Small Business vs. Large Business

Are you finding it tough to compete with big businesses? As a small business owner, there’s always a concern when a big-box chain store moves into town. And why wouldn’t you be concerned? Big box..

Topics: Small Business

Search the blog:

How to Make Your Business Spending Count

Topics: Business Advisory

Adding Users in QuickBooks

Topics: QuickBooks Consulting

Value-Based Pricing with Geraldine Carter

Topics: Virtual CFO, Podcast

Differentiate Your Business with Unique Benefits

Topics: Virtual CFO

September 2021 Summit CPA Employee Spotlight: Natalie Perroncel

Topics: Employee Spotlight

Billing Your for Expenses and Time in QuickBooks

Topics: QuickBooks Consulting

Finding Your Niche & Becoming a Thought Leader

Topics: Virtual CFO, Podcast

How’s Your Business Forecast?

Topics: Business Advisory

August 2021 Summit CPA Employee Spotlight: Josh Jeans

Topics: Employee Spotlight

It's Your Business Policies - Put in Writing

Topics: Business Advisory

Building Communities and Learning From Your Peers

Topics: Virtual CFO, Podcast

Unemployment Tax Management

Topics: Business Advisory

Is Your Business Plan Working?

Reviewing Your Business Credit Policy

Topics: Business Advisory

Part 2: Planning Memorable Company Retreats for Remote Companies

Topics: Virtual CFO, Podcast

Mistakes To Avoid When Selling Your Business

Topics: Business Advisory

Small Business - Audit Errors

Topics: Business Advisory

What's Your Net Worth?

Topics: Virtual CFO

6 Ideas to Help Lower Your 2021 Tax Bill

Topics: Tax Services

Part 1: Planning Memorable Company Retreats for Remote Companies

Topics: Virtual CFO, Podcast

5 Things QuickBooks Users Need Know

Topics: QuickBooks Consulting

July 2021 Summit CPA Employee Spotlight: Tom Wadelton, CPA

Topics: Employee Spotlight

Tax Consequences of Cryptocurrency

Topics: Cash Flow Management

Are You Invested in too Much Company Stock?

Topics: Cash Flow Management

Look-Before You Click

Topics: Business Advisory

Choosing a Financial Team

Topics: Small Business

Developing a Growth Marketing Strategy

Topics: Virtual CFO, Podcast

How Internships Can Improve Your Hiring Potential

Topics: Business Advisory

How Creative Agencies Can Manage Average Bill Rates

Topics: Virtual CFO, Creative Agency, Digital Agency

It's Time to Review Your Business Credit Policies

Topics: Business Advisory

Deep Dive with Virtual CFO Client Palantir

Topics: Virtual CFO, Podcast

June 2021 Summit CPA Employee Spotlight: Christine Cruz

Topics: Employee Spotlight

A Small Business Essential: Cross-Training

Topics: Business Advisory

QuickBooks Mobile App Basics

Topics: QuickBooks Consulting

More Time for Businesses to Apply for PPP Loans

Topics: Business Advisory

Part 2: Developing Systems to Scale Your Business with David Jenyns

Topics: Virtual CFO, Podcast

American Rescue Plan Act

Topics: Tax Services

What to look for when hiring a Virtual CFO

Topics: Virtual CFO, distributed company

Remote Employees and Taxes

Topics: Tax Services

Part 1: Developing Systems to Scale Your Business with David Jenyns

Topics: Virtual CFO, Podcast

May 2021 Summit CPA Employee Spotlight: Dave Danic

Topics: Employee Spotlight

Unemployment Tax Legislation

Topics: Tax Services

Business Website Mistakes

Topics: Small Business

QuickBooks Better Budgeting Tips

Topics: Outsourced Bookkeeping

Pulse of the Industry with Tom Beck

Topics: Virtual CFO, Podcast

How Your Digital Agency Can Qualify for the R&D Tax Credit

Topics: Virtual CFO, Creative Agency, Digital Agency, Tax Services

Keep Your Estate Planning Current

Topics: Estate Planning

April 2021 Summit CPA Employee Spotlight: Steve Richardville

Topics: Employee Spotlight

Who Has Access to Your Identity?

Topics: Virtual CFO

How Bill.com can simplify your payment process

Topics: Virtual CFO, Podcast

Pros and Cons of Hiring Family

Topics: Business Advisory

How to Save Your Business Time and Money

Topics: Business Advisory

Part 2: Creating Product Records in QuickBooks

Topics: QuickBooks Consulting

Update - Tax Filing Date Extended

Topics: Tax Services

How to Choose Vendors for Your Business

Topics: Virtual CFO, Podcast

Protecting Your Tax Return

Topics: Tax Services

Metrics To Help Grow Your Creative Agency

Topics: Virtual CFO, Creative Agency, Digital Agency

Exploring Video Marketing Strategies to Grow Your Business

Topics: Virtual CFO, Podcast

March 2021 Summit CPA Employee Spotlight: Angie Douglas

Topics: Employee Spotlight

Pandemic-Related Tax Surprises

Topics: Tax Services

Creating Product Records in QuickBooks

Topics: QuickBooks Consulting

Financing with QuickFee

Topics: Virtual CFO, Podcast

February 2021 Summit CPA Employee Spotlight: Liz Sands

Topics: Employee Spotlight

How to File Your Taxes if You Worked Remotely Out-of-State This Year

Topics: Virtual CFO, Guest Post, Tax Rules, Tax Services

Are You Making the Right Pricing Decisions?

Topics: Cash Flow Management

Is It Time to Talk Finances with Your Elderly Parents

Topics: Estate Planning

UPDATE! - Tax Deductible PPP Loan Expenses

Topics: Business Advisory

7 Tips to Restore Your Financial Wellness

Topics: Business Advisory, Virtual CFO, Small Business

fight_over_customer_3787 (1)

Attracting New Talent to Your Business

Topics: Announcements

Deep Dive: Virtual CFO Client Ricochet Group

Topics: Virtual CFO, Podcast

Creating Product Records in QuickBooks

Topics: QuickBooks Consulting, Cash Flow Management, Virtual CFO, Small Business

Reviewing Your Business Credit Policy

Topics: Business Advisory

Great Place to Work-Certified™ Company - Summit CPA

Topics: Announcements, Virtual CFO, Remote work

January 2021 Summit CPA Employee Spotlight: Cathy Eix

Topics: Employee Spotlight

Out with the Old and In with the New!

Topics: Announcements

Team Retreats: How to plan and prepare

Topics: Virtual CFO, Podcast

Retirement Saving Tips for Small Business Owners

Topics: Virtual CFO, Creative Agency, Digital Agency, Retirement Planning, Small Business

Sending Our Wishes for a Very Merry Christmas!

Topics: Announcements

3 Ways to Receive Payments in QuickBooks

Topics: QuickBooks Consulting

R&D Tax Credit

Topics: Virtual CFO, Podcast

Home office Tax deductions: What you need to know

Topics: Business Taxes

Jody Grunden - Recipient of CPA.com’s Innovative Practitioner Award!

Inventory Management

Topics: Business Advisory

Avoid these 5 Business Website Errors

Topics: Business Advisory

Getting the Right People in the Right Seats with Tom Barrett

Topics: Virtual CFO, Podcast

December 2020 Summit CPA Employee Spotlight: Margi Patel

Topics: Employee Spotlight

Small Business Saturday 2020

Topics: Business Advisory

Virtual CFO Client Spotlight: Bear Group

Topics: Virtual CFO, Podcast

Presidential Executive Ordered Tax Deferral

Topics: Business Advisory

November 2020 Summit CPA Employee Spotlight: Deb Shimel

Topics: Employee Spotlight

Track Your Mileage in QuickBooks

Topics: QuickBooks Consulting

Summit CPA Employees: Traveling While Working Remote

Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blogs for September 2020

Topics: Virtual CFO

Jody Grunden: DCPA20 Innovative Practitioner Award Nominee

Topics: Announcements

New Tax Rules For 2020 To Be Aware Of

Topics: Cash Flow Management, Tax Rules, Tax Services

EOS with Tom Barrett from Navigate the Journey

Topics: Virtual CFO, Podcast

October 2020 Summit CPA Employee Spotlight: Tammy Cline

Topics: Employee Spotlight

Creating and Using Vendor Records in QuickBooks

Topics: QuickBooks Consulting

Delegation Tips from Delegate Solutions

Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blogs for August 2020

Client Spotlight with Matt Westgate of Lullabot

Topics: Virtual CFO, Podcast

Look Out for Tax Surprises

Topics: Business Taxes

Celebrating America's Finest

Topics: Announcements

Financial Meeting Cadence with Kristen Reinking

Topics: Virtual CFO, Podcast

September 2020 Summit CPA Employee Spotlight: David Bernhardt

Topics: Employee Spotlight

Our Top 5 Virtual CFO Blogs for July 2020

Topics: Virtual CFO

Following Best Practices in QuickBooks

Topics: QuickBooks Consulting

4 Most Common CFO Topics

Topics: Virtual CFO, Podcast

Small Business: PPP Loan Forgiveness

Topics: Business Advisory

Summit CPA Group makes Inc. 5000 List Again

Topics: Announcements

Free CPE Webinar: Profit-Focused Accounting

Topics: Virtual CFO, CPE Credit, CPA Coaching, Webinar, Accounting Community

Deep Dive into Gross Profit

Topics: Virtual CFO, Podcast

August 2020 Summit CPA Employee Spotlight: Mikala Page

Topics: Employee Spotlight

It’s Time to Cleanup and Update QuickBooks

Topics: QuickBooks Consulting

Join us for a webinar event - July 29th

Topics: Virtual CFO, CPE Credit, CPA Coaching, Webinar, Accounting Community

Deep Dive - Average Bill Rate and Write Downs

Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blogs for June 2020

Topics: Virtual CFO

New Book: Building the Virtual CFO Firm in the Cloud

Pandemic Tax Surprises- Are You Prepared?

Topics: Cash Flow Management

Using a Forecast for Growth

Topics: Virtual CFO, Podcast

July 2020 Summit CPA Employee Spotlight: Patrick Smith

Topics: Employee Spotlight

Happy 244th Birthday America!

Topics: Announcements

Free CPE Webinar: Up Your CFO Game with Data Visualization Tools

Topics: Virtual CFO, CPE Credit, CPA Coaching, Webinar, Accounting Community

5 Things a Business Needs to Do During the Pandemic

Topics: Business Advisory

The CARES Act Boosts Unemployment Benefits

Topics: Announcements, Virtual CFO

Hiring Assessments with Zach Montroy

Topics: Virtual CFO, Podcast

Virtual CFO Community Launch

Our Top 5 Virtual CFO Blog Post for May 2020

Topics: Virtual CFO

Free CPE Webinar: How to Sell Virtual CFO Services

PPP Loan Forgiveness (Update), What Business Owners Need to Know

Topics: Virtual CFO, Podcast

Minimize Your Risk for IRS Data Theft

Topics: Virtual CFO

June 2020 Summit CPA Employee Spotlight: Kelly Schuknecht

Topics: Employee Spotlight

Join Us For A Webinar Event - June 4th

Tax Consideration for Creative Agencies

Topics: Virtual CFO, Podcast

Memorial Day Weekend 2020

Topics: Announcements

Our Top 5 Virtual CFO Blog Post for April 2020

PPP Loan Forgiveness

Topics: Virtual CFO, Podcast

Sales Tax Using QuickBooks- 5 Things You Should Know

Topics: QuickBooks Consulting

May 2020 Summit CPA Employee Spotlight: Kathy Quartararo

Topics: Employee Spotlight

3 Tax Myths That Could Cost You

Topics: Individual Taxes

Using A Forecast During Difficult Times

Topics: Virtual CFO, Podcast

Virtual Cloud Accounting Summit

Our Top 5 Virtual CFO Blog Post for March 2020

Topics: Business Advisory

April 2020 Summit CPA Employee Spotlight: Sam Lankford

Topics: Employee Spotlight

The Art of Cash Flow

Topics: Virtual CFO, Podcast

CARES ACT: Employee Retention Credit

Topics: Business Advisory

New Tax Deadlines for 2019 Tax Returns

Topics: Business Taxes

Creating Recurring Revenue Streams

Topics: Virtual CFO, Podcast

COVID-19 --Coping Tips While Sheltered in Place

Topics: Announcements

Distributed Working Models

Topics: Virtual CFO, Podcast

COVID-19 Resources for Business Owners and CPA Firms

Families First Coronavirus Response Act

How Families First Coronavirus Response Act Affects Small Businesses

Our Top 5 Virtual CFO Blog Posts for February 2020

Topics: Business Advisory

How to Prepare Your Business for a Recession

How to Prepare Your Business for a Recession

Topics: Virtual CFO, Podcast

Reviewing Your Credit Policy

Topics: Business Advisory

March 2020 Summit CPA Employee Spotlight: Tom Piffarerio

Topics: Employee Spotlight

Small Business Tax Tips

Topics: Business Taxes

Forecasting: How to do it right

Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blog Posts for January 2020

Topics: Virtual CFO

Exploring QuickBooks 2019

Topics: QuickBooks Consulting

Is it Time to Expand Your Business?

Topics: Cash Flow Management

Understanding Pipeline Metrics

Topics: Virtual CFO, Podcast

What's Your Business Break-Even Point?

Topics: Business Advisory

arrow_boxes_clip_5498-1-059582-edited

7 Estate Planning Tips

Topics: Estate Planning

February 2020 Summit CPA Employee Spotlight: Lisa Gibson

Topics: Employee Spotlight

Every Bit Counts in Virtual Currency

Topics: Virtual CFO

What agency owners need to know about financial metrics

Topics: Virtual CFO, Podcast

Make Inventory Management a Priority

Topics: Virtual CFO

DOL Announces New Overtime Rules for 2020

Topics: Business Advisory

How we help creative agencies grow

Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blog Posts for December 2019

Topics: Virtual CFO

Creating Projects in QuickBooks

Topics: QuickBooks Consulting

Summit CPA Great Place to Work

Summit CPA Group - Great Place to Work-Certified™ Company

Topics: Remote work

Podcast 1.1 - Twitter

The Summit CPA Backstory

Topics: Virtual CFO, Podcast

January 2020 Summit CPA Employee Spotlight: Karen Hill

Topics: Employee Spotlight

Scroll brad_open_roller_banner_22318

A New Year Resolution for Your Business

Topics: Cash Flow Management

group_business_people_party_22392-1

HAPPY NEW YEAR 2020!

Topics: Announcements

christmas_tree_lights_flickering_ large 4360

Merry Christmas From Summit CPA!

Topics: Announcements

a_or_b_choice_14212-1

4 Strategic Cost Control Alternatives

Topics: Business Advisory

corner_store_text_11249 (1)-1

Small Business vs. Big Business

Topics: Virtual CFO

top_5_pedestal_6489

Our Top 5 Virtual CFO Blog Posts for November 2019

Topics: Virtual CFO

business hand shake

It’s Time for Your Annual Business Check-Up

Topics: Cash Flow Management

image 1 12-19

Find Past Due Invoices Fast Using These 5 QuickBooks Reports

thief_behind_computer_19517-1

Cyber Monday is Here!

Topics: Cash Flow Management

female_shopper_skipping_Medium_12770

Shopping Tips for Black Friday

Topics: Cash Flow Management

turkey_protest_anim_15901

Happy Thanksgiving!

Topics: Announcements

Black Friday

5 Necessities for Your Home Office

hands_giving_keys_9653

The Family Business

Topics: Succession Planning

top_5_pedestal_6489

Our Top 5 Virtual CFO Blog Posts for October 2019

Topics: Virtual CFO

November 2019 Summit CPA Employee Spotlight: Alyssa Colf

Topics: Employee Spotlight

coins_investing_plant_8756

4 Retirement Planning Mistakes

Topics: Cash Flow Management

morgan_witch_stir_cauldron_21061

Happy Halloween!

Topics: Business Advisory

Summit CPA Group team retreat 2019

The Power of Retreats for Remote Teams

Topics: Remote work

Business_for_sale_sign_pc_4408_-_Copy

Avoid These 6 Mistakes When Selling Your Business

Topics: Business Advisory

quickbooks chart of accounts

Quickbooks Chart of Accounts: 5 Things You Should Know

Topics: QuickBooks Consulting

top_5_pedestal_6489

Our Top 5 Virtual CFO Blog Posts for September 2019

Topics: Virtual CFO

loading_dock_closed_bay_text_10986

Are You Storing Obsolete Inventory?

Topics: Business Advisory

brad_5 business strategies_banner_22318 (1)

5 Business Strategies for Long-Term Success

Topics: Business Advisory

internship woman_using_smartphone_18934

Improve Your Hiring Potential Using Internships

Topics: Business Advisory