Adding Virtual CFO Services to Your Firm with Katina Peters

“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 mcpasuccessshow@anderscpa.com.
• Virtual CPA providing vCFO Services | PJS & Co. CPAs (pjscpas.com)