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Recession Proofing Your Business - Bureau of Digital Owner Summit (New Orleans 2020)

Summit CPA Group's Jody Grunden and Audrey Giannini spoke at the Bureau of Digital's 2020 Owner Summit on how to prepare your business for a recession. Learn how to strengthen your company’s financial health, weather the storm, and position yourself for prosperity and growth in any economic climate. 


Accounting & Finance Show (New York)

A brief clip of Jody Grunden at the 2019 Accounting & Finance Show in New York explaining how Summit CPA is now picking up two to four clients a month. "They want forecasting and the ability to make informed decisions." 



Easy Tips for Analyzing Finance Data for Better Business Outcomes

In this Entrepreneur webinar, learn what data do you need and what metrics you need to track for long-term and short-term success with Summit CPA's Jody Grunden, Sandy Heit, owner of Heit CPA & Associates, and Brittney Castro of Financially Wise Women.

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


Accounting Today's podcast interview with Jody Grunden:

Distributed firms and Virtual CFO services

Jody Grunden podcast interview with Accounting Today

Ten7's podcast interview with Adam Hale:

Thinking Differently About Accounting

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Jetpack Workflow's Grow Your Firm Podcast:

How One Company Scaled The Small Team Barrier

Smart Books Smart Tax with Vernon Foster II:

Know Thy Metrics: How to Make Big Decisions with Data, Not Emotion



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 


Virtual CFO Consultation

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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.



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Medium Articles


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