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Structuring Client Meetings For Success

The Modern CPA Success Show: Episode 10


Setting up and running meetings with your clients can be one of the more intimidating parts of your Virtual CFO services. It can be hard to know how to set yourself up for success or even to know what to talk about when you have meetings with your clients.

Today we are sitting down with Adam Hale, the COO at Summit CPA to talk about how to set up structures and systems for high-value meetings. These in-person experiences you create with your clients are a huge part of offering high-quality services and maintaining client relationships. Tune in to learn how to master this part of your business.

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Topics: Virtual CFO