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Small Business vs. Large Business

Are you finding it tough to compete with big businesses? As a small business owner, there’s always a concern when a big-box chain store moves into town. And why wouldn’t you be concerned? Big box..

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Topics: Small Business

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How to Make Your Business Spending Count

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Adding Users in QuickBooks

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Value-Based Pricing with Geraldine Carter

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Differentiate Your Business with Unique Benefits

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September 2021 Summit CPA Employee Spotlight: Natalie Perroncel

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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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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 Company Retreats for Remote Companies

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Mistakes To Avoid When Selling Your Business

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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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Part 1: Planning Memorable Company Retreats for Remote Companies

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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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Tax Consequences of Cryptocurrency

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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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Developing a Growth Marketing Strategy

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How Internships Can Improve Your Hiring Potential

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How Creative Agencies Can Manage Average Bill Rates

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Topics: Virtual CFO, Creative Agency, Digital Agency

It's Time to Review Your Business Credit Policies

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Deep Dive with Virtual CFO Client Palantir

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June 2021 Summit CPA Employee Spotlight: Christine Cruz

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A Small Business Essential: Cross-Training

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QuickBooks Mobile App Basics

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More Time for Businesses to Apply for PPP Loans

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Part 2: Developing Systems to Scale Your Business with David Jenyns

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American Rescue Plan Act

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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: Developing Systems to Scale Your Business with David Jenyns

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May 2021 Summit CPA Employee Spotlight: Dave Danic

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Unemployment Tax Legislation

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Business Website Mistakes

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QuickBooks Better Budgeting Tips

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Topics: Outsourced Bookkeeping

Pulse of the Industry with Tom Beck

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

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

Keep Your Estate Planning Current

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Topics: Estate Planning

April 2021 Summit CPA Employee Spotlight: Steve Richardville

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Who Has Access to Your Identity?

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How Bill.com can simplify your payment process

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Pros and Cons of Hiring Family

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How to Save Your Business Time and Money

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Part 2: Creating Product Records in QuickBooks

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Topics: QuickBooks Consulting

Update - Tax Filing Date Extended

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How to Choose Vendors for Your Business

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Protecting Your Tax Return

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Metrics To Help Grow Your Creative Agency

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Topics: Virtual CFO, Creative Agency, Digital Agency

Exploring Video Marketing Strategies to Grow Your Business

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March 2021 Summit CPA Employee Spotlight: Angie Douglas

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Pandemic-Related Tax Surprises

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Creating Product Records in QuickBooks

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Financing with QuickFee

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February 2021 Summit CPA Employee Spotlight: Liz Sands

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

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

Are You Making the Right Pricing Decisions?

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Is It Time to Talk Finances with Your Elderly Parents

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Topics: Estate Planning

UPDATE! - Tax Deductible PPP Loan Expenses

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7 Tips to Restore Your Financial Wellness

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Topics: Business Advisory, Virtual CFO, Small Business

Attracting New Talent to Your Business

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Deep Dive: Virtual CFO Client Ricochet Group

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Creating Product Records in QuickBooks

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

Reviewing Your Business Credit Policy

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Great Place to Work-Certified™ Company - Summit CPA

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Topics: Announcements, Virtual CFO, Remote work

January 2021 Summit CPA Employee Spotlight: Cathy Eix

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Out with the Old and In with the New!

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Team Retreats: How to plan and prepare

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Topics: Virtual CFO, Podcast

Retirement Saving Tips for Small Business Owners

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

Sending Our Wishes for a Very Merry Christmas!

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Topics: Announcements

3 Ways to Receive Payments in QuickBooks

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

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Inventory Management

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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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December 2020 Summit CPA Employee Spotlight: Margi Patel

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Small Business Saturday 2020

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Virtual CFO Client Spotlight: Bear Group

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Presidential Executive Ordered Tax Deferral

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November 2020 Summit CPA Employee Spotlight: Deb Shimel

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Topics: Employee Spotlight

Track Your Mileage in QuickBooks

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Summit CPA Employees: Traveling While Working Remote

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Our Top 5 Virtual CFO Blogs for September 2020

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Jody Grunden: DCPA20 Innovative Practitioner Award Nominee

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Topics: Announcements

New Tax Rules For 2020 To Be Aware Of

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Topics: Cash Flow Management, Tax Rules, Tax Services

EOS with Tom Barrett from Navigate the Journey

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October 2020 Summit CPA Employee Spotlight: Tammy Cline

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Topics: Employee Spotlight

Creating and Using Vendor Records in QuickBooks

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Delegation Tips from Delegate Solutions

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Our Top 5 Virtual CFO Blogs for August 2020

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Client Spotlight with Matt Westgate of Lullabot

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Look Out for Tax Surprises

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Topics: Business Taxes

Celebrating America's Finest

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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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Topics: QuickBooks Consulting

4 Most Common CFO Topics

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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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August 2020 Summit CPA Employee Spotlight: Mikala Page

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Topics: Employee Spotlight

It’s Time to Cleanup and Update QuickBooks

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Topics: QuickBooks Consulting

Join us for a webinar event - July 29th

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

Deep Dive - Average Bill Rate and Write Downs

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Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blogs for June 2020

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Topics: Virtual CFO

New Book: Building the Virtual CFO Firm in the Cloud

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Pandemic Tax Surprises- Are You Prepared?

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Topics: Cash Flow Management

Using a Forecast for Growth

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Topics: Virtual CFO, Podcast

July 2020 Summit CPA Employee Spotlight: Patrick Smith

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Topics: Employee Spotlight

Happy 244th Birthday America!

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Topics: Announcements

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

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

5 Things a Business Needs to Do During the Pandemic

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Topics: Business Advisory

The CARES Act Boosts Unemployment Benefits

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Topics: Announcements, Virtual CFO

Hiring Assessments with Zach Montroy

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Virtual CFO Community Launch

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Our Top 5 Virtual CFO Blog Post for May 2020

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Topics: Virtual CFO

Free CPE Webinar: How to Sell Virtual CFO Services

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

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Minimize Your Risk for IRS Data Theft

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Topics: Virtual CFO

June 2020 Summit CPA Employee Spotlight: Kelly Schuknecht

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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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Topics: QuickBooks Consulting

May 2020 Summit CPA Employee Spotlight: Kathy Quartararo

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Topics: Employee Spotlight

3 Tax Myths That Could Cost You

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Topics: Individual Taxes

Using A Forecast During Difficult Times

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Topics: Virtual CFO, Podcast

Virtual Cloud Accounting Summit

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Our Top 5 Virtual CFO Blog Post for March 2020

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Topics: Business Advisory

April 2020 Summit CPA Employee Spotlight: Sam Lankford

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Topics: Employee Spotlight

The Art of Cash Flow

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Topics: Virtual CFO, Podcast

CARES ACT: Employee Retention Credit

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Topics: Business Advisory

New Tax Deadlines for 2019 Tax Returns

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Topics: Business Taxes

Creating Recurring Revenue Streams

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Topics: Virtual CFO, Podcast

COVID-19 --Coping Tips While Sheltered in Place

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Topics: Announcements

Distributed Working Models

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Topics: Virtual CFO, Podcast

COVID-19 Resources for Business Owners and CPA Firms

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How Families First Coronavirus Response Act Affects Small Businesses

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Our Top 5 Virtual CFO Blog Posts for February 2020

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Topics: Business Advisory

How to Prepare Your Business for a Recession

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Topics: Virtual CFO, Podcast

Reviewing Your Credit Policy

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Topics: Business Advisory

March 2020 Summit CPA Employee Spotlight: Tom Piffarerio

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Topics: Employee Spotlight

Small Business Tax Tips

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Topics: Business Taxes

Forecasting: How to do it right

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Topics: Virtual CFO, Podcast

Our Top 5 Virtual CFO Blog Posts for January 2020

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Topics: Virtual CFO

Exploring QuickBooks 2019

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Topics: QuickBooks Consulting

Is it Time to Expand Your Business?

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Topics: Cash Flow Management

Understanding Pipeline Metrics

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Topics: Virtual CFO, Podcast

What's Your Business Break-Even Point?

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Topics: Business Advisory

7 Estate Planning Tips

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Topics: Estate Planning

February 2020 Summit CPA Employee Spotlight: Lisa Gibson

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Topics: Employee Spotlight

Every Bit Counts in Virtual Currency

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Topics: Virtual CFO

What agency owners need to know about financial metrics

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Make Inventory Management a Priority

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Topics: Virtual CFO

DOL Announces New Overtime Rules for 2020

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Topics: Business Advisory

How we help creative agencies grow

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Our Top 5 Virtual CFO Blog Posts for December 2019

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Topics: Virtual CFO

Creating Projects in QuickBooks

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Topics: QuickBooks Consulting

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

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Topics: Remote work

The Summit CPA Backstory

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Topics: Virtual CFO, Podcast

January 2020 Summit CPA Employee Spotlight: Karen Hill

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Topics: Employee Spotlight

A New Year Resolution for Your Business

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Topics: Cash Flow Management

HAPPY NEW YEAR 2020!

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Topics: Announcements

Merry Christmas From Summit CPA!

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Topics: Announcements

4 Strategic Cost Control Alternatives

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Topics: Business Advisory

Small Business vs. Big Business

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Topics: Virtual CFO

Our Top 5 Virtual CFO Blog Posts for November 2019

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Topics: Virtual CFO

It’s Time for Your Annual Business Check-Up

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Topics: Cash Flow Management

Find Past Due Invoices Fast Using These 5 QuickBooks Reports

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Cyber Monday is Here!

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Topics: Cash Flow Management

Shopping Tips for Black Friday

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Topics: Cash Flow Management

Happy Thanksgiving!

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Topics: Announcements

5 Necessities for Your Home Office

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The Family Business

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Topics: Succession Planning

Our Top 5 Virtual CFO Blog Posts for October 2019

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Topics: Virtual CFO

November 2019 Summit CPA Employee Spotlight: Alyssa Colf

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4 Retirement Planning Mistakes

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Topics: Cash Flow Management

Happy Halloween!

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The Power of Retreats for Remote Teams

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Topics: Remote work

Avoid These 6 Mistakes When Selling Your Business

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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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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