Lohr was in need of a partner who could improve their internal financial processes and take over day-to-day tasks so the owners could focus on growing their business.
Polleo was using another outsourced accounting provider, but the partnership was clearly not beneficial to Polleo. Polleo’s income and expenses did not match up with the budgets monthly, and Polleo had no clear sense of whether they were meeting their projections.
CVESC needed timely information that was understandable and reconciled to the practice management system on a monthly basis.
Chimney & Masonry Outfitters had ambitious plans for growth, and they wanted to position themselves financially in the best possible way that would make those aspirations a reality. But they needed someone who could tell them how to get there.