the only 3 metrics you need
a totally virtual firm outlines the metrics it uses to measure staffers.
by jody grunden
summit cpa group
virtual cfo
riches in niches
how going virtual opens endless opportunities.
by jody grunden
building the virtual cfo firm in the cloud
how we sell audits online
make it easy for prospects to reach you.
by jody grunden
building the virtual cfo firm in the cloud
6 steps for sales and conversion
here’s what works for us.
by jody grunden
covid and client communications
twice a week isn’t too much.
marketing is about thought leadership
“you have to be able to acquire and retain, and you have to have both happening at the same time.”
by jody grunden
3 steps to better client communication in a crisis
help yourself while you’re helping them battle the covid chaos.
by jody grunden
the right way to onboard new clients
how do you want your new virtual cfo client to feel?
by jody grunden
how to audit 401(k)s
… and keep the process from lasting forever.
by jody grunden
four key financial metrics for growing any business
what’s in the pipeline?
by jody grunden
4 ways to bill clients
of course we have a preference.
by jody grunden
3 measures of the effectiveness of your team
they work in harmony.
by jody grunden
transferring clients to a new employee
use your workflow software to guide training.
by jody grunden