Quote
“Taxes are a natural fit with any kind of CPA services you provide.” - Adam Hale
The finer details of this episode
- How the tax services fit in with the other Virtual CFO services at Summit CPA
- Why we don’t lead with tax services
- Why CPA firms should departmentalize their tax work
- Why taxes should be a small part of your CPA firm
- The tax strategy we use with our Virtual CFO clients
- How we are going to continue to improve our tax services in the future
- Why doing taxes for Virtual CPA clients improves the overall client experience
- Why it is so much easier to do taxes for Virtual CFO clients
Episode resources
