“When moving to offering virtual CFO services, there was a mindset shift that really helped us recognize our own value. Now we're at the place where we have a definition, structure, and the ability to align ourselves with potential clients and their needs.” - Katina Peters The finer details of this episode:<ul><li>Conveying value and building trust in sales conversations</li><li>Exploring niche markets</li><li>Defining and improving processes when adding virtual CFO services to your firm</li></ul> Episode resources:<ul><li>Summit CPA website – <a href='http://www.summitcpa.net'>www.summitcpa.net</a></li><li>For questions or if you would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com.</li><li><a href='https://pjscpas.com/'>Virtual CPA providing vCFO Services | PJS & Co. CPAs (pjscpas.com)</a></li></ul>

“When moving to offering virtual CFO services, there was a mindset shift that really helped us recognize our own value. Now we're at the place where we have a definition, structure, and the ability to align ourselves with potential clients and their needs.” - Katina Peters The finer details of this episode:Conveying value and building trust in sales conversationsExploring niche marketsDefining and improving processes when adding virtual CFO services to your firm Episode resources:Summit CPA website – www.summitcpa.netFor questions or if you would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com.Virtual CPA providing vCFO Services | PJS & Co. CPAs (pjscpas.com)

“When moving to offering virtual CFO services, there was a mindset shift that really helped us recognize our own value. Now we're at the place where we have a definition, structure, and the ability to align ourselves with potential clients and their needs.” - Katina Peters The finer details of this episode:<ul><li>Conveying value and building trust in sales conversations</li><li>Exploring niche markets</li><li>Defining and improving processes when adding virtual CFO services to your firm</li></ul>&nbsp;Episode resources:<ul><li>Summit CPA website&nbsp;– <a href="http://www.summitcpa.net" rel="noopener noreferrer">www.summitcpa.net</a></li><li>For questions or if you would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com.</li><li><a href="https://pjscpas.com/" rel="noopener noreferrer">Virtual CPA providing vCFO Services | PJS &amp; Co. CPAs (pjscpas.com)</a></li></ul>

Adding Virtual CFO Services to Your Firm with Katina Peters

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.

Share Adding Virtual CFO Services to Your Firm with Katina Peters

Sign up to save your podcasts

Adding Virtual CFO Services to Your Firm with Katina Peters

Adding Virtual CFO Services to Your Firm with Katina Peters

More shows like The Modern CPA Success Show

Accounting Best Practices with Steve Bragg

Accountant's Flight Plan

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

The Accounting Podcast

The Perfect RIA

Small Business Tax Savings Podcast

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

Business Strategy for CPA's

Future Firm Accounting Podcast

Creative Agency Success Show

The Unique CPA

Building the Premier Accounting Firm

Earmark Podcast | Earn Free Accounting CPE

Jason On Firms Podcast

The Young CPA Success Show