Most businesses don’t need another department. They need one skilled person who already knows the work.
Bold Business provides AI-Amplified™ workforce expertise across 9 core business functions — skilled professionals who work inside your existing systems, backed by U.S.-based management. Scale capacity where it counts, without adding to your best people’s plates.
Each function includes professionals with role-specific experience, technology knowledge, and workflows designed around the requirements of the position.
Proposals shouldn’t stall because your designers are at capacity. Salespeople shouldn’t spend their afternoons chasing order updates. And adding work shouldn’t always mean adding more to your best people’s plates.
Bold Business provides skilled professionals who work within your systems and alongside your team. We match experience to the work you need done—from commercial furniture design and project coordination to finance, administration, technology, and AI automation.
With U.S.-based management and AI-enabled tools suited to the assignment, we help you add capacity where it counts. Start with one specialist or build a dedicated team, with clear responsibilities and performance expectations.
A promising opportunity shouldn’t have to wait at the bottom of the design queue. Bold’s CET professionals help furniture dealers and manufacturers prepare layouts, specifications, and drawing packages so proposals and active projects keep moving.
We match designers to your product lines, CET environment, and production requirements. Your team gains capacity for new opportunities, client revisions, and the occasional “one small change” that turns out to be twelve.
Your dealer or manufacturer ERP, quoting, and order-management systems • Microsoft 365, including Excel, Teams, and SharePoint • Salesforce or HubSpot • Asana, Monday.com, or Smartsheet • Client-approved AI and productivity tools
Develop layouts and product specifications, working with sales teams to translate client needs into proposals and project plans.
Prepare architectural wall-system layouts, specifications, and drawing packages for quoting and installation coordination.
Handle drawing updates, revisions, and documentation so lead designers have more time for planning and client decisions.
An approved order is a milestone. Getting the right furniture to the right place, ready for installation, takes follow-through. Bold’s project coordinators keep track of the details so your salespeople and designers can spend less time chasing updates.
Working within your dealer or manufacturer systems, they check acknowledgments, follow up on lead times, coordinate changes, and keep the team informed. Client communication is tailored to your account structure and the responsibilities you want the coordinator to handle.
Your dealer or manufacturer ERP, quoting, and order-management systems • Microsoft 365, including Excel, Teams, and SharePoint • Salesforce or HubSpot • Asana, Monday.com, or Smartsheet • Client-approved AI and productivity tools
Support sales, CET designers, and project managers with proposals, vendor follow-up, delivery, installation, and closeout.
Focus on order entry, purchase orders, acknowledgments, changes, and shipment tracking to keep operational data accurate.
Manual data copy-pasting, disconnected platforms, and repetitive administrative checks slow your key initiatives to a crawl. Bold’s AI and automation specialists build seamless integrations and intelligent agents that reduce operational friction and handle routine multi-step tasks autonomously.
Zapier, Make, and n8n • Microsoft Power Automate • OpenAI APIs and Agent Development Frameworks • Python • REST APIs and Webhooks • Databases and Knowledge Retrieval Tools • HubSpot, Salesforce, and Client Business Systems • Public and Proprietary AI Tools
Automate recurring tasks and connect business systems, embedding AI capabilities where useful.
Build AI agents that interpret requests, leverage company knowledge, and execute complex workflows with human oversight.
Project deadlines shouldn’t slip because your senior engineers and architects are tied up drafting routine redlines or resolving minor BIM model conflicts. Bold provides specialized AEC support professionals who seamlessly adopt your BIM standards and drafting workflows to maintain design momentum.
AutoCAD • Revit • Navisworks • BIM 360 • Autodesk Construction Cloud • SketchUp • Bluebeam Revu • Procore • Public and Proprietary AI Tools
Create and update precise 2D technical drawings.
Develop detailed architectural, structural, or MEP 3D models.
Coordinate models across disciplines and manage multi-layered BIM workflows.
Manage drawings, RFIs, submittals, and project records.
Your leadership team should be driving growth, not drowning in calendar scheduling, inbox triage, and database management. Bold administrative professionals handle day-to-day operational mechanics with precision, keeping your key people focused on high-value business objectives.
Microsoft 365 • Google Workspace • Salesforce • HubSpot • Asana • Monday.com • Slack • Microsoft Teams • Zoom • Public and Proprietary AI Tools
Manage executive schedules, priorities, meetings, and sensitive correspondence.
Handle ongoing documentation, file organization, and administrative tasks.
Maintain accurate business records and system databases.
Support internal project coordination and daily operational workflows.
Month-end shouldn’t feel like a rush against unanswered vendor invoices, un-reconciled statements, and pending receivables. Bold finance professionals ensure your financial ledgers stay up to date, accurate, and ready for reporting—working inside your existing accounting software with rigorous U.S.-based management oversight.
QuickBooks • Xero • NetSuite • Sage Intacct • Bill.com • Expensify • ADP • Gusto • Microsoft Excel • Public and Proprietary AI Tools
Handle daily journal entries, account reconciliations, and baseline financial records.
Manage customer invoicing, vendor payments, collections, and account balances.
Track reimbursements, corporate credit activity, and expense documentation.
Support comprehensive reconciliations, reporting, and month-end closing procedures.
Support accurate payroll processing, tax deduction tracking, and payroll records.
Uncollected claims, complex prior authorizations, and coding errors slow down practice revenue and burden clinical staff. Bold’s HIPAA-compliant healthcare revenue specialists manage your billing workflows, resolve payer denials, and accelerate reimbursement directly within your EHR platforms.
Epic • athenahealth • Kareo • AdvancedMD • Availity • Microsoft Excel • Google Workspace • Public and Proprietary AI Tools
Prepare error-free claims, submit billing, and handle payer communication.
Track down outstanding balances, resolve denials, and drive payer follow-up.
Process complex authorization requests and monitor approval timelines.
Review, submit, track, and systematically resolve healthcare claims.
Maintain accurate patient administrative data and update medical system records.
Hiring shouldn’t stall because your internal teams don’t have the bandwidth to source, screen, and schedule qualified candidates. Bold HR and recruiting professionals help you build talent pipelines, streamline interview logistics, and manage HRIS records so your managers can focus on building great teams.
Workday • BambooHR • Greenhouse • Lever • LinkedIn Recruiter • ADP • Gusto • Rippling • Slack • Microsoft 365 • Public and Proprietary AI Tools
Source, screen, and present top talent aligned with your active openings.
Track down outstanding balances, resolve denials, and drive payer follow-up.
Support employee documentation, HR compliance workflows, and records.
Maintain employee system data, automated reporting, and directory accuracy.
Your business can’t afford operational drag from unassigned helpdesk tickets, unmonitored deployments, or delayed system updates. Bold provides skilled IT and software engineering professionals who build applications, manage cloud infrastructure, and deliver technical support so your core systems remain secure and accessible.
Python • JavaScript • React • Node.js • AWS • Microsoft Azure • Google Cloud • GitHub • Jira • Zendesk • Salesforce • Public and Proprietary AI Tools
Develop and support client-facing applications and backend services.
Build secure APIs, manage databases, and maintain core business logic.
Provision, manage, and optimize cloud infrastructure across AWS, Azure, or GCP.
Resolve technical support tickets and assist end users with software and hardware setup.
Support automated deployment pipelines, infrastructure monitoring, and CI/CD operations.
Professionals bring domain knowledge enhanced by the Bold AI Workbench™—boosting speed, accuracy, and output across every task from day one.
Dedicated U.S. managers handle workforce coordination, performance monitoring, quality control, and KPI tracking so you have real visibility.
Our specialists work directly inside your software platforms (Salesforce, Epic, CET, QuickBooks, AWS, etc.) and follow your existing SOPs.
Bold Business provides specialized workforce expertise across a range of industries, adapting roles, workflows, and technology to the operational requirements of each business.
Bold Business provides specialized workforce expertise across 9 core business functions: CET Design, Project Coordination, AI Automation and Integration, Architecture Engineering and Construction, Administrative Support, Finance and Accounting, Healthcare Revenue Cycle, Human Resources and Recruiting, and IT and Engineering.
Yes. Workforce support can be structured around specific roles and responsibilities, such as Bookkeepers, CET Designers, Project Coordinators, Recruiters, Developers, Medical Billing Specialists, AI Automation Specialists, and other specialized professionals.
Yes. Businesses can access individual specialists, dedicated professionals, or teams designed around specific business functions and operational requirements.
AI-Amplified workforce professionals combine their domain expertise with AI-enabled tools and workflows that can support research, automation, documentation, analysis, reporting, and repetitive processes.
Yes. Professionals can work with the business systems and platforms required for their specific role, subject to access, onboarding, and workflow requirements.
Yes. Bold provides U.S.-based management oversight to support communication, performance monitoring, quality control, and operational coordination.
Bold provides workforce expertise across industries including commercial furniture and interiors, construction and real estate, telecommunications, financial services, healthcare, retail and e-commerce, and technology.
Yes. Bold professionals can supplement existing teams by providing additional capacity for specific functions, projects, workflows, or operational responsibilities.
Technology depends on the specific role. Workforce professionals can work with platforms including Salesforce, HubSpot, QuickBooks, NetSuite, Epic, athenahealth, AutoCAD, Revit, CET Designer, AWS, Azure, Workday, Greenhouse, Zapier, Make, n8n, and other role-specific systems.
Access specialized professionals across 9 business functions, supported by AI-enabled workflows, role-specific technology expertise, and U.S.-based management oversight.
