"The quality of the people (and), the quality of the technology has just made my ability to step in and be successful a whole lot easier." - Greg Wallis  The finer details of this episode :<ul><li>What is it like shifting to a virtual CFO role? How did Greg's experience help him adjust?</li><li>What do you need to consider and think about before going virtual or moving to a 100% remote firm?</li><li>Tips for professionals interested to join Summit CPA, A Division of Anders CPAs + Advisors, or offer their own Virtual CFO services  </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></ul>

"The quality of the people (and), the quality of the technology has just made my ability to step in and be successful a whole lot easier." - Greg Wallis The finer details of this episode :What is it like shifting to a virtual CFO role? How did Greg's experience help him adjust?What do you need to consider and think about before going virtual or moving to a 100% remote firm?Tips for professionals interested to join Summit CPA, A Division of Anders CPAs + Advisors, or offer their own Virtual CFO services Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

"The quality of the people (and), the quality of the technology has just made my ability to step in and be successful a whole lot easier." - Greg Wallis &nbsp;The finer details of this episode&nbsp;:<ul><li>What is it like shifting to a virtual CFO role? How did Greg's experience help him adjust?</li><li>What do you need to consider and think about before going virtual or moving to a 100% remote firm?</li><li>Tips for professionals interested to join Summit CPA, A Division of Anders CPAs + Advisors, or offer their own Virtual CFO services &nbsp;</li></ul>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&nbsp;</a></li></ul>

How to Survive Your First 100 Days as a Virtual CFO with Greg Wallis

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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How to Survive Your First 100 Days as a Virtual CFO with Greg Wallis

How to Survive Your First 100 Days as a Virtual CFO with Greg Wallis

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