The Modern CPA Success Show
By Summit Virtual CFO by Anders
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Category: Management
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Episodes: 138
Description
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.
| Episode | Date |
|---|---|
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Preparing Your Business for Sale
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Apr 15, 2025 |
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How CPA.com Revolutionized CAS with Amy Bridges
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Apr 01, 2025 |
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2024 Year in Review
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Dec 30, 2024 |
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Why Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level!
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Dec 09, 2024 |
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How Can Effective Cash Flow Management Transform Your Business?
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Nov 25, 2024 |
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Defining Service Packages: A Comprehensive Guide for Modern Accounting Firms
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Nov 11, 2024 |
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Spooktacular Showdown: A Halloween Movie Draft Special
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Oct 31, 2024 |
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How Client Accounting Services Are Redefining the Role of Accountants in Business Growth
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Oct 28, 2024 |
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Unlocking Profitability: Embrace Advisory Services and Client-Centric Solutions with Simon Severino
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Oct 14, 2024 |
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Mastering Excel: Essential Skills and Strategies to Boost Efficiency with Jeff Lenning
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Sep 30, 2024 |
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Tips for Building a Firm Worth Growing: Ideal Clients and Strong Networks with Michael Clarke
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Sep 16, 2024 |
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Navigating the Complexities of Financial Planning for Business Owners with Adam Koós
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Sep 02, 2024 |
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Redefining Financial Planning and Reporting for Small Businesses and Startups with Blagoja Hamamdjiev
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Aug 19, 2024 |
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Strategies for Revolutionizing Client-Centered Financial Advisory with Tyson Ray
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Aug 05, 2024 |
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The Partner Every Firm Needs: Simplifying Business Startup and Compliance with Nellie Akalp
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Jul 22, 2024 |
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Navigating Work-Life Balance: A Candid Conversation on Stress in the Workplace with Joey Kinney
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Jul 08, 2024 |
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How Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?
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Jun 24, 2024 |
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Strategies for Setting Boundaries and Managing Scope in Advisory Work with Chris Papin
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Jun 10, 2024 |
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The Most Powerful Accounting Tool That You’re Not Using with Jeff Bartsch
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May 27, 2024 |
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Crafting Financial Narratives: Strategies for Storytelling in Accounting with Soufyan Hamid
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May 13, 2024 |
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Making Sense of Law Firm Metrics with "Judicial Dollars and Cents," with John Scott
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Apr 29, 2024 |
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Unlocking Growth and Integration: Benefits of Nearshoring in Mexico with Martin Moll
|
Apr 15, 2024 |
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Mastering the Art of Onboarding: Why Even Small CPA Firms Should Invest
|
Apr 01, 2024 |
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Sales Pipeline Analysis with Adam and Tom: How to Lead Revenue Forecasting Meetings
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Mar 18, 2024 |
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ESG Consulting: How Accountants Can Advise on Environmental, Social and Governance Initiatives with Kai Gray
|
Mar 04, 2024 |
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Attract and Retain Accountants Amid a CPA Shortage: A Conversation with Cory Gayman
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Feb 19, 2024 |
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Cash Balance Plans: Maximizing Client Tax Savings with David Podell
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Feb 05, 2024 |
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Drive Success in Your Accounting Firm Through Storytelling with Jeff Bartsch
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Jan 22, 2024 |
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Mail Call: Answering Your Onboarding Questions with Jamie Nau and Joey Kinney
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Jan 08, 2024 |
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The Power of AI to Reshape the Accounting Landscape with Kyle Geers
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Dec 11, 2023 |
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Benefits of Adding Outsourced Executive Services to Your Firm with Gina Cotner
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Nov 27, 2023 |
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Mastering Conflict Resolution in the Workplace with Carol Bowser
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Nov 13, 2023 |
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Implementing Systems to Transform Your Firm with Josh Fonger
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Oct 30, 2023 |
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Helping Non-finance Professionals Utilize Cash Flow Forecasting with Terrell Turner
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Oct 16, 2023 |
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What Every Advisor Should Know About the Cannabis Industry with Guillermo Rodriguez
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Oct 02, 2023 |
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Revolutionize Your Firm's Business Solutions with Alex Sonkin
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Sep 18, 2023 |
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Niche Down, Price Up with Geraldine Carter
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Sep 04, 2023 |
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Unlocking the ROI of Advisory Services with Roger Knecht
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Aug 21, 2023 |
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Selling for Accountants with Nikki Rausch
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Aug 07, 2023 |
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Cultivating a Sales Mindset with Mike Meilinger
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Jul 24, 2023 |
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Offering Virtual CFO Services in the Cannabis Industry with Guillermo Rodriguez
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Jul 10, 2023 |
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Transform Your Business Model: Implementing After-Action Reviews and Creating a Value Proposition with Ron Baker (Part 2)
|
Jun 26, 2023 |
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Transforming Your Business: The Power of Subscription-Based Models with Ron Baker (Part 1)
|
Jun 12, 2023 |
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The Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney
|
May 29, 2023 |
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Maximizing Automation in the Accounting Industry with Jesse Rubenfeld
|
May 15, 2023 |
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Adding Virtual CFO Services to Your Firm with Katina Peters
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May 01, 2023 |
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The Role of a Virtual CFO in the Transportation + Logistics Industry with Dan Rutherford
|
Apr 17, 2023 |
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How to Offer Virtual CFO Services to Law Firms with John Scott
|
Apr 03, 2023 |
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Understanding the Silicon Valley Bank Issue: What Small Business Owners Need to Know
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Mar 20, 2023 |
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Top 5 Marketing Mistakes CPA Firms Make with Matthew Banker
|
Mar 20, 2023 |
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Finding Joy in Accounting: Nearshore Outsourcing, Taxes, and Franchising with Kristen Keats
|
Mar 06, 2023 |
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Outsourced HR Solutions with John Baldino
|
Feb 20, 2023 |
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Scaling and Selling: Is Your Firm Ready for a Broker? With Brannon Poe
|
Feb 06, 2023 |
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Getting Things Done® with David Allen
|
Jan 23, 2023 |
|
Divvy: Empower Spending Using Simple Controls With Zac Heinz
|
Jan 09, 2023 |
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Top 3 Ways to Build Client Relationships With Hannah Hood
|
Dec 26, 2022 |
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Optimize Planning Using PlanGuru with Christian Wielage
|
Dec 12, 2022 |
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Pre-IPO and Financial Planning With Aaron Rubin
|
Nov 28, 2022 |
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Three Tips to Prevent Burnout With Iralma Pozo
|
Nov 14, 2022 |
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What You Need To Know About Annual Planning
|
Oct 31, 2022 |
|
An Easy Solution For Data Storytelling with Pragadish Kalaivanan
|
Oct 17, 2022 |
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Quiet Quitting with Chris Williams and Josh Jeans
|
Oct 03, 2022 |
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Financial Tools for Remote Companies
|
Sep 19, 2022 |
|
Overcoming Awkward, Winning Clients, and Influencing People With Monica Parkin
|
Sep 05, 2022 |
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How to Manage Change and Thrive in it with Douglas Fergusson
|
Aug 22, 2022 |
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The Future of CPE with Blake Oliver
|
Aug 10, 2022 |
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How Technology and Insights Influence a Restaurant's Success with Bo Davis
|
Jul 28, 2022 |
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Culture as a Success and Performance Driver with Serena Shoup
|
Jul 13, 2022 |
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How Autoreview Adds Value to Your Financial Reviews
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Jun 23, 2022 |
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How to Survive Your First 100 Days as a Virtual CFO with Greg Wallis
|
Jun 09, 2022 |
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Speed Dating with Credits and Incentives
|
May 31, 2022 |
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Building the Firm of the Future with Anders
|
May 17, 2022 |
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Why Networking on LinkedIn is More Important Now Than Ever With Donna Serdula
|
Apr 26, 2022 |
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Summit CPA has Joined Anders!
|
Apr 18, 2022 |
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How to Communicate With Your Clients in Plain English with Peter Margaritis
|
Apr 06, 2022 |
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Lessons Learned in Client Onboarding
|
Mar 21, 2022 |
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Clubhouse for Accountants with Larry D. West III
|
Mar 08, 2022 |
|
Modern CPA Success Show's Best of 2021
|
Feb 21, 2022 |
|
Developing A Team Of Constant Learners
|
Feb 07, 2022 |
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How Andrew Tucker Found The Perfect Course To Grow His CPA Firm
|
Jan 24, 2022 |
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Best Advice for Remote First Companies
|
Dec 28, 2021 |
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Organization Reinvention with Fabiaan van Vrekhem
|
Dec 13, 2021 |
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Cloud-based Forecasting with Jirav
|
Nov 29, 2021 |
|
The Great Resignation Part 2
|
Nov 15, 2021 |
|
The Great Resignation
|
Nov 01, 2021 |
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Value-Based Pricing with Geraldine Carter
|
Oct 18, 2021 |
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What Eating Kale Taught Geraldine Carter About the Accounting Profession
|
Oct 06, 2021 |
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Building Communities and Learning From Your Peers
|
Sep 20, 2021 |
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Exploring New Marketing Channels to Reach More Leads
|
Sep 07, 2021 |
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Finding Your Niche & Becoming a Thought Leader
|
Aug 23, 2021 |
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Planning Memorable Company Retreats for Remote Companies (Part 2 Live from Las Vegas)
|
Aug 11, 2021 |
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Planning Memorable Company Retreats for Remote Companies (Part 1)
|
Jul 28, 2021 |
|
Everything you Need to Know About Cannabis Accounting with Andrew Hunzicker
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Jul 16, 2021 |
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Tax Lessons Learned with Dave Danic
|
Jul 01, 2021 |
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Deep Dive with Virtual CFO Client Tiffany Farriss of Palantir
|
Jun 14, 2021 |
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Developing Systems to Scale Your Business with David Jenyns (Part 2)
|
Jun 02, 2021 |
|
Developing Systems to Scale Your Business with David Jenyns (Part 1)
|
May 17, 2021 |
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How Octavia Conner Made Her Clients Say Yes to Profits
|
May 03, 2021 |
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How to Build a Flexible, Engaged, and Successful Workplace with Frank Cottle
|
Apr 19, 2021 |
|
The Playbook That Inspired the Growth of Oberlander & Co.
|
Apr 07, 2021 |
|
Choosing Vendors with Jake Grimm
|
Mar 29, 2021 |
|
Adapting in the Age of Automation with David Bergstein
|
Mar 15, 2021 |
|
Establish Smarter Ways of Working for you and your Clients with Bill.Com
|
Mar 03, 2021 |
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Exploring Video Marketing Strategies to Grow Your Business
|
Feb 15, 2021 |
|
Financing with QuickFee
|
Feb 03, 2021 |
|
The Future of Virtual CFO Services with Rick Telberg of CPA Trendlines
|
Jan 04, 2021 |
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Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group
|
Dec 21, 2020 |
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How To Hold An Effective Meeting with Tom Barrett
|
Dec 07, 2020 |
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The Importance of Team Retreats with Zach Montroy and Lillian Hocevar
|
Nov 16, 2020 |
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Getting the Right People into the Right Seats with Tom Barrett
|
Nov 02, 2020 |
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Deep Dive with Virtual CFO Client Greg Bear of Bear Group
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Oct 19, 2020 |
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Small Business Loans
|
Oct 06, 2020 |
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Summit CPA employees Angie Douglas & Mikala Page talk about traveling while working remotely
|
Sep 28, 2020 |
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Family Office Integration with VCFO Services with Michael Frost from Heritage
|
Sep 14, 2020 |
|
EOS with Tom Barrett from Navigate the Journey
|
Aug 31, 2020 |
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Delegation Tips with Emily Morgan from Delegate Solutions
|
Aug 17, 2020 |
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Client Spotlight with Matt Westgate of Lullabot
|
Aug 06, 2020 |
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Special Guest Justin Hatch of Reach Reporting
|
Jul 23, 2020 |
|
Cash Flow Tools with Justin Pulgrano of Finagraph
|
Jul 07, 2020 |
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Onboarding a New Employee with Zach Montroy
|
Jun 25, 2020 |
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Hiring Assessments with Zach Montroy
|
Jun 08, 2020 |
|
PPP Loan Forgiveness
|
May 25, 2020 |
|
Best Books to Make You a Better CFO
|
May 12, 2020 |
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Using JetPack Workflow for project management with David Cristello
|
Apr 27, 2020 |
|
PPP vs EIDL
|
Apr 15, 2020 |
|
How to Help Your Clients Through Difficult Times
|
Mar 30, 2020 |
|
Distributed Working Models
|
Mar 20, 2020 |
|
Onboarding A New Client
|
Mar 16, 2020 |
|
Structuring client meetings for success
|
Mar 02, 2020 |
|
Marketing Your CPA Firm
|
Feb 17, 2020 |
|
The Virtual CFO Process
|
Feb 03, 2020 |
|
Tax Integration with Virtual CFO Services
|
Jan 21, 2020 |
|
Tips for Selling Virtual CFO Services
|
Jan 06, 2020 |
|
How accounting firms can keep up with technology
|
Dec 31, 2019 |
|
Why hiring is SO important
|
Dec 11, 2019 |
|
Becoming the firm of the future
|
Nov 28, 2019 |
|
How we built our team using a distributed model
|
Nov 19, 2019 |
|
How we bootstrapped the firm of the future
|
Oct 22, 2019 |