How to Sell Virtual CFO Services
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- Опубліковано 5 вер 2024
- • Learn more about how to successfully land $60/year clients and provide a killer client experience in our comprehensive course: vcfoplaybook.s...
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In this recorded webinar session, CPAs will learn how to successfully launch Virtual CFO services by identifying a niche, defining an ideal client, and closing a sale.
Instructors:
• Jody Grunden, CPA - CEO & Co-Founder at Summit CPA Group
• Adam Hale, CPA - COO & Co-Founder at Summit CPA Group
• Tom Wadelton, CPA - Virtual CFO at Summit CPA Group
Major Topics:
• How to sell Virtual CFO Services
• The importance of assessing who you want to work with
• Defining your ideal client
Learning Objectives:
• Participants will understand the value of finding their niche.
• Participants will learn to identify the type of client they want to work with and how to deliver services to a target group.
• Participants will learn how to analyze their client base to identify prospective CFO clients.
• Participants will learn how to present and explain CFO services.
Designed for:
Practicing CPAs and accounting professionals interested in starting or expanding their practice to include Virtual CFO services.
• For details on our upcoming webinars, visit: www.summitcpa....
• Check out our Summit Virtual CFO by Anders website: www.summitcpa....
• Find out more about the Virtual CFO Playbook Course: vcfoplaybook.s...
Very informative one. Esp the best practises.
Hi there, thanks for this webinar. I am late to the party but very excited. I am struggling to estimate the time needed (workload). I won’t charge hourly but still need to estimate that so I will not work a lot for little. Could you please advise ?
Your video helped me a lot to take my doubts, thank you very much
Glad to hear that!
Great video
Thanks for this video, very informative! You mentioned you use a spreadsheet for your pricing that you screen share while on sales calls, is that something you’d be willing to share?
We do share it with our course students. You can learn more about the VCFO Playbook course here: vcfoplaybook.summitcpa.net/
@@vcfobyanders Thanks!