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?”

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,


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