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Our Target Clients

To help our referral sources to find the clients we can best serve, the following is a description of our target clients:

Business Services:

  1. Business owner
  2. Annual sales volume between $200,000 and $10,000,000
  3. Restaurant, Retail, Service, Wholesale, Non-profit Organization
  4. Located in Oakland, Alameda, Berkeley
  5. Positive
  6. Organized
  7. Cooperative

Income Tax and Other Services:

  1. High Income (>$75K/year)
  2. Investor
  3. Net Worth <$15 Million
  4. Delegator
  5. Positive
  6. Cooperative

Requirements are:

  1. Open & Honest
  2. Co-operative & Fun to work with
  3. Pays on time & refers clients