Adding Virtual CFO Services to Your Firm with Katina Peters

Katina Peters, managing partner of Peters, Johnson, Staley and Company, joins Tom Wadelton and Adam Hale to discuss making the shift from traditional accounting services to offering more advisory-focused, virtual CFO services. Katina details the challenges and the “learn as you go” method she and her partners experienced during their decision to move up the value chain and provide more advisory services to their clients.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.