Behind the Scenes; Our Approach to Virtual CFO Services

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;