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December 2022 Summit CPA Employee Spotlight: Ally Duras

 

 

As a distributed company, not only do we serve our clients remotely, but our team members work remotely as well. We understand the accounting, bookkeeping, cash flow management, and tax nuances..

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Topics: Employee Spotlight

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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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November 2022 Summit CPA Employee Spotlight: Alana Best

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Lessons Learned in Client Onboarding

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Successfully Navigating Change Within Your Company

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Manage Change and Thrive In It

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October 2022 Summit CPA Employee Spotlight: Hannah Hood

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Selling Creative Services with Pixo

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

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How to Know Your Company Needs a Virtual CFO

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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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How to Develop a Customer Experience Strategy

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

August 2022 Summit CPA Employee Spotlight: Robin Rose

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Topics: Employee Spotlight

Building the Firm of the Future with Anders CPAs + Advisors

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Current State of Travel for Team Retreats

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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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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

Experiencing Bureau of Digital Events with Ashley Vaughn

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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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June 2022 Summit CPA Employee Spotlight: Rob Semos

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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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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

February 2022 Summit CPA Employee Spotlight: Miranda Ruffino

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Virtual CPA Success Show's Best of 2021

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Developing a Team of Learners

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How Building Community Within Your Industry Can Help Growth

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Topics: Creative Agency, Digital Agency, Small Business

January 2022 Summit CPA Employee Spotlight: Ashley Vaughn

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Topics: Employee Spotlight

Start the New Year Right

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Topics: QuickBooks Consulting

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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Are You Thinking About Buying a Franchise?

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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

December 2021 Summit CPA Employee Spotlight: Chasity Price

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Identity- Your Most Valuable Asset

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Organization Reinvention with Fabiaan Van Vrekhem

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Is It Time for Your Business to Go Green

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Topics: Business Advisory

Wishing Everyone a Safe & Happy Thanksgiving

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Topics: Announcements

Small Business Saturday- 2021

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What Happens to Your Digital Accounts?

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Topics: Estate Planning

Onboarding New Employees

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Topics: Virtual CFO

9 Signs of Identity Theft

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Topics: Cash Flow Management

November 2021 Summit CPA Employee Spotlight: Sam Lankford

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Topics: Employee Spotlight

Setting Salaries for Your Business

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Cloud-based Forecasting with Jirav

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Does Your Business Need a Virtual CFO?

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Common Accounts Payable Errors and Resolutions

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What Entity is Best for Your Business?

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Topics: Business Advisory

What is “Sunk Costs?”

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Using Tags in QuickBooks

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The Great Resignation (Part 2)

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Topics: Virtual CFO, Podcast

5 Steps to Consider When Hiring Family

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Topics: Business Advisory

October 2021 Summit CPA Employee Spotlight: Jamie Nau

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Topics: Employee Spotlight

Give Your Business a Check-up

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Topics: Business Advisory

The Great Resignation (Part 1)

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Small Business vs. Large Business

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Topics: Small Business

How to Make Your Business Spending Count

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Adding Users in QuickBooks

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Value-Based Pricing Featuring Geraldine Carter

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Differentiate Your Business with Unique Benefits

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Topics: Virtual CFO

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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Finding Your Niche & Becoming a Thought Leader

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How’s Your Business Forecast?

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Topics: Business Advisory

August 2021 Summit CPA Employee Spotlight: Josh Jeans

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It's Your Business Policies - Put in Writing

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Building Communities and Learning From Your Peers

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Unemployment Tax Management

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Is Your Business Plan Working?

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Reviewing Your Business Credit Policy

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Part 2: Planning Memorable Remote Company Retreats

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Small Business - Audit Errors

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What's Your Net Worth?

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6 Ideas to Help Lower Your 2021 Tax Bill

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Topics: Tax Services

Part 1: Planning Memorable Company Retreats

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5 Things QuickBooks Users Need Know

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July 2021 Summit CPA Employee Spotlight: Tom Wadelton, CPA

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Topics: Employee Spotlight

Tax Consequences of Cryptocurrency

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Topics: Cash Flow Management

Are You Invested in too Much Company Stock?

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Look-Before You Click

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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 Internships Can Improve Your Hiring Potential

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Topics: Business Advisory

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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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

May 2021 Summit CPA Employee Spotlight: Dave Danic

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Topics: Employee Spotlight

Unemployment Tax Legislation

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Topics: Tax Services

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

Keep Your Estate Planning Current

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Topics: Estate Planning

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

Part 2: Creating Product Records in QuickBooks

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Topics: QuickBooks Consulting

Metrics To Help Grow Your Creative Agency

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Topics: Virtual CFO, Creative Agency, Digital Agency

Pandemic-Related Tax Surprises

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Topics: Tax Services

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

UPDATE! - Tax Deductible PPP Loan Expenses

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Topics: Business Advisory

Attracting New Talent to Your Business

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Topics: Announcements

Deep Dive: Virtual CFO Client Ricochet Group

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Great Place to Work-Certified™ Company - Summit CPA

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Topics: Announcements, Virtual CFO, Remote work

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

Jody Grunden - Innovative Practitioner Award!

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Avoid these 5 Business Website Errors

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Getting the Right People in the Right Seats with Tom Barrett

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Topics: Virtual CFO, Podcast

December 2020 Summit CPA Employee Spotlight: Margi Patel

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Topics: Employee Spotlight

Track Your Mileage in QuickBooks

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Topics: QuickBooks Consulting

New Tax Rules For 2020 To Be Aware Of

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Topics: Cash Flow Management, Tax Rules, Tax Services

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

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

Deep Dive - Average Bill Rate and Write Downs

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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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Topics: Cash Flow Management

Using a Forecast for Growth

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Topics: Virtual CFO, Podcast

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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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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Tax Consideration for Creative Agencies

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Memorial Day Weekend 2020

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Topics: Announcements

Our Top 5 Virtual CFO Blog Post for April 2020

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Our Top 5 Virtual CFO Blog Post for March 2020

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Topics: Business Advisory

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

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

Reviewing Your Credit Policy

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Topics: Business Advisory

Our Top 5 Virtual CFO Blog Posts for January 2020

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Understanding Pipeline Metrics

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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

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

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

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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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

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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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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Topics: Business Advisory

Boost Your Business with Social Media

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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

Our Top 5 Virtual CFO Blog Posts for August 2019

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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

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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July Employee Spotlight: Kim Moore

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6 Apps for Remote Auditors

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Topics: 401k plan

Progress Invoicing in QuickBooks Online

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Father's Day

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10 Skills For Succeeding in Audit

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Topics: 401K Audit