Pre-IPO and Financial Planning With Aaron Rubin

Episode Notes “It’s time to bring in an expert if you are leaving your role at a pre-IPO company. Also, when the IPO happens, it can a little tricky, especially if they have some of the more complex kinds of contracts, so you’re going to want to get some help on it.” – Aaron Rubin The finer details of this episode: Learn options to offer clients when it comes to pre-IPO tax issues as it relates to stock optionsHow to advise a client and seek specialized help as they navigate the IPO journeyU...

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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.