Meet Our Ideal Clients
Bio Bob & Bio Beth
Our ideal clients are forward-thinking leaders who are passionate about innovation and eager to transform their businesses with cutting-edge solutions. They value strategic partnerships and seek collaborative approaches to drive sustainable growth and achieve their long-term goals.
Leader
Founder or Current CEO
Highly educated
Creative
Progressive
Innovative
High integrity
Well respected
Values long term relationships
Limited accounting involvement
Sees value in outsourcing
Leverages resources effectively
Company
$1-$20M in Revenue
1-50 employees
Potential for fast growth
Software: QuickBooks/ QBO
Variety of industries.
Service Needs
Cash Flow Management
Bookkeeping / Payroll
Accounting
CFO and Reporting
New company setup
Management change