Summit Virtual CFO by Anders

Adam Hale, explains how moving to a true subscription model can transform client relationships. Instead of charging hourly, clients gain access based on need and meeting frequency. This approach removes the anxiety of hourly billing, letting clients reach out whenever necessary while keeping scope in check with regular meetings. Have you considered moving to a subscription-based service model? Let us know in the comments! 👍 If this resonates, give it a like and share the clip. Tom Wadelton #SubscriptionServices #ScopeManagement #AdvisoryModel

Adam Hale, CPA discusses the need for CAS firms to transition from partner-driven to brand-driven growth. In a mature CAS setup, the emphasis is on leverage—pushing work to the right levels and creating a brand clients seek out rather than relying on individual reputations. How do you balance individual expertise with a strong brand presence? Share your insights below! 👍 Like and share if you’re building a brand-focused firm. #BusinessStructure #BrandBuilding #CAS 

How do Client Accounting Services (CAS) create value beyond compliance? In this episode, Adam Hale, CPA and Tom Wadelton explore how CAS and advisory services are evolving within accounting firms. By focusing on resource allocation, strategic advisory roles, and subscription-based services, mature CAS practices are transforming the approach to client growth. Are you ready for the shift? Watch the full episode here to see how CAS enhances client growth and firm success. https://lnkd.in/gx389knK #ModernCPA #CAS #ClientAdvisory #Accounting

Change is as inevitable as taxes, but how we handle it can lead to significant growth. Jason Scott founder of 120VC, emphasizes the power of strategic change management. By re-rationalizing your team's work and aligning it with customer satisfaction, you can boost efficiency and drive profits. Plus, engaging your team in the process fosters buy-in and a smoother transition. How has your team adapted to changes in the workplace? Share your experiences in the comments! If you found this infographic helpful, please like and share it with your network! Read the full article here: https://lnkd.in/gJJewKPS #ChangeManagement #BusinessTransformation #TeamAlignment

What does it take to sustain a business for over a decade? In this clip, Joey and Jeff reflect on the evolution of Jeff’s business over 12 years, emphasizing the shift from building to creating valuable free content and automating processes. What changes have you implemented to keep your work efficient and engaging? Share your experiences below! #ContentCreation #BusinessAutomation #EntrepreneurJourney

Are you focused on being helpful in your sales approach? Adam Kurzawa shares a refreshing take on sales: "Always be useful." By helping others without expecting anything in return, you're creating good karma that can come back to you in meaningful ways. It’s all about providing real value and making genuine connections. 💬 What are some ways you add value to your clients? Let’s hear your ideas! 👍 Like, 💬 comment, and 🔄 share if you found this perspective valuable! Jody Grunden, CPA #ValueCreation #SalesPhilosophy #BusinessRelationships #CreativeAgencies

Is college preparing students for the real-world demands of accounting? Joey reflects on his own experience, expressing that Excel training was sorely lacking during his studies. Jeff Lenning supports this view, highlighting the skills gap that many graduates face today. What skills do you wish you had learned in college that would have made your transition to the workforce smoother? Share your thoughts in the comments! #CareerPreparation #SkillsGap #AccountingEducation

Adam Kurzawa points out that the majority of new work comes from existing clients through upselling and referrals. He suggests being proactive—visit your clients, understand their needs, explore other areas within their organizations for more chances to collaborate, and ask for referrals. It’s all about building stronger connections! 💬 What’s your approach to nurturing your relationship with current clients? Let’s discuss in the comments! 👍 Like, 💬 comment, and 🔄 share this clip if you found it insightful! #ClientEngagement #GrowthOpportunities #CreativeAgencies

Are your Excel skills keeping up with workplace demands? In the latest episode of the Young CPA Success Show, Joey interviews Microsoft MVP Certified Trainer Jeff Lenning about the critical role Excel plays for young accounting professionals. They discuss the glaring gaps in Excel training within college education and share insights on how to bridge that gap. 🎧 Don’t miss out on this essential conversation—watch the full episode here: https://lnkd.in/gNPRKXyU 💬 What Excel skills do you think are essential for success in accounting? Share your thoughts in the comments! #SkillsDevelopment #CPA #Accounting #Excel

Are you maximizing the potential of your current client relationships? In this episode of The Creative Agency Success Show, Adam Kurzawa discusses the art of nurturing relationships and creating opportunities for business development. He shares valuable insights on hiring practices and the importance of industry knowledge. How do you approach relationship building in your business? Share your thoughts in the comments! 🎧 Catch the full episode here: https://lnkd.in/gtwUsD6f #BusinessDevelopment #ClientRelations #CreativeAgencies