Launching a CFO Advisory Firm, Ditching Digital Marketing, and Growth w/ Fred Tate

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Kandungan disediakan oleh David Cristello and Jetpack Workflow. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh David Cristello and Jetpack Workflow atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

2M ago 33:24

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On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support.

Fred also emphasizes the importance of understanding and meeting individual client needs, showcasing the unique approach of the firm. Tune in to learn more about how CFO Shield stands out in the industry and prioritizes client service.

You will learn about the importance of connecting people together to create an ecosystem, launching a CFO firm, as well as how CFO Shield tailors solutions to specific client needs and provides a variety of services including bookkeeping and payroll.

335 episod

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