VIRTUAL CFO

The CAS Bottleneck No One Talks About | It’s Not Just the Numbers

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Poor onboarding frustrates clients, burns out staff, and kills profitability.

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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

Winning the client is exciting—but in Client Accounting Services (CAS), that’s just the opening act. The real work, and the real success, depends on what happens immediately after a prospect says “yes.”

MORE Penny Breslin and Damien Greathead
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In this episode of It’s Not Just the Numbers, hosts Penny Breslin and Damien Greathead make the case that onboarding is one of the most overlooked, underdeveloped, and business-critical functions in CAS firms today.

“Too many firms have no clue what actually happens when a client walks in the door,” Breslin says. “You sold the work, but what happens next? What experience does the client have? And what does your team do first?”

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Creative Perks Your Remote Employees Will Appreciate

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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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Traditional Benefits to Offer Remote Employees

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woman sitting outside with laptop and smartphone

Being stingy could cost their loyalty.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Traditional benefits often include things that many brick-and-mortar office workers take for granted such as paid time off, health insurance and a retirement plan.

MORE by Jody Grunden
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Why do I say these are taken for granted? Well, some distributed companies may hire independent contractors to cut down on their expenses when it comes to “frivolous” things like this, but we believe in building a great place to work, and to us that means offering the kind of benefits that make employees feel secure and cared for.
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Retention Doesn’t Mean Keeping Everyone Forever

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It’s OK if some people don’t work out.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

There’s a common misnomer when it comes to retention and keeping people on the team. Retention doesn’t mean keeping every single person on your team forever.

MORE by Jody Grunden
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Not only do you want to get the right people on the bus, but you also want to get those people into the right seats. We want Summit CPA to be a great place to work, and we want great people to be working here. However, we realize it may not be the right place for every person.
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Ten Questions for Potential New Hires

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Young businesswoman speaking with client

Plus four considerations before you start screening.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Before our firm became a distributed company with a remote workforce, our hiring was naturally limited to a small geographical location – Fort Wayne, Indiana.

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When we really started to grow, we knew we needed to bring in more senior-level accountants to be able to handle the clients we were bringing in at such a rapid pace.

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