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086 Secrets of Shifting to vCFO Services, with Jody Grunden, Co-Founder and CEO of Summit CPA Group

086 Secrets of Shifting to vCFO Services, with Jody Grunden, Co-Founder and CEO of Summit CPA Group

by Geraldine Carter | May 20, 2020 | Interview, Podcast Episodes

Subscribe to never miss an episode Secrets of Shifting to vCFO Services My guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America.  Jody is passionate about changing the way people think about...
079 [Coaching] How to Move into Advising with Heather Zeitzwolfe of Zeitzwolfe Accounting

079 [Coaching] How to Move into Advising with Heather Zeitzwolfe of Zeitzwolfe Accounting

by Geraldine Carter | Apr 1, 2020 | On Air Coaching, Podcast Episodes

Subscribe to never miss an episode [Coaching] How to Move into Advising Today’s guest is Heather Zeitzwolfe, a CPA certified with the State of Oregon’s Board of Accountancy and a member of the AICPA.  Heather was excited for the opportunity to do an on air coaching...
063 How to Get Started Adding Advisory Services

063 How to Get Started Adding Advisory Services

by Geraldine Carter | Dec 11, 2019 | Podcast Episodes, Solo

Subscribe to never miss an episode How to Get Started Adding Advisory Services I want to talk to you today about adding advisory services. I want to share with you my perspective of what I see from the outside looking in, what I hear from other business owners, about...
060 Stand Out from the Crowd with Donna Leyens, President of Pumpkin Plan Your Biz

060 Stand Out from the Crowd with Donna Leyens, President of Pumpkin Plan Your Biz

by Geraldine Carter | Nov 20, 2019 | Interview, Podcast Episodes

Subscribe to never miss an episode Stand Out from the Crowd My guest today is Donna Leyens of the Provendus Group, and Pumpkin Plan Your Business. Donna is an entrepreneur, a Certified Professional Business Coach and has an MBA in Finance and Entrepreneurial Studies....
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