Tips for Selling Virtual CFO Services

“For us, it’s about a long-term relationship. It’s about being a part of our client’s business for years to come, not just about cranking out one tax return.” - Adam Hale The finer details of this episode How we sell our services through education.Why you should give away as much information as possible to your client base.How to position yourself as the subject matter expert.Why finding a niche is valuable.What to consider when choosing your ideal client.What the Summit CPA sal...