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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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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.
Chief Executive Officer (CEO), Summit CPA Group
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.
Duration
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Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
315 Ratings
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CK
Nov 29th, 2021
Great training video.
CC
Sep 2nd, 2022
Very informative.
DC
Jun 24th, 2022
Interesting topic
GM
Nov 9th, 2021
great course
MB
Jul 31st, 2022
thanks
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