Are you overlooking one of these methods to improve your law firm's profitability? Improving key factors like your AR and billing cycle, charge expectations and legal workflows can help increase productivity and revenue. Read more to learn practical implementations to help boost your firm's profitability: https://lnkd.in/gcQrs2vP
Summit Virtual CFO by Anders
会计
St. Louis，MO 3,808 位关注者
We're changing the way people think about accounting!
关于我们
Summit Virtual CFO by Anders helps customize solutions for our small business clients to help them manage their business by leaving the accounting, bookkeeping, and tax issues to us. We focus primarily on Virtual CFO Services to help clients Maximize Profits, Minimize Taxes, and Improve Cash Flow. We accomplish our mission by providing our clients with an experienced team of professionals that can either support or replace higher cost and less efficient staff. We save our clients between $10,000 to $50,000 per year in employee efficiency alone.? We provide or oversee our clients’ businesses through forecasting, KPI management, banking relationships, accounts payable (billings), accounts receivable (invoicing), payroll, and cash flow management. Moreover, we meet with our clients virtually to help them make important informative decisions. The virtual environment in which we serve our clients lets us provide CASH FLOW PLANNING, PROFIT PLANNING, AND TAX PLANNING during the year instead of during tax time when too often planning is too late.
- 网站
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https://www.summitcpa.net
Summit Virtual CFO by Anders的外部链接
- 所属行业
- 会计
- 规模
- 51-200 人
- 总部
- St. Louis，MO
- 类型
- 私人持股
- 创立
- 2001
- 领域
- Virtual CFO Services、Benefit Plan Audits、Virtual Controllership Services和401K Audits
地点
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主要
获取路线
800 Market Street
Suite 500
US，MO，St. Louis，63101-2501
Summit Virtual CFO by Anders员工
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Jennifer Betz
Senior Advisor | CPA | CFA
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Lydia Rapp
Client Success Manager at Summit Anders VCFO
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Roxanne Raynor
Collaboration Catalyst | Marketing Maven | Unleashing Opportunities and Amplifying Brand Influence through Strategic Partnerships
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Dan Rutherford
Virtual CFO with 25 years of experience helping transportation and logistics companies drive their success with strategic financial forecasting and…
动态
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The accounting industry is evolving fast—are you keeping up? On this episode of The Young CPA Success Show, Tom and Jesse from FinOptimal join Hannah and Joey to break down the Bench shutdown, AI’s growing role, and what CPAs must do to stay ahead. Tune in for insights on adaptability, pricing strategies, and the future of the profession. Listen to the full episode: https://lnkd.in/gv_5XMdC #YoungCPASuccess
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Summit Virtual CFO by Anders转发了
Driving profit and cash flow for attorneys through effective use of key performance metrics.
I had the pleasure of joining Stan Miller and Katie Beth Hand on the Legacy Leaders podcast to talk about one of my favorite topics—helping law firms make smarter business decisions. In our conversation, we covered: ? ?????? ?????? ?????????????????? ???????? ?????????? ????????-???????? ?????????????? ?????? ?????? ?????????? ? ?????? ???? ?????????????? ?????????????????????? ???????????? ?????????????? ???????? ?????????????????????????? ? ?????????????? ??’???? ?????????????? ???????? ?????????????? ???????? ?????????? ???? ?????????????????????? ???????????? It was a fantastic discussion, and I’m excited to share these insights with you! If you’re looking for strategies to take your firm to the next level, check out the episode here: ?? https://lnkd.in/gMSpFDfG I’d love to hear your thoughts—what’s the best business decision you’ve made for your firm? Let’s discuss in the comments! #LegacyLeaders #LawFirmGrowth #BusinessStrategy #Leadership #LegalIndustry #VirtualCFO #LegalVCFO #LawFirmVCFO
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Want to grow your creative agency? It’s more than landing big clients—it’s about building the right foundation. From hiring strategically to managing your time and financial resources, these 4 tips will set you up for sustainable success. ?? Read the full blog and learn more here: https://lnkd.in/g346gJZX #AgencyGrowth #MarketingSuccess #MarketingAgency #BusinessGrowth
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On John C. Scott, CPA, AEP recent podcast guesting with Legacy Leaders, he talks about optimizing business decisions for law firm success. From collaborative strategies to virtual CFO solutions, learn how smart financial planning can transform your firm’s growth. Tune in to hear insights on building a thriving legal practice! ?? #LegacyLeaders #LawFirmVCFO #LegalVCFO
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The long hours, the burnout, the never-ending cycle—does busy season have to be this way? Joey and Hannah break down the biggest challenges accountants face and why leadership, mentorship, and self-care are key to making a change. https://lnkd.in/gyrybcnB Listen in and tell us: What’s one thing that’s helped you manage the chaos? #BusySeason #Leadership
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John C. Scott, CPA, AEP was recently featured on the Legacy Leaders podcast hosted by Stan Miller and Katie Beth Hand to talk about helping law firms make smarter business decisions. This episode covered: ? ?????? ?????? ?????????????????? ???????? ?????????? ????????-???????? ?????????????? ?????? ?????? ?????????? ? ?????? ???? ?????????????? ?????????????????????? ???????????? ?????????????? ???????? ?????????????????????????? ? ?????????????? ??’???? ?????????????? ???????? ?????????????? ???????? ?????????? ???? ?????????????????????? ???????????? If you’re looking for strategies to take your firm to the next level, check out the episode here: ?? https://lnkd.in/g-g7CHEW We'd love to hear your thoughts—what’s the best business decision you’ve made for your firm? Let’s discuss in the comments! #LegacyLeaders #LawFirmGrowth #BusinessStrategy #Leadership #LegalIndustry #LawFirmVCFO #LegalVCFO
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Are you leveraging defined benefit plans to help your clients with tax savings? In this episode of the Young CPA Success Show, David Podell, an expert from Business Benefits Consultants, helps demystify defined benefit plans, offering valuable insights for young CPAs. From identifying client opportunities to collaborating with financial advisors, David explains how these plans can boost retirement benefits and provide significant tax advantages. ?? Listen to the full episode: https://lnkd.in/gX5fpXNr ?? Have you worked with defined benefit plans in your career? Share your experiences in the comments! #TaxPlanning #YoungCPA #RetirementPlanning #FinancialAdvisory
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Join us on February 6th at 1 PM EST for a TCA webinar, “Navigating the Road to Recovery: Strategies for Emerging Stronger from the Freight Recession,” featuring insights from Edmund Doss of Deep South Freight. Learn best practices for managing cash, forecasting, and building clean financials to navigate the freight recession. Register today! https://lnkd.in/emRBzP95
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How do generational stereotypes affect young professionals in the workplace? In this episode of the Young CPA Success Show, Madeline Miller, a coach with a background in law and entertainment, dives deep into the challenges young professionals face, especially in the accounting world. She emphasizes the importance of empathy, mentorship, and strong leadership. ?? Tune in to the full episode: https://lnkd.in/g3WjCSRJ ?? What leadership qualities do you think are most important for today’s work environment? Share your thoughts! #LeadershipDevelopment #YoungCPA #CareerGrowth #WorkplaceCulture
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