Cory checking in on projects and doing some follow-up. She had me do a quick update to a page and add a link from an older page to a new report that Steve just launched. Quick fix.

Steve had to take a phone call but when he got back, it added a great flavor to the meeting. He was on the phone with a CPA firm that want to offer their services to some of our clients. We have some clients that are looking for that same thing and we thought that it would be great fit. Sean chimed in and mentioned the upcoming training event and pitching that training event to our clients, CPA firms (start small at first), etc. Great tie-in.

As the backend accounting services get deeper, we, as adilas, may need to lean on CPA firms to help with compliance and oversight for our clients. Steve was mentioning a village type approach (it takes a village to raise a child) and how we can all play into this together, whether it is the software package, custom code or custom processes, training, oversight, and other professional services. Good direction. We need to capture and spread out some of those supporting services that are needed. If we dump everything on our core team, they will be swamped and crushed. We need some of these other virtual teams and service layers.

Anyways, great flavor from the meeting. Somewhat of a mixing between services that we offer directly vs services that we could help support, train, or educate others how to do it certain ways. I liked the direction of the offering training, oversight, and other supporting services. Good stuff.