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Unlocking Profitability: Embrace Advisory Services and Client-Centric Solutions with Simon Severino

The Modern CPA Success Show

CHAPTER

Scaling Accounting Firms: Embracing Virtual CFO Services and Effective Marketing

This chapter discusses methods to scale accounting firms by implementing a virtual CFO playbook that enhances client engagement. It highlights the importance of regular team meetings, resource allocation for marketing, and the review of key performance metrics to foster growth and referrals.

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