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Rebranding Your Agency for Success with Todd Nienkerk

The Virtual CPA Success Show: Episode 100

In the 100th episode Jody and Jamie chat with long-time client Todd Nienkerk, CEO and co-founder of Four Kitchens. From startups to Fortune 500 companies,..

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Topics: Virtual CFO, Podcast

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Stand Out in the Competitive RFP Process

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Topics: Podcast, Virtual CPA

Four Tips to Connect Your Remote Team

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

September 2023 Summit Spotlight: Guillermo Rodriguez

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Topics: Employee Spotlight

Important Financial Metrics for Agencies with David C. Baker

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Embracing Asynchronous Communication

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Topics: Podcast, Virtual CPA

Having an Automobile in Your Company

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Topics: Virtual CFO, Podcast

Forecasting as a Team Sport with Tom O’Neil

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The Power of Productizing Services

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Free Webinar: How to Future-Proof Your Business

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Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

Adapting to a Hybrid Work Environment with Tammy Bjelland

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Business Coaching, Staying Relevant, Achieving Success

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Topics: Virtual CFO, Podcast

Pillars of Business Success: Insights from Pinnacle Business Guide

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Topics: Virtual CFO, Podcast

How to Manage the Career Trajectory of Your Best Employees

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Unlocking the Power of Soft Skills and Why it Matters

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Topics: Virtual CFO, Podcast

Building an Enduring Business: The Three Pillars of Success

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Topics: Virtual CFO, Podcast

Increase Revenue Capacity Without Burning Out Your Team

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Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

AI's Influence on Agencies: Disruption or Enhancement?

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Topics: Virtual CFO, Podcast

August 2023 Summit Employee Spotlight: Brittney Burke

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Topics: Employee Spotlight

Understanding 401K Catch-up Contributions

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Topics: Virtual CFO, Podcast

The Future of Meetings and Events

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Productizing Services for Agency Growth

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Topics: Virtual CFO, Podcast

Fostering Human Connection Through Strategic Storytelling

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Topics: Virtual CFO, Podcast

Beyond Financials: Boost Profitability and Transform Data

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Exploring Leadership Styles with Robert Jordan

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Topics: Virtual CFO, Podcast

Navigating the Challenges of Agency Life with Russell Dubree

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Topics: Virtual CFO, Podcast

Legal Strategies for Protecting Your Brand and Transactions

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Topics: Virtual CFO, Podcast

July 2023 Summit VCFO by Anders Employee Spotlight: Roxanne

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Topics: Employee Spotlight

Bootstrapping and Building a Portfolio of Agencies with JD Graffam

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Topics: Virtual CFO, Podcast

Spending Controls You Should Consider for Your Business

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Silicon Valley Bank: What Small Business Owners Need to Know

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Topics: Virtual CFO, Podcast

June 2023 Employee Spotlight: Rachel Fredrickson

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Topics: Employee Spotlight

"What if There's More?" with Traci Barrett

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Topics: Virtual CFO, Podcast

Should the Four-Day Workweek Be Your New Normal?

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Human Resources as a Service with John Baldino

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Topics: Virtual CFO, Podcast

May 2023 Summit CPA Employee Spotlight: Greg Wallis

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Topics: Employee Spotlight

Get Agency Insight from Agency Outsight with Steve Guberman

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Topics: Virtual CFO, Podcast

What If There’s More? (Spoiler alert: There is.)

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

A Curated Toolkit for Growth

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Why You Need Agile Leaders in Your Business with Chuck Mollor

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Topics: Virtual CFO, Podcast

April 2023 Summit CPA Employee Spotlight: Tammy Cline

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Topics: Employee Spotlight

Getting Things Done® Interview

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Topics: Virtual CFO, Podcast

Improve Your Hiring Strategy with Jamie Van Cuyk

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Topics: Virtual CFO, Podcast

Harness Your Inner Caveman

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Business Owner

Agency Profitability with Marcel Petitpas

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Topics: Virtual CFO, Podcast

March 2023 Summit CPA Employee Spotlight: Mikala Powell

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Topics: Employee Spotlight

Find Success with the 4-Day Work Week with Morgan Witham

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Topics: Virtual CFO, Podcast

5 Steps to Create a Development Plan

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Business Growth Using Your Caveman Brain with Dr. Jean Oursler

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Topics: Virtual CFO, Podcast

February 2023 Employee Spotlight: Tabitha Quintanilla

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Topics: Employee Spotlight

Improve Efficiency with Custom Software with Ian Robinson

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Topics: Virtual CFO, Podcast

Motivate with Magnetism

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Learn Emotional Magnetism with Sandy Gerber

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Topics: Virtual CFO, Podcast

January 2023 Summit CPA Employee Spotlight: Steve Richardville

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Topics: Employee Spotlight

Moving From EOS to Pinnacle with Tom Barrett

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Topics: Virtual CFO, Podcast

No Quick Fix for Quiet Quitting: Rethink the Trend with These Tips.

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Chris Williams and Josh Jeans Discuss Quiet Quitting

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Topics: Virtual CFO, Podcast

December 2022 Summit CPA Employee Spotlight: Ally Duras

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Topics: Employee Spotlight

Financial Tools for Distributed Companies

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Topics: Virtual CFO, Podcast

Overcoming Awkward and Networking Like a Pro

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Topics: Virtual CFO, Podcast

Transparency In Business: Why It’s Important

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Why Networking on LinkedIn is Important with Donna Serdula

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Topics: Virtual CFO, Podcast

November 2022 Summit CPA Employee Spotlight: Alana Best

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Topics: Employee Spotlight

Lessons Learned in Client Onboarding

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Topics: Virtual CFO, Podcast

Successfully Navigating Change Within Your Company

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Manage Change and Thrive In It

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Topics: Virtual CFO, Podcast

Five Ways to Keep Your Company’s Culture & Scale its Growth

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

How to Know Your Company Needs a Virtual CFO

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Topics: Virtual CFO, Podcast

September 2022 Summit CPA Employee Spotlight: Kristi Giese

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Topics: Employee Spotlight

When Should You Hire a Virtual CFO?

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Top Challenges for Digital Agencies and How to Overcome Them

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Topics: Virtual CFO, Podcast

How to Develop a Customer Experience Strategy

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

How Employee Experience and Customer Experience Connect

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Summit CPA Group Joined Anders!

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Topics: Virtual CFO, Podcast

July 2022 Summit CPA Employee Spotlight: Brittany Sheldon

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Topics: Employee Spotlight

How to Repurpose Video Content into Blog Posts and More

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Topics: Business Advisory, Virtual CFO, Creative Agency, Small Business, Accounting, Virtual CPA, Business Owner

How to Win More Clients by Speaking Their Language

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Onboarding, Virtual CPA, Business Owner

Communicate With Clients Using Plain English

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Topics: Virtual CFO, Podcast

June 2022 Summit CPA Employee Spotlight: Rob Semos

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Topics: Employee Spotlight

How to Prepare Your Service-Based Business for a Recession

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Deep Dive into Profit-Sharing Plans

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Profit Sharing, Business Owner

7 Ways Company Culture Affects Employee Engagement

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Topics: Business Advisory, Small Business, Business Owner

Deep Dive into Profit-Sharing Plans: Phantom Stock

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Profit Sharing, Business Owner

April 2022 Summit CPA Employee Spotlight: John Griffith

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Topics: Employee Spotlight

Summit CPA Group to Merge with Anders CPA + Advisors

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2021 Top Ten Podcast Episodes – Virtual CPA Success Show

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Topics: Virtual CFO, Creative Agency, Podcast, Virtual CPA, Business Owner

Run Your Business Like You're Ready to Sell

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Topics: Virtual CFO, Podcast

How Courtney DeRonde Empowers Business Owners

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Topics: Virtual CFO, Podcast

Profit-Sharing Plans: Variable Pay & Executive Compensation

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Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Profit Sharing, Business Owner

Lessons Learned: Client Onboarding

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Topics: Virtual CFO, Podcast

Developing a Team of Learners

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Topics: Virtual CFO, Podcast

How Building Community Within Your Industry Can Help Growth

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Topics: Creative Agency, Digital Agency, Small Business

What Makes a Good Business Partnership?

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Topics: Business Advisory

Creating Estimates in QuickBooks

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Best Advice for Remote First Companies

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Topics: Virtual CFO, Podcast

Are You Thinking About Buying a Franchise?

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Topics: Virtual CFO

Is Your Small Business Still in Recovery Mode?

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Topics: QuickBooks Consulting

Managing Downloaded Transactions in QuickBooks

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Topics: QuickBooks Consulting

Identity- Your Most Valuable Asset

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Topics: Virtual CFO

Wishing Everyone a Safe & Happy Thanksgiving

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Topics: Announcements

Onboarding New Employees

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Topics: Virtual CFO

9 Signs of Identity Theft

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Topics: Cash Flow Management

Setting Salaries for Your Business

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Topics: Business Advisory

Cloud-based Forecasting with Jirav

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Topics: Virtual CFO, Podcast

Does Your Business Need a Virtual CFO?

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Topics: Business Advisory

Common Accounts Payable Errors and Resolutions

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Topics: Virtual CFO

What is “Sunk Costs?”

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Topics: Business Advisory

Using Tags in QuickBooks

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5 Steps to Consider When Hiring Family

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Topics: Business Advisory

Give Your Business a Check-up

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Topics: Business Advisory

The Great Resignation (Part 1)

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Topics: Virtual CFO, Podcast

Adding Users in QuickBooks

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Topics: QuickBooks Consulting

Value-Based Pricing Featuring Geraldine Carter

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Topics: Virtual CFO, Podcast

Sept. 2021 Summit CPA Employee Spotlight: Natalie Perroncel

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Topics: Employee Spotlight

Billing Your for Expenses and Time in QuickBooks

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Topics: QuickBooks Consulting

Finding Your Niche & Becoming a Thought Leader

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Topics: Virtual CFO, Podcast

How’s Your Business Forecast?

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Topics: Business Advisory

August 2021 Summit CPA Employee Spotlight: Josh Jeans

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Topics: Employee Spotlight

Building Communities and Learning From Your Peers

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Topics: Virtual CFO, Podcast

Unemployment Tax Management

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Topics: Business Advisory

Part 2: Planning Memorable Remote Company Retreats

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Topics: Virtual CFO, Podcast

Small Business - Audit Errors

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Topics: Business Advisory

What's Your Net Worth?

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Topics: Virtual CFO

Part 1: Planning Memorable Company Retreats

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Topics: Virtual CFO, Podcast

Look-Before You Click

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Topics: Business Advisory

Choosing a Financial Team

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Topics: Small Business

Developing a Growth Marketing Strategy

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Topics: Virtual CFO, Podcast

How Creative Agencies Can Manage Average Bill Rates

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Topics: Virtual CFO, Creative Agency, Digital Agency

June 2021 Summit CPA Employee Spotlight: Christine Cruz

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Topics: Employee Spotlight

A Small Business Essential: Cross-Training

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Topics: Business Advisory

QuickBooks Mobile App Basics

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Topics: QuickBooks Consulting

Part 2: Systems to Scale Your Business with David Jenyns

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Topics: Virtual CFO, Podcast

What to look for when hiring a Virtual CFO

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Topics: Virtual CFO, distributed company

Remote Employees and Taxes

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Topics: Tax Services

Part 1: Systems to Scale Your Business with David Jenyns

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Topics: Virtual CFO, Podcast

QuickBooks Better Budgeting Tips

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Topics: Outsourced Bookkeeping

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

Who Has Access to Your Identity?

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Topics: Virtual CFO

Pros and Cons of Hiring Family

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Topics: Business Advisory

Metrics To Help Grow Your Creative Agency

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Topics: Virtual CFO, Creative Agency, Digital Agency

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

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

UPDATE! - Tax Deductible PPP Loan Expenses

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Topics: Business Advisory

Out with the Old and In with the New!

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Topics: Announcements

Retirement Saving Tips for Small Business Owners

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

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

Celebrating America's Finest

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Topics: Announcements

Financial Meeting Cadence with Kristen Reinking

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Topics: Virtual CFO, Podcast

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

Deep Dive - Average Bill Rate and Write Downs

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Topics: Virtual CFO, Podcast

New Book: Building the Virtual CFO Firm in the Cloud

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Using a Forecast for Growth

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Topics: Virtual CFO, Podcast

The CARES Act Boosts Unemployment Benefits

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Topics: Announcements, Virtual CFO

Tax Consideration for Creative Agencies

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Topics: Virtual CFO, Podcast

Creating Recurring Revenue Streams

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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 Businesses

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Our Top 5 Virtual CFO Blog Posts for February 2020

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Topics: Business Advisory

Our Top 5 Virtual CFO Blog Posts for January 2020

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Topics: Virtual CFO

Understanding Pipeline Metrics

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Topics: Virtual CFO, Podcast

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

The Summit CPA Backstory

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Topics: Virtual CFO, Podcast

HAPPY NEW YEAR 2020!

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Topics: Announcements

4 Strategic Cost Control Alternatives

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Topics: Business Advisory

Find Past Due Invoices Fast Using These 5 QuickBooks Reports

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Shopping Tips for Black Friday

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Topics: Cash Flow Management

5 Necessities for Your Home Office

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Quickbooks Chart of Accounts: 5 Things You Should Know

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Topics: QuickBooks Consulting

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

Boost Your Business with Social Media

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Topics: Virtual CFO

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

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Topics: Business Taxes

Estimates, Quotes, or Bids in QuickBooks

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Topics: Outsourced Bookkeeping

5 Virtual CFO Blog Posts for July 2019

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Topics: Cash Flow Management

Please Welcome our July New Hires!

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Topics: Employee Spotlight

Forecasting Your Business Cash Flow

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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

6 Apps for Remote Auditors

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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

The remote work hiring process

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Topics: Remote work

Keep Track of Your Independent Contractors (1099) In QuickBooks

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Topics: QuickBooks Consulting

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

Crypto Wallets for Accountants 101

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Topics: Remote work

How to Handle Mobile Expenses Using QuickBooks

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Topics: QuickBooks Consulting

Welcome to our two newest employees

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Topics: distributed company

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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Topics: Individual Taxes

Do You Qualify for the New Business Deduction?

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Topics: Virtual CFO

Shedquarters: Getting Creative with your Home Office

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Topics: Remote work