The Modern CPA Success Show
Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients?Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.
The Modern CPA Success Show
Helping Non-finance Professionals Utilize Cash Flow Forecasting with Terrell Turner
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info@summitcpa.net (Summit Virtual CFO by Anders)
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Episode 105
“There are a lot of emotions tied to money. If you don't have a good forecast or good roadmap of what to expect from the business journey you're about to go on, your emotions are going to be all over the place.” -Terrell Turner
The finer details of this episode:
- Importance of effective communication and understanding financial metrics for non-finance professionals
- Bridging the gap between accounting and non-finance professionals in law firms
- Importance of cash-flow forecasting for law firms
- Evolution of forecasting tools and the importance of real-time updates
- Leveraging outside resources and networking for fresh ideas
Episode resources:
- Summit Virtual CFO by Anders website: https://www.summitcpa.net/
- If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com
- Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/
- www.TLTurnerGroup.com
- https://www.linkedin.com/in/terrellturner/