The Modern CPA Success Show

Un podcast de Summit Virtual CFO by Anders - Les lundis

Les lundis

Catégories:

Entreprise Éducation

130 Épisodes

  1. The Importance of Team Retreats with Zach Montroy and Lillian Hocevar

    Publié: 16/11/2020

  2. Getting the Right People into the Right Seats with Tom Barrett

    Publié: 02/11/2020

  3. Deep Dive with Virtual CFO Client Greg Bear of Bear Group

    Publié: 19/10/2020

  4. Small Business Loans

    Publié: 06/10/2020

  5. Summit CPA employees Angie Douglas & Mikala Page talk about traveling while working remotely

    Publié: 28/09/2020

  6. Family Office Integration with VCFO Services with Michael Frost from Heritage

    Publié: 14/09/2020

  7. EOS with Tom Barrett from Navigate the Journey

    Publié: 31/08/2020

  8. Delegation Tips with Emily Morgan from Delegate Solutions

    Publié: 17/08/2020

  9. Client Spotlight with Matt Westgate of Lullabot

    Publié: 06/08/2020

  10. Special Guest Justin Hatch of Reach Reporting

    Publié: 23/07/2020

  11. Cash Flow Tools with Justin Pulgrano of Finagraph

    Publié: 07/07/2020

  12. Onboarding a New Employee with Zach Montroy

    Publié: 25/06/2020

  13. Hiring Assessments with Zach Montroy

    Publié: 08/06/2020

  14. PPP Loan Forgiveness

    Publié: 25/05/2020

  15. Best Books to Make You a Better CFO

    Publié: 12/05/2020

  16. Using JetPack Workflow for project management with David Cristello

    Publié: 27/04/2020

  17. PPP vs EIDL

    Publié: 15/04/2020

  18. How to Help Your Clients Through Difficult Times

    Publié: 30/03/2020

  19. Distributed Working Models

    Publié: 20/03/2020

  20. Onboarding A New Client

    Publié: 16/03/2020

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Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.
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