Two asks of the community: a bookkeeper and a presentation guru

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by an investor from Stanford University - Graduate School of Business
in Seattle, WA, USA

1yr ago

Two asks of the community: a bookkeeper and a presentation guru

Hi,
thanks in advance....wondering if you all have a reference/referral to a
1. great bookkeeper that goes beyond just the normal books but can be broad in work around wires/distributions/interfacing w the various backoffice programs?

2. We are going out with our second fund (redacted) and would like someone to dazzle up our presentation...

THANKS.

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reply by a searcher 1yr ago
from Harvard University in Tel Aviv-Yafo, Israel

For the presentation... contact Anna Leyva redacted She does amazing work. She created our pitch deck when we sold the business. She did a better job than most investment banks. She specializes in pitch decks.

reply by a searcher 1yr ago
from Millersville University of Pennsylvania in Mantua Township, NJ, USA

Thanks ^redacted‌! ^redacted‌ I'm sure you've had more than a few responses by now and I know I'm late to the party. I acquired my firm in April 2023 and am actively looking at additional expansions so understand the ETA. My team and I really enjoy building a strong partnership with our clients and becoming a part of their teams, depending on the specifics of what you have in mind what you're describing sounds like it could be right up our alley in terms of what we look for in ideal clients. So I'd love to have a chat and learn more. redacted