Adding Virtual CFO Services to Your Firm with Katina Peters
May 01, 2023•47 min•Ep. 93
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Episode description
“When moving to offering virtual CFO services, there was a mindset shift that really helped us recognize our own value. Now we're at the place where we have a definition, structure, and the ability to align ourselves with potential clients and their needs.” - Katina Peters
The finer details of this episode:
- Conveying value and building trust in sales conversations
- Exploring niche markets
- Defining and improving processes when adding virtual CFO services to your firm
Episode resources:
- Summit CPA website – www.summitcpa.net
- For questions or if you would like to be a guest on the show, email us at [email protected].
- Virtual CPA providing vCFO Services | PJS & Co. CPAs (pjscpas.com)
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