building their businesses.  Based on a client’s needs, Protea can provide any combination of standard bookkeeping and accounting, either as a fully-outsourced service managed by Protea or by adding a dedicated full-time or part-time accounting professional to your team at a significantly lower cost than what you would pay to hire an accountant or bookkeeper.

Founding Partner

Third Leaf Partners

Accountant

NOVATO YOUTH SOCCER ASSOCIATION

Vice president of recreational soccer

Part of the community providing Youth Soccer for all since 1979.

NYSA provides recreational soccer to 1,400 kids each fall and ongoing programs for development and fun, including camps and clinics. 

The organization also supports the competitive program, North Marin United.

Board Member

Executive Board Member

ProVisors

ProVisors is a prominent national networking organization specifically tailored for Trusted Advisors. It distinguishes itself by fostering a community that emphasizes the creation of deep, meaningful relationships among its members, which can significantly impact their business. The organization operates on a unique system that focuses on four key principles: maximizing referrals, fostering a culture of "Know, Like, Trust, Refer," encouraging the principle of reciprocity, and facilitating deep connections in less time on a national scale.

Current role - Assitant Group Leader

Executive Committee Member

ProVisors is a prominent national networking organization specifically tailored for Trusted Advisors. It distinguishes itself by fostering a community that emphasizes the creation of deep, meaningful relationships among its members, which can significantly impact their business. The organization operates on a unique system that focuses on four key principles: maximizing referrals, fostering a culture of "Know, Like, Trust, Refer," encouraging the principle of reciprocity, and facilitating deep connections in less time on a national scale.

Member

San Francisco Business Times Leadership Trust

The San Francisco Business Times Leadership Trust is a growth-focused community for business owners and executives in San Francisco. It's a platform for making high-quality connections with local business leaders and provides opportunities for members to publish in the San Francisco Business Times, enhancing their recognition as industry leaders. Members can participate in expert panels, virtual events for professional and personal growth, and coaching opportunities. The community focuses on cross-industry collaboration and offers benefits like networking, publication opportunities, and access to luxury travel and lifestyle benefits through the EXEC program.
As an active member, I have published multiple articles and contributed to many opinion pieces.
https://trust.bizjournals.com/profile/Zane-Stevens-Founding-Partner-Protea-Financial/fc4fa4d4-a5ed-41ee-8b8d-31a6bdb414c6

Young Entrepreneur Council is an exclusive, invitation-only community for young entrepreneurs who are below 45 years old.
YEC offers a range of benefits to its members, including one-on-one coaching, exclusive content access, networking opportunities through in-person gatherings and virtual webinars, a personalized concierge team, travel benefits, and the opportunity to publish on big media sites like Forbes. The organization aims to help members solve revenue or leadership issues, grow their personal brand, and provide a platform for connecting with other like-minded entrepreneurs.
As an active member I have published multiple articles and contributed to many opinion pieces.
https://yec.co/members/profile/Zane-Stevens-Co-founder-Protea-Financial/5dd57727-7dd6-4cad-8c1c-8058c3b47c26

Syntell (Pty)Ltd.

Responsible for all group accounting, inventory management systems and financial reporting for publicly listed company
Mentored, trained, and managed a team of 25 accountants and bookkeepers
Oversaw the maintenance of the SAP ERP (Enterprise Resource Planning) software; planned and executed developments and improvements for the ERP system
Developed IFRS accounting systems for two major projects generating R110m ($10.5m) in annual revenue
Responsible for BBBEE (Broad-Based Black Economic Empowerment) and sustainability reporting

Group Management Accountant

Management Accountant, Traffic Business Units
Responsible for all accounting, reporting, and inventory management for business units
Served as acting general manager of the business unit during supervisor’s extended absence

Management Accountant, Mikros Group
Responsible for all accounting, reporting, and inventory management for business units
Led the conversion from Pastel to SAP to align the subsidiary business with the group’s accounting systems
Developed and established the protocols and procedures for the business’s inventory system in SAP

Management Accountant

KPMG South Africa

Lead auditor on accounting improvement and information technology advisory projects
Led audit teams of 2 to 5 accountants executing audit and accounting assignments for public and private companies

Supervisor

Completion of Chartered Accountant traineeship
Nationally a top rated audit trainee
Led audit teams of 2 to 12 accountants executing audit and internal audit assignments for public and private companies
Key team member on a large national profitability improvement project
KPMG International Certified technical and soft skills trainer

Trainee Accountant

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

THE Accountant to the Wine Industry!

With over 18 years of experience in accounting, I have spent the last 10+ 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

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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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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Mason Brady, MBA, CMAA's LinkedIn Performance

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