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The Virtual CFO Process
Quote
“If you really want to grow your firm and scale your practice, you have to have a process.” - Adam Hale
The finer details of this episode
- What it was like in the early days of Summit CPA
- How Summit CPA uses the 80/20 rule to embrace creativity with clients while also keeping solid systems behind the scenes
- Tools we use to standardize our systems
- What our processes look like at Summit CPA
- How creating videos is the best way to standardize processes
- How to standardize meetings without being too rigid
- How standardizing and recording systems helps in onboarding new team members
- Why you should be careful about over-standardizing
Episode resources
- Summit CPA website - www.summitcpa.net
- Email us with questions - [email protected]
- Jetpack - https://jetpackworkflow.com/
View all episodes
By Summit Virtual CFO by Anders
5
99 ratings
Quote
“If you really want to grow your firm and scale your practice, you have to have a process.” - Adam Hale
The finer details of this episode
- What it was like in the early days of Summit CPA
- How Summit CPA uses the 80/20 rule to embrace creativity with clients while also keeping solid systems behind the scenes
- Tools we use to standardize our systems
- What our processes look like at Summit CPA
- How creating videos is the best way to standardize processes
- How to standardize meetings without being too rigid
- How standardizing and recording systems helps in onboarding new team members
- Why you should be careful about over-standardizing
Episode resources
- Summit CPA website - www.summitcpa.net
- Email us with questions - [email protected]
- Jetpack - https://jetpackworkflow.com/
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