Quote“The three legs of the stool are culture, tech and tools, and client backgrounds.” - Adam Hale  The finer details of this episode <ul><li>How to communicate your core values with a new employee </li><li>The process for teaching new employees the tools and systems </li><li>What the schedule looks like for a new employee during their first weeks </li><li>Providing real-time feedback to new employees </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>

Quote “The three legs of the stool are culture, tech and tools, and client backgrounds.” - Adam Hale The finer details of this episode How to communicate your core values with a new employee The process for teaching new employees the tools and systems What the schedule looks like for a new employee during their first weeks Providing real-time feedback to new employees Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

Quote“The three legs of the stool are culture, tech and tools, and client backgrounds.” - Adam Hale&nbsp;&nbsp;The finer details of this episode&nbsp;<ul><li>How to communicate your core values with a new employee&nbsp;</li><li>The process for teaching new employees the tools and systems&nbsp;</li><li>What the schedule looks like for a new employee during their first weeks&nbsp;</li><li>Providing real-time feedback to new employees&nbsp;</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></ul>

Onboarding a New Employee with Zach Montroy

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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Onboarding a New Employee with Zach Montroy

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