Free CPE Webinar: Learn how to successfully launch or expand Virtual CFO services in your firm by identifying a niche, defining an ideal client, and closing a sale.
Join Jody Grunden, CPA Trendlines expert author and CEO of Summit CPA Group, along with Adam Hale, COO at Summit CPA Group, and Tom Wadelton, Virtual CFO at Summit CPA Group, to learn how to identify the type of client you want to work with, analyze your client base to identify prospective VCFO clients, and present and explain VCFO services.
Thursday, June 25
1 pm ET / 10 am PT
1 hour, CPE