Tips for Building a Firm Worth Growing: Ideal Clients and Strong Networks with Michael Clarke

Michael Clarke, Founder and Chief Implementation Officer of Protection Point Advisors, joins Adam and Tom to discuss insights from his book “A Firm Worth Building.” The discussion focuses on transitioning from individual-centric practices to sustainable business models, emphasizing teamwork, effective communication, and trust-building with clients. Key topics include the importance of valuing support staff, networking, and continuous learning. Michael also addresses common mistakes in managing firms and offers practical strategies for professional service providers to enhance their practices.

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.