B SQUARED - Key Persons


Holly Rich

Job Titles:
  • Account Manager

Kristy Cox

With her attention to detail and a desire to see how the numbers work from the other side, Kristy comes to B2 as an Account Manager. Over the past 19 years, Kristy has enjoyed serving customers and her team as a General Manager in the full-service restaurant industry. While running the restaurants, Kristy was responsible for monitoring budgets, payroll records, reviewing financial transactions and business expenditures. She is super energetic and fascinated around the ins and outs of accounting! Having the Bsquared philosophy of helping small businesses improve their workflow, business processes and accounting procedures, Kristy is a great addition to the Bsquared team. Kristy has two wonderful kids, is newly married and has been a strong-willed working mother for most of her life. Kristy comes to Bsquared from our Panama City Beach office and has been a native of Florida for the past 7 years.

Lisa Cotner - CEO

Job Titles:
  • CEO
At 15 years old, Lisa's first job, set the path for where she is now. She worked for a small business owner, who taught Lisa business management via QuickBooks utilization. Lisa grew to love accounting and signed up for accounting classes at her high school. Lisa is grateful for the high-school career coach, who spoke of the inevitable need in this field. He advised accounting would never be in low demand or saturated and Lisa was convinced this was the career path for her [...]

Rene Hake

Job Titles:
  • Account Manager
  • Executive