WHAT I DO: I help $1m-$15m businesses solve cash flow & profitability problems by implementing a one clear path CFO business advisory system, and other high-level accounting services.I do it by utilizing many years of experience as an accountant and leveraging information in financial reports, and interpreting numbers.WHO I WORK WITH: I partner with service-based business owners who are looking to get more strategic about growth.WHAT MAKES MY FIRM DIFFERENT?… Show more WHAT I DO: I help $1m-$15m businesses solve cash flow & profitability problems by implementing a one clear path CFO business advisory system, and other high-level accounting services.I do it by utilizing many years of experience as an accountant and leveraging information in financial reports, and interpreting numbers.WHO I WORK WITH: I partner with service-based business owners who are looking to get more strategic about growth.WHAT MAKES MY FIRM DIFFERENT? We help you achieve your profit and lifestyle goals. We do this by leading with advisory services to truly drive growth within your business while integrating your desired lifestyle into your business strategy. We do provide accounting and bookkeeping, but we are able to leverage that information and help you improve processes.MY WHY: Ultimately, I am driven by results and am passionate about helping businesses reach the next level. I enjoy establishing accounting practices and management tools and KPIs to locate and eliminate obstacles for more efficient performance. I love working to understand the financial picture, identify and improve foundations and structuring for greater performance and efficiencies, and understand and improve the overall value of the business. READY TO TALK? Reach out to me directly here on LinkedIn, email me at basil.zaff@securecfo.com, or Book a call here: https://securecfo.com/right-fitAREAS OF EXPERTISE:Fractional CFO | Business Advisory | Accounting | Bookkeeping Show less

SNAPSHOT:As a Managing Consultant, I provide operational, strategic planning, and organizational development services. I exude excellent people and communication skills to deliver persuasive presentations, effective client engagement, and committed to exceptional client service. DELIVERED RESULTS:• Provide client services to implement and analyze corporate real estate projects, business support, manage real estate, procurement, lease management operations, and facility… Show more SNAPSHOT:As a Managing Consultant, I provide operational, strategic planning, and organizational development services. I exude excellent people and communication skills to deliver persuasive presentations, effective client engagement, and committed to exceptional client service. DELIVERED RESULTS:• Provide client services to implement and analyze corporate real estate projects, business support, manage real estate, procurement, lease management operations, and facility management.• Perform studies to provide data results and evaluate, prioritize, and measure progress and success of projects assigned. • Engage with companies, shareholders, and public stakeholders to encourage business opportunities, coordinate deep dives, build upstream pipeline transactions, new business, and market development.• Develop business budgets, gather data, establish quality controls and metrics/KPIs, and provide management oversight.• Manage external relationships and portfolios to maximize the impact of financial and real estate investments and projects while performing high-quality interactions and providing precise and consistent communications with partners in the field.• Build strategic relationships with target audiences and provide strategic partnership, joint planning, coordination, and convene meetings for key stakeholders, support acquisitions, improvements, and maintenance of office needs.• Review letters of inquiry and grant proposals; provide concise and insightful written analyses and recommendations for funding; draft and edit proposal summaries and progress reports for existing grants for leadership review.• Oversee internal processes, contract administration, order processing, portfolio management, continuous improvement for accurate documentation for formative performance management purposes, grant budgeting, efficiencies, and reporting. Show less

SNAPSHOT:As a Tax Specialist, I assisted clients in preparing, planning, and filing federal and state tax income returns leveraging tax knowledge, strong work ethics, integrity, dedication to customer service, and quality—researched tax laws to confirm appropriate options to apply.DELIVERED RESULTS:• Scheduled appointments, conducted in-person/virtual interviews to explain tax preparation processes, and gathered information. • Prepared and file federal and state tax returns… Show more SNAPSHOT:As a Tax Specialist, I assisted clients in preparing, planning, and filing federal and state tax income returns leveraging tax knowledge, strong work ethics, integrity, dedication to customer service, and quality—researched tax laws to confirm appropriate options to apply.DELIVERED RESULTS:• Scheduled appointments, conducted in-person/virtual interviews to explain tax preparation processes, and gathered information. • Prepared and file federal and state tax returns for U.S. residents, expatriates, and foreign nationals with diverse financial interests.• Increased client engagement, support, and service by leveraging new tax software to perform tax planning during tax year season.• Contributed to the business growth by increasing client retention through cross-selling company tax products and services.• Served as the primary point of contact for key clients in real estate, consumer products, fitness, private wealth, and investment management industries while maintaining strong relationships for repeat business in the next tax season.• Recognized for expertise in strategy, resource optimization and realignment, organizational change management, and culture-building for reorganization. Show less

Spearheaded strategic planning, financial administration, and project management with a focus on real estate operations. Liaised with Board of Directors on organizational changes and resolution of business issues. Managed tenant relations, projects, budgeting, accounting, and insurance compliance functions. Drove business development, forecasting, and sales. Demonstrated leadership and management abilities, including analytical thinking, decisive judgment, ability to motivate staff, and… Show more Spearheaded strategic planning, financial administration, and project management with a focus on real estate operations. Liaised with Board of Directors on organizational changes and resolution of business issues. Managed tenant relations, projects, budgeting, accounting, and insurance compliance functions. Drove business development, forecasting, and sales. Demonstrated leadership and management abilities, including analytical thinking, decisive judgment, ability to motivate staff, and strategic vision.• Advised senior executives and senior leadership on the best use of program funds, resolve questions and issues, make determinations and decisions on how to spend or apply to fund. • Led program-wide efforts to improve organizational effectiveness, ensuring research, policy, communications, partnership, fundraising, and administrative functions are operating in a truly integrated fashion, with efficiency, cost-effectiveness, and highest quality to maximize impact. • Provided a vision for how the organization conducts its HR efforts and oversee the organizations administrative and personnel management. Oversaw all recruiting, talent acquisition, performance management, staff retention, and termination activities, and wage and salary issues.• Managed development of project plans, operating plans, and supporting budgets: determining the scope, methods, and resource requirements and schedules for projects. Developed a framework and manages the tracking of interdependencies within or across projects. Managed the coordination of collection and validation of business requirements. Determined the impact of current/existing technologies on the project.• Developed and managed multiple projects and programs including strategies implementation plans, evaluation mechanisms, staffing plans, budgets, and timelines Show less

Served as principal advisor on all administrative and organizational management matters associated with programs, projects, and administrative operations. Assumed responsibility for planning, managing, and supervising the work and staff of the division, including assessing, developing, coaching, mentoring, and training staff. Analyzed and interpreted procurement management policies, programs and operations. Developed, analyzed, and evaluated procurement and personnel program management policies… Show more Served as principal advisor on all administrative and organizational management matters associated with programs, projects, and administrative operations. Assumed responsibility for planning, managing, and supervising the work and staff of the division, including assessing, developing, coaching, mentoring, and training staff. Analyzed and interpreted procurement management policies, programs and operations. Developed, analyzed, and evaluated procurement and personnel program management policies and regulations. Served as approving official for requisitions of equipment, supplies, equipment leases, supplies, and contract administration. Participated in the budget execution process. Strategy• Formulated and successfully implementing company policy. Directed strategy towards the profitable growth and operation of the company. Developed strategic operating plans that reflected the longer-term objectives and priorities established by the board. Put in place adequate operational planning and financial control systems.Organizational Management/Leadership/Program Management• Provided expertise in Organization Development, Change Management, Performance Management, execution of change by supporting these activities whenever possible. Acted as a “guidance counselor” to the Organization to drive behavioral and Culture change.• Provided facilitation and consulting to strategic business units and functions as needed. Operations• Ensured that the operating objectives and standards of performance were at all times understood and owned by management and employees. Closely monitored the operating and financial results against plans and budgets.• Managed the work and staff of the division, including assessing, developing, coaching, mentoring, and training staff. Oversaw personnel management decisions and completes performance reviews. Show less