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PRO Member Exclusive

Three Ways to Protect Client Files from Cyberthreats

Technology Security with Internet Digital Signature as Art

Make technology your ally.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Have you ever been contacted by the IRS with the FBI involved? I can tell you from firsthand experience that it’s a bit alarming when that happens.

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We were once contacted by the IRS because they thought our server had been compromised. When the field officer who came to our office asked to see our server, we explained that we didn’t have a server. She was a little surprised by that information and then asked where we kept our files. We explained that we use cloud storage and programs designed specifically for encryption and security.
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PRO Member Exclusive

A Virtual CFO Might Be the Answer

Three people speaking by videoconference

It might not be just one person.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

You may have heard about virtual CFO services. It’s a concept that’s been around for a while now that allows CPAs and accounting firms to offer CFO services to smaller businesses that may not yet be able to afford a full-time CFO.

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What is a Virtual CFO?

Virtual CFO (or VCFO for short) stands for a virtual chief financial officer. A VCFO provides outsourced accounting services at a high level for businesses.
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MANAGEMENT

Three Metrics for Measuring Staff

They must work in harmony.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

If you want to grow your accounting firm, it’s important to evaluate the effectiveness of your process on a regular basis. You want to be aware of what’s working well and what’s not. You also want to continually be improving upon your services over time.

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There are three things you can specifically monitor when it comes to the effectiveness of your team. Here’s how we do it at Summit CPA Group. Maybe these ideas will work for you too.
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