The Nomad Financial Way

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The Nomad Way Our Culture Code

Transcript of The Nomad Financial Way

The Nomad Way

Our Culture Code

STARTUP FINANCE

70% of startups

prematurely scale.

93% of those never reach

$100k in monthly revenue.

Entrepreneurs have A LOT GOING ON and we believe they can do it

all but it’s important that they focus their time and energy on

GROWING THEIR BUSINESS.

That’s why we created

NOMAD.

Entrepreneurs focus on their BUSINESS.

We focus on their MATH.

MISSION

Helping entrepreneurs SUCCEED by removing the

financial friction of starting and running a company.

Our team is made up of people with STARTUPS IN THEIR DNA who

UNDERSTAND first-hand the struggles faced by entrepreneurs in

growing their business.

By providing bookkeeping and CFO services, we’re able to REMOVE

PAIN POINTS, REDUCE RISK, and CREATE OPPORTUNITIES for

entrepreneurs.

Where entrepreneurs REFLEXIVELY turn for

assistance.

Nomad Philosophies

For how we do it, and why we love it.

Our Philosophies

Entrepreneurs are the bedrock for economic growth.

Be the cornerstone of every community.

Only do it if we can do it great.

Do right by our clients, partners, and team.

Only work with people we like.

Hire with a purpose.

We live our passion daily.

We are dedicated to the team.

Customer service is our life blood.

We are invested in our clients’ success.

1

Entrepreneurs are the bedrock for economic growth.

We feed off their PASSION and help them stay FOCUSED.

“All humans are entrepreneurs not because they should start

companies, but because the will to create is encoded in human DNA.”

-Reid Hoffman, LinkedIn Co-Founder

“Startup" is in our DNA and CREATING for our clients is what we do.

2

Be the cornerstone of every community.

“Life’s most persistent and urgent question is:

‘what are we doing for others?'”

-Martin Luther King Jr., Activist and Humanitarian

We look to ENGAGE and form partnerships with communities.

We EDUCATE on how proper finances can help grow businesses

through presentations, open office hours, and continuing education.

3

Only do it if we can do it great.

“Build something 100 people love, not something 1 million people

kind of like.”

-Brian Chesky, Airbnb Founder

We avoid saying yes to clients unless we can deliver

an IMPECCABLE product and service.

And we’re always willing to

TEACH our clients how to do things the RIGHT WAY.

“Start with the end in mind.”

-Steven Covey, Author, Educator and Speaker

Achieving growth through client support:

With DIRECT and HONEST communication, that serves as a true

feedback loop.

“Growth is never by mere chance; it is the result of forces working

together.”

-James Penney, J.C. Penney Founder

4

Do right by our clients, partners, and team

Do RIGHT by our

Clients

They TRUST us and it’s our job to deliver.

“There is only one boss. The customer. And he can fire anybody in the

company from the chairman on down, simply by spending his money

somewhere else.”

-Sam Walton, Entrepreneur

We’re not scared of clients OUTGROWING us…

...that’s a WIN for everyone.

“We have no patents on anything we do and anything we do can be

copied by anyone else. But you can’t copy the head and the soul and

the consciences of the company.”

-Howard Shultz, Starbucks Founder

Do RIGHT by our

Partners

They SUPPORT us and we should do the same.

“Your reputation is more important than your paycheck, and your

integrity is worth more than your career.”

-Ryan Freitas, About.me Co-Founder

Do RIGHT by our

Team

They WORK HARD for us and make it all

possible.

“No matter how brilliant your mind or strategy, if you’re playing a solo

game, you’ll always lose out to a team.”

-Reid Hoffman, Linkedin Co-Founder

5

Only work with people we like

Whether Clients, Employees, Partners or Service Providers, it’s

CRITICAL

to us that we surround ourselves with the right people.

We are COMFORTABLE and WELCOMING.

We want to build a community that is

GENUINE and TRUSTWORTHY.

“We’re willing to give up short term profits or revenue growth to

make sure we can have the best culture.”

-Tony Hsieh, Zappos Founder

6

Hire with purpose.

We want people with the KNOWLEDGE and INTELLECTUAL

CURIOSITY to truly IMPACT our business.

“I want to be the worst person at everyone else’s job.”

-Jonathan Gass, Nomad Financial Founder & CEO

QUESTIONS we ask when we hire

Does this person

FIT the team and

role?

Will you ADMIRE

this person?

How can we make

this person a STAR?

- make them SHINE?

“Success seems to be connected with action. Successful people keep

moving. They make mistakes, but they don’t quit.”

-Conrad Hilton, Hilton Hotels Founder

QUESTIONS we ask when we hire

Are they SELF

AWARE?

Does this person

want to GROW?

Are they

COACHABLE

and willing to

LEARN?

“Say what you're going to do and do what you're going to say.”

-Mark Peter Davis, Nomad Financial Co-Founder

7

We live our passion daily.

“Your time is limited, so don't waste it living someone else's life. Don't be

trapped by dogma - which is living with the results of other people's thinking.

Don't let the noise of others' opinions drown out your own inner voice. And most

important, have the courage to follow your heart and intuition.”

-Steve Jobs, Apple Co-Founder

We want our team to be PASSIONATE about their roles.

“If you are lucky enough to be someone’s employer, then you have a

moral obligation to make sure people do look forward to coming to

work in the morning.“

-John Mackey, Founder & CEO Whole Foods Market

Most importantly we want them to feel as though they are

working with their peers who share their PASSION.

8We are dedicated to the team.

“Individual commitment to a group effort – that is what makes a team

work, a company work, a society work, a civilization work.”

-Vince Lombardi, Legendary NFL Coach

ENCOURAGE EMPOWERGROW

EVERYONE’S input is critical to OUR success.

“We must all hang together or most assuredly we shall hang

separately. “

-Benjamin Franklin, United State Founding Father

We are an EGOLESS organization.

“It is amazing how much can be accomplished if no one cares who

gets the credit.”

-John Wooden, Legendary NCAA Basketball Coach

We care more about having the BEST answer or solution-

not whether it was my solution.

“Never tell people how to do things. Tell them what to do and they will

surprise you with their ingenuity.”

-George S. Patton, U.S. Army General

We believe EMPOWERMENT leads to INGENUITY.

We empower our team to make INDIVIDUAL DECISIONS

that benefit both our clients and Nomad.

9Customer Service is our lifeblood.

We deliver service, not just results.

EFFICIENCY COMMUNICATION EDUCATION

Our CUSTOMER SERVICE rating is our top KPI.

“The key is to set realistic customer expectations, and then not to

just meet them, but to exceed them — preferably in unexpected and

helpful ways.”

-Richard Branson, Founder of Virgin Group

Our goal is to maximize EFFICIENCY, by minimizing complexity.

EFFICIENCY means money saved for our clients.

“The secret of getting ahead is getting started. The secret of getting

started is breaking your complex overwhelming tasks into smaller

manageable tasks, and then starting on the first one.”

-Mark Twain, American Author

We promote intellectual curiosity

and believe it’s the start to finding new solutions.

10

We are invested in our clients’ success.

Solving our clients’ PAIN POINTS.

“My team lacks financial

expertise. Where can we

find affordable help?”

“How can we do this more

efficiently? What tools

should we be using now ”

“What is best practice for

a company our size? How

do we build to scale?”

We always give HONEST ADVICE.

We are always looking for new SOLUTIONS

Thanks to the FollowingFor INSPIRING us as we continue on our

journey.

Whose IMAGES moved us.

Photo 1 – PhotoSteve

Photo 2 – Bjorn Simon

Photo 3 - Adam Przewoski

Photo 4 – Craig Garner

Photo 5 – Leroy Community Chapel

Photo 6 – Sylwia Bartyzel

Photo 7 – Sylwia Bartyzel

Photo 8 – Gowrisankar S

Photo 9 - Alejandro Escamilla

Photo 10 – Alejandro Escamilla

Photo 11 – Keith Misner

Photo 12 - Sascha Kohlmann

Photo 13 – Tandito

Photo 14 – Jorg Dickman

Photo 15 – Thomas Leuthard

Photo 16 – Jonathan Velasquez

Photo 17 – Waag Society