“For us, it’s about a long-term relationship. It’s about being a part of our client’s business for years to come, not just about cranking out one tax return.” - Adam Hale The finer details of this episode <ul><li>How we sell our services through education.</li><li>Why you should give away as much information as possible to your client base.</li><li>How to position yourself as the subject matter expert.</li><li>Why finding a niche is valuable.</li><li>What to consider when choosing your ideal client.</li><li>What the Summit CPA sales process looks like.</li><li>How Summit CPA’s sales process is unique and why it works so well.</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>

“For us, it’s about a long-term relationship. It’s about being a part of our client’s business for years to come, not just about cranking out one tax return.” - Adam Hale The finer details of this episode How we sell our services through education.Why you should give away as much information as possible to your client base.How to position yourself as the subject matter expert.Why finding a niche is valuable.What to consider when choosing your ideal client.What the Summit CPA sales process looks like.How Summit CPA’s sales process is unique and why it works so well. Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

“For us, it’s about a long-term relationship. It’s about being a part of our client’s business for years to come, not just about cranking out one tax return.” - Adam Hale&nbsp;The finer details of this episode&nbsp;<ul><li>How we sell our services through education.</li><li>Why you should give away as much information as possible to your client base.</li><li>How to position yourself as the subject matter expert.</li><li>Why finding a niche is valuable.</li><li>What to consider when choosing your ideal client.</li><li>What the Summit CPA sales process looks like.</li><li>How Summit CPA’s sales process is unique and why it works so well.</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>

Tips for Selling Virtual CFO Services

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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Tips for Selling Virtual CFO Services

Tips for Selling Virtual CFO Services

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