Tax Integration with Virtual CFO Services

Quote

“Taxes are a natural fit with any kind of CPA services you provide.” - Adam Hale  

The finer details of this episode 

• How the tax services fit in with the other Virtual CFO services at Summit CPA
• Why we don’t lead with tax services
• Why CPA firms should departmentalize their tax work
• Why taxes should be a small part of your CPA firm
• The tax strategy we use with our Virtual CFO clients
• How we are going to continue to improve our tax services in the future
• Why doing taxes for Virtual CPA clients improves the overall client experience
• Why it is so much easier to do taxes for Virtual CFO clients

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions- cpa@summitcpa.net