Adam Levy
Accounting · Philadelphia, PA · 2 months ago
Can offer
I can refer you to businesses whose books need cleaning up before they can borrow.
Looking for
I want owner-operated businesses that need financing for growth or equipment.
Tenants signing their first real lease often need equipment financing at the same time and have no idea where to go. FL too, or PA only?
Private
I know someone who fits. They asked me about this two weeks ago. Happy to connect you both.
Offer owner
Appreciate it, Hannah. Happy to return the favour when one of mine fits you.
Private
Noted. Nothing for you this week but this comes up in Seattle more than you’d think.
I can help here. Two of my payroll clients are owner-operated businesses. Which one is a better fit depends on size — what’s your sweet spot?
Offer owner
Kevin — smaller is fine, honestly. 10 to 40 people is the sweet spot.
Sarah Mitchell· AccountingI can refer you to bookkeepers who keep asking who should take over the books.In return: I want consultancies that want cleaner books without a full finance team.Kevin O’Brien· PayrollI can refer you to businesses whose payroll is fine but whose books are a mess.In return: I want accountants whose clients keep asking who handles payroll.
Tom Harris· AccountingI can refer you to contractors who are ready to outsource payroll.In return: I want service businesses doing $1–5M that still keep books themselves.
Evan Brooks
