Attention agency owners: Are you experiencing downward pressure on profit margins? Learn how to move the needle on agency profitability and track the effectiveness of your profit margin improvement strategies. #ScalingUp #BusinessFinancials #CreativeAgency #ProfitMargin #DigitalAgency https://lnkd.in/gxZRtgDg
Summit Virtual CFO by Anders
会计
St. Louis，MO 3,810 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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Cash management is just one of five areas of maturity that businesses need to monitor and improve as part of sustainable growth. Our 10-minute Profit-Focused Maturity Assessment will tell you where you stand today and give actionable steps to get where you want to go. Discover your company's maturity now. https://lnkd.in/g65DNnT5
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Cargo theft, phishing scams, and internal fraud—trucking companies face serious threats daily. With the right fraud prevention strategies, you can stay ahead of criminals and scammers. Read our latest blog for insights to keep your transportation or logistics business safe. #FreightFraud #Logistics #Transportation #FraudPrevention https://lnkd.in/gGgEzc2f
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Summit Virtual CFO by Anders转发了
Operations professionals often face tough decisions, especially when it comes to hiring and resource allocation. The key to making better decisions? Performance metrics. In her latest article, SoDA partner?Summit Virtual CFO by Anders' Hannah Hood explores essential KPIs that can help you track performance and improve profitability in your creative agency. From determining the right time to hire to understanding which metrics truly drive growth, this piece offers valuable insights on how to move beyond gut instincts and make data-driven decisions. ???? https://lnkd.in/gR3rBZY6
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Wondering how to handle your cash reserve? Check out Jody Grunden, CPA insight in this Expert Panel for Forbes Councils. https://lnkd.in/ehR3_yB7
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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
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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