Mail Call: Answering Your Onboarding Questions with Jamie Nau and Joey Kinney

Join Jamie and Joey for a special mailbag-format episode where they answer questions from listeners of the Modern CPA Success Show. They discuss the importance of in-person and/or video meetings and building relationships with clients, as well as the challenges of merging existing processes during the onboarding phase. They also explore the transition from a transactional role to a strategic and advisory role in accounting, highlighting the importance of developing critical thinking skills. The hosts recommend reading business books for professional development and share advice on building effective training programs.

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.