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CLIENT SERVICE OPPORTUNITIES

Process Is Key to Remote Work

Woman leading meeting, flipchart in background

Your team and your clients both win.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

With the right people in place, empowered to work independently, and proper access to the tools that are necessary to get the work done, process comes next.

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Creating process is important in any business if you want to scale, but it is imperative when it comes to remote work. Process helps streamline things, reduces confusion and makes your team more efficient and productive.
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True Story: When the Feds Came Knocking

Three tech solutions for protecting client data.

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.
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What’s the ROI on That Shiny New Thing?

Innovate for the right reasons.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Depending on your age, you may or may not remember Lotus 1-2-3. It was a hugely popular spreadsheet program back in the ’80s and early ’90s that was eventually taken over by Excel. If we had been “married” to Lotus 1-2-3 at that time, we may have gone out of business because we wouldn’t have been able to react fast enough.

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This is the world of technology today. We have to operate under the mindset that what we’re currently using may or may not be around in five years.
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Five Questions to Ask about New Tech Tools

Businessman looking at question mark sketch on the wall
Be sure to loop in the people who will use them.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Whether you purchase a one-time software license or pay for a tool on a subscription basis, the cost of software can add up quickly. It’s necessary to conduct a thorough analysis of any new software program before you decide to buy it, and you need to constantly evaluate the effectiveness of the tools you’re using.

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We have learned that we want to be sure we’re getting the most out of our software, that our tools remain the right fit for our needs and that they are cost-effective.
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Creative Perks Your Remote Employees Will Appreciate

remote worker at computer types on phone with dog nearby

Stipends for tech and education? Why not?

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

In addition to the more traditional benefits, we also offer a few creative perks that I think our employees really appreciate, including an education stipend and a technology stipend.

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Education Stipend

We believe that continuing education keeps our team members sharp and ahead of the game. One of our core values is “curiosity” because we want our employees to always be thinking about how we can improve our services, become more efficient and do things better. We want people to think outside the box because we’re not a typical accounting firm, nor do we ever want to be one.
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