Sales Pipeline Analysis with Adam and Tom: How to Lead Revenue Forecasting Meetings

In this episode, Tom and Adam discuss the critical role of pipeline management, focusing on its influence on sales, operations, and finance and understanding sales pipeline analysis. They highlight the importance of understanding the sales cycle, the necessity for accurate data, and the strategic benefits of pipeline meetings. Challenges such as managing waiting percentages and techniques for evaluating and forecasting pipeline opportunities are also discussed. They emphasize that pipeline management is not an absolute science but a tool for guiding predictions and aligning different departments. The conversation aims to provide insights for accounting firms to look forward and optimize their operations.

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.