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Client Spotlight with Matt Westgate of Lullabot

The Virtual CPA Success Show: Episode 23

We are starting a new trend on the podcast, where we sit down with some of our clients to talk about their experiences with CFOs and their business..

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Topics: Virtual CFO

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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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September 2020 Summit CPA Employee Spotlight: David Bernhardt

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Our Top 5 Virtual CFO Blogs for July 2020

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Following Best Practices in QuickBooks

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4 Most Common CFO Topics

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Small Business: PPP Loan Forgiveness

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Summit CPA Group makes Inc. 5000 List Again

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Free CPE Webinar: Profit-Focused Accounting

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Deep Dive into Gross Profit

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August 2020 Summit CPA Employee Spotlight: Mikala Page

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It’s Time to Cleanup and Update QuickBooks

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Join us for a webinar event - July 29th

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Deep Dive - Average Bill Rate and Write Downs

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Our Top 5 Virtual CFO Blogs for June 2020

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New Book: Building the Virtual CFO Firm in the Cloud

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Pandemic Tax Surprises- Are You Prepared?

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Using a Forecast for Growth

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July 2020 Summit CPA Employee Spotlight: Patrick Smith

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Happy 244th Birthday America!

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

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5 Things a Business Needs to Do During the Pandemic

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The CARES Act Boosts Unemployment Benefits

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Hiring Assessments with Zach Montroy

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Virtual CFO Community Launch

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Our Top 5 Virtual CFO Blog Post for May 2020

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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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Minimize Your Risk for IRS Data Theft

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June 2020 Summit CPA Employee Spotlight: Kelly Schuknecht

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Join Us For A Webinar Event - June 4th

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Tax Consideration for Creative Agencies

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Memorial Day Weekend 2020

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Our Top 5 Virtual CFO Blog Post for April 2020

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PPP Loan Forgiveness

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Sales Tax Using QuickBooks- 5 Things You Should Know

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May 2020 Summit CPA Employee Spotlight: Kathy Quartararo

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3 Tax Myths That Could Cost You

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Topics: Individual Taxes

Using A Forecast During Difficult Times

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Virtual Cloud Accounting Summit

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Our Top 5 Virtual CFO Blog Post for March 2020

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April 2020 Summit CPA Employee Spotlight: Sam Lankford

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The Art of Cash Flow

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CARES ACT: Employee Retention Credit

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New Tax Deadlines for 2019 Tax Returns

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Creating Recurring Revenue Streams

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COVID-19 --Coping Tips While Sheltered in Place

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Topics: Announcements

Distributed Working Models

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COVID-19 Resources for Business Owners and CPA Firms

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How the Families First Coronavirus Response Act Will Affect Your Small Business

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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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Reviewing Your Credit Policy

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March 2020 Summit CPA Employee Spotlight: Tom Piffarerio

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Small Business Tax Tips

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Forecasting: How to do it right

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Our Top 5 Virtual CFO Blog Posts for January 2020

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Exploring QuickBooks 2019

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Is it Time to Expand Your Business?

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Understanding Pipeline Metrics

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What's Your Business Break-Even Point?

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7 Estate Planning Tips

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Topics: Estate Planning

February 2020 Summit CPA Employee Spotlight: Lisa Gibson

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Every Bit Counts in Virtual Currency

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What agency owners need to know about financial metrics

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Make Inventory Management a Priority

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DOL Announces New Overtime Rules for 2020

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How we help creative agencies grow

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Our Top 5 Virtual CFO Blog Posts for December 2019

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Creating Projects in QuickBooks

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

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The Summit CPA Backstory

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January 2020 Summit CPA Employee Spotlight: Karen Hill

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A New Year Resolution for Your Business

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HAPPY NEW YEAR 2020!

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Topics: Announcements

3 Year-End Investment Moves-The Clock is Ticking

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4 Small Business Credit Policies

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Merry Christmas From Summit CPA!

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4 Strategic Cost Control Alternatives

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Small Business vs. Big Business

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Our Top 5 Virtual CFO Blog Posts for November 2019

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Time for Your Annual Credit Report Check

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It’s Time for Your Annual Business Check-Up

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Find Past Due Invoices Fast Using These 5 QuickBooks Reports

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Six Tips to a Successful Start-Up Business

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December 2019 Summit CPA Employee Spotlight: Lisa Cecen

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Topics: Employee Spotlight

Cyber Monday is Here!

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Shopping Tips for Black Friday

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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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How Can Payroll Services Boost a Business?

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Topics: Outsourced Bookkeeping

November 2019 Summit CPA Employee Spotlight: Alyssa Colf

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4 Retirement Planning Mistakes

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Happy Halloween!

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The Power of Retreats for Remote Teams

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Avoid These 6 Mistakes When Selling Your Business

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Quickbooks Chart of Accounts: 5 Things You Should Know

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Our Top 5 Virtual CFO Blog Posts for September 2019

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Copyright vs. Patent vs. Trademark

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Are You Storing Obsolete Inventory?

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5 Business Strategies for Long-Term Success

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Improve Your Hiring Potential Using Internships

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Get Your Business Cash Flowing

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Boost Your Business with Social Media

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October 2019 Summit CPA Employee Spotlight: Erin Jacobs

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Does Your Business Have an Employee Handbook?

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5 Tips for Effective Delegation

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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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Our Top 5 Virtual CFO Blog Posts for August 2019

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Celebrating Labor Day

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September Employee Spotlight: Michelle Lesifko

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What Can a Virtual CFO Do For Your Business?

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In Business-Every Impression Matters

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Topics: Business Advisory

5 Steps for Setting Salaries in Your Business

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Cash Flow Ideas That Can Save Your Small Business

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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

Digital Marketing Errors to Avoid

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Topics: Business Advisory

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

Creating a Successful Business Plan

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4 Advanced Settings in QuickBooks Online You Should Know

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Topics: QuickBooks Consulting

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

Happy 243rd Birthday America!

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Topics: Virtual CFO

June 2019 Tax Legislation Proposals

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Topics: Business Advisory

July Employee Spotlight: Kim Moore

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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

Make Online Business Reviews Work in Your Favor

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Topics: Business Advisory

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

Data and Security at a Distributed Company

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Topics: Virtual CFO, Remote work

Avoid These 7 Mistakes When Selling Your Business

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June Employee Spotlight: Kristen Reinking

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“Evolving Strategies of Bookkeeping” Webinar

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Topics: Business Advisory

It’s Time to Update Your Tax Plan

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Topics: Individual Taxes

The remote work hiring process

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Keep Track of Your Independent Contractors Using QuickBooks

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Our Top 5 Blog Posts for April 2019

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Honoring Mother’s Day

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Quickbooks Tips for the Non-Tech-Savvy

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Topics: Virtual CFO, Remote work

Should Your Business Outsource its Bookkeeping?

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Topics: Outsourced Bookkeeping

May Employee Spotlight: Jamie Nau

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Our Top 5 Blog Posts for March 2019

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Topics: Virtual CFO

Improve Your Sales Invoices with QuickBooks Online

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Topics: QuickBooks Consulting

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

Wishing You a Happy Easter!

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Topics: Announcements, Virtual CFO

Fortify Your Business with These 4 Key Metrics

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Topics: Business Advisory

The Tax Deadline is Here!

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Topics: Individual Taxes

Are You Self-Employed? 4 Areas You Need to Save

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Topics: Cash Flow Management

How remote companies can build better client relationships

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Topics: Remote work

10 QuickBooks Online Resources for Small Business Owners

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Topics: QuickBooks Consulting

April 2019 Tax Deadlines – Are You Ready?

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Topics: Business Taxes

April 2019 Employee Spotlight: Jake Grimm

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Topics: Employee Spotlight

5 Tax Myths You Need to Know

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Topics: Business Taxes

Make Your Business Meetings Count

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7 Tax Items Commonly Overlooked

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Topics: Business Taxes

Our Top 5 Blog Posts for February 2019

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Topics: Virtual CFO, distributed company

Crypto Wallets for Accountants 101

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Topics: Remote work

7 Tips to Improve Your Business Profits

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10 Ways a Virtual CFO Can Help Your Business

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Topics: Remote work

Succession Plan- It's Your Business

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Topics: Cash Flow Management

9 Tips for Starting a New Business

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March 2019 Employee Spotlight: Ally Duras

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Estate Planning- Documents You Should Include

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Advertising Your Business with Limited Funds

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Boost Your IRA with Your Tax Refund

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How to Handle Mobile Expenses Using QuickBooks

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Topics: QuickBooks Consulting

Take control as a remote worker

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Topics: Remote work

Don't Lose Out on These Valuable Tax Credits

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Topics: Individual Taxes

Amended Tax Returns: What You Need to Know

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College Tuition Deduction Alternatives

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Topics: Individual Taxes

Welcome to our two newest employees

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Topics: distributed company

Our Top 5 Blog Posts for January 2019

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Topics: distributed company

Social Security Updates for 2019

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Getting Started with Accounts in QuickBooks: Part 2

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2019 Tax Changes to Alimony Payments

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February 2019 Employee Spotlight: Jade Dervan

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Planning Ahead for the Sale of Your Business

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Are Your W2’s Forms Correct?

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Topics: Individual Taxes

6 Signs You Might Get a Tax Surprise

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Do You Qualify for the New Business Deduction?

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5 Tax Saving Deductions In 2019

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Topics: Individual Taxes