Where is your personal office? (City, State/Province, Country)
Belmont, CA
Where do you personally sell?
Silicon Valley and San Francisco Bay Area
Describe your company's offerings
I am a part time chief financial officer working with Bay Area companies that are too small for a full time CFO, but have sufficient accounting complexity to need professional CFO help.
Which industry do you represent? (How would a client or partner label your service offering?)
Accounting, Expense Management
Which titles make purchase decisions for your offerings?
CEO/Owner
Do you target specific types or sizes of companies? If so, please explain.
Pre revenue, small, and medium size privately held companies with complex accounting needs.
Who are your power partners? (Who refers business to you? What business are they in?)
CPAs
CFOs
Business Attorney
Entrepreneurs
What are some symptoms that a prospect might need your offering?
An accounting mess with out of control QuickBooks
Growth induced cash flow stress
Need to raise equity or financing
Better accounting controls
What differentiates you as a possible business partner?
I work with many small companies that ask for specialized business services.
Additionally, I have a large network of people who ask for help with specific business issues.
Who first told you about the B2B Power Exchange Community?
Steve Trachsel
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