JOE - Key Persons
Bob's proven coaching strategies and practical approach help make the toughest challenges simple. He provides a platform for owners to transition out of the day-to-day and prepare the business for sale. Bob's successful track record demonstrates his expertise in understanding how to grow a business to maximize value and make it Sale Ready.
Sonia Mota - Chief Compliance Officer
Job Titles:
- Compliance Director
- Finance Manager
Sonia has over 25 years of experience in finance, human resources and corporate administration. She has successfully owned, grown and sold a thriving bookkeeping business and understands the value of ownership. She has extensive experience in regulatory requirements, compliance documentation, bookkeeping, and research analytics. Her attention to detail and exceptional administrative skills ensures that project documentation complies with regulatory requirements and is properly recorded. She is the gatekeeper of everything important and seems to always know exactly where everything is. She is also in charge of payroll and gets to decide when everyone can get paid. Her three loves in life are her family, being creative and spending time outdoors.