CPA - small firm
CPA - medium firm
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Do you want to shift your accounting practice away from compliance work and into advisory services? In this webinar, attendees will learn what it means to be an advisor, what profit-focused accounting means, and how to deliver it to clients as a Virtual CFO successfully.
In this webinar, the presenters will walk through how to get started with Virtual CFO service offerings and how to deliver the services. Attendees will discover the strategies and techniques necessary to scale firms and make them more profitable.
Who should attend:
- CPA firm owners interested in increasing the profitability of their firm
- Practicing accountants who would like to enhance their service offerings
- CPAs interested in learning more about profit-focused accounting
Learning Objectives:
- Recognize the role of Virtual CFO and its value to clients
- Define how to present Virtual CFO services to prospective clients
- Identify profit-focused accounting
- Determine how and why you should define a niche
- List the proven approach to successful VCFO client meetings: agenda and cadence
Jody Grunden
Summit CPA Group
CEO and Co-Founder
[email protected]
(260) 918-8822
Jody Grunden is the CEO and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody transitioned the company to a distributed accounting firm in 2013. Since 2002, Summit CPA Group has grown from a team of two people to approximately 50. The company has grown extremely fast, experiencing three-year 150% growth consecutively over the past three years and being recognized by Inc. 5000.
Tom Wadelton
Summit CPA Group
Virtual CFO
[email protected]
(260) 497-9761
Tom Wadelton is a Virtual CFO at Summit CPA Group. As a Virtual CFO, Tom participates and collaborates with leadership on all financial aspects of the business. He primarily identifies and regularly reviews his clients’ key drivers to understand the company better and offer insights on improvements. Tom currently sits on the board of the Indiana CPA Society as the Chair-Elect.
Adam Hale
Summit CPA Group
Co-Founder/COO
[email protected]
(260) 497-9761
Adam Hale is the Co-Founder and COO of Summit CPA Group. He primarily focuses on coaching his team and other accounting firms to deliver successful Virtual CFO Services. Throughout his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.
About Our Presenter
Because of the way technology is utilized, their entire 401K Audits are performed without ever stepping foot in a client's location, which was nearly impossible five years ago. Why do most CPA firms have to spend countless hours interrupting the day-to-day activity of their clients? The answer is simple, they don’t, they're just stuck in the past. With the use of Web Portals, E-mails, and GotoMeetings, audits can be performed anywhere.
By taking a non-traditional approach to accounting, Summit CPA has undergone extreme growth since their humble beginnings. When traditional accounting firms have seen level or declining growth over the past 5 years, they have seen annual growths in excess of 15 percent in each of those years.
Do clients like the non-traditional approach? Summet CPA thinks they do.
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