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Join us for a webinar event - July 29th

Published by Summit Marketing Team on 23 Jul 2020

 

The Beginner's Guide to Helping your clients with Cash Flow

Join us for an upcoming webinar,

Thursday, July 29th at 11:00 am PST / 2:00 pm EST
(Webinar: 1 hr. + Q&A: 30 min)

The Beginner's Guide to Helping your clients with Cash Flow!


CPE Eligible: 1.0 credit

 

Register Now

 

Hear from our leaders at Summit CPA Group and the Finagraph CashFlowTool team on how to go from couch to cash flow expert in no time. You'll learn the tried and proven way to start your cash flow service now. And... now more than ever, it's time to start a cash flow service because your clients desperately need you!

 

 

Presenters:

 

Jody Grunden Headshot

 

Jody Grunden

CPA, CEO & Co-Founder

Summit CPA Group

 

Adam Hale Headshot

 

Adam Hale

CPA, COO & Co-Founder

Summit CPA Group

 

Justin Pulgrano Headshot

 

Justin Pulgrano

VP, Sales & Partner Success

Finagraph

 


 
In this webinar, you will learn about:

  • Why transform NOW! Time to think differently as we come out of Covid-19 and help customers with their cash flow
  • 3 Proven Steps: Hear the steps Summit used in launching a successful cash flow service offering
  • Pitfalls to avoid: Hear directly from our Summit leaders who have done this with our clients for over 15 years
  • Open Q&A: You know you have questions and we are here to answer them live so you can build your service with confidence

 

Register Now

CPE Eligible: 1.0 credit

 


 

Building the Virtual CFO Firm in the Cloud

BONUS: All Webinar attendees get 25% off Summit CPA Group's CEO & Co-Founder Jody Grunden's new book “Building a Virtual CFO Firm in the Cloud,” a book that is a:

  • Practice-proven handbook for building a fully remote workforce delivering high-value CFO services
  • True-life case-study of the firm that actually did it by the people who are making it happen
  • With step-by-step practice aids, checklists, tech guides, illustrated examples, personnel policies, scripts, letters, processes, procedures
  • Plus: links for updates and new developments in recommended technologies, evolving processes, and new innovations in virtual CFO services

    *A promo code will be given during the webinar

 

 

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