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MARKETING & SALES

Five Best Practices for Sales and Conversion

two women shaking hands across desk

Plus a six-step process for ushering prospects through to virtual CFO services.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

An important part of the overall process within the company is sales and conversion. For our virtual CFO service, there’s a six-step lead conversion process from when the prospect discovers our website to when the engagement begins.

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The Sales and Conversion Process

Our sales and conversion process includes six steps.

Here’s what that looks like and the typical timeline: READ MORE →

MARKETING & SALES

Put Thought Leadership into Your Marketing

Businesswoman lassoing light bulb

You can’t just acquire new business. You have to retain it.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

I bet you can imagine that marketing a virtual accounting firm is different than it is for traditional brick-and-mortar accounting firms. When you’re only serving your local area, you need to focus on things like signage, local advertising, the Yellow Pages, your website, Google My Business, Yelp, Chamber of Commerce and word-of-mouth referrals. Those are all great ways to get noticed by people in your area who would benefit from the services you offer.

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When your customer base isn’t confined to a specific location, however, it changes the game a bit. You still want word-of-mouth referrals and you still need a website, but it becomes even more important to focus on search engine optimization (SEO) and thought leadership – developing your online platform, publishing articles with industry publications, speaking, etc. – to help people discover your services.
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CLIENT SERVICE OPPORTUNITIES

Three Steps to Better Client Communication

What can you anticipate and prepare for?

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Clients desire transparency. Being transparent with clients and having open, honest communication with them helps build really strong, healthy working relationships. It’s never been so important for us to have open communication channels with our clients at all times no matter what form of communication is being utilized.

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In some organizations, people hide behind their computers if they feel too busy or if they don’t want to face the client because they aren’t able to meet a deadline. We, on the other hand, make it a priority to be available to our clients at all times.
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CLIENT SERVICE OPPORTUNITIES

Client Trust Begins with Onboarding

Smiling businesswoman offering a handshake

How do you want this new relationship to begin?

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Onboarding is critical when it comes to bringing on new virtual CFO clients. It’s also important to have a smooth onboarding process for clients receiving any other types of services. I want to dive into onboarding in each of our service areas a little bit more.

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I don’t mean to beat a dead horse here, but I simply cannot express enough how important the onboarding process is for establishing extremely solid client relationships. When it comes down to it, relationships are the backbone of our business.
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AUDIT & ASSURANCE

The Six Stages of 401(k) Audits

green marker checking boxes

Keep the process from dragging on.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

As with any service area, it’s important to have a solid process in place. Without one, it can be a little bit like the Wild West! The 401(k) audit process involves six stages, which are typically completed within four to eight weeks.

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Once a prospective client confirms they want Summit to complete their audit, we send them the engagement letter and the questionnaires along with the governance planning memo that we’re required to give them.
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