“Don't let the needs of the present get in the way from the needs of the future. Build that future, invest now, and it'll pay for itself in the long run.” – Joey Kinney  The finer details of this episode:<ul><li>Importance of training and developing the advisory mindset</li><li>Challenges of merging existing processes during onboarding</li><li>Building relationships and personal connections with clients</li></ul> Episode resources:<ul><li>Summit Virtual CFO by Anders website: <a href="https://www.summitcpa.net/">https://www.summitcpa.net/</a></li><li>If you have questions or would like to be a guest on the show, email us at <a href="mailto:mcpasuccessshow@anderscpa.com">mcpasuccessshow@anderscpa.com</a></li><li>Check out the Virtual CFO Playbook Course: <a href="https://vcfoplaybook.summitcpa.net/">https://vcfoplaybook.summitcpa.net/</a></li></ul>

Drive Success in Your Accounting Firm Through Storytelling with Jeff Bartsch

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.