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Strategic Ways to Improve Cash Flow

In this Entrepreneur webinar, learn key ways and tools to help maximize the flow of money into your business with Summit CPA's Jody Grunden and Brittney Castro of Financially Wise Women.


Financial Literacy for Creative Service Companies


Our flagship presentation on financial literacy for creative service companies, given at conferences like the Bureau of Digital Operations Camp.


Tax & Financial Tips for Remote Teams

As a distributed company, we at Summit CPA fully understand the accounting, bookkeeping, cash flow management, and business tax nuances that come with being distributed. We love using forecasting and metrics to help our clients overcome these challenges through our own experience and expertise.



Podcast Interviews


The Agency Profit Podcast with Marcel Petitpas:

The Most Important Metrics for Agency Profitability


Building a Business That Lasts Podcast with Jay Owen:

Distributed Teams & Core Values


Yonder Podcast with Jeff Robbins:

From Brick-and-Mortar to Distributed 

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Other Presentations & Podcast Interviews 



Popular Medium Articles



Free Downloads



Free Consultation

  • Virtual CFO Consultation - Request a free, 30-minute consultation with either Jody Grunden or Adam Hale.
  • Free Financial Scorecard - Ever wonder how your company compares to other companies in your industry? Reach out to us today for a FREE analysis of your business, worth a $650 value.



Digital Dollars and Cents

A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, Jody Grunden helps startup founders and company owners dive deep into the financial side of the business. His personable style makes it easy for readers to understand and apply the concepts to their own company, regardless of their current comfort level with the finances.