Nicole Steen 7/23/24 Nicole Steen 7/23/24

Julia S.

“Over the past couple of years, Josh has been an invaluable resource for me to level-up my role as a bookkeeper. I feel more confident in building spreadsheets that are functional for clients and data driven.”

- JULIA S.

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Josh Greenbaum 7/9/24 Josh Greenbaum 7/9/24

Katie W.

“Josh was able to break down financial statements and help me understand my business in a way that made me feel knowledgeable and empowered to make better decisions.”

— KATIE WAGNER, KWSM DIGITAL MARKETING AGENCY

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Josh Greenbaum 7/9/24 Josh Greenbaum 7/9/24

Bob D.

“Josh was at my side from the beginning of the company to provide guidance on all things related to raising capital, helping us avoid cash flow scares from development to launch.”

— BOB DEMARS, BLIND BARRELS

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Josh Greenbaum 7/8/24 Josh Greenbaum 7/8/24

Talha B.

“As an advisor, Josh rounded out our sophisticated team, helping our portfolio of companies assess the viability of future investments.”

—TALHA BASIT, SPIRALDOT VENTURES & SPIRALDOT HEALTH

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Josh Greenbaum 7/8/24 Josh Greenbaum 7/8/24

Mark S.

“As a new CEO working on a tight budget and exiting corporate life, Josh was incredibly supportive in helping me understand the financial levers I could pull to optimize our marketing strategy for the most effective use of cash.”

— MARK SACKS, SOTTOS

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