How To Scale CFO And Advisory Services With Offshoring 1.5 Credits
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The accounting profession is going through some major changes. There are now more firms competing with each other than ever before.
Collecting fees is difficult because invoices often do not reach the client until the firm has completed the work, and the invoice may be higher than the client expected. Most professionals have worked on a project that required more hours or effort than was initially quoted, and they had to figure out how to add those extra hours to the bill.
Rather than charging clients after the work is completed, why not charge a flat monthly fee that covers all of your work for the entire year? In other words, offer your customers a subscription.
Small businesses now have so much choice that ordinary services like compliance, tax preparation and basic bookkeeping are becoming commoditised. There's so little differentiation in this crowded market that the value of these services is being driven down.
So, it's a good time to move away from labor-intensive services into the world of business and financial consulting.
The shift from in-house to outsourced has created all-new service industries. Today, many industry-leading enterprises leverage the power of outsourced Chief Financial Officer (CFO) services. The Virtual CFO is a new concept. It's a way for small businesses to get CFO support that they wouldn't have been able to afford previously.
Can Accountant Provide Virtual CFO Type Services to Clients?
Does Business Need this CFO Type Services?
“After leveraging offshore staffing with Entigrity, your VCFO and senior accounting team will be able to be more focused on client strategies, planning, review, analysis and involved in advisory for better decision making and growth for your client businesses not just bookkeeping tasks. you will see your firm business more scalable than before.
Key topics covered in this CPE webinar:
The speaker of this CPE webinar Jody Grunden is the CEO and Co-Founder of Summit CPA Group and has won the Most Innovative Practitioner Award by AICPA.
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Valid upto : Dec 31, 2024
Valid upto : Nov 30, 2024
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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 2 people to approximately 50. The
company has grown extremely fast, experiencing 3-year 150% growth consecutively
over the past 3 years and being recognized by Inc. 5000.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
CK
Great training video.
CC
Very informative.
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