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:
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.
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.
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.
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