We caught up with the brilliant and insightful Bradley Grey a few weeks ago and have shared our conversation below.

Hi Bradley, thanks for joining us today. In our experience, overnight success is usually the result of years of hard work laying the foundation for success, but unfortunately, it’s exactly this part of the story that most of the media ignores. So, we’d appreciate if you could open up about your growth story and the nitty, gritty details that went into scaling up.

First and foremost, I, along with the rest of our Framework Financials Team, would like to extend our heartfelt gratitude to CanvasRebel for granting us this wonderful opportunity to share our thoughts, knowledge, and experiences with all of you today. To the audience, your continued interest and engagement are what drive these meaningful discussions forward. I’m truly honored to be here and hope our conversation today will offer valuable insights, as we do specialize in business development.

I think this is an excellent question, as you’re quite right – there’s a perception out there that businesses succeed overnight. The glossy world of media and film often portrays businesses and entrepreneurship as instant success stories. This is fueled by a vast industry of marketing and glamour, fueled primarily by social media. But I’m afraid the reality couldn’t be further from the truth, as all monuments to success are built on sweat, tears, and ingenuity. While it’s easy to focus on the present success of our company, our journey is filled with many lessons learned.

Framework Financials was not a passion project with a whimsical and serendipitous launch. It was meticulously planned and carefully executed. It has been built on late nights, 16-hour work days, and endless creativity to research and predict where the industry would head next

When we first started, our firm was small enterprise with a limited clientele and restricted resources. It was clear that if we wanted to grow, we had to implement strategies that were both innovative and scalable.

For us, scaling up was a response to a growing demand for our products and services and the recognition of the potential we had.

A perfect examples of this is Framework PAY – our credit card concierge system that was created as a response to the immense demand we faced from our clients. Our clients wanted a system that allowed them to pay for their rents, mortgages, and leases using their credit cards so that they could smooth out their cash positions and earn points for their primary expenses that they could then use later for travel, leisure, or to simply convert back to cash. This financial tool was created strictly due to demand and has been flourishing ever since.

Implementing new strategies and tactics was not always straightforward. Every decision, whether it was about entering a new market segment or introducing a new piece of financial engineering, was the result of countless brainstorming sessions, market research, and risk assessments. It was crucial for us to be agile, to be able to pivot our strategies based on real-time feedback and market dynamics.

Our primary focus was on building a solid team and spending endless resources on staff training and development to make sure we were providing a quality of service a class above our competition. Hiring individuals who were not just skilled but also shared the company’s vision was critical. And our team became the backbone of our operations, bringing in fresh ideas, streamlining processes, and ensuring our multifaceted growth. Most of all, hiring likeminded, similarly focused staff who were open to training and development allowed us to offer a level of service that wasn’t easily accessible in the market, allowing us to rise above the rest. As we like to recommend to our clients – your growth must always be goal oriented.

One strategy that particularly worked for us was customer engagement. Instead of just selling products and services, we focused on building relationships. We engage with our customers, understand and empathize with their needs, and tailor our services accordingly. And most of all, we never say “no”. Impossible is not in our dictionary. This not only ensures repeat business but also turns our clients into brand ambassadors.

Scaling up is not just about numbers but about nurturing a cohesive and motivated team. Growth is about operational evolution that stays true to your values and brand identity. It’s wise to keep in mind that scaling up requires more than just ambition; it requires vision.

When it comes to business development and scaling up, I would like to leave you with a final thought, as it has been the guiding light that we’ve built our company on:

“We can’t control the wind, but we can always adjust the sails”

Great, appreciate you sharing that with us. Before we ask you to share more of your insights, can you take a moment to introduce yourself and how you got to where you are today to our readers.

Thank you for the opportunity to introduce our firm to your readers. I’m Brad Grey, the founder of Framework Financials, LLC.

Being raised with the community-centric values of the YMCA where I worked during my formative years, I developed a keen sense of service and leadership that would become the bedrock of our professional ethos. Working for the YMCA also helped me build a strong sense of customer service and engagement that I centered Framework Financials around.

I pursued my higher education at the University of California, Santa Barbara, where I studies Accounting and Economics. My education at UCSB laid the foundation to my understanding of financial systems and economics theory. To help pay for my educational endeavor, I was lucky to keep working at our local church that further instilled community service and moral values. Fortunate to begin an internship at a business law firm, I received my initial glimpse into the corporate world and a taste of things to come.

Upon entering the workforce, I was welcomed back to the YMCA at a leadership position. Working in both their business management and general operations, I was quickly promoted to be their Director of Membership. My time as the YMCA gifted me with an in depth understand and appreciation for establishing and fostering client and member relations. This became an essential cornerstone of Framework Financials.

My career took me through a rich path of experience first through the medical services field then through the architectural and construction industries. Here I gained invaluable insights into the financial intricacies of large-scale project and corporate management, as well as the intricacies of large scale operational strategy and execution.

Transitioning to legal and capital management firms, I gained an insight into the broader financial landscape. This allowed me to cultivate a robust network of knowledge, experience, and access that I helped me build a reputation for reliable and dynamic financials strategies that focus on results.

With my educational and career trajectory guiding me through a top tier university and industry leading firms, Combined with the community centric ethos of the YMCA and the church, I began to work on blueprinting Framework Financials around quality, results, and client engagement. I wanted to establish a financial services firm that was able to provide the dependability and reliability and of the top financial firms, with the forward thinking ingenuity that we have become known for, to provide dependable results for affordable prices.

I was lucky to enlist the help of Amir Khan, who would become our Chief Technological Officer, and Lana Heau, our now Director of Branding and Design, to begin our launch process. Amir helped us design our innovative modern infrastructure that allows us to deliver live financials and a dynamic archive to all of our clients. Lana was instrumental in establishing our branding and our corporate voice that centers around ingenuity, precision, quality, and customer engagement.

Our operational focus is on Corporate and Production Accounting, providing our clients with an ecosystem of financial support for a fraction of the cost.

We offer corporate services that range from cash flow management to strategic financial planning and analysis. We also offer core financial services like bookkeeping, accounting, payroll, and audit and insurance support.

Our production accounting department stands on decades of industry insight knowledge and experience. Our team consists of seasoned professionals who come from a background in both finance and the production industry. This blend of experiences gives us a unique perspective on the specific needs and challenges of production accounting. We provide our EICs and Line Producers with a full financial team of production accountants, clerks, and payroll coordinators for a fraction of the cost of hiring a single accountant. Our commitment to accuracy, transparency, and thoroughness has fostered a culture of trust with EICs, networks, and production houses.

We are distinguished by our ability to scale our services to projects of any size and complexity. Whether it’s a small independent film, an unscripted series, or a large-scale television series, our detailed approach remains consistent. Our accountants specialize at navigating the multifaceted nature of production budgets, tax incentives, and compliance issues, ensuring that every financial detail is meticulously managed.

Perhaps what truly makes us stand out is our commitment to building lasting relationships with our clients. We see ourselves as an extension of their team, and we invest in their success as if it were our own. It’s this dedication to our clients’ success and our comprehensive approach that truly sets us apart from the rest.

How’d you build such a strong reputation within your market?

The Framework Financials Brand stands on the excellence of its service. We offer a variety of tools and services that are built on trust, with the singular purpose of surpassing our client’s needs and expectations. Our experience, expertise, and ingenuity have been the bedrock of our reputation – it’s something that has been expensive, but fundamental to our brand identity and reputation.

Framework Financials is currently in three different markets – corporate bookkeeping accounting, production accounting, and financial engineering.

We offer an ecosystem of corporate financial services that our clients get to pick and choose from. However, what makes us stand out is the quality of service that we provide. Being one of the handful of US firms who do not outsource our work, we’re able to provide a level of quality and engagement that stands above the rest. This is a double edged sword, as although it is far more costly than our competitors, it has helped our market reputation quite a bit.

We made a splash into production accounting with our extensive corporate experience and we have been building a reputation based on precision, partnership, integrity, and proactive problem-solving. We provide our clients with the depth of the knowledge and experience they expect with Framework Financials to budget saving prices. In an industry where you get a single accountant, we empower our clients with a full accounting team. And by offering a more effective and engaged service, we become their trusted allies in the production journey, ensuring financial clarity and success at every turn for a fraction of the cost.

The final market we’re engaged in is Concierge Credit Card Services. We offer a very unique service that allows our clients to pay for any of their personal or commercial costs with their credit cards such as their rents, mortgages, leases, car payments, and the all-time favorite – payroll.. They earn points on everything and smooth out their cash position, while earning an immaculate credit history.
No one else quite offers this service; hence, Framework PAY has been growing rapidly through customer referrals.

Any advice for growing your clientele? What’s been most effective for you?

This one is quite straightforward. Given our devotion to the quality and excellence of our services, our primary growth has come from client referrals. Building a brand that centers around exceptional service and strong relationships with our clients have turned our clients into our advocates. All three of our divisions have benefited strongly from client referrals.

Also, in an industry that is dominated by outsourcing, we may be the last financial services provider to not outsource our work. This further guarantees a quality of our services and customer engagement that helps acquiring new clientele.

We try to stand above the rest in as many aspects as possible, but our main focus is always being quality and results oriented. This coupled with meaningful customer engagement has helped us grow a reputation of trustworthiness and value. It’s certainly an approach I would recommend to all the readers.

Contact Info:

• Website: https://frameworkfinancials.com/
• Instagram: www.instagram.com/frameworkfinancials/
• Facebook: https://m.facebook.com/Framework-Financials-LLC-112393811509723/
• Linkedin: https://www.linkedin.com/company/framework-financials
• Twitter: https://twitter.com/FrameworkFinLLC
• Yelp: https://www.yelp.com/biz/framework-financials-beverly-hills-2

Image Credits
All images belong to Framework Financials, LLC and we grant you with full access and use. Here’s a quick release below in case if you need it – I hereby grant CanvasRevel and its partners and subsidiaries permission to use my photograph(s) or video images submitted for this interview on Tuesday, November 8th, 2023 for any lawful purposes including, but not limited to: publicity, marketing, and promotion through various media including websites, social media platforms, publications, and press releases. I understand that the images may be altered or modified in any manner. I hereby waive any right to inspect or approve the finished photographs or printed or electronic matter that may be used in conjunction with them. I acknowledge that I am not entitled to receive compensation for the use of my image as described in this release. I release CanvasRevel and its partners, subsidiaries, its officers, employees, marketing representatives, and all persons acting under its permission or authority, from any liability by virtue of any reason in connection with the making and use of such images. Bradley Grey Framework Financials, LLC