Shows
Creative Agency Success ShowFrom Clicks to Conversions: The Power of Retargeting in Digital Marketing with Zaid Ammari“The good thing about retargeting is that most of the sales don't actually come from people clicking on the ad. They come from people seeing the ad and then either Googling the company or typing in the URL in the browser.” – Zaid Ammari The finer details of this episode:Marketing strategies focused on paid advertising and retargeting.The significance of understanding data analytics in marketing.Explanation of retargeting and its psychological impact on consumers.Common mistakes businesses make in retargeting campaigns.The importance of lead quality over quantity in marketing efforts.The role of Google A...
2024-12-0235 minCreative Agency Success ShowFrom Clicks to Conversions: The Power of Retargeting in Digital Marketing with Zaid Ammari“The good thing about retargeting is that most of the sales don't actually come from people clicking on the ad. They come from people seeing the ad and then either Googling the company or typing in the URL in the browser.” – Zaid Ammari The finer details of this episode:Marketing strategies focused on paid advertising and retargeting.The significance of understanding data analytics in marketing.Explanation of retargeting and its psychological impact on consumers.Common mistakes businesses make in retargeting campaigns.The importance of lead quality over quantity in marketing efforts.The role of Google A...
2024-11-1835 min
The Modern CPA Success ShowDefining Service Packages: A Comprehensive Guide for Modern Accounting Firms"If you want to understand your pricing, I need to know what your service packages are. If you want to understand how you're going to onboard a client, I need to know what your service package is." - Adam HaleThe finer details of this episode:● Importance of service packages for accounting firms, focusing on clarity in offerings, pricing, and alignment with target client segments to enhance relevance and value.● Structuring service packages using a "small, medium, large" model to cater to different client needs, manage resources, and improve client onboarding and communication.
2024-11-1117 minThe Modern CPA Success ShowTips for Building a Firm Worth Growing: Ideal Clients and Strong Networks with Michael Clarke“The smartest people in the world know where their expertise ends and someone else's begins. We all need to understand that because if we're on the right team, everybody wins.” – Michael ClarkeThe finer details of this episode:• Transitioning from individual-centric practices to sustainable business models in professional services.• Importance of teamwork and collaboration among professionals serving the same clients.• Common mistakes made by professional service providers in managing their firms.• Strategies for building trust and effective communication with clients.• The significance of understanding and targeting ideal clients for growth.• The role of support st...
2024-09-1646 minCreative Agency Success Show"How Can Agencies Achieve Better Alignment Between Sales and Project Management?:" with Rachel Gertz"Alignment is going in the same direction, fighting for the same things, and looking at the same big picture together.” – Rachel GertzThe finer details of this episode:● Importance of project management and operations in digital agencies and creative studios● Challenges in project management and the need for alignment between sales and project management● Solutions to improve communication and alignment between departments● Importance of understanding client goals and business objectives during the sales process● Concept of time in the sales process and optimizing operations for long-term efficiency● The three questions of project...
2024-08-2637 minThe Modern CPA Success ShowHow Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?“Your Spidey sense has to be high during onboarding. If you start to sense frustration from the client, there might be something else that you need to dig into. I might send them a quick note and say, ‘hey, do you mind if we talk tonight?’ and I offer up my cell phone number. I've never had a client abuse it. In fact, as you start to build those relationships, they'll text you just like your friends; they don't talk business. It's really important that you establish that relationship and that connection.” – Adam HaleThe finer details of...
2024-06-2430 minThe Modern CPA Success ShowStrategies for Setting Boundaries and Managing Scope in Advisory Work with Chris Papin“Spending time onboarding can be tough for firms because it's not billable, but it is probably more important for the value proposition.” – Chris PapinThe finer details of this episode:Scoping, setting boundaries, and having next step conversations with clientsSubscription-based model and building slack into engagementsManaging scope creep in advisory workImpact of economic changes on client needsAligning client and firm expectationsImplementing change orders for additional servicesOnboarding and spending time on non-billable activitiesEpisode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest...
2024-06-1044 minThe Modern CPA Success ShowMastering the Art of Onboarding: Why Even Small CPA Firms Should Invest“At the end of the day, it's first impressions. If you get a flat tire those first couple of weeks, it’s just going to really resonate through the entire relationship. You're never going to be able to win back that trust." -Adam Hale The finer details of this episode:● Importance of onboarding for CPA firms● Setting clear expectations and creating a process for onboarding● Activities involved in the onboarding process (accounting discovery, advisory discovery)● Role of project management and client success managers in onboarding● Significance of...
2024-04-0116 minThe Modern CPA Success ShowMail Call: Answering Your Onboarding Questions with Jamie Nau and Joey Kinney“Don't let the needs of the present get in the way from the needs of the future. Build that future, invest now, and it'll pay for itself in the long run.” – Joey Kinney The finer details of this episode:Importance of training and developing the advisory mindsetChallenges of merging existing processes during onboardingBuilding relationships and personal connections with clients Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCheck out the Vi...
2024-01-0850 minCreative Agency Success ShowBuilding an Enduring Business: The Three Pillars of Success with Natalie Eckdahl"I think it's really important to have a clear vision and mission for your business and to communicate that effectively to your team and your clients.” - Natalie Eckdahl The finer details of this episode:Lifecycle of a client: Importance a great onboarding experience and checking in with clients to maintain a good relationshipThe three pillars of building an enduring business: enjoyable, profitable, and sustainableManaging cash flow and who’s responsible for it Episode resources:Summit Virtual CFO by Anders website – summitcpa.netEmail us with questions or if you’d like to be a guest...
2023-06-0537 minThe Modern CPA Success ShowThe Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney“Without the foundation of a good onboarding process, it's going to be very hard to have each client make sure that they're hitting all those deliverables because every client is a little bit different.” - Joey Kinney The finer details of this episode:Identifying client pain points during onboarding The value of an onboarding specialist in standardizing processesSetting expectations for onboarding Episode resources:Summit CPA website – summitcpa.netIf you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com
2023-05-2946 minCreative Agency Success ShowLessons Learned in Client Onboarding"Honestly, the way we've structured our kickoff call week. 80% of the kickoff call, just letting the CFO and the client kind of start to have those conversations, which is huge. We listen and we hear the things that are most important to them." - Lydia Rapp The finer details of this episode :What are we doing now that we haven't done before?Why you should have a client onboarding process in placeWhat are the important things to consider when building an onboarding client? Episode resourcesSummit CPA website - www.summitcpa.netEmail us...
2022-08-0230 minThe Modern CPA Success ShowLessons Learned in Client Onboarding"Honestly, the way we've structured our kickoff call week. 80% of the kickoff call, just letting the CFO and the client kind of start to have those conversations, which is huge. We listen and we hear the things that are most important to them." - Lydia Rapp The finer details of this episode :What are we doing now that we haven't done before?Why you should have a client onboarding process in placeWhat are the important things to consider when building an onboarding client? Episode resourcesSummit CPA website - www.summitcpa.netEmail us...
2022-03-2131 minCreative Agency Success ShowLessons Learned in Client Onboarding"Honestly, the way we've structured our kickoff call week. 80% of the kickoff call, just letting the CFO and the client kind of start to have those conversations, which is huge. We listen and we hear the things that are most important to them." - Lydia RappThe finer details of this episode :What are we doing now that we haven't done before?Why you should have a client onboarding process in placeWhat are the important things to consider when building an onboarding client? Episode resourcesSummit CPA website - www.summitcpa.netEmail us...
2022-01-3130 minThe Modern CPA Success ShowThe Playbook That Inspired the Growth of Oberlander & Co."I feel like we're colleagues, so you know it's like a real firm and we work together and they help us a lot besides actually taking the course that has helped us a lot in setting the framework."- Jacob OberlanderThe finer details of this episode How the VCFO Playbook Course influenced Oberlander & Co.Highlighting the practices that Oberlander & Co. adopted Importance of implementing a solid Onboarding process and Pipeline MeetingsThe Impact of Switching to Value-Based Pricing Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summi...
2021-04-0729 minThe Modern CPA Success ShowThe Future of Virtual CFO Services with Rick Telberg of CPA TrendlinesQuote“If we write about what people are talking about, then people are going to talk about what we write about.” - Rick TelbergThe finer details of this episode How Rick curated his content for CPA TrendlinesTrends in the Virtual CFO spaceWhat could potentially hold CPA firms back from going virtualWhy you should seriously consider offering VCFO work considering the current landscapeWhat type of firm is best for offering VCFO servicesBenefits of hiring a project manager to do our client onboarding at Summit CPA Episode resourcesSummit CPA website - www...
2021-01-0427 minThe Modern CPA Success ShowGetting the Right People into the Right Seats with Tom BarrettQuote“The key to keeping employees happy is to get the right people on the bus, the wrong people off the bus, and the right people in the right seats.” - Tom Barrett The finer details of this episode How to keep your employees happy Using accountability charts to get everyone into “the right seat” Processes for transitioning and onboarding employees into their roles Making sure that everyone gets into seats that fit their strengths Seeing people’s potential for leadership or supervising Tips for the interview process to assess potential new team members The...
2020-11-0230 minCreative Agency Success ShowGetting the Right People into the Right Seats with Tom BarrettQuote“The key to keeping employees happy is to get the right people on the bus, the wrong people off the bus, and the right people in the right seats.” - Tom Barrett The finer details of this episode How to keep your employees happy Using accountability charts to get everyone into “the right seat” Processes for transitioning and onboarding employees into their roles Making sure that everyone gets into seats that fit their strengths Seeing people’s potential for leadership or supervising Tips for the interview process to assess potential new team members The...
2020-10-2730 minThe Modern CPA Success ShowDeep Dive with Virtual CFO Client Greg Bear of Bear GroupQuote“We were growing, I was wearing a lot of hats, and I started to realize our finances should be doing better.” - Greg Bear The finer details of this episode How Bear Group got started and their experience as a remote company Their process of hiring a CFO How Summit CPA has helped Bear Group to uplevel their business New financial management tricks Greg learned during the onboarding process Bear Group’s financial workflow Factors that attributed to fast cash growth for The Bear Group What to consider if your business is looking to h...
2020-10-1924 minCreative Agency Success ShowDeep Dive with Virtual CFO Client Greg Bear of Bear GroupQuote“We were growing, I was wearing a lot of hats, and I started to realize our finances should be doing better.” - Greg Bear The finer details of this episode How Bear Group got started and their experience as a remote company Their process of hiring a CFO How Summit CPA has helped Bear Group to uplevel their business New financial management tricks Greg learned during the onboarding process Bear Group’s financial workflow Factors that attributed to fast cash growth for The Bear Group What to consider if your business is looking to h...
2020-10-1224 minThe Modern CPA Success ShowFamily Office Integration with VCFO Services with Michael Frost from HeritageQuote“You have four professionals under one roof, so if you can’t genuinely respect and understand everyone’s industry, you are going to have a hard time implementing family services into your office” - Michael Frost The finer details of this episode Why bringing in a family office may be a good compliment to what you are doing as a VCFOWhere to start with moving towards a family office The relationship the CPA firm has with the other professionals How building a family office creates a better client experience How professionals are able to se...
2020-09-1432 minThe Modern CPA Success ShowOnboarding a New Employee with Zach MontroyQuote“The three legs of the stool are culture, tech and tools, and client backgrounds.” - Adam Hale The finer details of this episode How to communicate your core values with a new employee The process for teaching new employees the tools and systems What the schedule looks like for a new employee during their first weeks Providing real-time feedback to new employees Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
2020-06-2524 minThe Modern CPA Success ShowOnboarding A New ClientQuote“Every good client relationship we’ve had with Summit CPA started out positive from the very beginning.” - Adam Hale The finer details of this episode How Summit CPA approaches the onboarding processWhy we have a team designated for onboarding new clients (and why we charge extra fees)The keys to a successful onboarding processExpectations we always set with our clientsBest practices for communicating with clientsWho is involved in onboarding? What are the roles to fill?How long onboarding takes for us and what the timeline looks like Episode re...
2020-03-1631 minThe Modern CPA Success ShowThe Virtual CFO ProcessQuote“If you really want to grow your firm and scale your practice, you have to have a process.” - Adam Hale The finer details of this episode What it was like in the early days of Summit CPAHow Summit CPA uses the 80/20 rule to embrace creativity with clients while also keeping solid systems behind the scenesTools we use to standardize our systemsWhat our processes look like at Summit CPAHow creating videos is the best way to standardize processesHow to standardize meetings without being too rigidHow standardizing and recording systems helps in onboardi...
2020-02-0330 min