Quote“You don’t need a silver bullet every time you meet with your client” - Jamie Nau  The finer details of this episode <ul><li>How to prepare yourself and your client for your meetings </li><li>How Summit CPA has done this in the past and how we do it now </li><li>The core meetings that you need to have with your client </li><li>Conversations that are important to have in your meetings </li><li>How to decide and communicate who should be in each meeting </li><li>What the meetings look like for each service your CPA firm offers </li><li>How long your meetings should be and how frequently you should hold meetings </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 “You don’t need a silver bullet every time you meet with your client” - Jamie Nau The finer details of this episode How to prepare yourself and your client for your meetings How Summit CPA has done this in the past and how we do it now The core meetings that you need to have with your client Conversations that are important to have in your meetings How to decide and communicate who should be in each meeting What the meetings look like for each service your CPA firm offers How long your meetings should be and how frequently you should hold meetings Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

Quote“You don’t need a silver bullet every time you meet with your client” - Jamie Nau&nbsp;&nbsp;The finer details of this episode&nbsp;<ul><li>How to prepare yourself and your client for your meetings&nbsp;</li><li>How Summit CPA has done this in the past and how we do it now&nbsp;</li><li>The core meetings that you need to have with your client&nbsp;</li><li>Conversations that are important to have in your meetings&nbsp;</li><li>How to decide and communicate who should be in each meeting&nbsp;</li><li>What the meetings look like for each service your CPA firm offers&nbsp;</li><li>How long your meetings should be and how frequently you should hold meetings&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></li></ul>

Structuring client meetings for success

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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Structuring client meetings for success

Structuring client meetings for success

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