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Presentations

 

New York Accounting & Finance Show


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

Adam Hale podcast interview with Ten7

 

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

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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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