Escalon Services, Inc.

Presidents Club 2023 136% of plan
Full Cycle Account Executive -Working with VC backed companies in the CPG, Life Science, and Tech Industries

Account Executive

Paylocity

I worked with Major and Emerging accounts to streamline their technology relating to automation of business administrations. Pioneered several Enterprise level relationships between Paylocity and companies such as Deloitte, and brokered new API connection partnerships with several insurance and financial advisory firms.

Major Account Executive

I specialized in providing small business owners solutions for their Human Resource and Payroll needs. Additionally I promoted strong business to business relationships, and network within accountant firms to provide their clients with compliance and regulatory peace of mind.

Centric District Manager

Centric Associate District Manager

East West Bank

Business Banking Relationship Manager

American Motorcyclist Association

Competed nationally and internationally in motocross and supercross. Ranked 13th in the world, 2005.

Professional Motocross Racer

VC backed Startup Advisor

Banking, Insurance, and Financial Consulting from Fortune 40 through Startup.- Licensed Insurance Agent - MDRT Awardee - 4 time National Motocross Champion - 4 time Presidents Club Achiever - ADP, Paylocity, Escalon

With over 14 years of experience as a startup advisor, I bring a wealth of knowledge and expertise in venture capital, accounting, banking, HR, payroll, insurance, recruiting, managing, and financial advising. 

I have helped dozens of startups achieve success and growth by providing strategic guidance, financial advice, and operational support. I am passionate about supporting entrepreneurs and helping them navigate the challenges of building and scaling their businesses.

Randall Hall

Fradel Levin - Harbour Finance Ltd

- Providing expert financial consultancy to CEOs and business owners by implementing accounting systems that enhance cash flow management and optimize tax efficiency.
- Helping CFOs and accountants utilize their LinkedIn presence for client generation, increase income with fewer clients, and deliver more efficient services.

Managing Director

Blair Group

- Implementation of new accounting and management system
- Deal with accounting for acquisitions, loans and disposals
- Maintain joint venture accounts
- Manage year end accounts process

Finance Manager

Goldstern Creativity Limited

- Reduced annual tax adjustments by 30% through better financial control
- Created periodic reports comparing budgeted costs to actual costs
- Analysed monthly balance sheet accounts for corporate reporting
- Optimised and managed research and development spending through collaboration with key business leaders.

Finance Director

Cash Queen 👑 I help CPAs and CFOs with Value Based Pricing and show you how to build a solid LinkedIn Presence💰 Helping business owners build financial freedom

Hey, I’m Fradel. 👋


A few years ago I was stuck at a low-paying job and working crazy hours. Fast forward to today, my business has unlocked for me the sweet taste of financial freedom.

Sound like a dream? 
Here’s how we can make it happen for you-


👉 FOR CFOs, CPAs & ACCOUNTANTS

Does this sound like you?

🗭 "I KNOW I need to upsell my clients, but I'm not sure how to do it right and what to charge"
🗭 "I need to add advisory CFO services, as I want to help my clients take their business to the next level"
🗭 "I need to build a LinkedIn presence to land high-paying advisory clients"

I CAN HELP.

I am an accountant myself and have built a profitable CFO firm with a team to help me deliver. I'm in the trenches every day and I know exactly what works and what doesn't. 

I show you how to build premium packages so you can command premium prices and close deals like a pro.

Selling is a science. And I’ve successfully used that science with accountants and CPA’s to amp up their LinkedIn strategy and helped them reach $35k+ in recurring revenue on a monthly basis. 💸

Sound like we may be a fit? Send me a DM 


👉 FOR BUSINESS OWNERS:

We provide top-notch bookkeeping, consulting, and CFO services. We mainly work within Construction, retail and service-based industries.

Struggling with tight cash flow, not seeing your bank balance rise, or are stuck in debt and confused about where your money is going???

Worry no more, you are in the right place-

We dive deep into the company's financials and interpret the story to our clients’. 

I use my “CFO Success Method” to analyze the 4 P’s in your business:

🧑‍🤝‍🧑People- Is every team member on the right seat and clear with their role and responsibilities?

🏗️Product- What do you sell and, who is your client ?

🔁Process- What's your process to go from first point of contact, to delivering your service/product?

🤑Profit - We create sales targets, analyze your pricing structure, and help you deal with cash flow issues

Within a few weeks, we create a plan on how we would change things up to achieve YOUR financial goals. 👏

I’ve helped companies pay back over 750k in debt within 3 years of working together.
And I’ve shown others how to double their profits, by helping them focus on the services that are making them money and ditching the ones that aren’t.


Questions?
🤝Send a DM and start a conversation.

📆Or book a call directly on my calendar - TalkToFradel.Com

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The Battle

Randall Hall

Fradel Levin ACCA

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