From Cubicle to Cloud: How to Start and Scale a Virtual Professional Service Business

Anyone can have a good idea. Very few can turn it into a million-dollar one. Until now.

It’s challenging to start and scale a business. Choosing the cloud as your platform for delivery and headquarters presents a whole new set of obstacles. This guide will allow you to leverage the cloud to streamline your processes and maximize your profits. 

When Jennifer Brazer founded her company, Complete Controller, she disrupted and reinvented client accounting services (CAS), creating an entirely new cloud-based business model. Whether your specialty is accounting, therapy, design, law, or any other field, groundbreaking expert Jennifer Brazer will show you how to

• recruit, train, monitor, motivate, and mentor your staff without ever being in the same room;

• price, package, and present your service so its value is recognized and desired beyond geo constraints;

• build trust and reputation with customers, colleagues, and vendors without in-person interaction;

• develop roles and processes to support your model and measure business performance;

• overcome doubt, naysayers, and traditional model rigidity for your industry;

• keep the faith, even when capital and courage run thin.

This book is for entrepreneurs at any point in their journey to the cloud, providing indispensable tools that will set up a cloud-based professional service for maximum success.

Founder and CEO of Complete Controller, a leading national business services firm, Jennifer Brazer believes that all business operators should have access to excellent financial data to fuel their critical decisions. She has developed efficient bookkeeping and records storage methods and a delivery system that allows businesses to stay securely connected to their financial data without being tethered to an office. Her solution promotes financial transparency and accountability, providing a critical foundation for success.

     Jennifer’s company, founded in 2007, has become the turnkey Client Accounting Services (CAS) department for CPA firms across the country allowing them to tap into her platform for single sign-on access to all of their client’s books and records, standardized practices, and unlimited bookkeeping talent. Offering both white-label and partnered solutions, the company becomes a strategic addition to any firm looking to add CAS to their service menu. Her #QueenofCAS hashtag references her journey, methods, and business model philosophies that have allowed CAS to move from a loss leader to an essential part of a firm, pumping revenue to myriad arteries.

     Attributing her success to the support of willing advisors and mentors, Jennifer is always looking for ways to give back, empowering the small business community through financial literacy. An avid supporter of entrepreneurs, Jennifer has built a 82,000-plus social media following for Complete Controller, and she is a guest speaker to incubators, students, and associations. Her passion for women in business has fueled her membership in the National Association of Women Business Owners for which she served two terms on the Orange County chapter executive board, as treasurer and a small business mentor. She is one of twelve elite members serving on the ADP accountant national advisory board and is well respected in the CPA community.

    To learn more about the tools used in this book or to get started with building your own CAS model, visit JenniferBrazer.com/workshops.