Bringing in the right people can transform your CPA firm. Hiring is a strategic move that drives your growth. If you're looking to make smarter hiring decisions, this episode is for you.

Will Spengler, founder of Frederick Fox, shares how his team finds strong controller and finance candidates in markets like Dallas, and what firms should do to stay competitive. You’ll get insights into how recruiting agencies work, what mistakes firms make when hiring, why public accounting backgrounds are still in high demand, and how remote work and compensation expectations are shifting the talent game. Tune in NOW! ▶️ Recruiting for CPA Firms with Will Spengler

Episode resources:

● Website: https://anderscpa.com/ 

● If you have questions or would like to be a guest on the show, email us at [email protected] 

● Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/   

Quotes

• Will Spengler: "Small CPA firms must weigh the opportunity cost of time when positions remain unfilled. The potential growth, efficiency, and profitability lost often outweigh recruiter fees."
• Tom Wadelton: "Remote work is now a differentiator. Firms that remain flexible and open to remote arrangements have access to a wider pool of talent."
• Adam Hale: "In recruiting for CPA firms, candidates with public accounting experience, particularly in audit, are often preferred since that background provides exposure to diverse industries and scenarios."

Will Spengler is a passionate leader in agency recruiting and the driving force behind Frederick Fox, a top-tier executive search community. As an innovator and entrepreneur, Will specializes in contractor solutions, direct hires, and retained executive search—delivering unmatched recruiting results for CPA firms and beyond. With a team of 45+ seasoned recruiters and over 610 active clients, he brings scale, speed, and strategy to every search. 

Website: https://frederickfox.com/   

FB: https://www.facebook.com/FrederickFoxGroup/    

LI: https://www.linkedin.com/in/william-spengler-2193433a/

https://www.linkedin.com/company/frederick-fox/  

The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

Website: https://www.buzzsprout.com/2458888  

Facebook: https://www.facebook.com/AndersCPA 

LinkedIn: https://www.linkedin.com/company/anders-cpa/ 

Instagram: https://www.instagram.com/anderscpa/ 

YouTube: https://www.youtube.com/@andersvcfo 

Tom Wadelton is a Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spa

If your numbers feel disconnected from your decisions, it’s time to change that. Profit-Focused Accounting helps you align operations so you can stop guessing and start leading with confidence.

Discover a clear roadmap to financial maturity with the five pillars of profit-focused accounting. Learn how to build cash flow that supports growth, know why accurate and timely reporting must come first, and how objective self-assessments, from Ad Hoc to Optimized give you and your advisor clarity on where you stand. Take the first step toward profit clarity. Watch the episode today! ▶️ Mastering the Vital Core of Profit-Focused Accounting

Episode resources:

● Website: https://anderscpa.com/ 

● If you have questions or would like to be a guest on the show, email us at [email protected] 

● Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/   

Quotes

• Jamie Nau: "A good forecast connects financial data with non-financial drivers, like customer acquisition or capacity limits."
• Tom Wadelton: "Benchmarks give owners perspective. They reveal whether performance issues are company-specific or industry-wide."
• Adam Hale: "Increasing enterprise value requires the owner to step back from daily operations and empower their team to take charge."

Jamie Nau, CPA, Director of Virtual CFO Services/ Virtual CFO, is a seasoned financial expert with a deep understanding of business growth stages.  Jaime has worked extensively with middle-market and large companies, providing key financial insights. His experience as an auditor has given him firsthand knowledge of how critical financial data is in strategic decision-making.  

Website: https://anderscpa.com/ 

FB: https://www.facebook.com/vcfobyanders  

LI: https://www.linkedin.com/in/jamienau/  

https://www.linkedin.com/company/vcfobyanders/  

IG: https://www.instagram.com/vcfobyanders/  

YT: https://www.youtube.com/@vcfobyanders

The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

Website: https://www.buzzsprout.com/2458888 

Facebook: https://www.facebook.com/AndersCPA 

LinkedIn: https://www.linkedin.com/company/anders-cpa/ 

Instagram: https://www.instagram.com/anderscpa/ 

YouTube: https://www.youtube.com/@andersvcfo 

Tom Wadelton is a Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions.

Website: https://anderscpa.com/about/your-ander

You started your business to grow, not to get stuck in spreadsheets. Today, smart tools make it easier than ever to stay ahead.

In this episode of The Modern CPA Success Show, we sit down with Jeff Seibert, CEO and co-founder of Digits, to explore how AI is transforming small business finance. We cover how Digits uses machine learning to automate up to 93% of bookkeeping, how their proprietary ledger gives you deep real-time analytics, and how their dashboards and reporting tools make it easy to translate numbers into action.

Key takeaways:

• AI-first bookkeeping: Digits automates over 90% of transactions by using real-time bank, payroll, and invoice integrations. 
• Real-time reporting and dashboards: Digits replaces static spreadsheets with interactive, browser-based financials. 
• Perfect fit for small businesses: Digits is ideal for single-entity, U.S.-based businesses looking to ditch slow monthly closes.
• Made for accountants too: Digits is designed to scale with accounting firms offering Virtual CFO services.
• Roadmap ahead: Multi-entity and multi-currency, making Digits a true full-stack solution in the making.

Start building your real-time finance clarity with Digits—listen to the episode today! ▶️How AI-Powered Digits Provide Real-Time Finance Clarity for Small Businesses

Episode resources:

● Website: https://anderscpa.com/ 

● If you have questions or would like to be a guest on the show, email us at [email protected] 

● Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/   

Quotes

• Jeff Seibert - "Digits instantly learns from your transaction categorization, quickly achieving near-perfect accuracy in managing your financial data."
• Tom Wadelton: "We often rely on dashboarding, but typically we need to separately log into accounting systems to identify specific vendor details behind variances."
• Adam Hale - "In accounting, it's not about identifying a $10,000 variance. It's about understanding why that variance exists. That's where AI really needs to deliver."

Jeff Seibert is the Co-Founder and CEO of Digits, a company revolutionizing accounting with real-time financial clarity and intuitive reporting. With over seven years at the helm, Jeff is reshaping how businesses experience bookkeeping and insights. He's also the host of Between Two Founders, where he shares the stories and strategies behind successful startups.  

Website: https://digits.com/  

LinkedIn: https://www.linkedin.com/in/jseibert/

https://www.linkedin.com/company/digits-financial/ 

X: https://x.com/jeffseibert 

https://x.com/digits 

The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

Website: https://the-modern-cpa-success-show.simplecast.com/  

Facebook: https://www.facebook.com/AndersCPA 

LinkedIn: https://www.linkedin.com/company/anders-cpa/ 

Instagram: https:

In today's rapidly evolving financial landscape, small business CFOs are navigating complexities that demand more than spreadsheets and manual processes.

In this episode of The Modern CPA Success Show, Ahikam Kaufman, co-founder and CEO of SafeBooks AI, explains how AI is transforming financial operations, enhancing data integrity, and streamlining decision-making. 

With over 20 years of experience in Fintech and corporate finance, Ahikam shares practical insights on using technology to elevate CFO strategies beyond traditional boundaries.

From automating transaction monitoring to strengthening financial data governance, Ahikam discusses real-world solutions that empower CFOs to focus on strategy rather than spreadsheets. His expertise sheds light on how AI-driven automation reduces errors, improves efficiency, and creates room for deeper financial insights. 

Tune in now if you're ready to take your financial processes to the next level and ▶️ SafeBooks AI: How AI is Shaping the Future of Small Business CFOs? With Ahikam Kaufman

Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/ 

● If you have questions or would like to be a guest on the show, email us at [email protected] 

● Check out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/ 

Quotes

• Ahikam Kaufman - "Automation and AI should be your best friends. Whatever can be automated should be automated."
• Tom Wadelton: "The biggest value we can provide to clients is not just doing the work faster, but doing it more accurately and catching issues before they become bigger problems."
• Adam Hale - "There's a lot of different tools out there, but really just start with understanding what the problem is first and then attack it from that direction."

Ahikam Kaufman is the CEO of SafeBooks AI, a technology executive with deep expertise in Fintech, SaaS, business operations, and corporate finance. He has led and scaled global businesses, using technology to streamline financial processes and drive growth. At SafeBooks AI, he empowers small business CFOs to optimize decision-making through AI-driven solutions.

Website: http://www.safebooks.ai/

Facebook: https://www.facebook.com/ahikam.kaufman

Linkedin: https://www.linkedin.com/in/ahikam-kaufman-688310/

_________________________________________________________________________________________

The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

Website: https://the-modern-cpa-success-show.simplecast.com/  

Facebook: https://www.facebook.com/vcfobyanders  

Linkedin: https://www.linkedin.com/company/vcfobyanders/ 

Instagram: https://www.instagram.com/vcfobyanders 

YouTube: https://www.youtube.com/@vcfobyanders   

X: https://x.com/vcfobyanders 

________________________________________________________________________________________

Tom Wadelton is a Virtual CFO at Summit CPA Group, bringing

When the time comes to consider selling, it’s easy to feel buried in uncertainty and daily chaos. How do you prepare your business for sale?

In this episode, Tom Wadelton and Adam Hale from Summit Virtual CFO by Anders walk you through what it really takes to prepare your business for sale. They share straightforward insights into how to think beyond putting out daily fires and start making strategic moves that increase the value of your business. 

Adam and Tom break down key valuation metrics like EBITDA, what buyers are really looking for, and how documenting your business’s financial story today can add real dollars to your sale price down the road. 

You'll also hear real talk about succession planning, seller financing, and how to remove yourself from the center of your business so it runs smoothly without you.

Tune in now and start building a business that’s ready for whatever comes next.

▶️ Preparing Your Business for Sale

Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/ 

● If you have questions or would like to be a guest on the show, email us at [email protected] 

● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/

Quotes

• Tom Wadelton: "Having clear financial benchmarks and industry comparisons can significantly enhance the perceived value of your business when preparing it for sale."
• Adam Hale - “To effectively prepare for a sale, businesses must proactively document their financial narratives and regularly track unusual items, ensuring clarity when potential buyers examine financial statements.”

_________________________________________________________________________________________

The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

Website: https://the-modern-cpa-success-show.simplecast.com/  

Facebook: https://www.facebook.com/vcfobyanders  

Linkedin: https://www.linkedin.com/company/vcfobyanders/ 

Instagram: https://www.instagram.com/vcfobyanders 

YouTube: https://www.youtube.com/@vcfobyanders   

X: https://x.com/vcfobyanders 

_______________________________________________________________________________________

Tom Wadelton is a Virtual CFO at Summit Virtual CFO by Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions.

Website: https://www.summitcpa.net/   

LinkedIn: 

Many firms find themselves delivering outsourced accounting but struggling to break into true advisory work.

In this episode of The Modern CPA Success Show, Amy Bridges, Senior Manager of CAS Professional Services at CPA.com, shares how firms like yours can build a thriving CAS practice that’s scalable, efficient, and impactful.

Amy's journey into the world of CAS is anything but ordinary. With a background in mathematics, software, and education, she brings a unique perspective to how firms can leverage technology and structured methodologies to optimize their services. 

At CPA.com, she has played a pivotal role in shaping the CAS landscape, helping firms implement frameworks that streamline their offerings and improve client outcomes.

Tune in now to hear actionable strategies and learn how CPA.com is shaping the future of Client Advisory Services!

▶️ How CPA.com Revolutionized CAS with Amy Bridges

Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/ 

● If you have questions or would like to be a guest on the show, email us at [email protected] 

● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/

Quotes

• Amy Bridges - “Initially, we focused on cloud-based accounting, but CAS has evolved significantly. Now, CPA.com is helping firms transition from basic bookkeeping to proactive, valuable advisory services.”
• Tom Wadelton: "The educational tools provided by CPA.com ensure firms can deliver consistent advisory services, reducing confusion and enhancing client satisfaction."

_________________________________________________________________________________________

Amy Bridges is a seasoned professional in practice development, curriculum design, and client advocacy within the accounting industry. As a Senior Manager of Practice Development at CPA.com, she plays a pivotal role in shaping educational programs that empower CPAs for the digital age. With expertise in assessment, learning strategy, and client training, she leads the development of the Client Advisory Services (CAS) Roadmap Workshop. Her passion for innovation and strategic enablement has been instrumental in revolutionizing CAS at CPA.com.

Website: https://www.cpa.com/   

Facebook: https://www.facebook.com/CPAdotcom 

Youtube: https://www.youtube.com/user/CPA2BizVideo  

LinkedIn: https://www.linkedin.com/in/amylynnbridges/ 

https://www.linkedin.com/company/cpa-com/  

X: https://x.com/cpacom 

Client Advisory Services Whitepapers: https://www.cpa.com/resources?filter=Whitepapers 

DCPA Conference Dec 7 – 10, 2025: https://www.cpa.com/digital-cpa
2024 CAS Benchmark Survey https://www.cpa.com/cas-benchmark-survey 

___________________________________________

In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member.

"If we have the ability to make our clients feel like heroes, that’s a complete home run. For me, that was very impactful and has changed the way we present things." – Tom Wadelton

The finer details of this episode:

• Personal anecdotes and reflections on podcasting experiences.
• Highlights of memorable podcast episodes and guests..
• Resolutions and goals for the upcoming year in podcasting.

Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/

● If you have questions or would like to be a guest on the show, email us at [email protected]

● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/

Timestamps:

Timestamps by PodSqueezeWelcome to the Modern CPA Success Show (00:00:00)

Introduction to the podcast's mission and focus on accounting insights.

Jodi's Productivity Comment (00:00:22)

Jodi humorously notes low productivity due to the team gathering for the podcast.

Brett Congratulates Indiana University (00:00:48)

Brett celebrates Indiana University's sports victory while discussing online gambling.

Introduction of Christine (00:01:38)

Jodi introduces Christine, highlighting her contributions to the podcast team.

Minna Joins the Team (00:04:11)

Minna shares her background and new role in the podcast.

Podcast Ranking Discussion (00:04:48)

Discussion about the podcast ranking as number four among accounting firms.

Minna's Podcasting Resolution (00:05:46)

Minna expresses her goal to improve scheduling for future podcast episodes.

Brett's Podcast Experience (00:07:01)

Brett shares insights from his podcast, "The Cannabis Access Show," and its educational value.

Hannah's Favorite Episode (00:10:07)

Hannah reflects on her favorite episode featuring guests from analytics discussing AI and innovation.

Tom's Storytelling Insights (00:13:44)

Tom discusses the importance of storytelling in consulting and how it relates to clients.

Jodi's Favorite Moments (00:16:12)

Jodi shares her enjoyment of hosting the podcast and connecting with guests.

Podcast Episode Timestamps

Jodi's Reflection on Past Guests (00:18:18)

Jodi shares memorable moments from past podcast episodes, including insights from John and Zeta Marion.

Podcasting Resolutions and Christmas Lists (00:19:03)

The speakers discuss their podcasting resolutions and what they want for Christmas.

Brett's Conference Experience (00:19:50)

Brett reflects on the impact of their podcast during conferences and the joy of audience interactions.

Tom's Podcasting Goals (00:21:26)

Tom shares his aspirations for exploring storytelling and AI in future podcast episodes.

Hannah's Community Focus (00:23:33)

Hannah emphasizes the importance of creating a fun and inviting atmosphere through their podcast.

Brett on Cannabis Regulation (00:26:00)

Brett discusses the challenges cannabis businesses face due to IRS regulation 280E and its implications.

Christine's Personal Listening Goals (00:31:26)

Christine aims to minimize distractions while listening to podcasts to enhance her engagement with the content.

Gift-Giving Preferences (00:30:00)

Brett a

Title:

Why Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level!

Quote:

"My clients had and still have amazing reputations in what they do. Most of them don't need huge numbers of new clients; it's more about reputation management and keeping the marketing ticking over." -Chantal Cornelius

Summary:

In this episode of the Modern CPA Success Show, the host and Tom Walton, a virtual CFO at Anders CPA and Advisors, engage with Chantal Cornelius, founder of Appletree Marketing and author of "Stand Out Strategies." The discussion centers on innovative marketing strategies for accounting firms, emphasizing the importance of emotional connections in client relationships. Chantal shares her unique journey into marketing and introduces her five standout strategies: certainty, connection, contribution, growth, and significance. The episode highlights the need for understanding client emotions, gathering feedback, and tailoring marketing messages to resonate emotionally, ultimately fostering stronger client relationships.

Finer Details:

• Innovative marketing strategies for accounting firms
• Importance of emotional connections in client relationships
• Chantal Cornelius's journey into marketing and her expertise
• Concept of "standout strategies" for business differentiation
• Five key emotional strategies: Certainty, Connection, Contribution, Growth, and Significance
• The role of client feedback in improving services
• Challenges of soliciting client feedback in the accounting industry
• Importance of specialization and niche marketing for businesses
• Practical tips for implementing emotional marketing strategies
• Resources for further learning, including Chantal's books and tools for identifying standout strategies

Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/

● If you have questions or would like to be a guest on the show, email us at [email protected]

● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/

● Take Chantal's StandOut Strategies test: https://appletreeuk.com/take-the-test/

● Check out Chantal's book "StandOut Strategies" : https://appletreeuk.com/products/stand-out-strategies/

Timestamps:

Welcome to the Modern CPA Success Show (00:00:00)

Introduction to the podcast's mission and focus on innovative insights for accounting firms.

Introduction of Guest (00:00:22)

Tom introduces Chantal Cornelius, highlighting her unique emotional approach to marketing strategies.

Chantal’s Background (00:01:17)

Chantal shares her unexpected journey from animal agriculture to founding a marketing business.

Release of "Stand Out Strategies" (00:04:10)

Discussion on Chantal's upcoming book, "Stand Out Strategies," set to be printed soon.

Definition of Standout Strategies (00:04:31)

Chantal explains the concept of standout strategies and their importance in crowded marketplaces.

Five Standout Strategies Overview (00:06:38)

Chantal outlines five key strategies for businesses to differentiate themselves emotionally.

The Strategy of Certainty (00:07:55)

Clients desire a sense of safety and reliability from their service providers.

The Strategy of Connection (00:08:39)

"As an owner of a business, it’s really nice to have control, knowing what’s coming in, what’s going out, and how much cash I have." -Adam Hale

Summary:

In this episode of the Modern CPA Success Show, hosts Tom and Adam discuss their firm's cash flow management service. They highlight the critical role of cash flow in business health, distinguishing it from financial forecasting. Their service includes a 13-week cash flow forecast, regular cash flow meetings, and detailed tracking of accounts receivable and payable. Emphasis is placed on the importance of reconciling bank accounts, maintaining communication, and ensuring accountability. The episode underscores how these practices help business owners stay informed, manage expenses, and make proactive financial decisions.

Finer details of this episode:

• Importance of cash flow for businesses
• Distinction between financial forecasting and cash flow management
• Overview of the cash flow management service offered by the firm
• Benefits of regular cash flow meetings for business owners
• Process of tracking cash inflows and outflows
• Role of bank account reconciliation in cash flow management
• Structure and efficiency of cash flow meetings
• Importance of communication and accountability in financial processes
• Best practices for handling invoices and payments
• Proactive approach to collections and managing outstanding invoices

Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/

● If you have questions or would like to be a guest on the show, email us at [email protected]

● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/

Timestamps:

Introduction to the Podcast (00:00:00)  

The host introduces the Modern CPA Success Show and its mission to support accounting firms.

Discussion on Cash Flow Service (00:00:22)  

Tom and Adam begin discussing the cash flow service offered by their firm.

Importance of Cash Flow (00:00:35)  

Adam emphasizes the critical nature of cash flow for business survival and its management.

Distinction Between Cash Flow Services (00:01:01)  

Adam explains the difference between financial forecasting and the cash flow management service.

Overview of Cash Flow Management (00:01:56)  

Adam discusses the detailed aspects of cash flow management, including tracking income and expenses.

Weekly Cash Flow Meetings (00:02:35)  

Tom highlights the value of weekly meetings for business owners to monitor cash flow.

Bill Payment Process (00:03:16)  

Adam discusses the bill payment process and the importance of client oversight.

Clarification During Meetings (00:05:24)  

Tom and Adam talk about the benefits of asking questions during cash flow meetings for clarity.

Meeting Duration and Frequency (00:06:33)  

The speakers outline the typical duration of cash flow meetings and their frequency.

Best Practices for Invoice Management (00:07:51)  

Tom emphasizes the importance of using a centralized system for managing invoices.

Accountability in Collections (00:08:38)  

Adam stresses the need for accountability in following up on overdue payments.

Preparation for Cash Flow Meetings (00:09:36)  

Adam explains the importance of preparation and reconciliation before meetings.

Maintaining the 13-Week Cash Flow Forecast (00:10:21)  

Tom discusses the critical nature of maintaining a 13-week cash flow forecast for business p

"If you want to understand your pricing, I need to know what your service packages are. If you want to understand how you're going to onboard a client, I need to know what your service package is." - Adam Hale


The finer details of this episode:
● Importance of service packages for accounting firms, focusing on clarity in offerings, pricing, and alignment with target client segments to enhance relevance and value.

● Structuring service packages using a "small, medium, large" model to cater to different client needs, manage resources, and improve client onboarding and communication.

●Overcoming challenges in creating service packages, including transitioning existing clients, ensuring pricing transparency, and utilizing technology like AI tools for development.

Episode resources:
● Summit Virtual CFO by Anders website: https://www.summitcpa.net/
● If you have questions or would like to be a guest on the show, email us at [email protected]
● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/

Timestamps
Welcome to the Modern CPA Success Show (00:00:00)
Introduction to the podcast's mission and focus on innovative accounting insights.

Discussion on Service Packages (00:00:22)
Tom and Adam explain the importance of service packages for CAS and CFO services.

Clarity in Deliverables (00:00:50)
Emphasis on the need for clarity in service delivery through defined service packages.

Marketing and Client Attraction (00:01:51)
Aligning service packages with target client demographics for effective marketing.

Access and Time Considerations (00:02:46)
Discussion on the importance of access frequency in determining service package pricing.

Team Understanding of Packages (00:04:48)
How defined packages help team members understand client onboarding and service delivery.

Pricing and Scope Management (00:05:04)
The role of service packages in managing client expectations and pricing structures.

Refining Onboarding Processes (00:06:40)
Importance of revisiting service packages during onboarding to clarify responsibilities.

Promoting the Virtual CFO Playbook (00:07:02)
Advertisement for the Virtual CFO Playbook and its benefits for accounting firms.

Psychology of Package Creation (00:07:44)
Discussion on why many firms hesitate to create service packages and how to overcome this.

Overcoming Writer's Block (00:08:39)
Tom and Adam share insights on getting started with service package development.

Client-Centric Package Development (00:10:05)
Strategies for brainstorming and organizing service packages based on client needs.

Learning from Other Firms (00:11:05)
Encouragement to review other firms' packages for inspiration without copying directly.

Transitioning to New Packages (00:12:11)
Advice on implementing new service packages without alienating existing clients.

Testing New Packages (00:12:41)
The importance of prospectively evaluating service packages and client relationships.

Initial Pricing Transparency (00:13:52)
Benefits of presenting clear pricing options during the initial client call.

Utilizing AI in Package Development (00:16:13)
Exploration of using AI tools to brainstorm and refine service packages.

Continuous Package Improvement (00:16:47)
Encouragement to regularly update service packages to meet evolving client needs.

Closing Remarks (00:17:04)
Final thoughts on the importance of service packages and an invitation for further discussion.