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Virtual CFO Revolution: How to Transform Your Business Finances for the AI Age | Biz Bites

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Manage episode 479838327 series 3554904
Content provided by CommTogether. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CommTogether 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 welcome Deb and Jeremy, a married couple and co-founders of a virtual CFO and bookkeeping business. They share their journey from traditional tax accounting to a forward-looking approach focused on business growth, highlighting the unique aspects of being spouses and business partners.

Their discussion covers the evolution of their services, the importance of collaboration with tax accountants, and their experience acquiring another business and managing a remote team.

Looking ahead, they explore the significant impact of AI on their industry, envisioning a future with automated bookkeeping and a transformation of roles for financial professionals, emphasizing the need for skilled individuals to guide and utilize these emerging technologies.

Don't miss this informative episode of Biz Bites! Subscribe to our channel for more valuable insights and business tips.

***

Connect with Jeremy on LinkedIn: https://www.linkedin.com/in/jeremy-harris-a5705926/

Connect with Jeremy on LinkedIn: https://www.linkedin.com/in/deborahharris-investedcfo/

Check out their website - https://www.growcfoco.com/

We do a cash flow strategy session and referrers get 10% of the revenue for it. It is 1500 and it is where we take the numbers of the business through our diagnostic tools and then spend 2 hours with the entrepreneur showing them what levers to pull and push in their business to make the most strategic sense.

***

B1G1

It’s my real pleasure to invite you to join the B1G1: Business for Good Initiative. B1G1 helps businesses like ours create great impacts in powerful new ways and do so much more for the world around us.

Check them out here: https://b1g1.com

If it sparks your interest, please do let me know and I’d love to share more. And if you do choose to join B1G1, please use my unique code BM17199. When you join through our code, 50 days of access to education are given to children in the world.

Looking forward to hearing how you go!

Regards,

Anthony

***

Subscribe to the Anthony Perl hosts channel and the Biz Bites playlist for more inspiring interviews and transformative insights.


Connect with me on LinkedIn: https://www.linkedin.com/in/adperl/

https://www.commtogether.com.au/


Learn more: https://www.commtogether.com.au/biz-bites/


Interested in having your own podcast? You can even have Anthony as the anchor of your very show. Check out https://podcastsdoneforyou.com.au or the podcast on this channel @anthonyperl_hosts


#finance #leadershipstrategy #financialmanagement #businessstrategy #podcasting


  continue reading

120 episodes

Artwork
iconShare
 
Manage episode 479838327 series 3554904
Content provided by CommTogether. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CommTogether 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 welcome Deb and Jeremy, a married couple and co-founders of a virtual CFO and bookkeeping business. They share their journey from traditional tax accounting to a forward-looking approach focused on business growth, highlighting the unique aspects of being spouses and business partners.

Their discussion covers the evolution of their services, the importance of collaboration with tax accountants, and their experience acquiring another business and managing a remote team.

Looking ahead, they explore the significant impact of AI on their industry, envisioning a future with automated bookkeeping and a transformation of roles for financial professionals, emphasizing the need for skilled individuals to guide and utilize these emerging technologies.

Don't miss this informative episode of Biz Bites! Subscribe to our channel for more valuable insights and business tips.

***

Connect with Jeremy on LinkedIn: https://www.linkedin.com/in/jeremy-harris-a5705926/

Connect with Jeremy on LinkedIn: https://www.linkedin.com/in/deborahharris-investedcfo/

Check out their website - https://www.growcfoco.com/

We do a cash flow strategy session and referrers get 10% of the revenue for it. It is 1500 and it is where we take the numbers of the business through our diagnostic tools and then spend 2 hours with the entrepreneur showing them what levers to pull and push in their business to make the most strategic sense.

***

B1G1

It’s my real pleasure to invite you to join the B1G1: Business for Good Initiative. B1G1 helps businesses like ours create great impacts in powerful new ways and do so much more for the world around us.

Check them out here: https://b1g1.com

If it sparks your interest, please do let me know and I’d love to share more. And if you do choose to join B1G1, please use my unique code BM17199. When you join through our code, 50 days of access to education are given to children in the world.

Looking forward to hearing how you go!

Regards,

Anthony

***

Subscribe to the Anthony Perl hosts channel and the Biz Bites playlist for more inspiring interviews and transformative insights.


Connect with me on LinkedIn: https://www.linkedin.com/in/adperl/

https://www.commtogether.com.au/


Learn more: https://www.commtogether.com.au/biz-bites/


Interested in having your own podcast? You can even have Anthony as the anchor of your very show. Check out https://podcastsdoneforyou.com.au or the podcast on this channel @anthonyperl_hosts


#finance #leadershipstrategy #financialmanagement #businessstrategy #podcasting


  continue reading

120 episodes

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