sebCFO

BACKGROUND

Please describe your company and position.

I am the Owner of A Place Coffee Brewers LLC

Describe what your company does in a single sentence.

Specialty Coffee Catering to private events

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire sebCFO to accomplish?

• Bookeeping
• Goals advising
• Budgeting strategies
• Tax strategies
• Business strategies

SOLUTION

How did you find sebCFO?

Referral

Why did you select sebCFO over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from sebCFO were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

SebCFO has been doing the bookkeeping for A Place for about a year. Since day one of my company's funding in 2024, they have provided recommendations, advice, and strategies to follow to create a successful catering business.  Our month-to-month meetings are an important factor for me because I can ask as many questions as I have, such as business, taxation, and growing strategies, in which the experienced SebCFO team solves based on the bookkeeping numbers and results.

sebCFO understands any business idea and will create strategies based on your goals, bookkeeping results, making sure you become a successful business.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The proper use of the budget, understanding the meaning of every aspect of the bookkeeping, has helped A Place Coffee to strategically allocate the profit on every aspect of the business.

I made the right choices based on their advice

I feel the business is more stable, and started to know how to properly run it

I feel more confident in my decisions

Describe their project management. Did they deliver items on time? How did they respond to your needs?

SebCFO always delivers on time! never late

What was your primary form of communication with sebCFO?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The way SebCFO links their expertise with the bookkeeping results concluding in a development of a proper growing strategy

Are there any areas for improvement or something sebCFO could have done differently?

NA

BACKGROUND

Please describe your company and position.

I am the Physician of a medical practice.

Describe what your company does in a single sentence.

Solo Medical Practice 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire sebCFO to accomplish?

• Profit Loss Statements
• Coordinate with my billing service to provide bookkeeping for my practice
• Collaborate with my tax accountant to get tax reports done in a timely fashion

SOLUTION

How did you find sebCFO?

Referral

Why did you select sebCFO over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from sebCFO were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Staff at SebCFO assist me with profit and loss statements and keep track of every penny entering and leaving the business, allowing me to stay in compliance with IRS regulations as well as state regulations. My practice income has improved since they began advising me. They have also provided useful business management advice.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Increased income

timely filing of P and L and taxes

Accurate bookkeeping which frees up my time to work more on patient care and increase my income and provision of needed services to my community without getting bogged down in the bookkeeping which many doctors neither like nor wish to learn.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Seb always delivers on time and is extremely professional, honest, and responsive.

What was your primary form of communication with sebCFO?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

sebCFO is efficient, highly knowledgeable, and cares about our professional relationship and my practice's well-being.

Are there any areas for improvement or something sebCFO could have done differently?

I think they should continue to expand as they are excellent.

BACKGROUND

Please describe your company and position.

I am the Founder of Project 91

Describe what your company does in a single sentence.

We produce festivals and concerts in NYC and Florida! from 200 persons, to 6,000 person festvials. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire sebCFO to accomplish?

• Taxes
• Business Managmenet
• Growing the company

SOLUTION

How did you find sebCFO?

Referral

Why did you select sebCFO over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from sebCFO were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

sebCFO was instrumental in helping us prepare for a potential acquisition. As we moved into diligence, they conducted a deep dive into our financials and helped normalize our earnings, enabling us to show our true cash flow profile and recurring profitability.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

By presenting clean, accurate financials with normalized EBITDA, we were able to justify a higher valuation and ultimately maximized the value of the deal.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their expertise in M&A finance and attention to detail definitely gave us an edge in negotiations.

What was your primary form of communication with sebCFO?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They were very adaptable to all situations and were willing to help.

Are there any areas for improvement or something sebCFO could have done differently?

NA

BACKGROUND

Please describe your company and position.

I am the Owner of Krewemates

Describe what your company does in a single sentence.

We are a meal prep service, and we also cater and off cooking classes.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire sebCFO to accomplish?

• Organize the financials
• Analysis in Numbers
• Using Analysis to understand the best way to scale my business.

SOLUTION

How did you find sebCFO?

Referral

Why did you select sebCFO over others?

Referred to me

How many teammates from sebCFO were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Working with Seb CFO has been a game-changer for my business. Their combination of strategic insight and reliable bookkeeping support has brought clarity and confidence to our financial operations. On the bookkeeping side, everything is organized, timely, and accurate. Having that consistency allows me to focus on growth, knowing our financials are in solid hands.  

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Our monthly advisory meetings are consistently productive—they come prepared with a deep understanding of our numbers, help us interpret trends, and guide decision-making in a way that’s both practical and forward-thinking.

What was your primary form of communication with sebCFO?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They don't just deliver data; they help make sense of it. Seb CFO is more than a service provider—they’ve become a trusted financial partner. 

Are there any areas for improvement or something sebCFO could have done differently?

.