Quote“Let’s build the plan and plug the engineers into the plan instead of the other way around.” - Casey Cobb  The finer details of this episode <ul><li>How the beginning of this client relationship changed the way we pitched</li><li>Casey’s amazing backstory and how a virtual CFO was able to help him through challenging times</li><li>The 80/20 rule, Parkinson's Law, and how Casey implemented them into his business idea</li><li>How Casy found his blue ocean strategy</li></ul> Episode resources<ul><li>Summit CPA website - <a href='http://www.summitcpa.net/'>www.summitcpa.net</a></li><li>Email us with questions - <a href='mailto:cpa@summitcpa.net'>cpa@summitcpa.net</a> </li><li>Email Casey - <a href='mailto:casey@projectricochet.com'>casey@projectricochet.com</a></li></ul>

Quote “Let’s build the plan and plug the engineers into the plan instead of the other way around.” - Casey Cobb The finer details of this episode How the beginning of this client relationship changed the way we pitchedCasey’s amazing backstory and how a virtual CFO was able to help him through challenging timesThe 80/20 rule, Parkinson's Law, and how Casey implemented them into his business ideaHow Casy found his blue ocean strategy Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Email Casey - casey@projectricochet.com

Quote“Let’s build the plan and plug the engineers into the plan instead of the other way around.” - Casey Cobb&nbsp;&nbsp;The finer details of this episode&nbsp;<ul><li>How the beginning of this client relationship changed the way we pitched</li><li>Casey’s amazing backstory and how a virtual CFO was able to help him through challenging times</li><li>The 80/20 rule, Parkinson's Law, and how Casey implemented them into his business idea</li><li>How Casy found his blue ocean strategy</li></ul>&nbsp;Episode resources<ul><li>Summit CPA website - <a href="http://www.summitcpa.net/" rel="noopener noreferrer">www.summitcpa.net</a></li><li>Email us with questions - <a href="mailto:cpa@summitcpa.net" rel="noopener noreferrer">cpa@summitcpa.net</a>&nbsp;</li><li>Email Casey - <a href="mailto:casey@projectricochet.com" rel="noopener noreferrer">casey@projectricochet.com</a></li></ul>

Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group

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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Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group

Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group

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