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This webinar covered:

Transform now!

Why helping clients with cash flow management is critical to transforming your firm to advisory and virtual CFO services

3 proven steps

The three proven steps to launching a successful cash flow service offering (prepare, pilot, scale!)

Avoid pitfalls

Learn how to avoid common pitfalls: Hear directly from Summit CPA group who has done this with clients for 15 years.

Open Q&A

We will have an open Q&A at the end to get all your questions answered!

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Webinar presenters

Jody Grunden

Co-Founder & CEO

Jody Grunden is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. Author of Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud, Jody is passionate about changing the way people think about accounting.

Adam Hale

Co-Founder & COO

Adam Hale is the Co-Founder and COO of Summit CPA Group, the leading provider of Virtual CFO Services for creative agencies as well as one of the largest Virtual CFO firms in North America. He primarily focuses his attention on coaching his team and other accounting firms on delivering successful Virtual CFO Services.

Justin Pulgrano

VP of Sales & Partner Success

Justin Pulgrano brings financial, accounting, and technology expertise to the Finagraph team, where he is responsible for sales and the success of Finagraph's customers. Prior to joining Finagraph, Justin spent 8 years at Ernst & Young LLP and is a CPA in the state of New York and earned his Master of Science in Accountancy from the University of Notre Dame.

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