Blue & Co. is a regional accounting and advisory firm with 17 offices across five states. The firm serves audit, tax, healthcare consulting, business valuation, and reimbursement clients. Blue & Co. operates as a multi-entity group with five sister companies, including Blue Benefits Consulting and Alliant Purchasing.
Client: Blue & Co., LLC
Industry: Accounting and Advisory Services
Solution Delivered: HubSpot CRM Implementation, Multi-Source Data Migration, and Multi-Entity Portal Architecture
HubSpot Products Used: Marketing Hub Enterprise, Sales Hub, Operations Hub, Custom Objects
Client Contact: Tom Harper, Chief Growth Officer