Jacob Oberlander, our CEO was interviewed by Jamie Nau Accounting Director at Summit CPA Group, and Tom Wadelton CFO and Controller of Summit CPA Group. They talked about how the VCFO Playbook Course helped them grow and scale their Virtual CFO services. Sharing important takeaways, the process in which Oberlander & Co. has applied them, and the impact it has made to their business.
Summary of topics discussed;
How the VCFO Playbook Course influenced Oberlander & Co
Highlighting the practices that Oberlander & Co adopted
Importance of implementing a solid onboarding process and pipeline meetings
The impact of switching to value-based pricing
The importance of have a clearly defined scope of work