Zeb is great. Easy to talk to and has wonderful ideas. Zeb knows how to talk to folks who don't have accounting vocabulary.
I have been very amazed and pleased with Zeb's know-how and professionalism. I've interviewed other freelance CFOs who basically said "Create a scope of work for what you need, and I'll give you a quote!" Well -- as a small growing business who's never had a CFO, I don't know what I need. I don't know what I don't know. But Zeb knew. He knew exactly what I needed here and now, and what we'll add on in the future as the business grows and other needs become clearer. You get a sense during Zeb's onboarding process that he knows what you need -- even if you don't know -- and that gives priceless peace of mind. Other freelance CFOs have claimed "A good CFO can go into any business or industry and know where to begin!" And while I generally believed in that, it makes sense that a full-time CFO would be dedicated to the nuances of the business or industry, but an unrealistic expectation of a freelance contractor to know the nuances of multiple industries they serve. Zeb knows my industry very very well. He knows the industries I'd like to branch off into. He knows metrics of peers in my industry, and other industry-specific benchmarks. The decision to hire a CFO is not an easy decision to make, especially for a seasonal business that breaks even. But that is probably a good time to take a leap-of-faith, or a calculated risk, that someone knowledgeable in finance can help improve P&L and strengthen the balance sheet for further expansion. If you sense you'll be holding the hand of your CFO, your situation won't likely improve; in fact, it will probably cost more in the end. My experience with Zeb has been the opposite. I can hand Zeb the ball and he knows what direction to run with it (and he's surprisingly fast!). We huddle up a few times each month, and he runs further with the ball. Little by little, I'm learning things I didn't know before, with peace of mind that our books are shaping up, our performance will improve, and we'll run our business with intention. Its been eye-opening, and it's been fun! It's also been a relief that I don't have to learn this in such great detail, along with the other things on my plate to learn. I feel very comfortable that Zeb is the right choice to help us take our business to the next level!
Zeb clearly possesses a high level of competency, and in my short interactions so far with him, seems to have excellent communication in his delivery of services. I look forward to continued engagement with him.
I have enjoyed the inspiration, clarity and direction provided by Zeb's financial knowledge. He has guided me towards a better business model and with realigned goals I am moving forward with an improved business strategy.
As always well done, concise easy to follow conversation
This was a breakthrough consult. I'm working to get my books in shape so I can know if I'm making money. There's been a huge unknown for how to account part of my business, and after today it is simple and clear.