137 Épisodes

  1. PPP Loan Forgiveness

    Publié: 25/05/2020
  2. Best Books to Make You a Better CFO

    Publié: 12/05/2020
  3. Using JetPack Workflow for project management with David Cristello

    Publié: 27/04/2020
  4. PPP vs EIDL

    Publié: 15/04/2020
  5. How to Help Your Clients Through Difficult Times

    Publié: 30/03/2020
  6. Distributed Working Models

    Publié: 20/03/2020
  7. Onboarding A New Client

    Publié: 16/03/2020
  8. Structuring client meetings for success

    Publié: 02/03/2020
  9. Marketing Your CPA Firm

    Publié: 17/02/2020
  10. The Virtual CFO Process

    Publié: 03/02/2020
  11. Tax Integration with Virtual CFO Services

    Publié: 21/01/2020
  12. Tips for Selling Virtual CFO Services

    Publié: 06/01/2020
  13. How accounting firms can keep up with technology

    Publié: 31/12/2019
  14. Why hiring is SO important

    Publié: 11/12/2019
  15. Becoming the firm of the future

    Publié: 28/11/2019
  16. How we built our team using a distributed model

    Publié: 19/11/2019
  17. How we bootstrapped the firm of the future

    Publié: 22/10/2019

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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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