Summit Virtual CFO by Anders

?? Wondering how to push past the profit plateau? In this Accounting Today feature, Tom Wadelton reveals the importance of stepping back from client work and investing time in strategic growth. Learn how adopting a CEO mindset and operationalizing key tasks can make a real difference. ?? Ready to take the next step? ?? Read the article here: https://lnkd.in/gzrC8V59 #Accounting #StrategicGrowth #VirtualCFO

?? How do you show clients they’re your priority? John C. Scott, CPA, AEP shares his advice for young professionals: It’s all about demonstrating care, whether it’s with your team or your clients. The importance of active listening, being present, and acknowledging mistakes as part of the learning process. ?? Watch the full episode to hear more insights on building strong client relationships: https://lnkd.in/gve3Mtwj ?? How do you make your clients feel like a priority? Let’s hear your thoughts in the comments! Hannah Hood #ClientRelationships #CPA #YoungCPASuccessShow #AccountingProfession #ProfessionalGrowth

?? How prepared is your agency for a potential sale? Jonathan Baker stresses the importance of getting a valuation sooner rather than later. Knowing where you stand is essential, even if you’re not ready to sell yet. He also shares insights on the typical M&A process and the significance of having your numbers ready for due diligence. ?? Listen to the full episode to dive deeper into preparing your agency for a successful sale: https://lnkd.in/gPHQ_KUh ?? How do you plan to get ready for a potential sale? Let’s hear your thoughts in the comments! #MergersAndAcquisitions #AgencyGrowth #ExitStrategy #BusinessValuation #CreativeAgency

?? How do you approach career advancement conversations respectfully? John C. Scott, CPA, AEP shares his advice for young professionals looking to take the next step in their career. He talks about the value of clearly defining your career goals, self-assessing where you stand, and taking proactive steps before seeking a promotion. ?? Want to learn more about how to navigate career progression? Watch the full episode here: https://lnkd.in/gve3Mtwj ?? How did you approach career advancement conversations early in your career? Share your experiences in the comments! #CareerGrowth #AccountingProfession #YoungCPASuccessShow #CareerAdvancement

?? When is the right time to start planning for your agency’s sale? In this clip from The Creative Agency Success Show, Jonathan Baker discusses the crucial factors agency owners need to consider when preparing for an M&A. He highlights the importance of understanding the post-transaction process and the role owners may play even after the sale. ?? Listen to the full episode to learn more about preparing your agency for a successful sale: https://lnkd.in/gPHQ_KUh ?? What’s your timeline for preparing for an M&A? Are you ready for the post-sale phase? Let’s chat in the comments! Hannah Hood #MergersAndAcquisitions #AgencySuccess #ExitStrategy #AgencyGrowth #BusinessPreparation

?? How do you become a subject matter expert as a young accountant? In this episode of the Young CPA Success Show, John C. Scott, CPA, AEP, Virtual CFO and Partner at Anders CPAs + Advisors, shares his insights on how young professionals can establish themselves as subject matter experts. From mastering client relationships to finding the right mentorship, this conversation offers valuable strategies for career growth. ?? Listen to the full episode here: https://lnkd.in/gve3Mtwj ?? What niche are you working to master in accounting? Share your thoughts in the comments! #CareerDevelopment #Accountant #YoungCPASuccessShow

?? Are your financials ready for an M&A? In this Creative Agency Success Show episode, Jonathan Baker of Punctuation explains how having clean financials, understanding valuation factors, and preparing early can make or break your agency’s successful sale. ?? Listen now to learn how to prepare for a successful sale: https://lnkd.in/gPHQ_KUh ?? Are you considering M&A for your agency? What steps are you taking now? Let’s discuss in the comments! Jamie Nau Hannah Hood #AgencyLeadership #MergersAndAcquisitions #AgencyGrowth #ExitStrategy

?? Transitioning from Basic Services to Value-Driven Advisory Adam Hale, CPA discusses the importance of redefining service offerings as your firm takes on more advisory roles. Bundling services like revenue recognition, cash flow, and month-end oversight not only enhances value but also provides clarity for clients. By displaying typical pricing and qualifying factors like team size and revenue, prospects understand exactly what to expect—and who these services are designed for. How do you approach bundling services to add value for clients? Share your thoughts below! ?? If this was insightful, give it a like and share with your network. #ServiceBundling #ClientAdvisory #PricingTransparency #AccountingServices #ModernCPASuccess

?? The Power of Service Packages in Defining Your Firm Adam Hale, CPA emphasizes that service packages are the backbone of modern accounting practices. From pricing to client onboarding and delivery, everything ties back to the clarity and structure of your service package. Much like a website validates your brand, a well-defined service package tells clients, “This is what we do best.” How has service packaging impacted your firm’s success? Share your experience below! ?? If you found this insight valuable, give it a like and share the clip with others. #ServicePackages #ClientOnboarding #PricingStrategy #AccountingFirm #ModernCPASuccess

Are your service packages helping or hindering your firm’s growth? Tom and Adam Hale, CPA explore the power of service packages for CAS and CFO firms. Defined packages help clarify pricing, improve client onboarding, and allow accounting firms to meet diverse client needs effectively. How has structuring service packages impacted your firm’s success? Share your insights below! Watch the full episode: https://lnkd.in/gBu-ZntQ #ClientAccounting #ServicePackaging #PricingClarity #BusinessGrowth #ModernCPASuccess