Tips for Selling Virtual CFO Services

You can’t do great work if you don’t have great clients, so we are sitting down with Adam Hale, one of the owners of Summit CPA to talk about the essential parts of the sales process for Virtual CFO services. The sales process is about laying the foundation for long-term relationships that you can build on for years to come. In this episode, we talk about how Summit CPA structures its sales process to determine and meet the needs of our clients, so we can bring them value for the long haul.