In this Accounting Today feature, Tom Wadelton reveals the importance of stepping back from client work and investing time in strategic growth. 🔗 Read the article here: accountingtoday.com/opinion/how-ac… #Accounting #StrategicGrowth #VirtualCFO

Tom and Adam explain how effective cash flow management gives business owners control over their finances. Catch the full episode here ⬇️ youtube.com/watch?v=0inIn7… #CashFlowForecast #VirtualCFO #AccountingServices #ModernCPASuccess

💰 Cash Flow vs. Financial Forecasting: What’s the Difference? While forecasting focuses on strategic planning, cash flow management tackles the day-to-day—like tracking accounts receivable, upcoming payroll, and bills. #CashFlowManagement #FinancialForecasting #VirtualCFO

💡 "Most sales don’t come from ad clicks—they come from people seeing the ad and searching for your company." – Zaid Ammari 🎧 Get practical insights for your marketing here: youtube.com/watch?v=zT_1dH… #PPC #DigitalAdvertising #AgencyGrowth #AgencyLeadership

Retargeting Mistake: Using the same ad over & over! 🚫 Switch up your ad styles to keep your audience engaged—repetition leads to wasted money & no clicks. 🎧 Listen to more on this: youtu.be/zT_1dH8aC7E #MarketingTip #PPC #Retargeting #AdStrategy

🔍 Are you prioritizing your clients' holistic financial health? Adam D. Koós emphasizes the need for proactive relationship-building between CPAs and financial advisors. 🎧 Catch the full episode here: youtu.be/jHl1pxLD72k?si… #FinancialGuidance #CPA #YoungCPASuccessShow

💡 Did you know that 80% of businesses don’t sell, they dissolve? And of the 20% that do, 75% sell for less than market value? 🎧 Watch the full episode here: youtu.be/307Ax9ZGfwc?si… #BusinessLegacy #ExitPlanning

💡 Is your business tracking the right conversions? Success starts with the right setup! From landing pages to revenue tracking, knowing what to measure is key for effective marketing. #Marketing #PPC #LeadGen #ConversionTracking

📈 𝐖𝐨𝐧𝐝𝐞𝐫𝐢𝐧𝐠 𝐖𝐡𝐚𝐭'𝐬 𝐍𝐞𝐱𝐭 𝐟𝐨𝐫 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬? ✅ Identify gaps in your business’s life-cycle plan ✅ The value of financial modeling ✅ Tools to help guide a business owner through the phases of the business life cycle events.teams.microsoft.com/event/6095b757…

Why should accounting firms focus on emotional marketing? Chantal Cornelius joins Tom Wadelton to share her “Standout Strategies” for building stronger client relationships. 🎧 Watch the full episode youtu.be/r7wpnCRwwoo?si… #MarketingStrategies #ClientEngagement #Accounting

📈 𝐖𝐨𝐧𝐝𝐞𝐫𝐢𝐧𝐠 𝐖𝐡𝐚𝐭'𝐬 𝐍𝐞𝐱𝐭 𝐟𝐨𝐫 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬? Every business faces its own set of challenges, especially when planning for growth or an exit. 📅 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐍𝐨𝐰 events.teams.microsoft.com/event/6095b757… #BusinessGrowth #FinancialModeling #VirtualCFO

Chantal Cornelius reveals that 95% of businesses have one standout strategy driving their success. Watch the full episode: youtu.be/r7wpnCRwwoo?si… #StandoutStrategies #BusinessGrowth #ClientConnections #ModernCPASuccess

Tom connects Chantal Cornelius’s Standout Strategies to client needs. Many businesses seek certainty—clarity around their financials—and growth—strategic guidance for expansion. #BusinesGrowth #ClientSuccess #ModernCPASuccess

🚨 𝐇𝐚𝐩𝐩𝐞𝐧𝐢𝐧𝐠 𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰! 📅 📈 𝐖𝐡𝐚𝐭'𝐬 𝐍𝐞𝐱𝐭 𝐟𝐨𝐫 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬? Planning for growth or preparing for an exit can feel overwhelming, but with the right strategies, you can chart a clear path forward. 👉 Register Here events.teams.microsoft.com/event/6095b757…

🌟 Learn from the expertise of Tom Wadelton, as he reveals how forecasting helped one agency navigate unexpected challenges and achieve sustainable growth. Swipe → this carousel for more ☎️ Schedule a Virtual CFO summitcpa.net/vcfo-consultat… #VirtualCFO #Forecasting #AgencyGrowth

🔎 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 𝐯𝐬. 𝐕𝐢𝐫𝐭𝐮𝐚𝐥 𝐂𝐅𝐎 A Virtual CFO offers the same expertise as a Fractional CFO—remotely. ✅ Flexibility ✅ Scalable expertise ✅ Cost-effective 👉 Book a free Virtual CFO consultation: summitcpa.net/vcfo-consultat… #VirtualCFO

💡 Are you stepping out of your comfort zone to grow in your accounting career? Chris Papin shares how embracing discomfort, building a growth mindset, & adapting to change can transform client relationships & career success. 🎧 youtu.be/D1C9ohiByLM?si… #GrowthMindset

💡 Client reactions are often driven by their own personal situations. How do you respond? Chris Papin reminds us that client reactions are rarely about us, but rather their own circumstances. 🎧 Watch the full episode: youtu.be/D1C9ohiByLM?si… #YoungCPASuccessShow #Accounting

Helping clients during crucial times not only adds lasting value but can also turn them into lifetime clients. 🎧 Watch the full episode here: youtu.be/D1C9ohiByLM?si… #ImpactfulWork #YoungCPASuccessShow #BusinessGrowth #Accounting

🏈 CFO vs. CPA: What’s the Difference? A seasoned Virtual CFO can be a game-changer without the full-time cost. Read the full blog post here summitcpa.net/blog/cpa-vs-cfo #VirtualCFO #CPA #BusinessStrategy #FinancialPlanning #GrowthGoals