Change Your Mindset

S5E3 : Tom Wadelton: The Virtual CFO

Informações:

Synopsis

“Your clients will like you better if you just show that you know them, and you're listening to them more than telling them how much you are an expert.” Tom Wadelton My guest today is Tom Wadelton. He earned his bachelor's degree in computer technology from Purdue University and an MBA was a finance minor from Indiana University. He's a CPA who's licensed in the state of Indiana. Tom is a member of the association of international certified professional accountants AICPA as well as the Indiana CPA society. He was the chair of the Indiana CPA society in 2019 and began to turn on the AICPA Board of Governors in 2021. Tom held accounting roles in a Fortune 500 company prior to coming to summit CPA group as a virtual CFO. At summit CPA group, Tom has been advising clients using the concepts developed by the firm and ton of the virtual CFO playbook course. Tom and his wife Cindy live in Indianapolis, Indiana, they have three grown children and two grandchildren. The biggest continual challenge working as a virtual