Lohr was in need of a partner who could improve their internal financial processes and take over day-to-day tasks so the owners could focus on growing their business.

Polleo was using another outsourced accounting provider, but the partnership was clearly not beneficial to Polleo. Polleo’s income and expenses did not match up with the budgets monthly, and Polleo had no clear sense of whether they were meeting their projections.

After a two-year period of management regaining and performing the accounting duties, it became apparent that management needed to focus on other aspects of the fast-growing business on a day-to-day basis.