Spring 2021

UC Berkeley - Haas School of Business

Bookkeeping + Consulting Services across the US

Key Problems:
“How to attract/close more qualified inbound client leads?”
“How to find qualified bookkeeping staff once client caseload increases”
“What should my price model be?”

Solutions:
Improvements in Ad Strategy,
introduction of flexible pricing,
Operational optimization and
Phasing out recruiting
Target Customers across new locations and
Change in Hiring Strategy

School Team

UC Berkeley - Haas School of Business

Business Team


Daniel Lin,
Founder

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