Meet Our Ideal Clients

Bio Bob & Bio Beth

 

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