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..

Topics: Virtual CFO

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Look Out for Tax Surprises

Topics: Business Taxes

Celebrating America's Finest

Topics: Announcements

Financial Meeting Cadence with Kristen Reinking

Topics: Virtual CFO

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

Small Business: PPP Loan Forgiveness

Topics: Business Advisory

Summit CPA Group makes Inc. 5000 List Again

Topics: Announcements

Free CPE Webinar: Profit-Focused Accounting

Deep Dive into Gross Profit

Topics: Virtual CFO

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

Deep Dive - Average Bill Rate and Write Downs

Topics: Virtual CFO

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

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

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

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

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

Memorial Day Weekend 2020

Topics: Announcements

Our Top 5 Virtual CFO Blog Post for April 2020

PPP Loan Forgiveness

Topics: Virtual CFO

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

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

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

COVID-19 --Coping Tips While Sheltered in Place

Topics: Announcements

Distributed Working Models

Topics: Virtual CFO

COVID-19 Resources for Business Owners and CPA Firms

Families First Coronavirus Response Act

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

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

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

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

What's Your Business Break-Even Point?

Topics: Business Advisory

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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

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

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

January 2020 Summit CPA Employee Spotlight: Karen Hill

Topics: Employee Spotlight

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A New Year Resolution for Your Business

Topics: Cash Flow Management

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HAPPY NEW YEAR 2020!

Topics: Announcements

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3 Year-End Investment Moves-The Clock is Ticking

Topics: Cash Flow Management

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4 Small Business Credit Policies

Topics: Business Advisory

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Merry Christmas From Summit CPA!

Topics: Announcements

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4 Strategic Cost Control Alternatives

Topics: Business Advisory

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Small Business vs. Big Business

Topics: Virtual CFO

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Our Top 5 Virtual CFO Blog Posts for November 2019

Topics: Virtual CFO

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Time for Your Annual Credit Report Check

Topics: Cash Flow Management

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It’s Time for Your Annual Business Check-Up

Topics: Cash Flow Management

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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

December 2019 Summit CPA Employee Spotlight: Lisa Cecen

Topics: Employee Spotlight

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Cyber Monday is Here!

Topics: Cash Flow Management

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Shopping Tips for Black Friday

Topics: Cash Flow Management

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Happy Thanksgiving!

Topics: Announcements

Black Friday

5 Necessities for Your Home Office

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The Family Business

Topics: Succession Planning

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Our Top 5 Virtual CFO Blog Posts for October 2019

Topics: Virtual CFO

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How Can Payroll Services Boost a Business?

Topics: Outsourced Bookkeeping

November 2019 Summit CPA Employee Spotlight: Alyssa Colf

Topics: Employee Spotlight

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4 Retirement Planning Mistakes

Topics: Cash Flow Management

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Happy Halloween!

Topics: Business Advisory

Summit CPA Group team retreat 2019

The Power of Retreats for Remote Teams

Topics: Remote work

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Avoid These 6 Mistakes When Selling Your Business

Topics: Business Advisory

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Quickbooks Chart of Accounts: 5 Things You Should Know

Topics: QuickBooks Consulting

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Our Top 5 Virtual CFO Blog Posts for September 2019

Topics: Virtual CFO

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Copyright vs. Patent vs. Trademark

Topics: Business Advisory

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Are You Storing Obsolete Inventory?

Topics: Business Advisory

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5 Business Strategies for Long-Term Success

Topics: Business Advisory

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Improve Your Hiring Potential Using Internships

Topics: Business Advisory

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Get Your Business Cash Flowing

Topics: Cash Flow Management

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Boost Your Business with Social Media

Topics: Virtual CFO

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October 2019 Summit CPA Employee Spotlight: Erin Jacobs

Topics: Employee Spotlight

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Does Your Business Have an Employee Handbook?

Topics: Business Advisory

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5 Tips for Effective Delegation

Topics: Cash Flow Management

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Get Advanced Time-Tracking with the QBO App

Topics: QuickBooks Consulting

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Finding the Right Healthcare Insurance for Your Business

Topics: Healthcare

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

Topics: Business Taxes

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7 Common Business Challenges - Are You Prepared?

Topics: Business Advisory

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Our Top 5 Virtual CFO Blog Posts for August 2019

Topics: Virtual CFO

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Celebrating Labor Day

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September Employee Spotlight: Michelle Lesifko

Topics: Employee Spotlight

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What Can a Virtual CFO Do For Your Business?

Topics: Cash Flow Management

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In Business-Every Impression Matters

Topics: Business Advisory

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5 Steps for Setting Salaries in Your Business

Topics: Cash Flow Management

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Cash Flow Ideas That Can Save Your Small Business

Topics: Cash Flow Management

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Estimates, Quotes, or Bids in QuickBooks

Topics: Outsourced Bookkeeping

Inc. 5000

Summit CPA Makes Inc. 5000 List Again - August

Topics: Announcements

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5 Virtual CFO Blog Posts for July 2019

Topics: Cash Flow Management

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

Topics: Business Taxes

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

Topics: Cash Flow Management

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Digital Marketing Errors to Avoid

Topics: Business Advisory

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Please Welcome our July New Hires!

Topics: Employee Spotlight

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Tips to Retain Your Core Customers

Topics: Business Advisory

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Creating a Successful Business Plan

Topics: Cash Flow Management

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4 Advanced Settings in QuickBooks Online You Should Know

Topics: QuickBooks Consulting

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Forecasting Your Business Cash Flow

Topics: Cash Flow Management

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Can a Virtual CFO Help Your Business?

Topics: Virtual CFO

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Our Top 5 Virtual CFO Blog Posts for June 2019

Topics: Cash Flow Management

How working odd jobs prepares you for your career

Topics: Remote work

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Happy 243rd Birthday America!

Topics: Virtual CFO

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June 2019 Tax Legislation Proposals

Topics: Business Advisory

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July Employee Spotlight: Kim Moore

Topics: Employee Spotlight

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Don’t take on the IRS Alone

Topics: Individual Taxes

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6 Apps for Remote Auditors

Topics: 401k plan

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7 Rules for Building Your Nest Egg

Topics: Cash Flow Management

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Make Online Business Reviews Work in Your Favor

Topics: Business Advisory

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Progress Invoicing in QuickBooks Online

Topics: QuickBooks Consulting

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Father's Day

Topics: Virtual CFO

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10 Skills For Succeeding in Audit

Topics: 401K Audit

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Our Top 5 Blog Posts for May 2019

Topics: Virtual CFO

Data

Data and Security at a Distributed Company

Topics: Virtual CFO, Remote work

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Avoid These 7 Mistakes When Selling Your Business

Topics: Cash Flow Management

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June Employee Spotlight: Kristen Reinking

Topics: Employee Spotlight

HS TEST

“Evolving Strategies of Bookkeeping” Webinar

Topics: Business Advisory

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It’s Time to Update Your Tax Plan

Topics: Individual Taxes

The remote work hiring process

Topics: Remote work

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Keep Track of Your Independent Contractors Using QuickBooks

Topics: QuickBooks Consulting

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Our Top 5 Blog Posts for April 2019

Topics: Virtual CFO

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Honoring Mother’s Day

Topics: Virtual CFO

Quickbooks Tips for the Non-Tech-Savvy

Topics: Virtual CFO, Remote work

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Should Your Business Outsource its Bookkeeping?

Topics: Outsourced Bookkeeping

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May Employee Spotlight: Jamie Nau

Topics: Employee Spotlight

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Our Top 5 Blog Posts for March 2019

Topics: Virtual CFO

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Improve Your Sales Invoices with QuickBooks Online

Topics: QuickBooks Consulting

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Protect Your Business Assets and Bank Accounts

Topics: Business Advisory

Need More Time in Your Day?

Topics: Remote work

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Wishing You a Happy Easter!

Topics: Announcements, Virtual CFO

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Fortify Your Business with These 4 Key Metrics

Topics: Business Advisory

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The Tax Deadline is Here!

Topics: Individual Taxes

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

Topics: Cash Flow Management

Remote Co Better Relationships

How remote companies can build better client relationships

Topics: Remote work

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10 QuickBooks Online Resources for Small Business Owners

Topics: QuickBooks Consulting

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April 2019 Tax Deadlines – Are You Ready?

Topics: Business Taxes

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April 2019 Employee Spotlight: Jake Grimm

Topics: Employee Spotlight

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5 Tax Myths You Need to Know

Topics: Business Taxes

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Make Your Business Meetings Count

Topics: Business Advisory

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7 Tax Items Commonly Overlooked

Topics: Business Taxes

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Our Top 5 Blog Posts for February 2019

Topics: Virtual CFO, distributed company

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Crypto Wallets for Accountants 101

Topics: Remote work

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7 Tips to Improve Your Business Profits

Topics: Cash Flow Management

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10 Ways a Virtual CFO Can Help Your Business

Topics: Remote work

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Succession Plan- It's Your Business

Topics: Cash Flow Management

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9 Tips for Starting a New Business

Topics: Cash Flow Management

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March 2019 Employee Spotlight: Ally Duras

Topics: Employee Spotlight

Estate plan

Estate Planning- Documents You Should Include

Topics: Estate Planning

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Advertising Your Business with Limited Funds

Topics: Cash Flow Management

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Boost Your IRA with Your Tax Refund

Topics: Cash Flow Management

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How to Handle Mobile Expenses Using QuickBooks

Topics: QuickBooks Consulting

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Take control as a remote worker

Topics: Remote work

Tax credits

Don't Lose Out on These Valuable Tax Credits

Topics: Individual Taxes

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Amended Tax Returns: What You Need to Know

Topics: Individual Taxes

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College Tuition Deduction Alternatives

Topics: Individual Taxes

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Welcome to our two newest employees

Topics: distributed company

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Our Top 5 Blog Posts for January 2019

Topics: distributed company

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Social Security Updates for 2019

Topics: Cash Flow Management

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Getting Started with Accounts in QuickBooks: Part 2

Topics: QuickBooks Consulting

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2019 Tax Changes to Alimony Payments

Topics: Individual Taxes

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February 2019 Employee Spotlight: Jade Dervan

Topics: Employee Spotlight

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Planning Ahead for the Sale of Your Business

Topics: Cash Flow Management

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Are Your W2’s Forms Correct?

Topics: Individual Taxes

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6 Signs You Might Get a Tax Surprise

Topics: Individual Taxes

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Do You Qualify for the New Business Deduction?

Topics: Virtual CFO

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5 Tax Saving Deductions In 2019

Topics: Individual Taxes