Where is your personal office? (City, State/Province, Country)
Palo Alto, CA 94301
Where do you personally sell?
Silicon Valley, CA
San Francisco Bay Area, CA
Describe your company's offerings
Compilations, Reviews and Audits of financial statements
Preparation for Audits
Accounting
Which industry do you represent? (How would a client or partner label your service offering?)
Accounting
Which titles make purchase decisions for your offerings?
CEO/Owner, Finance
Do you target specific types or sizes of companies? If so, please explain.
From start-ups to midsize high-tech companies, manufacturing companies, construction contractors, non-profit organizations, employee benefit plans
Who are your power partners? (Who refers business to you? What business are they in?)
CFO, Controllers, other CPA
What are some symptoms that a prospect might need your offering?
Companies looking for bank loans, next round of funding, potential merger or acquisition;
Non-profit organizations with revenue over $2 million;
Any non-profit organization looking for help in tax return preparation (new form 990);
Employee-benefit plans with over 100 participants;
Growing companies that cannot afford professional accounting staff and need a consultant to compile their financial statements.
What differentiates you as a possible business partner?
Responsiveness, dependability, knowledge and experience in accounting in different countries, experience in public and private accounting.
Who first told you about the B2B Power Exchange Community?
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