Unlocking Profitability: Embrace Advisory Services and Client-Centric Solutions with Simon Severino

Tom and Simon Severino, Founder and CEO of Strategy Sprints, delve into the evolving landscape of accounting services, focusing on the shift from traditional tax-based practices to advisory services. Simon shares his expertise in sales and marketing strategies for accounting firms. He emphasizes the importance of decoupling time from value, understanding client needs, and effectively packaging services. He also discusses the concept of Strategy Sprints, a structured approach to business growth, and highlights the necessity of a strong marketing presence.

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.