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The Modern CPA Success Show

The Playbook That Inspired the Growth of Oberlander & Co.

Apr 7, 2021
29:53

"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 Oberlander

The 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 Meetings
  • The Impact of Switching to Value-Based Pricing 

 

Episode resources

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