How We Sell Audits Online

Make it easy for prospects to reach you.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

With our 401(k) audit service, the bulk of our clients find us online and come to us through our website. We also get referrals from investment advisors and third-party administrators.

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No matter how a prospect finds us, there are three ways that they typically reach out to us: