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Pulse of the Industry with Tom Beck

The Virtual CPA Success Show: Episode 36

 

We are joined by Summit's CEO and Co-Founder Jody Grunden, and Tom Beck, Executive Director of SoDA to talk about the current state of the industry...

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Topics: Virtual CFO, Podcast

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

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

Keep Your Estate Planning Current

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Topics: Estate Planning

April 2021 Summit CPA Employee Spotlight: Steve Richardville

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Topics: Employee Spotlight

Who Has Access to Your Identity?

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Topics: Virtual CFO

How Bill.com can simplify your payment process

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Pros and Cons of Hiring Family

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How to Save Your Business Time and Money

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Topics: Business Advisory

Part 2: Creating Product Records in QuickBooks

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Topics: QuickBooks Consulting

Update - Tax Filing Date Extended

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Topics: Tax Services

How to Choose Vendors for Your Business

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Topics: Virtual CFO, Podcast

Protecting Your Tax Return

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Topics: Tax Services

Metrics To Help Grow Your Creative Agency

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Topics: Virtual CFO, Creative Agency, Digital Agency

Exploring Video Marketing Strategies to Grow Your Business

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Topics: Virtual CFO, Podcast

March 2021 Summit CPA Employee Spotlight: Angie Douglas

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Topics: Employee Spotlight

Pandemic-Related Tax Surprises

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Topics: Tax Services

Creating Product Records in QuickBooks

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Topics: QuickBooks Consulting

Financing with QuickFee

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Topics: Virtual CFO, Podcast

February 2021 Summit CPA Employee Spotlight: Liz Sands

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Topics: Employee Spotlight

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

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

Are You Making the Right Pricing Decisions?

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Topics: Cash Flow Management

Is It Time to Talk Finances with Your Elderly Parents

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Topics: Estate Planning

UPDATE! - Tax Deductible PPP Loan Expenses

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Topics: Business Advisory

7 Tips to Restore Your Financial Wellness

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Topics: Business Advisory, Virtual CFO, Small Business

Attracting New Talent to Your Business

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Topics: Announcements

Deep Dive: Virtual CFO Client Ricochet Group

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Topics: Virtual CFO, Podcast

Creating Product Records in QuickBooks

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

Reviewing Your Business Credit Policy

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Topics: Business Advisory

Great Place to Work-Certified™ Company - Summit CPA

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Topics: Announcements, Virtual CFO, Remote work

January 2021 Summit CPA Employee Spotlight: Cathy Eix

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Topics: Employee Spotlight

Out with the Old and In with the New!

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Topics: Announcements

Team Retreats: How to plan and prepare

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Topics: Virtual CFO, Podcast

Retirement Saving Tips for Small Business Owners

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

Sending Our Wishes for a Very Merry Christmas!

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Topics: Announcements

3 Ways to Receive Payments in QuickBooks

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Topics: QuickBooks Consulting

R&D Tax Credit

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Topics: Virtual CFO, Podcast

Home office Tax deductions: What you need to know

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Topics: Business Taxes

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

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Inventory Management

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Topics: Business Advisory

Avoid these 5 Business Website Errors

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Topics: Business Advisory

Getting the Right People in the Right Seats with Tom Barrett

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December 2020 Summit CPA Employee Spotlight: Margi Patel

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Topics: Employee Spotlight

Small Business Saturday 2020

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Topics: Business Advisory

Virtual CFO Client Spotlight: Bear Group

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Presidential Executive Ordered Tax Deferral

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Topics: Business Advisory

November 2020 Summit CPA Employee Spotlight: Deb Shimel

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Topics: Employee Spotlight

Track Your Mileage in QuickBooks

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Topics: QuickBooks Consulting

Summit CPA Employees: Traveling While Working Remote

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Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blogs for September 2020

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Topics: Virtual CFO

Jody Grunden: DCPA20 Innovative Practitioner Award Nominee

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Topics: Announcements

New Tax Rules For 2020 To Be Aware Of

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Topics: Cash Flow Management, Tax Rules, Tax Services

EOS with Tom Barrett from Navigate the Journey

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October 2020 Summit CPA Employee Spotlight: Tammy Cline

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Topics: Employee Spotlight

Creating and Using Vendor Records in QuickBooks

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Topics: QuickBooks Consulting

Delegation Tips from Delegate Solutions

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Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blogs for August 2020

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Client Spotlight with Matt Westgate of Lullabot

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Topics: Virtual CFO, Podcast

Look Out for Tax Surprises

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Topics: Business Taxes

Celebrating America's Finest

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Topics: Announcements

Financial Meeting Cadence with Kristen Reinking

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Topics: Virtual CFO, Podcast

September 2020 Summit CPA Employee Spotlight: David Bernhardt

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Topics: Employee Spotlight

Our Top 5 Virtual CFO Blogs for July 2020

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Topics: Virtual CFO

Following Best Practices in QuickBooks

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Topics: QuickBooks Consulting

4 Most Common CFO Topics

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Topics: Virtual CFO, Podcast

Small Business: PPP Loan Forgiveness

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Topics: Business Advisory

Summit CPA Group makes Inc. 5000 List Again

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Topics: Announcements

Free CPE Webinar: Profit-Focused Accounting

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

Deep Dive into Gross Profit

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Topics: Virtual CFO, Podcast

August 2020 Summit CPA Employee Spotlight: Mikala Page

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Topics: Employee Spotlight

It’s Time to Cleanup and Update QuickBooks

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Topics: QuickBooks Consulting

Join us for a webinar event - July 29th

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

Deep Dive - Average Bill Rate and Write Downs

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Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blogs for June 2020

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Topics: Virtual CFO

New Book: Building the Virtual CFO Firm in the Cloud

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Pandemic Tax Surprises- Are You Prepared?

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Topics: Cash Flow Management

Using a Forecast for Growth

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Topics: Virtual CFO, Podcast

July 2020 Summit CPA Employee Spotlight: Patrick Smith

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Topics: Employee Spotlight

Happy 244th Birthday America!

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Topics: Announcements

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

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

5 Things a Business Needs to Do During the Pandemic

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Topics: Business Advisory

The CARES Act Boosts Unemployment Benefits

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Topics: Announcements, Virtual CFO

Hiring Assessments with Zach Montroy

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Topics: Virtual CFO, Podcast

Virtual CFO Community Launch

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Our Top 5 Virtual CFO Blog Post for May 2020

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Topics: Virtual CFO

Free CPE Webinar: How to Sell Virtual CFO Services

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

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Topics: Virtual CFO, Podcast

Minimize Your Risk for IRS Data Theft

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Topics: Virtual CFO

June 2020 Summit CPA Employee Spotlight: Kelly Schuknecht

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Topics: Employee Spotlight

Join Us For A Webinar Event - June 4th

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Tax Consideration for Creative Agencies

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Topics: Virtual CFO, Podcast

Memorial Day Weekend 2020

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Topics: Announcements

Our Top 5 Virtual CFO Blog Post for April 2020

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PPP Loan Forgiveness

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Topics: Virtual CFO, Podcast

Sales Tax Using QuickBooks- 5 Things You Should Know

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Topics: QuickBooks Consulting

May 2020 Summit CPA Employee Spotlight: Kathy Quartararo

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Topics: Employee Spotlight

3 Tax Myths That Could Cost You

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Topics: Individual Taxes

Using A Forecast During Difficult Times

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Topics: Virtual CFO, Podcast

Virtual Cloud Accounting Summit

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Our Top 5 Virtual CFO Blog Post for March 2020

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Topics: Business Advisory

April 2020 Summit CPA Employee Spotlight: Sam Lankford

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Topics: Employee Spotlight

The Art of Cash Flow

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Topics: Virtual CFO, Podcast

CARES ACT: Employee Retention Credit

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Topics: Business Advisory

New Tax Deadlines for 2019 Tax Returns

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Topics: Business Taxes

Creating Recurring Revenue Streams

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Topics: Virtual CFO, Podcast

COVID-19 --Coping Tips While Sheltered in Place

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Topics: Announcements

Distributed Working Models

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Topics: Virtual CFO, Podcast

COVID-19 Resources for Business Owners and CPA Firms

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How Families First Coronavirus Response Act Affects Small Businesses

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Our Top 5 Virtual CFO Blog Posts for February 2020

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Topics: Business Advisory

How to Prepare Your Business for a Recession

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Topics: Virtual CFO, Podcast

Reviewing Your Credit Policy

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Topics: Business Advisory

March 2020 Summit CPA Employee Spotlight: Tom Piffarerio

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Topics: Employee Spotlight

Small Business Tax Tips

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Topics: Business Taxes

Forecasting: How to do it right

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Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blog Posts for January 2020

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Topics: Virtual CFO

Exploring QuickBooks 2019

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Topics: QuickBooks Consulting

Is it Time to Expand Your Business?

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Topics: Cash Flow Management

Understanding Pipeline Metrics

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Topics: Virtual CFO, Podcast

What's Your Business Break-Even Point?

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Topics: Business Advisory

7 Estate Planning Tips

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Topics: Estate Planning

February 2020 Summit CPA Employee Spotlight: Lisa Gibson

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Topics: Employee Spotlight

Every Bit Counts in Virtual Currency

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Topics: Virtual CFO

What agency owners need to know about financial metrics

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Topics: Virtual CFO, Podcast

Make Inventory Management a Priority

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Topics: Virtual CFO

DOL Announces New Overtime Rules for 2020

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Topics: Business Advisory

How we help creative agencies grow

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Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blog Posts for December 2019

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Topics: Virtual CFO

Creating Projects in QuickBooks

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Topics: QuickBooks Consulting

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

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Topics: Remote work

The Summit CPA Backstory

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Topics: Virtual CFO, Podcast

January 2020 Summit CPA Employee Spotlight: Karen Hill

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Topics: Employee Spotlight

A New Year Resolution for Your Business

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Topics: Cash Flow Management

HAPPY NEW YEAR 2020!

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Topics: Announcements

Merry Christmas From Summit CPA!

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Topics: Announcements

4 Strategic Cost Control Alternatives

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Topics: Business Advisory

Small Business vs. Big Business

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Topics: Virtual CFO

Our Top 5 Virtual CFO Blog Posts for November 2019

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Topics: Virtual CFO

It’s Time for Your Annual Business Check-Up

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Topics: Cash Flow Management

Find Past Due Invoices Fast Using These 5 QuickBooks Reports

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Cyber Monday is Here!

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Topics: Cash Flow Management

Shopping Tips for Black Friday

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Topics: Cash Flow Management

Happy Thanksgiving!

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Topics: Announcements

5 Necessities for Your Home Office

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The Family Business

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Topics: Succession Planning

Our Top 5 Virtual CFO Blog Posts for October 2019

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Topics: Virtual CFO

November 2019 Summit CPA Employee Spotlight: Alyssa Colf

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Topics: Employee Spotlight

4 Retirement Planning Mistakes

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Topics: Cash Flow Management

Happy Halloween!

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Topics: Business Advisory

The Power of Retreats for Remote Teams

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Topics: Remote work

Avoid These 6 Mistakes When Selling Your Business

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Topics: Business Advisory

Quickbooks Chart of Accounts: 5 Things You Should Know

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Topics: QuickBooks Consulting

Our Top 5 Virtual CFO Blog Posts for September 2019

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Topics: Virtual CFO

Are You Storing Obsolete Inventory?

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Topics: Business Advisory

5 Business Strategies for Long-Term Success

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Topics: Business Advisory

Improve Your Hiring Potential Using Internships

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Topics: Business Advisory

Get Your Business Cash Flowing

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Topics: Cash Flow Management

Boost Your Business with Social Media

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Topics: Virtual CFO

Does Your Business Have an Employee Handbook?

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Topics: Business Advisory

5 Tips for Effective Delegation

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Topics: Cash Flow Management

Get Advanced Time-Tracking with the QBO App

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Topics: QuickBooks Consulting

Finding the Right Healthcare Insurance for Your Business

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Topics: Healthcare

You Received a Letter from the IRS- What Should You Do?

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Topics: Business Taxes

7 Common Business Challenges - Are You Prepared?

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Topics: Business Advisory

Our Top 5 Virtual CFO Blog Posts for August 2019

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Topics: Virtual CFO

September Employee Spotlight: Michelle Lesifko

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Topics: Employee Spotlight

What Can a Virtual CFO Do For Your Business?

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Topics: Cash Flow Management

In Business-Every Impression Matters

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Topics: Business Advisory

5 Steps for Setting Salaries in Your Business

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Topics: Cash Flow Management

Cash Flow Ideas That Can Save Your Small Business

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Topics: Cash Flow Management

Estimates, Quotes, or Bids in QuickBooks

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Topics: Outsourced Bookkeeping

Summit CPA Makes Inc. 5000 List Again - August

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Topics: Announcements

5 Virtual CFO Blog Posts for July 2019

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Topics: Cash Flow Management

Is Your Small Business Prepared for a Sales/Use Tax Audit?

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Topics: Business Taxes

When’s the Last Time You Checked Your Credit Report?

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Topics: Cash Flow Management

Please Welcome our July New Hires!

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Topics: Employee Spotlight

Tips to Retain Your Core Customers

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Topics: Business Advisory

Forecasting Your Business Cash Flow

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Topics: Cash Flow Management

Can a Virtual CFO Help Your Business?

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Topics: Virtual CFO

Our Top 5 Virtual CFO Blog Posts for June 2019

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Topics: Cash Flow Management

How working odd jobs prepares you for your career

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Topics: Remote work

June 2019 Tax Legislation Proposals

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Topics: Business Advisory

July Employee Spotlight: Kim Moore

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Topics: Employee Spotlight

Don’t take on the IRS Alone

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Topics: Individual Taxes

6 Apps for Remote Auditors

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Topics: 401k plan

7 Rules for Building Your Nest Egg

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Topics: Cash Flow Management

Progress Invoicing in QuickBooks Online

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Topics: QuickBooks Consulting

Father's Day

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Topics: Virtual CFO

10 Skills For Succeeding in Audit

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Topics: 401K Audit

Our Top 5 Blog Posts for May 2019

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Topics: Virtual CFO

Avoid These 7 Mistakes When Selling Your Business

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Topics: Cash Flow Management

“Evolving Strategies of Bookkeeping” Webinar

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Topics: Business Advisory

The remote work hiring process

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Topics: Remote work

Keep Track of Your Independent Contractors Using QuickBooks

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Topics: QuickBooks Consulting

Our Top 5 Blog Posts for April 2019

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Topics: Virtual CFO

Honoring Mother’s Day

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Topics: Virtual CFO

Quickbooks Tips for the Non-Tech-Savvy

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Topics: Virtual CFO, Remote work

May Employee Spotlight: Jamie Nau

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Topics: Employee Spotlight

Our Top 5 Blog Posts for March 2019

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Topics: Virtual CFO

Protect Your Business Assets and Bank Accounts

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Topics: Business Advisory

Need More Time in Your Day?

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Topics: Remote work