Strategies for Setting Boundaries and Managing Scope in Advisory Work with Chris Papin

Adam and Tom welcome to the show Chris Papin, Founder and Owner of Papin CPA. Chris discusses his multifaceted role as a lawyer, CPA, and insurance producer. They discuss the importance of scoping, setting boundaries, and guiding clients through next steps. The episode covers the challenges of defining boundaries in advisory services, managing client expectations, and handling scope creep. Chris emphasizes the need for clear communication, strategic decision-making, and adaptability to clients' changing needs. The conversation concludes with the nuances of client relationships, the importance of onboarding, and the impact of economic changes on client services.

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.