Benefits of Adding Outsourced Executive Services to Your Firm with Gina Cotner

Adam and Tom welcome Gina Cotner, Founder of Athena Executive Services, which provides executive assistant services. Gina explains the differences between virtual assistants and executive assistants, as well as the challenges and benefits of working with virtual assistants from different cultures. They discuss pricing models in the industry, and Gina advises on considering the compensation of assistants when choosing a service. They also delve into the onboarding process for new clients and the importance of clear communication expectations. Gina emphasizes the importance of delegating tasks that align with one's expertise and passion and shares tips for maximizing the effectiveness of executive assistants.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.