1738 – Unlock Financial Success with Advisory Services with Jessica Zoraida

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


About Jessica Zoraida:
Jessica Zoraida, CEO of Big Picture Results, is a seasoned Latina entrepreneur with 25+ years of navigating corporate, nonprofit, and small business sectors. Leading a skilled team, Jessica specializes in empowering marginalized populations, especially women, by simplifying financial, HR, leadership, and marketing issues. Her expertise extends to employment, mentorship, and community service, fostering clarity and success.

Despite a challenging start in the Bronx, Jessica, a first-generation college graduate, carved a remarkable career in corporate banking. Over 15 years as an entrepreneur, she became a subject matter expert and investor in majority-owned companies.

Beyond her professional achievements, Jessica, an energetic and spirited individual, enjoys sharing strategies for success and a fulfilling life. As an avid traveler, adventurer, and advocate for work-life balance, she emphasizes holistic well-being, including healthy cooking, Tabata workouts, and quality sleep.
About Big Picture Results:
Big Picture Results Inc. is an Accounting and Tax Company focused on enhancing their clients' business profitability. Their commitment to streamlined processes, systems, and strategic approaches enables them to create substantial value for their clients. With a team boasting decades of expertise, they offer...

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


About Jessica Zoraida:
Jessica Zoraida, CEO of Big Picture Results, is a seasoned Latina entrepreneur with 25+ years of navigating corporate, nonprofit, and small business sectors. Leading a skilled team, Jessica specializes in empowering marginalized populations, especially women, by simplifying financial, HR, leadership, and marketing issues. Her expertise extends to employment, mentorship, and community service, fostering clarity and success.

Despite a challenging start in the Bronx, Jessica, a first-generation college graduate, carved a remarkable career in corporate banking. Over 15 years as an entrepreneur, she became a subject matter expert and investor in majority-owned companies.

Beyond her professional achievements, Jessica, an energetic and spirited individual, enjoys sharing strategies for success and a fulfilling life. As an avid traveler, adventurer, and advocate for work-life balance, she emphasizes holistic well-being, including healthy cooking, Tabata workouts, and quality sleep.
About Big Picture Results:
Big Picture Results Inc. is an Accounting and Tax Company focused on enhancing their clients' business profitability. Their commitment to streamlined processes, systems, and strategic approaches enables them to create substantial value for their clients. With a team boasting decades of expertise, they offer professional, proactive, and cost-effective services comparable to a full-time hire.

Unlike traditional accounting firms, BPR doesn't just focus on year-end tax preparation; they tailor their services to meet specific industry and management needs, providing real-time insights to business owners. This empowers entrepreneurs to grasp their financials better and drive higher profits.

Beyond accounting, BPR assists in restructuring and optimizing operations, from strategy development to standard operating procedures. Taking charge of these essential aspects enables business owners to focus on growing their organizations without getting bogged down by administrative tasks.
Tweetable Moments:
12:09 - "Your wiggles and nervousness, that's going to catch up with you. Just marry that with a big dose of courage."

16:55 - "You can bootstrap your business but we all know capital is the lifeblood of any organization and the more well capitalized you are you're going to have a runway to really allow yourself to take off."
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Links Mentioned in this Episode:
Want to learn more? Check out Big Picture Results website at

https://www.bigpicresults.com/

Check out Big Picture Results on Facebook at

https://www.facebook.com/BigPictureResults/

Check out Big Picture Results on LinkedIn at

https://www.linkedin.com/company/big-picture-results/

Check out Jessica Zoraida on LinkedIn at

https://www.linkedin.com/in/jessicazoraida/

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