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Content provided by Megan Spicer, PJS, and Co. CPAs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Megan Spicer, PJS, and Co. CPAs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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#167: The Evolution & Future of Willow Virtual CFO

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Manage episode 491769074 series 2579284
Content provided by Megan Spicer, PJS, and Co. CPAs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Megan Spicer, PJS, and Co. CPAs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we explore the evolution of our firm from PJS & Co. CPAs to Willow Virtual CFO with co-founders Katina Peters and Jaime Staley. We discuss the motivations behind the rebrand, how we’re addressing the growing need for financial accounting advisory services, and how our fractional CFO offerings support small businesses with clarity and confidence.

Key Topics:

  • What led to the rebrand and why it matters

  • How the advisory landscape is shifting for small businesses

  • Launching the Willow Cultivator: a financial health check for business owners

  • Staying grounded in core values while growing as a team and brand

Links mentioned:

  continue reading

167 episodes

Artwork
iconShare
 
Manage episode 491769074 series 2579284
Content provided by Megan Spicer, PJS, and Co. CPAs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Megan Spicer, PJS, and Co. CPAs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we explore the evolution of our firm from PJS & Co. CPAs to Willow Virtual CFO with co-founders Katina Peters and Jaime Staley. We discuss the motivations behind the rebrand, how we’re addressing the growing need for financial accounting advisory services, and how our fractional CFO offerings support small businesses with clarity and confidence.

Key Topics:

  • What led to the rebrand and why it matters

  • How the advisory landscape is shifting for small businesses

  • Launching the Willow Cultivator: a financial health check for business owners

  • Staying grounded in core values while growing as a team and brand

Links mentioned:

  continue reading

167 episodes

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