

1738 – Unlock Financial Success with Advisory Services with Jessica Zoraida
Nov 24, 2023
18:25
In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Entrepreneur, Speaker, Angel Investor & Chief Executive Officer of Big Picture Results, Jessica Zoraida.
Jessica explained that Big Picture Results is a services-based business that aims to meet the unmet needs of small business owners. They provide a holistic approach to strategic goal setting, financial infrastructure, and business protection. Their services include CFO and COO support, HR compliance, and operational consulting.
Jessica emphasized that while many businesses have accountants and bookkeepers, these professionals often work independently and may need to speak a different language. Big Picture Results aims to bridge that gap by providing comprehensive advisory services that help businesses interpret financial data and make informed decisions.
Jessica stressed that it's never too early for startups to work with advisory services. This proactive approach sets them up for financial success and helps them understand the drivers of their business.
During the initial sales call, she emphasized the importance of finding a match between the company and the client. The goal is to work with people who are aligned with the nature of their work and are open to making improvements and striving for excellence.
Jessica clarified that their role is not to take away jobs but to improve the client's function and productivity. Their motto is to enable business owners to do more in less time, allowing them to focus on the business.
Key Points from the Episode:
- Introduction of Jessica Zoraida and her role as CEO of Big Picture Results
- Explanation of the services offered by Big Picture Results (accounting, tax, and advisory services)
- Importance of advisory services for businesses and when to consider them
- Benefits of fractional or outsourced advisory services
- "Land and expand" approach of Big Picture Results in providing services
- Matching clients with the company's values and goals during the initial sales call
- Understanding client goals and identifying areas for improvement
- Conducting conversations in a language and pace comfortable for the client
- Division of tasks based on priority and timeline