“We've designed a pretty flexible tool. It’s turnkey when you need it to be, like determining cashflow. We've got some really cool stuff in the pipeline right now from a development perspective and KPIs.” -Christian Wielage  The finer details of this episode:<ul><li>How using a software planning tool like PlanGuru helps advisors/CFOs make sound business decisions</li><li>Tools and resources offered by PlanGuru</li><li>Why today’s firms need PlanGuru to stay relevant and offer real-time solutions </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><a href='https://www.planguru.com/'>PlanGuru | Business Budgeting Software, Business Planning Software</a></li></ul>

“We've designed a pretty flexible tool. It’s turnkey when you need it to be, like determining cashflow. We've got some really cool stuff in the pipeline right now from a development perspective and KPIs.” -Christian Wielage The finer details of this episode:How using a software planning tool like PlanGuru helps advisors/CFOs make sound business decisionsTools and resources offered by PlanGuruWhy today’s firms need PlanGuru to stay relevant and offer real-time solutions Episode resources:Summit CPA website – www.summitcpa.netEmail us with questions – cpa@summitcpa.netPlanGuru | Business Budgeting Software, Business Planning Software

“We've designed a pretty flexible tool. It’s turnkey when you need it to be, like determining cashflow. We've got some really cool stuff in the pipeline right now from a development perspective and KPIs.” -Christian Wielage&nbsp; The finer details of this episode:<ul><li>How using a software planning tool like PlanGuru helps advisors/CFOs make sound business decisions</li><li>Tools and resources offered by PlanGuru</li><li>Why today’s firms need PlanGuru to stay relevant and offer real-time solutions&nbsp;</li></ul>&nbsp;Episode resources:<ul><li>Summit CPA website&nbsp;–&nbsp;<a href="http://www.summitcpa.net" rel="noopener noreferrer">www.summitcpa.net</a></li><li>Email us with questions&nbsp;–&nbsp;<a href="mailto:cpa@summitcpa.net" rel="noopener noreferrer">cpa@summitcpa.net</a></li><li><a href="https://www.planguru.com/" rel="noopener noreferrer">PlanGuru | Business Budgeting Software, Business Planning Software</a></li></ul>&nbsp;

Optimize Planning Using PlanGuru with Christian Wielage

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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Optimize Planning Using PlanGuru with Christian Wielage

Optimize Planning Using PlanGuru with Christian Wielage

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