Top 3 Ways to Build Client Relationships With Hannah Hood

Episode Notes “The top three things that people can do to build client relationships would be take a posture of people over profit, to follow through and follow up, and to remember going into those relationships that, it's not about you. Take yourself out of the equation first and understand your client's goals.” – Hannah Hood The finer details of this episode: Understanding your personality and how to work with different personality typesEstablishing relationships built on trust and transpa...

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.