Adding Virtual CFO Services to Your Firm with Katina Peters
The Modern CPA Success Show - A podcast by Summit Virtual CFO by Anders - Mondays
Katina Peters, managing partner of Peters, Johnson, Staley and Company, joins Tom Wadelton and Adam Hale to discuss making the shift from traditional accounting services to offering more advisory-focused, virtual CFO services. Katina details the challenges and the “learn as you go” method she and her partners experienced during their decision to move up the value chain and provide more advisory services to their clients.
