The Playbook That Inspired the Growth of Oberlander & Co.
Update: 2021-04-07
Description
"I feel like we're colleagues, so you know it's like a real firm and we work together and they help us a lot besides actually taking the course that has helped us a lot in setting the framework."- Jacob Oberlander
The finer details of this episode
- 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
Episode resources
- Summit CPA website - www.summitcpa.net
- Email us with questions - cpa@summitcpa.net
- Oberlander & Co. website - www.oberlanderandco.com/
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