August 2024
In the post-pandemic employment world, legal compliance in various areas of practice have been tightened to match the mobility of the current workforce. Federal law has stepped in a bit more assertively than some organizations would anticipate. Worker protection is a high priority in our economic environment, as we can see in the increase of union participation. The law is participating in the deepening of employee protections. This session will tackle the updated legislation involving job exemption, contractor assignment, employee status requirements and overtime salary thresholds.
May 2024
Join us for an interactive webinar exploring the current state of AI and the associated legal risk for creative agencies. Featuring Sharon Toerek, a leading expert in legal matters for creative agencies and Owner and Founder of Legal + Creative, attendees can expect to gain insights on the following topics and questions:
● Who owns work created using generative AI?
● What are the risks in using AI-generated work in marketing assets?
● How does an agency know what questions to ask clients and contractors to reduce the risk of using generative AI in projects?
● What is the essential contract language that agencies and their clients need to address when using AI to create marketing assets?
September 2024
The Modern CPA Success Show (Episode 127): “Procrastination is a huge problem, but the bigger problem is the lack of awareness of the need for owners to start planning now, whether you're selling in three years or 13 years.” – Adam Koós
Adam Koós, Founder of Libertas Wealth Management Group, discusses the crucial aspects of financial planning and exit strategies for business owners. He and Tom explore the challenges of managing appreciated properties and delve into the concept of Delaware Statutory Trusts (DSTs) to defer taxes and transition from active to passive real estate management. The episode concludes with a discussion on the importance of financial recasting for business valuation, tax optimization strategies, and the critical role of CPAs in educating business owners on proactive financial planning and transition preparedness.
August 2024
The Modern CPA Success Show (Episode 126): “The reason I started Modeliks is because it took me three weeks to create a proper financial model in Excel for every new client. With our predefined financial model template, you have that handed to you on a plate.” – Blagoja Hamamdjiev
Blagoja Hamamdjiev, founder and CEO of Modeliks, joins Tom and Adam to discuss the benefits and features of Modeliks software for startups and small businesses. The conversation highlights driver-based financial planning, integration with pitch decks, and the creation of investor-ready business plans. Blagoja emphasizes the software's efficiency, cost-effectiveness, and dashboard functionality. He also touches on multi-user collaboration, AI integration, and upcoming features like multi-dimensional planning and QuickBooks integration. The episode underscores the value of Modeliks for financial planning, reporting, and advisory services, and the importance of ongoing support and user education.
August 2024
The Modern CPA Success Show (Episode 125): “The total relationship is about making life better for the client, focusing on what they need in the next 6 to 12 months, and helping them prioritize their financial decisions.” –Tyson Ray
Tyson Ray, CEO and Co-founder of Form Wealth Advisors, joins the show to share his unique approach to wealth management, emphasizing the importance of building strong, personal relationships with clients. He discusses the "total relationship" concept, which includes life, wealth, and care plans, and highlights the need to understand clients' short-term goals and concerns. The conversation also covers proactive financial planning, collaboration with other professionals, and the significance of open communication. Tyson's insights aim to help advisors provide comprehensive, client-centered services that align with evolving client needs.
August 2024
The Young CPA Success Show (Episode 27): “Everyone in the accounting industry talks the lingo, the foreign language of accounting. We know what we're talking about. But, for our clients, most of them don’t. It’s our job to help them understand by translating our technical jargon into something simpler.” – Peter Margaritis, CSP, CPA
Joey and Hannah welcome Peter Margaritis, also known as The Accidental Accountant. They delve into the critical role of communication and storytelling in the accounting profession. They discuss the necessity for accountants, especially those just starting out, to effectively translate complex financial jargon into understandable language for clients. Emphasizing personal connection, they share experiences and strategies for improving these skills, including practice with non-accountants and adapting to various client personalities using tools like the DiSC model. The episode also highlights Oklahoma State University's efforts to integrate these vital communication and client service skills into their accounting curriculum.
July 2024
The Modern CPA Success Show (Episode 124): “Our mission is to educate, inspire, and support accountants, financial advisors, and CFOs who are representing a client with a need for any type of entity filings, entity setup, entity expansion, or payroll tax registration services.” – Nellie Akalp
In this episode of the Modern CPA Success Show, host Tom Wadelton chats with Nellie Akalp, CEO and Founder of CorpNet. They discuss the challenges accountants face in offering comprehensive services and how CorpNet’s partner program can help, such as business filing, tax registration, and compliance needs.
August 2024
The Young CPA Success Show (Episode 26): “We want to have conversations that are meaningful, that are impactful, and I can guarantee you that we are walking away from these conversations trying to implement these in our organization and our community.” – Ayo Owodunni
Hannah and Joey are joined by Ayo Owodunni, Management Consultant at Prime Target Consulting, for an insightful conversation on the importance of inclusive leadership and DEI initiatives. They emphasize the need for genuine actions over lip service and highlight the business benefits of diversity. Ayo underscores the value of privilege for community good and the necessity of building trust with diverse team members through personal connections. The conversation also explores emotional intelligence, empathy, and the T-GROW model for goal setting in coaching. Ayo shares practical strategies and personal anecdotes, stressing the significance of understanding and connecting with individuals in the workplace.
July 2024
The Modern CPA Success Show (Episode 123): “In the American workplace, 80% of workers feel stress on the job, and nearly half say they need help in learning how to manage stress. If your people are stressed and they're not talking to you about it, that's a clue that you need to change something in your organization.” – Joey Kinney
Joey Kinney, fellow Virtual CFO and host of the Young CPA Success Show, joins Tom as they share candid stories about the impact of stress on their personal and professional lives. They emphasize the importance of setting boundaries, prioritizing tasks, and creating a supportive work environment where stress can be openly discussed. They encourage leaders to address structural issues causing stress and to support their team in managing workloads. The episode concludes with a reminder that stress is a personal challenge and the importance of honest communication with employers about individual needs.
July 2024
The Young CPA Success Show (Episode 25): "My vision is to have a boutique crypto accounting and tax firm. I want to be the premier crypto accounting firm in the U.S., maybe in the world." – Mackenzie Patel
Are you a crypto investor? Then this episode is for you! Mackenzie Patel chats with Joey and Hannah about her non-traditional journey in the accounting industry, from internship at Deloitte to her current focus on cryptocurrency and AI at her firm, Hash Basis. As the CEO and Co-founder of Hash Basis, Mackenzie discusses her passion for tech, challenges of hiring for her specialized firm, and the opportunity (and volatility) of cryptocurrencies.
July 2024
The Young CPA Success Show (Episode 24): “When it comes to mentoring, it takes a big-picture approach to understand that you're just learning and gaining that expertise. You're being mentored to climb the ladder. You're being pulled up and building that expertise, but you're also pulling people with you. During that time, it doesn't mean that you don't know anything. You're able to pay forward the expertise that you have.
For example, if you only have four years of experience in accounting, you have many years' worth of experience to learn.But you are four years ahead of a 22-year-old just getting out of college. And trust me, that 22-year-old is going to think the person with four years of experience is an amazing genius.It’s just four yearsof professional experience, but it can provide tons of value to the college entry-level grad.” – Karl Baker
In this episode of the Young CPA Success Show, Joey and Hannah sit down with Karl Baker, owner of Baker CFO Advisory, LLC, as they share their career experiences, including the concept of "do overs" and the challenges of balancing personal life with professional growth. Karl discusses his transition from public accounting to consulting, emphasizing the importance of industry understanding. The conversation highlights the value of mentorship, the impact of organizational culture, and the benefits of embracing challenges for personal and professional development.
July 2024
The Young CPA Success Show (Episode 23): “In the American workplace, 80% of workers feel stress on the job, and nearly half say they need help in learning how to manage stress. If your people are stressed and they're not talking to you about it, that's a clue that you need to change something in your organization.” – Joey Kinney
Tom Wadelton, fellow Virtual CFO and host of the Modern CPA Success Show, joins Joey as they share candid stories about the impact of stress on their personal and professional lives. They emphasize the importance of setting boundaries, prioritizing tasks, and creating a supportive work environment where stress can be openly discussed. They encourage leaders to address structural issues causing stress and to support their team in managing workloads. The episode concludes with a reminder that stress is a personal challenge and the importance of honest communication with employers about individual needs.
June 2024
The Young CPA Success Show (Episode 22): “If you sit down and really make sure that your profile resonates and is truly you, it feels good, and you smile. Ultimately, you become a person who doesn't have to look for a job. Jobs find you. You become a person whose phone rings because there are opportunities, because people know you, remember you, have worked with you, and they want to work with you again.” — Donna Serdula
Donna Serdula, Founder and President of Vision Board Media and LinkedIn expert, joins the show to dive into the nuances of personal branding on LinkedIn. The conversation covers the evolution of the platform from strictly professional to a space for authentic personal expression. Donna advises on the importance of consistent content creation and engagement to build a memorable brand.
June 2024
The Modern CPA Success Show (Episode 122): “Your Spidey sense has to be high during onboarding. If you start to sense frustration from the client, there might be something else that you need to dig into. I might send them a quick note and say, ‘hey, do you mind if we talk tonight?’ and I offer up my cell phone number. I've never had a client abuse it. In fact, as you start to build those relationships, they'll text you just like your friends; they don't talk business. It's really important that you establish that relationship and that connection.” – Adam Hale
In this special episode of the Modern CPA Success Show, the internal Summit Virtual CFO by Anders onboarding team comes together discuss successful client onboarding strategies. They explore the need for a formalized onboarding process, the role of discovery in understanding client needs, and the importance of building strong relationships. The conversation also covers the value of internal team involvement, the significance of leadership in remote meetings, and the support provided by ancillary roles within an organization. The episode emphasizes the importance of communication, resource utilization, and personalized service in fostering successful client engagements and advisory relationships.
June 2024
The Modern CPA Success Show (Episode 121): “Spending time onboarding can be tough for firms because it's not billable, but it is probably more important for the value proposition.” – Chris Papin
Adam and Tom welcome to the show Chris Papin, Founder and Owner of Papin CPA. Chris discusses his multifaceted role as a lawyer, CPA, and insurance producer. They discuss the importance of scoping, setting boundaries, and guiding clients through next steps. The episode covers the challenges of defining boundaries in advisory services, managing client expectations, and handling scope creep. Chris emphasizes the need for clear communication, strategic decision-making, and adaptability to clients' changing needs. The conversation concludes with the nuances of client relationships, the importance of onboarding, and the impact of economic changes on client services.
June 2024
The Young CPA Success Show (Episode 21): “People are not black and white; they are nuanced, with different needs and communication styles. I really try to teach my managers and leaders that you have to learn how to communicate, not just say what you want and then move on. This is especially important in a remote environment.” -Cory Gayman
Hannah and Joey are joined by Cory Gayman, Owner and President of JCG CPA Firm, to break down the intricacies of remote work in the accounting industry. They explore the dual-edged nature of remote work, discussing its challenges, such as communication and trust-building, alongside its benefits, like flexibility and work-life balance. The conversation also covers the adaptation of services for virtual environments, the significance of outcome-focused management, and the impact of remote work on recruitment and retention.
May 2024
The Modern CPA Success Show (Episode 120): “These aren't just numbers; numbers represent things that people care about, and when you start thinking about it that way, that's when you get clients who stay with you for life.” –Jeff Bartsch
Jeff Bartsch, founding communication strategist at Story Greenlight, joins Adam and Tom to discuss the power of storytelling in the accounting industry. Jeff emphasizes the importance of human connection through strategic communication. He explains how storytelling is not just about creating narratives but a powerful tool that helps to connect with clients and translate financial data into meaningful insights for growth. The episode highlights the transformational impact of effective communication on client relationships and business growth.
May 2024
The Modern CPA Success Show (Episode 119): “Telling the story behind the figures is not about compliance; it's about triggering an action in the heads of business owners.” –Soufyan Hamid Tom and Adam explore the concept of financial storytelling with Soufyan Hamid, Founder and CEO of SouFBP. They discuss the importance of transforming financial data into engaging narratives to drive decision-making and the challenges finance professionals face in adopting this approach. Soufyan shares his methodology for crafting effective financial stories, emphasizing the need for clear messaging, engaging visuals, and audience-tailored presentations.
April 2024
The Modern CPA Success Show (Episode 118): “The accounting profession historically has been like taking a trip with an atlas that’s 10 years out of date. However, today, what we can do with modern accounting and advisory services is much like the Waze app or Google Maps; you're getting instantaneous data that will tell you ‘Up ahead there's a roadblock and here's a workaround.’ This real-time info keeps you on track with your financial forecast. You can't make any business decisions on historical information; you must have current information and be able to look forward so that you can make good decisions and stay on track to reach your goals.” –John Scott John Scott, Anders CPAs + Advisors Partner, Tax, and Virtual CFO, joins Tom and Adam, to discuss Summit Virtual CFO’s services for the legal industry and John’s recently launched book, "Judicial Dollars and Cents.” They discuss John's background, the unique financial aspects of law firms, and the importance of data and metrics in scaling businesses. John explains the benefits of specialized financial services for law firms and stresses the importance of understanding cash needs, managing cash flow, and aligning partner compensation with firm goals.
April 2024
The Modern CPA Success Show (Episode 117): “We did a lot of due diligence; we landed on Guadalajara, Mexico not only because of time zone, cultural assimilation, and a direct flight from the west coast but its citizens are highly educated, so there's a big pool of talented individuals working there.” - Martin Moll Adam and Tom welcome Martin Moll, President of Cadencia, to discuss the concept of nearshoring in Mexico for accounting firms. They explore Martin's transition from law to accounting and his experiences with establishing nearshore operations in Guadalajara, Mexico—highlighting the city's educated workforce and cultural fit. The episode covers the advantages of nearshoring vs. offshoring, such as reduced language barriers, better technology integration, and alignment of time zones.
May 2024
The Young CPA Success Show (Episode 20) Kaden Cook, a senior advisor at Summit Virtual CFO, joins the show to share his insights on the accounting profession, specifically his strategic choice of pursuing his CMA certification before the CPA certification. Joey and Kaden delve into the nuances of accounting certifications, the 150-hour rule, and the impact of technology on the field. They stress the importance of truly understanding the material over just aiming for good grades. The episode concludes with advice for young professionals to embrace AI and analytical skills. Since this episode was recorded, Kaden has passed the CPA exam!
May 2024
The Young CPA Success Show (Episode 19) Don’t miss this dynamic conversation about the accounting industry and growing up with the internet. Jesse Rubenfeld, Founder of FinOptimal, and Tom Zehentner, Director of Growth and Product for FinOptimal, join Joey and Hannah as they reminisce about the early days of internet music, draw parallels to the evolution of accounting software, and share personal career experiences. Jesse talks about founding FinOptimal and its focus on automating accounting processes. The group discusses the importance of embracing change, leveraging technology, and the entrepreneurial mindset among younger accountants.
April 2024
The Young CPA Success Show (Episode 18): “A conflict means something important is at stake. Empathy has an inverse relationship to conflict; the higher the conflict, the empathy bucket goes out because we're living in our own pain points.” -Carol Bowser Hannah and Joey are joined by Carol Bowser, Founder and Owner of Conflict Management Strategies, to discuss the vital topic of conflict resolution in the accounting industry. As a former employment lawyer turned conflict-resolution expert, Carol discusses the importance of empathy, understanding cultural norms, and the emotional aspects of conflict—while also offering practical advice on handling conflicts and feedback.
April 2024
The Young CPA Success Show (Episode 17) Kyle Geers, Co-founder and CEO or Zeroed-In Consulting, joins Hannah and Joey to explore the dynamic world of accounting. They share personal anecdotes about starting businesses and the shift from traditional accounting roles to consulting. Kyle recounts his transition from audit to advisory services, emphasizing the need for diverse skills and the importance of asking “why” to understand the business side of accounting. The conversation also covers the challenges of career changes, the value of self-reflection, and the benefits of networking, as well as a discussion on the evolving landscape of the accounting profession and the critical role of adaptability and continuous learning.
May 2024
Are you an agency owner or agency leader struggling to understand, create, or carry out tasks set forth in MSAs (Master Service Agreements)? Join us for an insightful webinar featuring Sharon Toerek, a leading expert in legal matters for creative agencies and Owner and Founder of Legal + Creative. While this is a very common document between an agency and its client, oftentimes, it is drafted by a prospective client—meaning it’s written heavily in their favor. You need a baseline for client negotiation, so having your own version of an agency MSA is important. In this session, we will explore the significance of MSAs for creative agency owners and how they can protect your business interests.
April 2024
Tom and Adam discuss the critical role of onboarding in accounting firms. They highlight the necessity of a structured approach to make a strong initial impression on new clients. Adam advocates for setting explicit expectations and developing a systematic onboarding procedure, while Tom details activities like accounting and advisory discovery. They explore the contributions of project management and client success managers in streamlining the onboarding experience. The conversation also covers the importance of continuously refining the onboarding process to ensure client contentment, underlining its influence on enduring client relationships and the firm's prosperity.
March 2024
In this episode, Tom and Adam discuss the critical role of pipeline management, focusing on its influence on sales, operations, and finance and understanding sales pipeline analysis. They highlight the importance of understanding the sales cycle, the necessity for accurate data, and the strategic benefits of pipeline meetings. Challenges such as managing waiting percentages and techniques for evaluating and forecasting pipeline opportunities are also discussed. They emphasize that pipeline management is not an absolute science but a tool for guiding predictions and aligning different departments. The conversation aims to provide insights for accounting firms to look forward and optimize their operations.
March 2024
The idea here is you're like, ‘Hey, so-and-so is great. They are your account manager. They're your day-to-day contact.’ They're running the, say, the monthly call or every other call. But you're still the client strategist. You're involved at the beginning of the engagement, and then things pass over to the account manger. Maybe you're making a quarterly or a semi-annual or annual appearance with those higher-level insights that only you could provide. But importantly, you are not the client’s day-to-day contact. You're not the one getting every single email or call. You just show up and share the magic. Your team is taking it from there.” – Karl Sakas
March 2024
The Young CPA Success Show (Episode 16): “Breakfast really is the most important meal of the day because it's breaking your fast, allowing your body to use the food to rebuild muscle and do all these wonderful things it needs to do. By eating breakfast within 1 to 2 hours of waking, it helps regulate your hormones so you're less stressed, more apt to have a balanced metabolism, and you have the energy to support your most active parts of the day." – Kendra Miller
Busy season is in full effect! For nutrition advice when you need it the most, Kendra Miller, a registered dietitian, joins Joey and Hannah to explore the intersection of nutrition and the demanding lifestyle of accounting professionals. They discuss the challenges of maintaining healthy eating habits, particularly during CPA busy season, and the importance of hydration, balanced meals, and regular physical activity. Kendra provides practical advice on meal planning, managing stress eating, and making mindful food choices.
March 2024
People buy from people they know like & trust. But most of our marketing efforts (even on social media) don't feature the people behind the brands--missing out on a huge opportunity to establish trust with potential clients. By activating your agency's evangelists, creating content with them, and distributing that content together, you can execute a social media strategy that actually generates results. In this webinar, you'll learn how to identify your potential evangelists & the steps to overcoming the typical challenges keeping other agencies & brands from adopting a similar approach.
March 2024
The Young CPA Success Show (Episode 15): “You can't avoid regrets, but you can avoid certain regrets by really seeking advice and making the best decision you can with the information you have.” – Traci Barrett
Joey and Hannah catch up with personal mentor and friend, Traci Barrett, one of the founding team members of HGTV and current President and Co-Founder of Navigate the Journey, who shares her wisdom on career longevity, embracing discomfort for growth, and the importance of mentorship. She advises on setting clear goals, balancing future aspirations with present contentment, and the power of gratitude and routine. Traci discusses navigating life's major decisions with mentor guidance and self-compassion amidst uncertainty.
March 2024
The Young CPA Success Show (Episode 14): “The key to managing effectively is to look at each person as an individual and find out what they're really good at.” – Chris Williams
Leadership Advisor Chris Williams joins Hannah and Joey as they delve into the challenges and nuances of middle-level management in the accounting industry. They discuss the lack of management education, the importance of emotional intelligence, and the difficulties faced when transitioning to managing managers. The conversation also covers the need for structured leadership development, the value of empathy in leadership, and the benefits of continuous learning. Additionally, they explore the advantages and challenges of remote work and the impact of leadership on work environments.
March 2024
In this episode of the Creative Agency Success Show, Jamie and Jody welcome Jack Skeels, CEO of Agency Agile and author of Unmanaged. Jack shares his deep expertise in agency management, offering nuggets on how to unmanage your agency and why layer cakes make a healthy organization. They discuss the complexities of marketing agency management within growing service-based agencies. Lastly, the conversation covers the problems of having too many managers, the shift from department to matrix management, and the importance of a flat organizational structure.
March 2024
Jamie and Jody welcome Goran Kovacevic, Vice President of Business Development at Infinum, to discuss business development within a creative agency. He shares the journey of Infinum from a small company of 25 people to a large agency with more than 400 employees. Highlighting the importance of both technical expertise and soft skills in sales roles, Goran talks about the difficulty in hiring the right talent and the value of mentorship and training. The conversation also covers the significance of creating a unique personal brand, adapting to market changes, and implementing processes to measure growth.
March 2024
Adam Hale meets with Kai Gray, CEO of Motives ESG, to discuss the importance and complexities of Environmental, Social, and Governance (ESG) in the business landscape. Kai shares his insights on ESG's relevance, not just for large public companies but also for smaller ones. They discuss the role of accountants in providing ESG guidance, the need for specialized expertise, and the potential of ESG as a competitive advantage.
February 2024
Jody hosts a discussion with Pinnacle Leadership Coaches and operators of Own Your Category, Russ Sorrells and Doug Tenpas. As business coaches, Russ and Doug explain the critical role of strategy, communication, and financial oversight in agency success. They share their entrepreneurial backgrounds and transition to coaching, emphasizing the value of coaching in navigating challenges and fostering growth. The conversation covers the risks of inadequate financial planning and the benefits of a cashflow forecast.
January 2024
Jamie and Joey discuss the challenges creative agencies face with proposal and pricing strategies, particularly scope creep, with Joe Ardeeser, Founder of Smart Pricing Table. Joe advises building a "fence" around the agency's work by clearly defining what services are included and what are not, using detailed line items and bulleted lists. He also emphasizes the importance of continuously updating the service catalog based on experience and customer feedback.
February 2024
Tom and Adam are joined by Cory Gayman, Founder of JCG CPA Firm, to discuss the challenges of finding and retaining CPAs. Cory shares his strategies for maintaining efficiency and continuity in his firm. While hosts and guest all express the importance of a strong company culture, they express different views of local vs. offshore talent for certain roles and responsibilities. Lastly, they provide insight on the process and considerations of acquiring new firms, transitioning into advisory services, and implementing value-based billing.
February 2024
Just in time for tax season, Tom and Adam, chat with David Podell, Founder of Business Benefit Consultants, and deep dive into tax savings and retirement planning for business owners. They discuss defined benefit plans, cash balance plans, and the advantages of profit sharing and 401(k) components. David emphasizes the importance of maximizing contributions to reduce taxes and increase retirement savings, even in the context of mergers and acquisitions. They also discuss the intricacies of plan setup, the need for expert collaboration, and the conservative management of assets within these plans.
January 2024
It’s story time! In this podcast episode, the hosts discuss the power of storytelling in business and how it can be used to engage clients and drive sales. They are joined by guest Jeff Bartsch, Founder of Story Greenlight, who shares his expertise as a strategic storyteller. The conversation covers topics such as crafting and tailoring stories for different audiences and how storytelling in accounting can help CPAs and accountants connect with clients through understanding the stories behind the numbers.
February 2024
The Young CPA Success Show (Episode 13): "It's your time; do with it what you want. No reason is better than another reason for taking PTO. It's your time. You've earned it, do your thing."
It’s no secret that work friendships can often be one of the many reasons you punch in the proverbial time clock. In this episode, Joey and Hannah discuss the importance of work friendships and share personal experiences. They are joined by coworker and Tax Supervisor at Anders CPAs + Advisors, Chrysa Cousley, who shares her journey from a big-four firm to Anders and her involvement in the firm's Young Professional group. She discusses the group's structure, purpose, and her personal growth within it. The conversation also touches on the importance of disconnecting from work, retaining young professionals in the accounting industry, and the value of mentorship.
February 2024
Whether your organization is a creative agency that creates content for the medical field, a non-profit that champions a specific cause, or a software company that builds a solution to make a specific business practice easier, aligning your internal processes with your greater mission is important. Regardless of what your mission is, finance departments are a critical part of making those missions come true. Often, businesses are stuck completing manual finance processes that prevent their teams from focusing on growth initiatives including company missions.
January 2024
The Young CPA Success Show (Episode 12): "I don't think that AI could ever replace human connection. I don't think it could ever replace that piece and that value, especially for us as we lean into what we do for our clients." – Hannah Hood
In this host-on-host interview, Joey and Hannah examine the impact of AI on the accounting industry. They explore how AI might automate technical skills, shifting the focus toward personal and professional development. Lastly, they discuss the importance of soft skills, which AI cannot replace. Will AI replace accountants or present growth opportunities? Listen to find out!
January 2024
Most agencies aren’t making as much money as they’d like, but they’re not clear on the actions they can take to improve their profitability. Many agencies also see profitability measurement and improvement as something the finance team is responsible for. Usually, this is because they discover they have a profitability problem when they get financial reports (P&L, Balance sheets) from their finance team.
December 2023
The workforce is undergoing rapid changes, marked by increasing diversity among team members in both regular roles & leadership positions. It is imperative that our leaders possess the capability to embrace inclusive leadership, as this is crucial for achieving success & fostering collaboration within teams. To maintain our competitive edge & attain industry leadership, our leaders must equip themselves with the skills required to unite teams towards a common goal.
November 2023
You’re a pro at developing marketing strategies and content for your clients, but at the end of the day, there isn’t much time left to market your own business. It’s a problem we’ve seen our clients struggle with again and again. In this webinar, Kelly Schuknecht, Marketing Director at Summit Virtual CFO by Anders, will show how her team has created a “content windmill” that makes content generation feel like a piece of cake. If you’re looking for a way to improve the efficiency of your marketing strategy and decrease the time commitment it takes to market your business, this webinar is a must-see.
October 2023
Many business owners want to grow, but unfortunately find themselves stuck and overwhelmed instead. If this is you, we welcome you to join our next webinar. Josh Fonger, Founder and CEO of WTS Enterprises, joins us to speak to ambitious business owners who want to break free from the day-to-day by getting control of their systems. The webinar is inspired by Josh’s WTS Method based on the best-selling business book, Work the System, The Simple Mechanics of Making More and Working Less.
August 2023
Burnout is real. But so is the need for profitability to keep your organization’s lights on. So how do you find some sort of balance? On August 17th at 1pm ET, Tom O’Neill, CEO of Parallax, and Joey Kinney, Virtual CFO at Summit Virtual CFO by Anders, will share expertise on how to improve billable utilization without your team working more than 40 hours.
September 2023
Financial metrics are important for any business. In this webinar, you will discover how much cash a business should have in the bank, what a forecast is and why you need one, how metrics can serve as levers to increase profitability, and how to measure your pipeline. You’ll also learn how to compare your metrics to others in the industry. Overall, you’ll leave understanding where a company can utilize financial metrics to improve and grow a business.
September 2023
Financial metrics are important for any business. In this webinar, you will discover how much cash a business should have in the bank, what a forecast is and why you need one, how metrics can serve as levers to increase profitability, and how to measure your pipeline. You’ll also learn how to compare your metrics to others in the industry. Overall, you’ll leave understanding where a company can utilize financial metrics to improve and grow a business.
September 2023
In 2023, there have been many factors contributing to financial anxiety for individuals and businesses. The current economic climate has many business owners feeling a bit concerned for the future of their businesses. We want to provide you with an action plan to help future-proof your business and set you up to not only survive, but thrive, during any storms ahead.
October 2023
Financial metrics are important for any business. In this webinar, you will discover how much cash a business should have in the bank, what a forecast is and why you need one, how metrics can serve as levers to increase profitability, and how to measure your pipeline. You’ll also learn how to compare your metrics to others in the industry. Overall, you’ll leave understanding where a company can utilize financial metrics to improve and grow a business.
November 2023
Financial metrics are important for any business. In this webinar, you will discover how much cash a business should have in the bank, what a forecast is and why you need one, how metrics can serve as levers to increase profitability, and how to measure your pipeline. You’ll also learn how to compare your metrics to others in the industry. Overall, you’ll leave understanding where a company can utilize financial metrics to improve and grow a business.
January 2024
The Young CPA Success Show (Episode 11): “One thing that we have noticed is that a lot of CPAs and CFOs and people in the financial industry are getting called on to answer ESG questions, and particularly smaller CPA firms because ESG is trickling down.” -Kai Gray
Joey and Hannah talk to Kai Gray from Motives ESG to discuss the shift in consumer values toward sustainability and its impact on businesses. They highlight the role of accountants in advising on Environmental, Social, and Governance (ESG) initiatives. Kai shares insights on the importance of ESG in private equity firms. The conversation also covers the need for education on sustainability, the influence of stakeholders in driving sustainability initiatives, and the potential for businesses to profit from sustainable practices.
January 2024
The Young CPA Success Show (Episode 10): “I went through life going through the motions. Around 30, I accomplished everything I set out to do. It was then that I realized it was time for me to choose to work on my life and be me, rather than doing things I thought I was supposed to do. I hit the delete button and everything in my life started fresh, realizing what matters most and clarifying who I am.” – Bob Shenefelt
Hannah and Joey discuss New Year's resolutions and goal setting. They share their personal experiences and struggles with maintaining resolutions and setting realistic goals before introducing Robert Shenefelt. Best known as Coach Bob, he is a visionary, founder of iMatter, and best-selling author. Coach Bob introduces his life operating system, iMatter, designed to help individuals clarify their purpose. The conversation also covers the importance of being present, learning from mistakes, and creating a meaningful life. They discuss the concept of being a visionary and the importance of prioritizing happiness and fulfillment.
November 2023
The Young CPA Success Show (Episode 9): "Home Alone is a family movie, and nothing is more important during Christmas than your family." – Jamie Nau
In this first annual holiday-themed episode of the Young CPA Success Show, Joey and Hannah are joined by the show’s producer, Rob Semos, and the host of the Virtual CPA Success Show, Jamie Nau as they engage in a “snake draft” to pick their favorite Christmas movies. From nostalgic movies like “Miracle on 34th Street” and “It’s a Wonderful Life” to holiday comedies like “Elf” and “Christmas Vacation,” tune in to see which movies made the cut! Then head to our social channels and let us know which is your favorite! On behalf of everyone on the show, Merry Christmas and Happy Holidays!
December 2023
The Young CPA Success Show (Episode 8): "The choice to change your story always happens inside your own heart and inside your own mind." -Jeff Bartsch
It’s story time! Hannah and Joey sit down with Jeff Bartsch, founder of Story Greenlight. They discuss the challenges of identity and imposter syndrome in the accounting industry and the importance of crafting one's identity, the role of management in employee development, and reframing imposter syndrome as a sign of growth. The episode also touches on the power of storytelling in communication and the need for a strong mindset in shaping one's career path.
December 2023
The Young CPA Success Show (Episode 7): “As a firm owner, I'm really trying to change the focus and the lens of the industry, especially for those who are just starting out their career in public accounting.” – Kristen Keats
Finding joy in accounting—is it possible? Kristen Keats, Co-founder of Cadencia, Owner of Sherwood Tax and Accounting, and Founder of Breakaway Bookkeeping and Advising, thinks so! Join Hannah and Joey as they chat with Kristen about her unique career journey from a biology major to an accountant, emphasizing the value of exploring different opportunities within the field. The conversation also covers the importance of empathy in client relationships, the complexity of managing diverse employees, and the need for open communication within firms. Kristen encourages young accountants to explore opportunities beyond traditional paths and to embrace change.
November 2023
The Young CPA Success Show (Episode 6): “There are more career paths today than ever before in the industry.” -Dave Hartley
Who doesn’t love a good “Top 10” list? Joey and Hannah get real with Dave Hartley, Partner-in-Charge, Advisory, Anders CPAs + Advisors, as he discusses his top 10 reasons why today is the best day to be a young CPA. They talk about the evolving accounting profession, the need for better communication and education, and the diverse opportunities available within CPA firms. They also discuss positive changes in the profession, such as a focus on employee well-being and increasing salaries. Dave emphasizes the flexibility in terms of when and where young CPAs can work and the importance of embracing remote work. The episode concludes with a discussion on the importance of finding joy in work, developing soft skills, and the potential impact of AI.
November 2023
The Young CPA Success Show (Episode 5): “Frame your mind to think that you don't need to do everything and achieve everything to be viewed as competent; high performance has been the anchor or the cornerstone for everything that we do professionally. But what does viewing it differently like? ‘How am I impacting others? How do I use this opportunity for something good?’ That’s a growth mindset.” - Victor Ojeleye
Joey and Hannah welcome Victor Ojeleye to discuss the importance of mentorship and personal growth in the early years of a career. Victor shares his experiences as a mentor, coach, and athlete, providing valuable insights and advice. They also talk about the impact of mentors in different areas of life, including work and sports. The conversation touches on the mindset shift from fear of failure to a growth mindset, the importance of focusing on the process rather than just the result, and the need to find balance and prioritize self-care.
October 2023
The Young CPA Success Show (Episode 4): “We have this wonderful profession, but we don’t teach anyone the history of it.” – Blake Oliver
Blake Oliver, Founder and CEO of Earmark, joins Hannah and Joey to discuss the disconnect between the traditions of the accounting industry and the next generation of accountants. The conversation covers the separation between monetary incentives and behavior change in the accounting profession, as well the need for accounting education to adapt to industry changes.
October 2023
The Young CPA Success Show (Episode 3): “It’s important to understand that every single person around you is experiencing the world in a very different and unique way.” - Josh Miller
Joey and Hannah interview Josh Miller from the Empathy Paradigm. They discuss the concept of psychological safety in the corporate world and its importance in creating a secure and inclusive workplace. They delve into the definition of empathy and its role in understanding others' experiences. They highlight the tools for creating empathic conversations and emphasize the need for empathy, curiosity, and open-mindedness in fostering understanding and growth.
October 2023
The Young CPA Success Show (Episode 2): "There's nothing that's given to you, so you have to put in a little bit of initiative to say how can I give back to other people on my team to be successful? And then you're going to find success, the more you give to it, the more you're going to get out of it."- David Danic
The only things certain in life are death and taxes–neither of which anyone looks forward to. Enter … Dave Danic, Director of Tax at Summit Virtual CFO by Anders. In this episode, Hannah and Joey chat with Dave to discuss his career journey, passion for tax accounting, and advice to young CPAs. They dive into the importance of finding fulfillment in your career, creating positive client interactions, and the opportunities and benefits of a career in tax accounting. They also discuss the challenges of recruiting new accountants and the unique structure and flexibility of the tax department at Summit.
September 2023
Welcome to the first episode of the Young CPA Success Show! In this inaugural episode, hosts Joey Kinney and Hannah Hood discuss the launch of their podcast and goals for the show. They express excitement about starting this new venture and their intention to have conversations and ask questions that are not commonly addressed in the accounting industry. They highlight the growing accountant shortage and the need to address systemic problems in the industry to make it more appealing to younger generations. Their first guest is Robert Minkler, Managing Partner of Anders CPAs + Advisors. Hannah and Joey ask candid questions of their managing partner, including topics such as promoting diversity and inclusion in the accounting industry, embracing innovation and technology, addressing the accountant shortage, career growth and mentorship in the profession, and building the firm of the future. Robert’s answers and insights prove that Anders is indeed breaking barriers, defying industry stereotypes, and is truly invested in driving innovative growth and change. Buckle up as we navigate the changing landscape of the accounting profession and forge our own path of the industry’s future!
January 2024
Jamie Nau solo host this episode with Michael Johnson from Business Choreography. Michael discusses his transition from professional ballroom dancer to business consultant and life coach. He emphasizes the importance of choreography in business, particularly in creating memorable experiences for customers, team members, and management. The conversation covers the significance of customer satisfaction, the use of surveys for feedback, and the challenges of leadership alignment within companies. Michael and Jamie also touch on the complexities of ownership and control in business
January 2024
In this special episode, hosts Jamie and Jody reflect on the success of their podcast in 2023 and some of their most memorable guests and shows. If we missed any of these episodes, catch them in the episode resources. Happy New Year from the Virtual CPA Success Show hosts and producers.
– Jamie, Jody, Rob, and Roxanne
December 2023
Robert Shenefelt, best known as Coach Bob, joins Jody and Joey to discuss the importance of finding the right team for business success and the significance of trust, communication, and self-care in creating a positive work environment. Coach Bob is a visionary, founder of iMatter, and best-selling author. During the conversation, he shares his entrepreneurial journey, business and life operating systems, and insights on finding balance and fulfillment in life.
January 2024
Join Jamie and Joey for a special mailbag-format episode where they answer questions from listeners of the Modern CPA Success Show. They discuss the importance of in-person and/or video meetings and building relationships with clients, as well as the challenges of merging existing processes during the onboarding phase. They also explore the transition from a transactional role to a strategic and advisory role in accounting, highlighting the importance of developing critical thinking skills. The hosts recommend reading business books for professional development and share advice on building effective training programs.
December 2023
Kyle Geers, CEO and Co-founder of Zeroed In Consulting, joins Adam and Tom to discuss the role of AI in accounting. They delve into how AI can streamline processes, provide valuable insights, and improve efficiency in the accounting industry. Kyle shares his experiences of incorporating AI into his consulting firm's services and the potential benefits and risks involved. The conversation also touches on the importance of human review in AI processes and the importance for accountants to understand AI.
December 2023
Jody and Jamie welcome author and business advisor, Diane Helbig. Diane shares her expertise in sales, emphasizing the need for a shift from traditional sales techniques to a more comfortable, trust-building approach. The conversation covers the importance of being a trusted resource, hiring strategies, transitioning from traditional sales models, and the value of curiosity and learning new skills.
November 2023
Before you indulge in turkey and pumpkin pie this week, join us in reliving some of our favorite guests and business insights from 2023! In addition to sharing their Thanksgiving traditions Joey Kinney and Hannah Hood fill in to introduce highlights from previous episodes of the show. In this “best of” feature, you’ll catch advice from agency owners and thought leaders, such as David C. Baker and Tom O’Neil. Topics discussed range from AI and marketing to challenges of agency burnout and the value of lifelong learning in business.
November 2023
Jody and Jamie welcome Simon Severino, CEO of Strategy Sprints, to discuss the challenges faced by creative agencies in their sales pipelines. Simon emphasizes the importance of team members creating opportunities, standardizing procedures, and gathering additional work from existing clients. They talk about the importance of finding the right commission structure for sales teams and the need for visualization in the sales process.
October 2023
As partners of SoDA (Society of Digital Agencies), Summit directors Jody, Jamie, and Christy recap a recent event in Mexico City and share their experiences and key takeaways—both for Summit and their digital agency clients. They highlight the importance of networking and learning from others' experiences in the digital agency industry. Jody discusses a trend that he’s seeing in the industry, which is the need for a flatter, more agile organization and the benefits of using software like Parallax for capacity management. Christy takes it all in as her first time at a SoDA event, and Jamie expresses his excitement for new AI enhancements in the industry.
October 2023
Jody and Jamie discuss the importance of marketing for agencies with Logan Lyles, Content Marketing Evangelist. Logan shares his background in sales and marketing, particularly in the agency space, and offers insights on how agencies can overcome marketing challenges, such as allocating resources. They emphasize the need for agencies to market the problem they solve, rather than just the solution. They also weigh in on the benefits of recording and sharing internal meetings and client calls for coaching, training, and building trust with potential clients. Don’t miss the State of Agency Operations Report
September 2023
Joey and Jody chat with Brandon Leibowitz, founder and operator of SEO Optimizers. They discuss the importance of consistency and quality in SEO, as well as the need for good content and the incorporation of social media. Brandon explains the changing landscape of Google's algorithms and the focus on high-quality content and backlinks, vs generating content for the sake of it. They also discuss the uncertainty of the future of SEO with the emergence of ChatGPT and AI.
September 2023
Join Joey and Shanif Dhanani, AI and Software Consultant, as they discuss all things AI. Shanif explains that AI is a mathematical system that predicts words based on training data, making it good at tasks but not at taking over jobs–or the world. They also discuss the benefits and limitations of AI, ethical concerns, and the need for human involvement in tasks and jobs. They address concerns about AI-generated content, data privacy, and the evolving nature of the internet. They conclude the show with the benefits of automation and AI tools for businesses, potential impact of automation on job roles, and the need for individuals to learn how to effectively use AI tools.
November 2023
Adam and Tom welcome Gina Cotner, Founder of Athena Executive Services, which provides executive assistant services. Gina explains the differences between virtual assistants and executive assistants, as well as the challenges and benefits of working with virtual assistants from different cultures. They discuss pricing models in the industry, and Gina advises on considering the compensation of assistants when choosing a service. They also delve into the onboarding process for new clients and the importance of clear communication expectations. Gina emphasizes the importance of delegating tasks that align with one's expertise and passion and shares tips for maximizing the effectiveness of executive assistants.
November 2023
In this episode, Tom is joined by Carol Bowser, JD, founder of Conflict Management Strategies. They discuss the impact of conflict in the workplace, the importance of creating a healthy environment, and the challenges of remote work on conflict resolution. Carol shares strategies for fostering a positive remote work culture and provides insights on navigating conflict and difficult conversations. She emphasizes the importance of effective communication, feedback, and clear expectations.
October 2023
In this podcast episode, Tom Wadelton interviews John Fonger, consultant, coach, speaker, and owner of WTS Enterprises, who specializes in helping busy entrepreneurs develop and implement effective systems in their businesses. John discusses his methodology based on the book Work the System by Sam Carpenter, which aims to help entrepreneurs work on their businesses rather than in them. He emphasizes the importance of having clear systems, documented procedures, and a systems mindset to increase productivity and reduce workload. John shares examples of clients who have successfully implemented these strategies and highlights the benefits for accounting firms.
October 2023
One of our favorite guests is back: Geraldine Carter! Tom and special guest co-host, Hannah Hood, chat with Geraldine to discuss the importance of niching down and specializing in serving a specific market to attract clients who value their services. Geraldine shares valuable insights on how to communicate value to clients and navigate value-based conversations. She also emphasizes the importance of understanding and articulating the value of accounting services to clients, as well as the subjective nature of value. The episode concludes with a discussion on setting boundaries and managing client expectations in the accounting profession.
October 2023
Tom is joined by Summit colleagues, Christy Buchanan and Guillermo Rodriguez, as they discuss the cannabis industry as a niche for accounting firms. Guillermo, a Virtual CFO specializing in the cannabis industry, shares his expertise and explains the challenges and opportunities in the industry. They discuss the differences between the cannabis industry and CBD, regulatory challenges, financial forecasting, and obstacles faced by cannabis businesses. Guillermo emphasizes the importance of building relationships with banks and navigating the challenges of banking in the cannabis industry. They also talk about valuable metrics for retailers in the cannabis space and the passion and purpose behind many cannabis business owners.
September 2023
Tom chats one-on-one with Alex Sonkin, the founder of Virtual Family Office Hub, an open platform offering the best-in-class resources and services in every specialty that a family office or leading CPA firm needs to serve and benefit their most affluent clients. Alex explains the concept of family offices and the challenges faced by CPAs in providing comprehensive advice. He introduces the Virtual Family Office model, which allows business owners to access global resources. Tom and Alex also discuss the importance of due diligence, independent peer review, and continuous improvement in tax planning.
September 2023
One of our favorite guests is back: Geraldine Carter! Tom and special guest co-host, Hannah Hood, chat with Geraldine to discuss the importance of niching down and specializing in serving a specific market to attract clients who value their services. Geraldine shares valuable insights on how to communicate value to clients and navigate value-based conversations. She also emphasizes the importance of understanding and articulating the value of accounting services to clients, as well as the subjective nature of value. The episode concludes with a discussion on setting boundaries and managing client expectations in the accounting profession.
August 2023
Roger Knecht, President of Universal Accounting Center, joins Adam and Tom to share valuable insights on the different types of services offered by accounting firms and how to effectively deliver them. He emphasizes the importance of clear communication and packaging of services to clients. The conversation delves into the hierarchy and pricing of services, the importance of recognizing the value provided, and explaining the return on investment to clients. They also discuss the roles of mentor, consultant, advisor, and coach, and the significance of building personal relationships with clients. The episode concludes with insights on meeting frequency and pricing strategies.
September 2023
In this podcast episode, Jody and Joey chat with Crista Grasso, international lean and agile business consultant and Creator of the Lean Out Method, to discuss the concept of "lean" in business and its importance. They emphasize the need for business owners to make mindset shifts as they scale their businesses, including the realization that they can't do everything themselves and the need for systems and processes. They also discuss the importance of checking one's ego and recognizing that others may be better suited for certain tasks.
September 2023
In this episode, Josh Fonger joins Jody and Jamie to discuss all things systems and processes for businesses. As the CEO of WTS Enterprises, Josh specializes in helping business owners
simplify, systemize, and generate powerful growth. They discuss the importance of systems and processes in businesses and the need for continuous improvement. Josh explains how businesses often reach a point where their current methods are not working well enough and need to document their processes more thoroughly. They also discuss the balance between creativity and consistency in systems and the importance of customization based on client needs.
August 2023
If you’re thinking about finding a specific niche for your agency but not sold on the benefits, this episode is for you! Jamie sits down with Logan Hoffman, Senior Business Strategist at Madison Avenue Collective (MAC) to talk niching. They discuss the importance of building verticals and specializing in a specific area to make work more efficient and effective. Logan emphasizes the benefits of working with an expert in a client's industry, minimizing risk, and charging higher rates. They also talk about the sales process, positioning, and understanding client needs.
August 2023
One of the show’s favorite guests returns! Jeff Bartsch is a visionary storyteller and founder at Story Greenlight. Through Story Greenlight, Jeff and his team empower experts and professional advisors to tell their stories, serve more clients, and expand their impact in the world. On this episode Joey and Jeff discuss the power of storytelling as a tool for communication, both internally and externally, for agencies. They explore different story structures and tools for effective storytelling. Jeff introduces the "ABT" (and, but, therefore) tool, which serves as a foundational tool for setting up any kind of communication. They discuss how this tool can be used in various contexts and how it can help overcome challenges in translating financial information for business owners. They also emphasize the power of storytelling in aligning people, diffusing conflict, and creating emotional connections.
August 2023
In the 100th episode Jody and Jamie chat with long-time client Todd Nienkerk, CEO and co-founder of Four Kitchens. From startups to Fortune 500 companies, Four Kitchens is a creative agency that has left an indelible mark in the world of digital innovation. Rebranding emerges as a key topic of discussion, with Todd and Jody emphasizing its significance in staying relevant and competitive in the ever-evolving digital realm. They stress the importance of maintaining a consistent brand image and identity, ensuring that clients and stakeholders can easily recognize and connect with an agency’s unique value proposition.
August 2023
Laïla von Alvensleben, Remote Work Coach and Collaboration Designer,* joins Jody and Joey to discuss the benefits of asynchronous communication and the use of tools for effective collaboration. Laïla shares insights on setting boundaries, prioritizing work, and the importance of clear communication. They also talk about the importance of retreats for remote teams and the logistics involved in organizing them. Laïla emphasizes the value of soft skill training and building relationships during retreats.
July 2023
In this episode, Jody and Joey are joined by Lauren Minors, the Director of Partnerships and Marketing at Reason One, a full-service digital agency. They discuss the challenges and strategies involved in the RFP (request for proposal) process. Lauren emphasizes the importance of understanding the client's needs and delivering value beyond just the requested services. She shares her experience of working on numerous RFPs and highlights common mistakes made in the process. The conversation also touches on bidding against incumbent agencies, maintaining long-term relationships with clients, and the significance of understanding why clients choose an agency for their projects.
July 2023
Jamie and Jody welcome David C. Baker, esteemed speaker, published author, and agency advisor–having consulted with more than 900 small independent firms. They delve into the importance of understanding and impacting the financial performance of an agency, offering advice on analyzing financials and setting financial goals. David shares key metrics to monitor and emphasizes the need for honesty and transparency in advising clients. David encourages listeners to tackle money head-on.
August 2023
In this episode, Tom and Adam welcome Sales Maven, Nikki Rausch, to provide tips and strategies for successful selling. Nikki emphasizes the importance of creating curiosity, asking questions, and telling stories to engage clients and establish credibility. She also shares her five-step process to a sales conversation called the "selling staircase," which includes understanding the client's needs, creating curiosity, discovery, proposal, and closing the sale. The conversation covers the importance of sales coaching and training to overcome misconceptions around sales and improve communication, providing valuable insights and strategies for accountants looking to improve their sales skills.
July 2023
If you're ready to take your agency's forecasting and resource planning to the next level, don’t miss the episode with Tom O'Neil, founder of Parallax, an agency that offers resourcing and forecasting tools that aim to maximize revenue capacity. Jamie Nau interviews Tom as he explains the importance of involving the right people in forecasting and resource planning and emphasizes how this includes both leadership and front-line employees. Get the scoop on how to teach employees to think like operators and make better decisions for your business.
July 2023
Mike Mellinger, founder of Meilinger CPA, joins the show and shares with Tom Wadelton and Adam Hale his journey in building his own CPA practice, the importance of client retention, and the value of strategic coaching in growing a business. The conversation highlights the importance of building relationships, defining services, and having a sales mindset to grow a successful CPA practice. Mellinger emphasizes the importance of caring for clients and believing in one's ability to help them.
July 2023
Joey Kinney and Jody Grunden interview Tammy Bjelland, founder and CEO of Workplaceless, to discuss the most important lessons for managers to improve engagement with their hybrid team. Tammy emphasizes the importance of intentionality and transparency, as well as the need to shift values to offer workplace flexibility. She also explains the importance of asynchronous communication and offers tips for managers to develop their skills through training, coaching, and mentorship.
July 2023
Are you curious about the ins and outs of the cannabis industry and how your firm can offer services? In this episode, Tom Wadelton and Jody Grunden interview one of their own, Guillermo Rodriguez, Virtual CFO and Cannabis Industry Expert for Summit Virtual CFO by Anders. Together, they take a deep dive into the world of cannabis. From the unique challenges faced by the industry to the importance of vertical integration, Guillermo shares valuable insights that can be applied to any niche and why he chose the cannabis industry to focus on and offer Virtual CFO Services.
June 2023
This episode features Greg Cleary, founder of Pinnacle Business Guides, a company that provides coaching and guidance to businesses. Greg shares with Jody and Jamie his entrepreneurial journey and how he became a sales coach for various companies. He emphasizes the importance of paying attention to the marketplace and knowing when to make a move to stay relevant. Greg also talks about his approach to focusing on the client rather than the tool. The episode also touches on the challenges and fears that entrepreneurs and salespeople face and how to overcome them.
June 2023
Are you looking for ways to improve performance and deliver value to your clients? Tom and Adam welcome back Ron Baker, founder of the VeraSage Institute, for the second episode in this two-part series. Ron discusses how after-action review, a tool for learning and improving, can be applied in a variety of contexts, from sales calls to client delivery. Ron emphasizes the importance of mastering the after-action review internally before implementing it externally with clients and the importance of guiding clients toward their desired future, rather than just providing day-to-day services.
June 2023
Most businesses have a process to handle expenses incurred by their employees. These expenses can range from fees associated with a business trip (e.g., flight tickets, lodging) to fringe benefits (e.g., reimbursed costs for purchasing home office equipment). Establishing controls for this spending is necessary to properly track each transaction and ensure that the business banking information remains secure. Controls are especially essential today, in an era where data breaches seem commonplace and proper cybersecurity protocols are paramount.
If you are a business owner, or a member of the leadership team, you need the agility to permit your employees to spend money on behalf of the business while also maintaining established security practices. However, doing so is difficult if you have outdated or inefficient processes and controls, as different issues and challenges will appear. If you are currently operating in a virtual environment or are looking to in the future, the complexities around setting controls will grow.
May 2023
In an era where virtual and hybrid work environments are more common than ever, the technology CPA firms use is a crucial component of their success. With that in mind, selecting and implementing technology that suits your firm can help streamline processes and improve your operations.
Most CPA firms stick to the programs within the Microsoft Office software suite and rarely stray away from them to search for other innovative solutions. However, at Summit, we actively search for platforms that have the potential to help us deliver services to our clients more efficiently. Below are a few suggestions on what to consider as you search for the appropriate applications to make your firm more efficient and how to use those applications effectively.
May 2023
When running a business, sometimes you’ll hear a knee-jerk idea–you know, the kind that makes you say, “Impossible. No way we could ever do that.” That’s what a lot of people say when they hear about the movement to reduce the typical workweek from five eight-hour days to four, for a total of 32 working hours. But ever since the pandemic, the four-day workweek has been growing in popularity. Now–like remote work–it’s not a crazy idea but something that companies are adopting to great success.
April 2023
The type of relationship you have with your clients can mean the difference between maintaining long-term, lucrative contracts or having a revolving door of one-time customers. At Summit CPA Group, A Division of Anders CPAs + Advisors, we serve as financial consultants, which means we are constantly engaging with our clients. Therefore, fostering long-lasting and positive working relationships is our goal, which has translated into significant financial success. Having a good working relationship with our clients means we have a much easier time providing services and ensuring they achieve their financial goals.
April 2023
When you’re trying to grow your business, or even solve a management issue, there are a few serious ways you can go about it. If you’re a DIY kind of leader, you can read a book (and there are some great ones out there). Or if you’re looking for outside expertise, you can hire a consultant (and there are some great ones out there).
But both those approaches have limitations.
April 2023
Parkinson’s law is the idea that work takes as long as the time you are given to finish it. This law, which is rather more a theory, was first published in The Economist in 1955 by C. Northcote Parkinson. In this article titled “Parkinson’s Law,” Parkinson stated, “It is a commonplace observation that work expands as to fill the time available for its completion.”1 In other words, if you're only going to work for an hour, then the project you’ve been tasked with will fill that hour. But if you give yourself all day, the project will likely take all day. One reason why this might occur is our human tendency to procrastinate. Another possibility is how we often find ways to complicate a task, therefore taking up more time. Let’s learn more about how Parkinson’s law works and the impact it has on business.
March 2023
There’s no way around the work of onboarding, so I just approached it with curiosity, knowing that Jamie Nau, Summit’s Director of VCFO, Adam Hale, Co-founder of Summit and Partner at Anders CPAs + Advisors, and my other Summit colleagues had my back. Whether you’re new to the VCFO landscape or thinking about joining a firm of VCFOs, here’s how to survive your first 100 days in the position.
Don’t worry. If you’re not an introvert, I’ve got some helpful tips for you, too! Continue reading to learn more.
March 2023
In this guide to networking for introverted accountants, I’m going to cover networking best practices and the best networking methods. It’s important for accountants to be authentic and have great listening skills, as well as, to know what networking methods will get them the best results. I will explain my best kept networking secrets in this blog post.
Don’t worry. If you’re not an introvert, I’ve got some helpful tips for you, too! Continue reading to learn more.
March 2023
Many accountants begin their career by landing a junior-level position that requires long hours staring at spreadsheets. Some accountants will be satisfied with that as the “end-all, be-all,” but not you. You’re here because you want to learn how to become a CFO, or even better, how to become a VCFO, or Virtual Chief Financial Officer.
The path toward becoming a VCFO is straightforward but not everyone’s journey will be the same. Still, there are similar strategies everyone will need to consider to level-up from junior level positions to VCFO.
March 2023
Implementing change in your business can be hard — and we should know, as we’re in the accounting profession. When you’re jazzed about an idea but feel like you’re constantly getting shut down, how far should you push? How do you get your team on board with it? I don’t believe in change for the sake of making change, but you should always be looking ahead at what’s coming down the pipeline — even small changes that could lead to something bigger.
As one of the co-founders of Summit virtual CFO firm, over the past 20 years I’ve developed a few key insights about how the change process should flow. As Summit has grown in revenue and employees, here’s what I’ve learned along the way.
March 2023
We all have a caveman inside of us–and not just those of us who like to grunt and eat giant hocks of meat. All of us.
During the caveman days, that internal protection system was the only thing between us and the saber-toothed tiger that might have been hiding in the bushes. When it comes to tigers, better safe than sorry–so our caveman brain is programmed to act, not analyze. It floods the body with chemicals that cause the fight-flight-or-freeze response at the first sign of danger.
The problem is, today we don’t have many tigers hanging out, but our caveman brain is still part of us, and it’s looking for something to do: so it tells us stories about all the threats out there.
March 2023
DeFi, blockchain, decentralized, crypto, bitcoin. These are just a few crypto-related terms you may have heard tossed around recently. The term "crypto" in cryptocurrency stands for cryptography, which is the study of secure information and encryption. Maybe this is why cryptocurrency seems a bit "cryptic" to most of us accountants.
February 2023
Content is a subject that many firm owners run from. Often, they are worried they don’t have the capacity within their team, and firm owners have no idea how to create content that resonates with their target audience in the first place. Our approach to content is very simple and adopting some of our strategies will help you create a strategy that works for you and your team.
So, whether you are looking to upgrade your current content strategy or looking to begin one in 2023, you’ve come to the right place. This blog post will help you create a strategy that aligns with your sales goals and is simple in nature.
February 2023
Building trust isn’t only for your customer-facing teammates. It’s also an important task for your marketing team to implement in branding strategies. Of course, other staff members will be a part of these strategies but marketing needs to include trust and authority building in their plans.
This blog post is designed to help you determine the marketing strategies that can be used to build trust and authority and ultimately build connection with your target audience. Keep reading to find out the methods we’ve used to do that with our own target audiences!
February 2023
A development plan will help you create steps to take on your journey to achieve that “next”. It will aid you in discovering the skills and knowledge necessary to achieve your desired result. So, let’s not make this intro too long and dive into how you can step into your future starting now using a development plan.
February 2023
The accounting industry is digging deeper into financial analysis and planning or FP&A. Although this strategy has long been important for accountants, in more recent years, firms have begun placing far more emphasis on the financial forecasting aspect. However, many accountants and firms are running into a huge, but expected, software roadblock. Accurate and actionable financial forecasting is incredibly complex. While legacy accounting tools (specifically, Excel and Quickbooks) may still have a role to play in FP&A, their limitations ultimately lead to frustration and inefficiencies when forecasting.
February 2023
If the partners at your law firm feel like they don’t have a handle on cash flow, they’re not alone. This is a problem that many business owners face, not just at law firms, but in other industries as well. That’s why law firms are turning to CPA firms or hiring CFOs. The problem is that not all CPA firms are built the same.
A traditional accountant looks to the past. They generate financial statements and present metrics that happened in the last period. They paint a historical picture that informs what has happened recently but doesn’t help partners to understand where the firm is headed in the future. This type of historical data doesn’t help law firms make strategic decisions or plan for business initiatives.
February 2023
When our firm started to grow, we learned early on that our team needed a project manager. Currently, we have four full-time project managers, and our team could not run as efficiently without them. Early on, we didn't think about or know that we needed a project manager. Managing the project and relationship seemed like a natural and expected part of a partner, manager or virtual CFO role. It wasn't until we started to accelerate our growth that we found that an accountant, or anyone directly involved in the work, was probably not the right person to keep things on track.
January 2023
As a VCFO at Summit CPA Group, I take a slightly different approach to recession-proofing. Rather than plan for a recession, I help my clients “future-proof” their businesses. This tactic places the focus on defining a solid plan for future goals rather than the impending shock of a recession. After all, recessions have bred many innovations for an uncountable number of businesses.
With that being said, I have three tips to help your clients future-proof their businesses regardless if they are worried over an impending recession or not. Let’s dive in!
January 2023
LinkedIn can be vexing for CPA firm owners. It seems like social platforms receive updates every other day and with these updates come algorithm changes. Trying to define a strategy that serves your firm while appeasing the LinkedIn algorithm can seem like a hard game of chess. It doesn’t have to be.
January 2023
Tis the season for … stress. I get it; people are burnt out. They’re even quietly quitting. Whatever the specific issue, there’s an underlying problem–a lack of motivation. But what if it’s not that people don’t want to work? What if their job is just offering them the wrong kind of motivation?
January 2023
When you’re selling a business, you’re selling potential. To establish an intangible like a revenue stream, you need more than a rosy forecast. If a buyer finds a single dent in its credibility, you could scare them off or end up with a lower offer.
January 2023
My partner, Adam Hale, and I began our journey in 2002 as a traditional CPA firm based in Fort Wayne, Indiana. We had a goal to change the way people think about accounting — I wanted to change the way accountants worked with clients and the value offered to them. I also wanted to create a sustainable, family-friendly work environment for accountants who were used to working 60–80 hours per week, especially during tax season.
December 2022
If you’re having a problem with quiet quitting, you’re not going to cure it with a wellness seminar. You’re going to want to start with an examination of your workplace culture to see how you’re supporting employee wellness 360 degrees, from their daily schedule to their long-term career growth to the way they are managed by their team leaders.
Here’s what that might look like.
December 2022
If you’re creating an annual plan for 2023 with your clients, you’re probably well underway. For some clients, this might be one meeting, and, for others, it could be a series.
Whether it takes one meeting or a series, your goal should be to re-strategize with each client for the next three to five years, not just the next 12 months. Really hone in on evaluating what the current year to date looks like for them and then realign on big-picture goals by acting as the facilitator. As you move through the process, here are three things that you should be doing right now.
November 2022
Over the next two years, the security executives polled by Thought Lab see a rise in attacks from social engineering and ransomware as nation-states and cybercriminals grow more sophisticated. The main causes of these attacks will come from misconfigurations, human error, poor maintenance, and unknown assets.”1 Making sure your firm is on top of cybersecurity best practices should be of the utmost importance to your team. Below we have tips to guide you on beefing up your cybersecurity strategy.
November 2022
In this blog post, we are going to dive into how we maintain transparency with our clients, employees, and processes. If you’ve been struggling with incorporating transparency into your business, this blog post is for you. Keep reading to find out how we did it.
November 2022
The best way to help your clients through economic difficulty is through future-proofing their businesses. Fear feeds hasty decisions. Through having a future-proofing plan already in place, your clients will be able to make easy, rational decisions for their businesses. What is the first step for future-proofing a business? Having a solid, dynamic forecast. In this LinkedIn article, we will explore how you can help your client create a dynamic forecast.
November 2022
As CPAs, we are all looking for ways that we might help our clients through a potential recession. Prepping for one and determining how you might help your clients through one is always a good idea. The best offense is a good defense as they say!
As a VCFO at Summit CPA Group, I take a slightly different approach to recession-proofing. Rather than plan for a recession, I help my clients “future-proof” their businesses.
October 2022
After all, a recession is not only a place for problems but also a time for innovation. That’s why many businesses end up making money during a recession rather than losing it.
While that may not be the case for all of your clients, you can still send them down a path for future success. In this article, I will teach you the basics of creating an action plan for your clients and how you can be their trusted advisor through these turbulent times.
October 2022
Embrace it or hide from it, change is a fact of business life. The question is: How do you help your team navigate change in a way that doesn’t make them overly anxious as you try to manage expectations? Your goal is to steward your business and employees through change in a way that leads to growth and professional exploration.
September 2022
Our accounting team started asking whether there was an easier way to review financial statements. Ultimately, we wanted to make it easier and faster to review the many transactions and records involved in the review process. Finding a solution that could do just that seemed unlikely, but we were on a mission to find one. To find out how Autoreview has streamlined the review process for our back-office team, keep reading.
September 2022
When it comes to digital marketing, CPA firms and accountants can have email campaigns and websites with SEO, yes. But for those who want an extra advantage, it's time to harness the advantages of social media. More specifically, TikTok.
August 2022
I don’t think there’s a single business owner who hasn’t yet heard of the “Great Resignation” or an industry that hasn’t been affected by it. After enjoying the benefits of working from home during the pandemic, many employees are choosing to resign rather than go back to work in an office environment.
August 2022
When is the best time to fix the roof? Before the rain, right? Well, the same is true of your business.
Your business needs a CFO before the figurative rain. And where do you look to check for rain? A forecast. That is exactly what a Virtual CFO (VCFO) provides to your business. Using advisory services and a forecast, they make sure your business can weather any storm.
August 2022
For service providers, client onboarding is a crucial time. It’s one of the first opportunities your company has to begin building a good relationship with your client. At Summit CPA Group, we have created an onboarding program that lasts several weeks and contains specific action steps that we can customize to address our clients’ needs better. Establishing a streamlined onboarding program makes the entire process less painful for both the client and our team, thereby strengthening the bond we share with our clients.
August 2022
Customer experience has become a hot topic lately. As extensive research has been conducted, many conclusions have pointed to the impact employee experience has on the experiences your customers have. We all know that the better experience your customers have, the more customer loyalty your brand has. It’s more expensive to try and attract new customers than it is to retain current ones. For that reason, taking customer experience seriously may have a large impact on your bottom line.
July 2022
Often, your ideal clients don’t know that your solution or services exist. In fact, your ideal clients may not yet have a name for the problem they are experiencing and that you could solve for them. That is where a defined marketing plan comes into play. Through strategic and purposeful marketing, your ideal clients will come to find and recognize you as the VCFO solution provider for their pain points. One medium that should be included in your firm’s marketing plan is video marketing.
July 2022
Technical jargon. We’ve all heard of it. Every industry has it, and, to an extent, it has its place. For example, it’s easier to use technical language and acronyms when talking to a colleague. However, you’re probably not riddling off accounting lingo at a dinner party. And guess what? Your clients don’t want to hear it either.
July 2022
Few accounting firms actively market their services to their target clientele and, as a result forgo the opportunity to increase their bottom line. It's a fact that firms operating within the accounting industry spend less than 1% of their revenue dollars on marketing efforts. However, at Summit CPA Group, a division of Anders CPAs + Advisors, we've learned that investing in effective marketing strategies can lead to landing larger clients who bring in more revenue. That’s why we typically invest 7% of our revenue in marketing initiatives.
July 2022
Customer experience (also known as CX) is becoming increasingly important. Now more than ever, customers have a range of companies to compare, and they are often choosing the company that offers the best customer experience. Even if a service costs more, clients are willing to pay for more value and better experience. That’s why it is important for every business to pay attention to how CX could be improved even if your customer experience ratings are already high.
June 2022
Creating a content marketing strategy can quickly feel overwhelming. There are many types of content that you can produce including email, social media, blog posts, white papers, videos, and much more. As a business owner, you know that creating a valuable, educational, and impactful content plan places you directly in front of your audience if executed well. This pressure to get it right and be in front of your ideal clients is substantial.
June 2022
In a society where everyone posts their highlight reels on social media, it can be hard to get to truly know someone. You only see them on the surface—their good days and the things they want to brag about. Rarely does anyone post their lows or their daily grind. The same is true when you work with clients remotely; it can be hard to get to know them on a personal level. You don’t get to shake their hand, and you only make eye contact through a computer screen. It’s also hard to read body language remotely.
June 2022
As professionals, we use a lot of technical terms; however, it’s important to relate to your audience and current and potential clients in a way that builds goodwill and trust—and not get hung up on the technical language. Doing so in these three areas—public speaking, sales meetings, and enriching client relationships—helps build a solid foundation for growing your business.
May 2022
If you're a business owner looking to grow your firm's client portfolio and bottom line, successfully positioning yourself as a thought leader in your field is an effective way to achieve your goals.
Many business leaders often shy away from thought leadership because a significant component of it involves sharing new ideas and notes on your success with competitors.
May 2022
When it comes to increasing your sales leads, social media marketing is not a new concept. Many professional companies like CPAs, Realtors, or Law Firms are active on Facebook, Instagram, YouTube, Twitter, and of course LinkedIn. But there is a newer platform that should be considered for increasing your leads: TikTok.
June 2023
In this part 1 of 2, hosts Tom Wadelton and Adam Hale welcome Ron Baker, founder of the VeraSage Institute and author of seven best-selling books, including “Time's Up!: The Subscription Business Model for Professional Firms,” to discuss the benefits of subscription-based business models. Ron argues that subscription models are superior to value pricing because they monetize the deeper and most significant aspect of the profession, which is the relationship with clients. They also discuss is the importance of after-action reviews, effective communication and collaboration in a virtual environment, and tracking time spent with customers. They emphasize the importance of investing time and attention into creating value for customers.
May 2023
In this episode Tom Wadelton and Adam Hale sit down with one of their own, Joey Kinney, a Virtual CFO at Summit, to discuss the importance of onboarding for accounting firms. Joey explains how an onboarding specialist helps to set the foundation for successful client relationships. Collectively, they emphasize the need to tailor the onboarding plan to each client's unique needs and the importance of setting expectations during the onboarding process.
May 2023
Tom and Adam welcome Jesse Rubenfeld, founder of FinOptimal, to the show to discuss how automation can maximize efficiency in the accounting industry. FinOptimal provides clients with an automated solution to their accounting needs, offering integrations with APIs and software. Jesse works with CFO-services firms and other CPA firms that want to focus on advisory services. He believes that by building the right hardware and software, accountants can take their focus off of the data entry and instead focus on strategic advice.
May 2023
Katina Peters, managing partner of Peters, Johnson, Staley and Company, joins Tom Wadelton and Adam Hale to discuss making the shift from traditional accounting services to offering more advisory-focused, virtual CFO services. Katina details the challenges and the “learn as you go” method she and her partners experienced during their decision to move up the value chain and provide more advisory services to their clients.
April 2023
Dan Rutherford, Virtual CFO with Summit CPA Group, A Division of Anders CPAs + Advisors, discusses his experience in the transportation and logistics industry and how he is helping Summit expand its expertise with his new role as the firm’s Transportation + Logistics Industry Expert. In this episode, Dan sits down with Tom Wadelton and Jody Grunden to discuss the need within the industry for a Virtual CFO, covering topics such as company-owned assets, giving drivers access to cash, significant capital investments (trucks and trailers), and securing large loans from banks.
April 2023
John C. Scott, Partner + Tax for Anders CPAs + Advisors, has been with Anders since 1992, and now he’s trying on a new hat: Summit Virtual CFO Service by Anders. With his extensive experience working closely with the law industry, he joins Tom Wadelton and Jody Grunden in today’s episode to talk about his experience with Virtual CFO services, and how he helps lawyers to better manage their finances. John shares his expertise on accounting services for lawyers and how CPA firms can best serve them. He also discusses the challenges of operating within the legal industry and provides tips on how to work with lawyers and law firms effectively.
March 2023
In this special edition, our host and Summit’s Director + VCFO, Jamie Nau, Adam Hale, Partner at Anders CPAs + Advisors, and Paul Rhea, Director + Strategic Growth at Anders CPAs + Advisors, debrief a hot topic issue about banking activity in the news, Silicon Valley Bank (SVB). They discuss the importance for businesses to remember the value of safety and diversification and the importance of diversifying funds and understanding the risk versus return.
March 2023
Matthew Banker, a founder and visionary of Benchmark Growth, a marketing agency for accounting firms, joins Adam and Tom to discuss five common marketing mistakes that CPA firms make: not knowing their customer or what they sell, sending good traffic to a bad website, working with the wrong marketing partner, thinking of marketing as an expense rather than an investment, and not having a clear message. Matthew also explains the importance of having a niche when it comes to marketing.
March 2023
As the Co-founder of Cadencia, Owner of Sherwood Tax and Accounting, and Founder of Breakaway Bookkeeping and Advising, Kristen Keats is on a mission to bring joy to the accounting industry. From nearshore outsourcing to taxes and franchising, Kristen talks with Tom and Jody about how her businesses are helping spread joy throughout the industry.
February 2023
With more than 25 years of experience in the HR field, John Baldino, President of Humareso, is well versed in the people problems and workforce trends that business owners face. John sat down with Adam and Tom to discuss organizational and leadership development, coaching and training, industry trends, and how business owners can lead their teams during these unprecedented times.
February 2023
Has your ability to scale your firm plateaued? Or maybe you’re done building, ready to exit, and looking for a buyer. Whether your need a fresh perspective or an exit plan, this podcast is for you. Brannon Poe, CPA, and author of Accountant’s Flight Plan, gives advice for running your firm like you're ready to sell it and working with a broker when you’re ready to find a buyer.
January 2023
Do you need to get things done? The Getting Things Done® methodology has been implemented worldwide by more than 2 million people! In this special episode, our host, Tom Wadelton, Virtual CFO at Summit, teams up with the host of Summit’s Virtual CPA Success Show and Director of Virtual CFO, Jamie Nau, to interview one of the best-selling authors and productivity coaches of our time and creator of GTD®, David Allen. If you need help getting 2023 off to a productive start, this podcast is for you!
January 2023
In this episode, our host and Summit’s Virtual CFO, Tom Wadelton, and Jake Grimm, Summit's Director of Technology, discuss the benefits of Divvy with Zac Heinz, Divvy's Director of Channel Sales, and how this all-in-one expense management solution uses simple controls to empower spending for business owners.
March 2022
In this episode, our host and Summit’s Virtual CFO, Tom Wadelton, and Adam Hale, Partner at Anders CPAs + Advisors, chat with Hannah Hood, one of Summit’s Senior Accountants, about her top three ways to build client relationships. Discover these three tips to help you grow deeper in your relationships with clients.
March 2022
In this episode, our host and Summit’s Virtual CFO, Tom Wadelton, and Adam Hale, Partner at Anders CPAs + Advisors, discuss PlanGuru with Christian Wielage, CEO of PlanGuru, and his company’s quest to help businesses and their advisors make successful business decisions.
March 2022
In this episode, our host and Summit’s Virtual CFO, Tom Wadelton, and Adam Hale, Partner at Anders CPAs + Advisors, discuss pre-IPO and financial planning with Aaron Rubin, Partner at Werba Rubin Papier Wealth Management. Aaron specializes in financial, estate, and tax planning.
March 2022
In this episode, our host and Summit Virtual CFO, Tom Wadelton, and Summit Virtual CFO, Iralma Pozo, discuss three tips you can take to prevent burnout, which focus on self-awareness, self-care, and communicating and setting boundaries. If you need to implement any of these in your life, then this podcast is for you!
March 2022
In this episode, our host and Summit’s Virtual CFO, Tom Wadelton, and Adam Hale, Partner at Anders CPAs + Advisors, discuss the annual planning process, why your clients need an annual plan, the best time to create a plan, and how you can develop a customized plan for each client.
March 2022
In this episode, our host and Summit’s Virtual CFO, Tom Wadelton, and Adam Hale, Partner at Anders CPAs + Advisors, talk with Pragadish Kalaivanan, Marketing Operations Specialist at Toucan Toco, to discuss how Toucan Toco uses guided analytics to help businesses develop reports and see trends through data storytelling.
March 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Virtual CFO sits down Josh Jeans, Summit’s People Operations Strategist, and Chris Williams, former VP of HR at Microsoft and current leadership advisor, podcaster, and author, to discuss current HR trends in the marketplace, such as “quiet quitting,” and the effects of the COVID-19 pandemic.
March 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting, sits down with Adam Hale, Partner at Anders CPAs + Advisors, and Jake Grimm, Summit CPA's Director of Technology, to discuss financial tools for remote and distributed companies. If you are a business owner of a fully distributed company, this episode is for you! Jamie, Adam, and Jake discuss must-have tools to implement in your remote business to help it run efficiently and grow to the next level.
March 2022
It's adding value to other people. And one thing I've figured out is people notice people who notice them. Simple little things like giving someone else a shout-out or sharing their post or saying, "Hey, I saw you the other day. That was great." It's bringing that sense of community into everything you do." - Monica Parkin
March 2022
How many times have you heard the cliché "change is inevitable"? Probably more than you can ever count, though quite overused it is a truth we cannot deny. A lot of things are changing around the world, within our organizations, and even in our personal lives, that's why learning how to deal with change is an important skill everyone should have. In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting sits down with Jody Grunden, Partner at Anders CPAs + Advisors, and Douglas Ferguson, President of Voltage Control. Voltage Control is a change agency that assists businesses in igniting, accelerating, and strengthening innovation. Douglas talks about managing change in an organization and shares his experience working with businesses that we all can learn from so we can thrive in a constantly changing environment.
March 2022
In today's episode, Jamie Nau, our host, and Director of Accounting, sits down with Jody Grunden, Partner at Anders CPAs + Advisors, and Blake Oliver the Founder & CEO of Earmark CPE. Blake Oliver specializes in accounting technology and was recognized twice by CPA Practice Advisor's “40 Under 40” list and Accounting Today’s “Top 100 Most Influential People” list. He will talk about what Earmark CPE is, who it's for, and what they envision the future of CPE to be.
March 2022
In today's episode, Jamie Nau, our host and Director of Accounting, sits down with Adam Hale, Partner at Anders CPAs + Advisors, and Bo Davis, Co-founder and CEO of MarginEdge to talk about what the restaurant industry looks like today. He will also deep dive into the revolutionary solution they built that has helped restaurant businesses to streamline data and automate insights—influencing decision-makers in the industry by saving costs and increasing efficiency.
March 2022
In today's episode, Jamie Nau, our host and Director of Accounting, sits down with Jody Grunden, Partner at Anders CPAs + Advisors, and Serena Shoup, Founder of Ambitious Bookkeeper to talk about a topic many people find interesting - organizational culture. But before they dive deeper, Serena talks about how she started, her vision, and her experience as an owner, and tying that to how culture has played an essential role in driving her company's success.
March 2022
In today's episode, Jamie Nau our host and Director of Accounting sits with Adam Hale, Partner at Anders CPAs + Advisors, and Alyssa Colf our Senior Accountant to talk about a tool called Autoreview and how this has helped improve our Financial Reviews with clients. She will share her first impression of this tool, the features, the value it has brought to the team, and how we use it internally to improve our processes and provide better service to our clients.
April 2020
The step-by-step blueprint for going virtual in these tough and tumultuous times.
March 2022
If you're ever wondering what working as a Virtual CFO looks like, in this special episode, Jamie Nau our host and Director of Accounting sits with Adam Hale, Partner at Anders CPAs + Advisors, and Greg Wallis our Virtual CFO to talk about all that and more. They will discuss the impact of culture, professional experience, technology, and onboarding in Greg's first 100 days as a Virtual CFO. Greg will also share tips on surviving in the role and share his personal experience about how the role has enabled him to develop better relationships with his clients and see the difference his role can make in his clients' business.
March 2022
In this episode, Jamie Nau our host and Director of Accounting joins Randy Crabtree the co-founder, and partner of Tri-Merit Specialty Tax Professionals together with Adam Hale, Partner at Anders for a quick speed dating session with tax credits and incentives. They will go through six different credits and incentives that CPA firm owners and accountants should know about to help their clients save tax money.
March 2022
In this special episode, Jamie Nau our host and Director of Accounting interviews Jody Grunden our CEO and co-founder now Partner at Anders CPA + Advisors, and Dave Hartley Partner and Director + Advisory Services at Anders to discuss what the future looks like for Summit CPA, and the Accounting industry in general. They will talk about the recent Summit and Anders merger what changes have we made and are still doing, how we championed change within our teams, and how this will pave the way for innovation and bring more value to our clients.
March 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting, and Adam Hale, our COO and Co-founder, sit down with Vision Board Media's Founder & Owner, Donna Serdula, to talk about LinkedIn as a networking platform for professionals, its benefits for your personal brand and for your business. She will provide relevant tips and tricks you can follow to grow your account and to find success in this social media space.
March 2022
Have you heard the news? Last April 1, 2022, Summit CPA has officially joined Anders CPA + Advisors (Anders) with a vision to achieve their highest potential together. Anders is a Top 100 St. Louis-based CPA and advisory firm that has delivered full-service accounting, tax, audit and advisory services to growth-oriented companies, organizations and individuals for more than 55 years. In this special episode, Jamie Nau our Director of Accounting and host interviews Jody Grunden our CEO and co-founder and Robert Minkler Jr. Anders CPA + Advisors' Managing Partner to talk more about the merger and how it came to fruition.
March 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO and Jody Grunden, our CEO and Co-founder sits down with The Accidental Accountant®, Peter Margaritis to talk about how communicating effectively with clients is an integral part to maintain good relationships with clients. He will give us tips and tricks from years of experience so that we can communicate better with our clients in Plain English.
March 2022
In the first quarter of 2020, we published an episode and talked all about client onboarding. We wondered what has changed at Summit CPA since? And thought why not circle back on this topic to discover the lessons we've learned. Today, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO; Adam Hale, our COO and Co-founder; Lydia Rapp, our Project Manager takes a step back to look at how far we've come in terms of onboarding clients and deep dive into the fundamentals of having a reliable process in place.
May 2022
Recessions are a part of the economic cycle, which means they’re inevitable. Fortunately, they typically last only 11 to 12 months. However, a recession can cause significant harm to a business that is unprepared for one. As the economy contracts, unemployment rates increase, profit margins weaken, and credit is harder to get. Service-based companies feel the effects of a recession through their client base. These businesses typically experience a delay in payment from clients, fewer new clients requesting their services, and fewer long-term clients renewing their contracts.
April 2022
Client onboarding is an integral part of building long-lasting relationships with clients as a service provider. For this reason, at Summit CPA, we continuously strive to make our client onboarding program as efficient and effective as possible.
June 2023
Have you ever wondered how a business coach could help your business? Pinnacle Business Guide Peter Van Nest joins Joey and Jody to share his expertise on the five pillars of Pinnacle’s philosophy for achieving business success. Peter stresses the importance of building relationships and working together to solve problems. The conversation also outlines the importance of finding the right fit between a Pinnacle guide and a client, and how trust and communication are key to a successful partnership.
June 2023
In this episode, Jody and Joey interview Dan White, author of the Soft Skills Book, which focuses on the importance of soft skills in business success. They discuss the importance of leadership and communication skills in building successful teams. Dan emphasizes the power of listening skills and the GROW framework, which involves asking questions about goals and actions to help individuals and teams solve problems and achieve their objectives.
June 2023
Jody and Jamie chat with Natalie Eckdahl, Founder of BizChix, to discuss the three pillars of building an enduring business: enjoyable, profitable, and sustainable. They emphasize the importance of enjoying your work, rating clients and team members, and taking action to improve low-performing team members. They also discuss the pillars of profitability and sustainability, stressing the importance of maintaining a sustainable pace in the company and understanding the financial aspects of the business.
May 2023
JP Holecka, CEO and Founder of Power Shifter Digital, joins Joey Kinney and Jody Grunden to discuss generative AI and its potential effects on employment and agency operations. The conversation highlights the potential for AI to both disrupt and enhance the agency industry. They emphasize the importance of harnessing AI for good and using it responsibly.
May 2023
Tommy Nolan, Founder and Managing Partner of Vidionix, joins today’s show with Joey and Jody to discuss the future of meetings and events in a post-pandemic world. They discuss challenges and opportunities of remote and hybrid work, the cost savings and benefits of virtual events, and the importance of maintaining company culture in a remote or hybrid workplace. Collectively, they agree that the future of meetings and events is likely to be a mix of virtual and in-person options, with companies finding the right balance for their needs. What do you think?
May 2023
Today’s guest, Ernesto Tagwerker, is the founder of OmbuLabs, a software boutique that helps enterprises build and scale products designed for growth. Together with hosts Jody and Joey, they discuss the concept of productizing a service and what that can mean for an agency’s growth and scalability.
May 2023
Jeff Bartsch, founder of Story Greenlight, joins Jamie and Jody to discuss storytelling and how it can help agencies level up. With his experience working for various companies, such as ABC and NBC, he believes that ordinary messages can be elevated into something extraordinary and explains how that same approach can be used in business. Listen to find out how you can use strategic storytelling to cultivate a relationship with potential clients.
May 2023
What kind of leader are you? Today’s guest, Robert Jordan, Founder and CEO of Interim Executives, discusses his recent book (co-authored by Olivia Wagner), Right Leader, Right Time, which is based on research of leadership styles of exceptional leaders. Jamie Nau and Joey Kinney take a deep drive into the book with Robert to learn the goal and research behind the book and what Robert identifies as four distinct leadership styles, which he labeled as fixer, artist, builder, and strategist. Listen to find out which style describes you!
April 2023
Russel Dubree, serial entrepreneur and Growth and Culture Advisor at Performance Faction, sits down with Jamie Nau and Jody Grunden to discuss challenges of agency ownership. From starting his first agency and nearly shutting its doors, Russell shares some of his experiences and lessons learned, as well as what makes agencies unique: low barrier to entry, the lack of a unified framework, and the difficulty in finding and keeping talent.
April 2023
Jamie and Joey welcome Sharon Toerek, founder of Legal + Creative, an intellectual property lawyer who helps marketers and agencies with brand protection and trademark issues. Sharon highlights legal matters that service-based businesses should be aware of and discusses three ways in which her firm helps agencies: developing and protecting intellectual property, negotiating contracts, and staying compliant with marketing regulations.
March 2023
JD Graffam understands the peaks and valleys of agency life. From bootstrapping his first agency, making tough personnel decisions, and learning best practices as a business owner, JD gives Jody and Jamie an honest account of his experience and how reading Jody’s book, "Digital Dollars and Cents," helped him apply financial metrics to his business. While his agency portfolio is extensive, he is currently the owner of Simple Focus, an agency he founded in 2009.
March 2023
In this special edition, our host and Summit’s Director + VCFO, Jamie Nau, Adam Hale, Partner at Anders CPAs + Advisors, and Paul Rhea, Director + Strategic Growth at Anders CPAs + Advisors, debrief a hot topic issue about banking activity in the news, Silicon Valley Bank (SVB). They discuss the importance for businesses to remember the value of safety and diversification and the importance of diversifying funds and understanding the risk versus return.
March 2023
As a founding member of HGTV and Co-owner of Navigate the Journey, Traci Barrett is a powerhouse businesswoman. Her work led to her recently released book, 'What if There's More?', which is about optimizing business and personal growth. In this episode, Jody and Jamie discuss with Traci what compelled her to write her book, her experience throughout the process, and the challenges she faced. Spoiler alert: Traci’s hope is that the book will help others at a career crossroads, whether they're wanting to change careers, fall back in love with their current job, or even start their own company. If you’re wondering ‘what if there’s more?’ this podcast is for you.
February 2023
With more than 25 years of experience in the HR field, John Baldino, President of Humareso, is well versed in the people problems and workforce trends that business owners face. John sat down with Adam and Tom to discuss organizational and leadership development, coaching and training, industry trends, and how business owners can lead their teams during these unprecedented times.
January 2023
After a career as an agency owner, Steve Guberman, knows all too well the challenges that digital agency owners face. After selling his agency, Steve founded Agency Outsight, becoming a coach for agency owners who need help navigating the agency landscape and growing their business to that next level. In this episode, Steve chats with Jamie Nau and Jody Grunden about today’s challenges in the industry and why it’s important to have a coach to walk the journey with you.
January 2023
Ag·ile (aj´Əl) adj. – quick and easy of movement Are you a leader within your business or do you manage a leadership team? In today’s marketplace of in-person, remote, and hybrid business, the ability to be agile within a leadership position is more important than ever. But what does it mean to be an agile leader? In this episode, Chuck Mollor, author of The Rise of the Agile Leader: Can You Make the Shift?, explains how leaders need to navigate rapidly changing business paradigms, while cultivating dynamic teams that get results.
January 2023
Do you need to get things done? The Getting Things Done® methodology has been implemented worldwide by more than 2 million people! In this special episode, our host, Jamie Nau, Summit CPA's Director of Virtual CFO, teams up with the host of Summit’s Modern CPA Success Show, Tom Wadelton, Virtual CFO at Summit, to interview one of the best-selling authors and productivity coaches of our time and creator of GTD®, David Allen. If you need help getting 2023 off to a productive start, this podcast is for you!
January 2023
In this episode, our host, Jamie Nau, Summit CPA's Director of Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors, discuss hiring strategies with Jamie Van Cuyk, owner and lead strategist of Growing Your Team. They take a deep dive in hiring strategies and how small business owners can level up their hiring process.
December 2022
In this episode, our host, Jamie Nau, Summit CPA's Director of Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors, discuss time tracking and project management data to improve agency profitability with Marcel Petitpas, CEO and Founder of Parakeeto.
December 2022
In this episode, our host, Jamie Nau, Summit CPA's Director of Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors, discuss the 4-day work week with Morgan Witham, CEO of COLAB, and how she implemented it with her team and is finding success.
November 2022
In this episode, our host, Jamie Nau, Summit CPA's Director of Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors, discuss Caveman Brain® with Dr. Jean Oursler, The Results Queen®. Dr Jean is the creator of Caveman Brain Business Growth System, which helps business owners with new business development.
November 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors, talk with Ian Robinson, Founder and President of Enliven, a software company that builds custom software platforms to unlock sustainable growth for business. If you’re a business owner in need of updating or customizing your company’s software, this episode is for you.
October 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors, sit down with Sandy Gerber, Communication Strategist and author of Emotional Magnetism. They discuss what emotional magnetism is and how it can help develop stronger relationships in all areas of life.
October 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors, catch up with Tom Barrett, Certified Scaling Up Coach, Certified Pinnacle Business Guide, and former Certified EOS Implementer, to discuss his transition from EOS to Pinnacle and how he’s using this new model to help businesses thrive.
September 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Virtual CFO sits down Josh Jeans, Summit’s People Operations Strategist, and Chris Williams, former VP of HR at Microsoft and current leadership advisor, podcaster, and author, to discuss current HR trends in the marketplace, such as “quiet quitting,” and the effects of the COVID-19 pandemic.
September 2022
"I think any good controller of any company is going to tell you that you need to have some eyes on cash flow. And we all know how hard that is to do manually and how much work it takes. So, if you're doing that manually, you should look at the cash flow tool because it'll save you a ton of time. And the accuracy is a lot better than trying to plug in numbers and 'fat finger' in an extra nine or something that makes you think you're going to be out of money in a month. So that's a really important tool." - Jamie Nau
September 2022
Are you an introvert who has trouble networking and marketing your brand or business? In this episode, Jamie Nau, our host and Summit CPA's Director of Virtual CFO sits down with Adam Hale, Partner at Anders CPAs + Advisors, and Monica Parkin, author of "Overcoming Awkward, an Introvert's Guide to Networking, Marketing and Sales. " She is an International Speaker, the host of the "Juggling without Balls" podcast and Director of Community Engagement for Invis Pacific View Mortgages. Overcoming Awkward, is written to free introverts from the crippling social constraints that come with launching and growing their businesses and careers.
August 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, sit down with Vision Board Media's Founder & Owner, Donna Serdula, to talk about LinkedIn as a networking platform for professionals, its benefits for your personal brand and for your business. She will provide relevant tips and tricks you can follow to grow your account and to find success in this social media space.
August 2022
In the first quarter of 2020, we published an episode and talked all about client onboarding. We wondered what has changed at Summit CPA since and thought why not circle back on this topic to discover the lessons we've learned. Today, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO; Adam Hale, Partner at Anders CPAs + Advisors; Lydia Rapp, our Project Manager takes a step back to look at how far we've come in terms of onboarding clients and deep dive into the fundamentals of having a reliable process in place.
July 2022
How many times have you heard the cliché "change is inevitable"? Probably more than you can ever count, though quite overused it is a truth we cannot deny. A lot of things are changing around the world, within our organizations, and even in our personal lives, that's why learning how to deal with change is an important skill everyone should have. In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting sits down with Jody Grunden, Partner at Anders CPAs + Advisors, and Douglas Ferguson, President of Voltage Control. Voltage Control is a change agency that assists businesses in igniting, accelerating, and strengthening innovation. Douglas talks about managing change in an organization and shares his experience working with businesses that we all can learn from so we can thrive in a constantly changing environment.
June 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting sits down with Jody Grunden, Partner at Anders CPAs + Advisors, and Danielle Hendricks, Account Executive at Pixo to talk about what Pixo does, her experience coming from the business development industry moving to the tech industry, why communication, intrapersonal, and networking skills are helpful and transferrable to any industry. She will also share about Pixo's process of selling creative services and successful people practices.
June 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting sits down with Jody Grunden, Partner at Anders CPAs + Advisors our Virtual CFO, and James Enney to talk about the critical indicators that will tell you that your company needs a Virtual CFO. They will also touch on dynamic forecasting, the value that a Virtual CFO can bring to a business, and important things a business owner should know before they hire a Virtual CFO.
June 2022
An important skill business owners should have is foresight. As the owner, it is vital for you to always be on the lookout for external and internal forces that can impact your business. Being up to speed with the current trends in your industry is important to guide you in planning and decision-making, this will help you pivot quickly if necessary. In this episode, Jamie Nau, this show's host, and Summit CPA's Director for Accounting sits down with Jody Grunden, Partner at Anders, and Carl Smith, Owner of the Bureau of Digital to talk give us more insight into the latest trends for digital agencies, challenges they face, and what business owners should do to overcome all these.
May 2022
In this special episode, Jamie Nau our host and Director of Accounting interviews Jody Grunden our CEO and co-founder now Partner at Anders CPA + Advisors, and Dave Hartley Partner and Director + Advisory Services at Anders to discuss what the future looks like for Summit CPA, and the Accounting industry in general. They will talk about the recent Summit and Anders merger what changes have we made and are still doing, how we championed change within our teams, and how this will pave the way for innovation and bring more value to our clients.
May 2022
As the whole team checks in at Nashville today for Summit's All-Team Retreat, let's talk more about retreats! In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO, and Jody Grunden, our CEO and Co-founder is back with Lillian Hocevar our Travel Advisor to talk about how the travel industry has changed since 2020 and what impact it has to team retreats. We also compare the retreats we had planned from Wyoming in 2020 to Las Vegas in 2021 up to this year's Nashville retreat and discuss how everything was planned and organized for everyone to have a great experience.
April 2022
Have you heard the news? Last April 1, 2022, Summit CPA has officially joined Anders CPA + Advisors (Anders) with a vision to achieve their highest potential together. Anders is a Top 100 St. Louis-based CPA and advisory firm that has delivered full-service accounting, tax, audit and advisory services to growth-oriented companies, organizations and individuals for more than 55 years. In this special episode, Jamie Nau our Director of Accounting and host interviews Jody Grunden our CEO and co-founder and Robert Minkler Jr. Anders CPA + Advisors' Managing Partner to talk more about the merger and how it came to fruition.
March 2022
In this episode, Jody Grunden, our CEO and Co-founder sits down with our virtual CFO, Ashley Vaughn to talk about her experience attending the Bureau of Digital Owner's Camp and Owner's Summit. Jody and Ashley discusses the benefits and key takeaways from attending these events and how it can help us provide a better service to our clients.
March 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO and Jody Grunden, our CEO and Co-founder sits down with The Accidental Accountant®, Peter Margaritis to talk about how communicating effectively with clients is an integral part to maintain good relationships with clients. He will give us tips and tricks from years of experience so that we can communicate better with our clients in plain english.
March 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO; Jody Grunden, our CEO and Co-founder; Greg Wallis, our Virtual CFO discusses how important it is to run your business like you are ready to sell. They discuss different scenarios, tips and things you need to consider to run your business operations smoothly.
March 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO sits down with our COO and Co-founder, Adam Hale and the President of Precision Business Strategies, Larry D. West III to talk about a new platform called Clubhouse. We also talk about how Larry was able to narrow down on a niche and how understanding his audience helped in growing brand awareness and becoming a thought leader in this untapped social media platform.
March 2022
In this episode, Tom Wadelton, our host and Summit CPA Group's virtual CFO along with Dave Danic, our Director of Tax; sit down with Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals to talk about Employee Retention Credit (ERC). As a specialist in this area, Randy shares the nitty gritty of this credit and how your business can qualify.
March 2022
Stephen Pope, Founder of SGP Labs, joins us again to discuss best practices around marketing your firm. He’ll show you how to develop a simple marketing strategy to help you attract the clients you want to work with. You’ll learn how to capture the attention of your target audience and build trust with them using video, online marketing and social media. He’ll also cover how to repurpose your content so you can be more efficient with your time and efforts.
February 2022
At Summit CPA, we’re a proponent of creating and implementing effective marketing strategies to increase your client count and, ultimately, your bottom line. Our recommendation comes from firsthand experience, as we have seen a substantial amount of success in intentionally marketing specific services to a niche audience. With that said, marketing is a key component to attracting your target clientele to your firm, but developing an efficient and effective process to convert the leads you receive is just as important.
February 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO; Jody Grunden, our CEO and Co-founder; Courtney DeRonde, Managing Partner and Director of Business Development of TDT CPAs and Advisors, a boutique advisory and accounting firm for small businesses and nonprofit organizations. They help overwhelmed, successful leaders understand and maximize financial information so they can achieve better results and move their organization to the next level. TDT is awarded as a Forbes 2021 Best Accounting Firm. Today, we will discuss the similarities and differences of TDT CPAs and Advisors and Summit CPA Group. We will highlight the different strategies the firms use in helping their clients achieve success.
February 2022
Employees who are new to the work-from-home lifestyle may currently be dealing with some challenging aspects of the transition. Meanwhile, there are probably many company leaders who are unsure as to whether having their staff work remotely will help or hurt their business Having a distributed working model define our business operations means that all of our employees work from home, and we interact with our clients virtually.
February 2022
In this special episode, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO does a throwback to 2021 to discover the best performing podcasts from last year that will give us and idea of how 2022 will look like for us in this show. Sharing how we will use this information to navigate the upcoming podcasts that interest you. Also, in case you missed these top 10 episodes it's a chance for you to tune in and get yourself in the know.
February 2022
AuditMiner is an online B2B SaaS tool that streamlines the employee benefit plan audit. In today's episode, Kim Moore, Summit CPA's Director of Auditing will be our host together with Karen Hill, Summit CPA Group's 401(k) Senior Auditor to interview our guest Kelly Mann, Co-Founder of AuditMiner to discuss how this tool benefits CPA firms conducting 401(k) audits.
February 2022
In the first quarter of 2020, we published an episode and talked all about client onboarding. We wondered what has changed at Summit CPA since? And thought why not circle back on this topic to discover the lessons we've learned. Today, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO; Adam Hale, our COO and Co-founder; Lydia Rapp, our Project Manager takes a step back to look at how far we've come in terms of onboarding clients and deep dive into the fundamentals of having a reliable process in place.
February 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO sits down with our COO and Co-founder, Adam Hale and our People Operations Strategist, Josh Jeans to talk about a one of our core values - curiosity. We will discuss about the importance of curiosity in developing a team of constant learners and how it can impact hiring, employee productivity, and day-to-day operations.
February 2022
The Great Resignation has greatly impacted the hiring environment and presented employers with new challenges in 2022. Join Josh Jeans, People Operations Strategist at Summit CPA Group, in this webinar to learn how to handle these challenges. As we face what is now an “employee market” where potential employees have the advantage, Josh will explain why accounting firms must expand beyond the traditional ways of recruiting and why your interview process should include “soft recruiting”. You’ll learn how to round out the skill set of your team by hiring for culture and competence, seeking out critical thinkers, and the generational considerations to make when evaluating candidates.
January 2022
In this episode, we sit down with our host Tom Wadelton and Summit CPA Group's virtual CFO, our Director of Tax, Dave Danic, Jennifer Bolton and Maggie Crowley, Senior Tax Manager Consultant and Senior R&D Tax Credit Consultant respectively from Leyton to discuss about R&D Tax Credit and how Summit CPA Group partnered and with Leyton to assist and help serve our clients better in this aspect.
January 2022
Andrew Tucker from Practice Executive, one our Virtual CFO Playbook Course participants started his Virtual CFO practice from scratch and grew his clientele using the Summit CPA framework. In this episode, we sit down with our host and Director for Accounting/Virtual CFO, Jamie Nau and our CEO and Co-founder, Jody Grunden to discuss how he started, how we utilized his learnings and what challenges he faced and what helped him achieve his goals in a very short span of time.
January 2022
In this episode, we sit down with our virtual CFO and host Tom Wadelton and Dave Danic, our Director of Tax to discuss about the BackDoor Roth IRA. Discussing what it is all about, how it can help companies and their tax filing, and carefully outlining the implications when utilized.
January 2022
We've discussed SAS 136 very briefly in the past, but this audit season we share what this would mean for 401(k) plan sponsors and auditors. In this episode, our host and Summit CPA's Director of Accounting/Virtual CFO, Jamie Nau together with Kim Moore Summit CPA's Director of Auditing and 401(k) Senior Auditor, Karen Hill revisit and dive deeper into the new Statement on Audit Standards 136.
January 2022
In this special episode, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO does a throwback to 2021 to discover the best performing podcasts from last year that will give us and idea of how 2022 will look like for us in this show. Sharing how we will use this information to navigate the upcoming podcasts that interest you. Also, in case you missed these top 10 episodes it's a chance for you to tune in and get yourself in the know.
January 2022
Throughout the pandemic, employers have seen a sharp rise in employees leaving their positions. Therefore, it’s imperative that you, as a business leader, learn how to navigate these changes by updating your approach to hiring and retention to ensure that you attract and keep employees who will help you achieve your business goals.
January 2022
In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO sits down with our COO and Co-founder, Adam Hale and our People Operations Strategist, Josh Jeans to talk about a one of our core values - curiosity. We will discuss about the importance of curiosity in developing a team of constant learners and how it can impact hiring, employee productivity, and day-to-day operations.
January 2022
Want to shift your accounting practice away from compliance work and into advisory services? In this webinar, you will learn what it means to be an advisor, what profit-focused accounting means, and how to successfully deliver it to clients as a Virtual CFO. We will walk through how to get started with Virtual CFO service offerings and how to actually deliver the services. You will discover the strategies and techniques necessary to scale your firm and make it more profitable.
January 2022
Retirement planning can be a stress-inducing mystery for both plan participants and sponsors. For plan sponsors, a well-designed 401(k) plan can serve as an excellent incentive to both attract and retain top talent for the long term. Regardless of which side of the 401(k) plan you’re on (sponsor or individual participant), you can fine-tune your approach with a better understanding of how a 401(k) plan functions and the best way to maximize your retirement planning through the performance of your 401(k) plan account.
December 2021
Coming from different conferences around the state our host and Director of Accounting, Jamie Nau together with our founders, Jody Grunden and Adam Hale bring about a hot topic that's been making a lot of buzz in the industry. In this episode, they share what they learned and from experience and give sound advice for remote first companies. Highlighting three important foundations that make Summit CPA Group a successful remote workplace — People, Processes, and Tools.
December 2021
With "The Great Resignation" becoming a popular term in mainstream media, Summit CPA Group continues to find ways and initiatives to combat this global phenomenon. In our search, we stumbled upon the Managing Partner of Accord Group Belguim, Co-founder of Valpeo and Author of the book "Disruption@Work", Fabiaan Van Vrekhem, to talk about Organization Reinvention.
In this episode, we define Organization Reinvention and discuss what it takes to reinvent your company and how understanding this concept can help your company with hiring and people management.
December 2021
In this special holiday episode, our host and Summit CPA's Director of Accounting/Virtual CFO, Jamie Nau together with Kim Moore Summit CPA's Director of Auditing and 401(k) Senior Auditor, Karen Hill are coming just in time for the holidays - (whichever one you celebrate) with twelve (12) gifts for you! They give the popular "12 Days of Christmas" a creative spin by giving you twelve (12) things you should think about and prepare for your 401(k) plan going into 2022.
December 2021
As the work environment continues to evolve rapidly, it’s essential that you keep up with the times if you wish to cultivate and maintain a successful business bolstered by a top-notch staff. So how you can adapt? Here are 4 ways you can start building a successful flexible and engaged workplace.
December 2021
Coming from different conferences around the state our host and Director of Accounting, Jamie Nau together with our founders, Jody Grunden and Adam Hale bring about a hot topic that's been making a lot of buzz in the industry. In this episode, they share what they learned and from experience and give sound advice for remote first companies. Highlighting three important foundations that make Summit CPA Group a successful remote workplace — People, Processes, and Tools.
December 2021
Have you heard or read about the recently passed and proposed tax bills? In this podcast, we sit down with our host Tom Wadelton and Dave Danic, our Director of Tax to discuss about the new Infrastructure Law and the Build Back Better bill (BBB). Diving deeper into the facets it may impact taxes from the perspective of business owners and individuals.
December 2021
In this webinar, Lydia Rapp, Account and Project Manager at Summit CPA Group, will provide tools to build or refine an existing new client onboarding process. We’ll cover how to effectively educate your client and your team on critical information quickly, integrate communications, set and maintain project and relationship expectations, and how to adapt without scope creep.
November 2021
Today, we sit down with Jake Grimm, our Director for Technology and Martin Zych, CEO & Co-founder of Jirav to discover how cloud-based forecasting solutions like Jirav can help maximize your potential as a firm. Jirav's ultimate goal is to help companies realize their growth through solutions made accessible to companies of all sizes.
November 2021
With "The Great Resignation" becoming a popular term in mainstream media, Summit CPA Group continues to find ways and initiatives to combat this global phenomenon. In our search, we stumbled upon the Managing Partner of Accord Group Belguim, Co-founder of Valpeo and Author of the book "Disruption@Work", Fabiaan Van Vrekhem, to talk about Organization Reinvention.
In this episode, we define Organization Reinvention and discuss what it takes to reinvent your company and how understanding this concept can help your company with hiring and people management.
November 2021
A sequel to "The Great Resignation". We will be diving deeper into this global phenomenon, and sharing experiences and management strategies to help your firm retain talent. In this episode with Jody Grunden, Zach Montroy, our People, Team and Organizational Strategist and Josh Jeans our People Operations Strategist, we will address this phenomenon and discuss more about the employee retention and rewards.
November 2021
An effective, aligned team can make or break a business. Most of the time, business owners recognize this truth and understand the importance of a group of people coming together to work toward a common goal. What separates the average business owner from an extraordinary one is simple: a leadership team that values the importance of building community and culture around the company’s core vision will level up sooner than one that doesn’t.
November 2021
What is the global phenomenon called "The Great Resignation"? What is happening in the current labor force that is affecting companies in various industries? In this episode with Jody Grunden and our People Operations Strategist, Josh Jeans we will address this phenomenon and lay out practical steps a company can consider to take this employee retention and hiring challenge head-on.
November 2021
If you are the named plan trustee(s) or plan administrator(s) for your company’s 401(k) plan, you are a fiduciary to the plan and, therefore, responsible for anything that happens to it. Here are steps you can take as a plan fiduciary to avoid security breaches that can result in the theft of plan assets.
November 2021
What is the global phenomenon called "The Great Resignation"? What is happening in the current labor force that is affecting companies in various industries? In this episode with Jody Grunden and our People Operations Strategist, Josh Jeans we will address this phenomenon and lay out practical steps a company can consider to take this employee retention and hiring challenge head-on.
November 2021
Now more than ever, client accounting services (CAS) firms can play a strategic role in their clients’ business. While many firms look to scale their practices to provide higher value advisory services such as controllership and CFO services, many factors including a clear roadmap, productization, lack of time, resources, skill set, and technology preclude them from doing so. In this webinar, we discuss practical steps on how to launch a successful financial planning and analysis service within your CAS practice using Gartner’s Financial Analytics Maturity Model (descriptive, diagnostic, predictive, and prescriptive analytics) as a framework for moving up the advisory value chain.
November 2021
Jacob Oberlander, founder of Oberlander & Co. invested in his business by taking our online course, The Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience. Read about the lessons Jacob learned that have shaped his approach to offering advisory services to potential and current clients.
November 2021
Octavia Conner, founder of Say Yes to Profits invested in her business by taking our online course, The Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience. Read about the lessons Octavia learned during her time taking the course that continue to be instrumental to her firm’s success.
October 2021
Last week Summit CPA Group spent a great time together in Las Vegas for their All Team Retreat experience, and now it seems just about right to discuss an important item that many CPAs and CPA firm owners ask..."Can I deduct this?". In this podcast, we sit down with our host Tom Wadelton and Dave Danic, our Director of Tax to discuss about meals and entertainment deductions.
October 2021
Instead of charging by the hour or by project, why not charge based on value? In this episode we sit down with Adam Hale, Jody Grunden and Geraldine Carter, founder of She Thinks Big Coaching to discuss how CPA firms and CPAs can use their existing skills and expertise to provide valuable services at a premium rate and how this approach will help them earn more money while building their brand and business.
October 2021
Today, we sit down with Jake Grimm, our Director for Technology and Martin Zych, CEO & Co-founder of Jirav to discover how cloud-based forecasting solutions like Jirav can help maximize your potential as a firm. Jirav's ultimate goal is to help companies realize their growth through solutions made accessible to companies of all sizes.
October 2021
Think TikTok is just for teenagers and all about dancing? Think again. Professionals (even accountants) are using TikTok to increase their leads and grow their businesses. In this panel-style you will lear about the benefits of TikTok as a legitimate marketing platform for your firm, how to find your own style and plan out your video content, and gain an understanding of tactical strategies for growing your following on TikTok and, ultimately, your business leads.
October 2021
In this episode, Jamie Nau sits down with Kimberly Moore to talk about a timely issue since it is close to the time for open enrollment and annual enrollment for employees. We will share strategies old and new that can influence your employees enroll into your 401(k) Plan while highlighting the importance of communication in bridging the gap between the company and its employees to discuss about 401(k) Plans.
October 2021
In this episode we sit down with Adam Hale, Jody Grunden and Geraldine Carter, founder of She Thinks Big Coaching to learn about the intriguing story behind Geraldine's discovery and to deep dive into how changing your mindset, using simple solutions and implement these new strategies can help your firm scale.
October 2021
As more companies transition to a permanent remote work model, many accounting business leaders and employees wonder what they can do to make their work from home experience positive and productive. As your team begins working from home on a full-time basis, here are a few helpful suggestions regarding selecting and using technology that will enhance your remote work experience.
September 2021
A sequel to "The Great Resignation". We will be diving deeper into this global phenomenon, and sharing experiences and management strategies to help your firm retain talent. In this episode with Jody Grunden, Zach Montroy, our People, Team and Organizational Strategist and Josh Jeans our People Operations Strategist, we will address this phenomenon and discuss more about the employee retention and rewards.
September 2021
In this episode we are sitting down with Jody Grunden and Carl Smith, owner of the Bureau of Digital to talk about a constantly growing and evolving trend in building your audience - community management. Digging deeper into how the Bureau of Digital started their community, what you need to know if you're interested to build, grow, and manage a highly engaged community.
September 2021
Production metrics are an excellent way to look at the overall operations of your creative agency. They can help you identify where there’s room for improvement. These metrics also help you pinpoint exactly where you should be looking within your operations so that you can identify and execute solutions accordingly. By consistently evaluating your operations through these metrics, you can also track your progress as your agency and ensure that you remain on track toward achieving your goals.
September 2021
What is the global phenomenon called "The Great Resignation"? What is happening in the current labor force that is affecting companies in various industries? In this episode with Jody Grunden and our People Operations Strategist, Josh Jeans we will address this phenomenon and lay out practical steps a company can consider to take this employee retention and hiring challenge head-on.
September 2021
As the world continues to adapt to life during a global pandemic, many businesses have shifted to offering products and services online. Virtual CFO services thread together client accounting, advisory work, and virtual engagement. It contains an advisory component that allows you to provide the client with advice that they can use to remain sustainable and grow their business.While offering Virtual CFO services is a decision that will ultimately reap a CPA firm’s business, we must recognize the hesitancy around pulling the trigger.
September 2021
Are you spending money in marketing but aren't seeing the results you are expecting? In this episode we sit down with Adam Hale and Stephen Pope, CEO/Founder of SGPLabs to talk about content creation, video marketing and new marketing channel that work.
September 2021
It is no secret that employees are happier and more productive when they are in control of their schedules. Some people work better early in the morning; some later in the day. People with school-aged children might need to run out in the afternoon to pick up the kids from school. Some people like to work out in the middle of the workday. All of these things are important for employees to be fully present when they are working.
September 2021
Unlike any other audit, 401(k) Plan audits are their own unique specialization that are very technical, and the rules that govern them are always changing. As a 401(k) Plan Administrator you need to make sure you're staying compliant with the current regulations and that you get the value of what you pay for according to your business needs.
September 2021
Have you ever felt out of your element when it comes to marketing your firm? Are you unsure where to focus your marketing efforts? Marketing doesn’t have to be overwhelming. In this webinar Kelly Schuknecht, Director of Marketing at Summit CPA Group, teaches you how to develop a simple marketing plan with practical actionable steps any accountant can take to market their firm to success.
September 2021
Instead of charging by the hour or by project, why not charge based on value? In this episode we sit down with Summit's founders Adam Hale and Jody Grunden, and Geraldine Carter, founder of She Thinks Big Coaching to discuss how digital agencies can use their existing skills and expertise to provide valuable services for small businesses at a premium rate and how this approach will help them earn more money while building their brand and business.
September 2021
As a service-based company, meetings are an integral part of doing business. This fact is especially true when you consider that the client has all the answers that you, the service provider, needs to move forward with your work. Throughout the years at Summit CPA, we have tried many different approaches to client meetings and have narrowed down a few ways in which to prepare for them adequately. Here are a few best practices to keep mind when preparing for your next client meeting.
August 2021
Are you a thought leader? Or do you aspire to be one in your chosen field, but don't know where to start? In this episode we sit down with Adam Hale and Bill Sherman, COO and Thought Leadership Practice Lead of Thought Leadership Leverage to talk about how thought leadership gives an organization a competitive advantage and the important steps you need to take to become one.
August 2021
Since the launch of Summit CPA in 2002, we have experimented with different billing models to help generate sustainable sources of income. We eventually landed on developing recurring revenue streams to increase our firm’s financial stability. Here are a few reasons why you should consider creating or investing more in the development of recurring revenue streams as you continue to grow your business.
August 2021
There are many ways to bill clients. But predictability is the key to developing and maintaining recurring revenue streams. As long as your clients know when they're going to be charged and how much they'll end up paying, you can develop a billing method that generates income and won't adversely affect your client retention rate. Businesses can take advantage of the recurring revenue model in many ways.
August 2021
Are you a thought leader? Or do you aspire to be one in your chosen field, but don't know where to start? In this episode we sit down with Adam Hale and Bill Sherman, COO and Thought Leadership Practice Lead of Thought Leadership Leverage to talk about how thought leadership gives an organization a competitive advantage and the important steps you need to take to become one.
August 2021
In part 2, we are recording live from Las Vegas at the CFO Retreat. In this episode we deep dive about the importance of team retreats, costs and benefits, and why you should start organizing team retreats for your company as well.
August 2021
Knowing the right questions to ask can make a really big difference for you when you are looking for a 401(k) Audit service provider. In this episode, Jamie Nau sits down with Kim Moore and Karen Hill to discuss all you need to know and consider when selecting your 401(k) provider.
August 2021
In this episode we are sitting down with Jody Grunden and Carl Smith, owner of the Bureau of Digital to talk about a constantly growing and evolving trend in building your audience - community management. Digging deeper into how the Bureau of Digital started their community, what you need to know if you're interested to build, grow, and manage a highly engaged community.
August 2021
Improving your utilization and average bill rates begins with effective forecasting. Therefore, you should consistently review any differences between your initial forecast and your current rates, then make modifications based on your findings. We also recommend keeping in mind that evaluating these rates should be an educational experience, as they will provide you with a deeper understanding of how your team is currently functioning. These insights can help you make the necessary changes that will allow your business to run more efficiently, thereby increasing your profitability.
July 2021
If there's one thing everybody looks forward to in a remote company, it's definitely the company retreat. An event where everyone is able to enjoy, hang out and talk about work, life, and random things in-person and not through virtual meeting rooms. These events are important for our company's culture and we know how such can ultimately contribute to a high-performing virtual team. In this episode, we sit down with Jody Grunden, Zach Montroy, and Lillian Hocevar our team members who made such an unforgettable company retreat possible.
July 2021
Production metrics are an excellent way to look at the overall operations of your creative agency. They can help you identify where there’s room for improvement. These metrics also help you pinpoint exactly where you should be looking within your operations so that you can identify and execute solutions accordingly. By consistently evaluating your operations through these metrics, you can also track your progress as your agency and ensure that you remain on track toward achieving your goals.
June 2022
Since 2002, Summit CPA Group has changed the way people think about the accounting industry. Through Virtual CFO services like cash flow management, business tax planning, and financial forecasting, we help our clients maximize profits, minimize taxes, increase cash flow, and build business and personal wealth. Our Virtual CFO services are far different than traditional CPA services. At Summit CPA, we act as a consultant, coach, and advisor to each of our clients using profit-focused accounting techniques. Often, when we onboard a new client, they have never had a forecast or cash flow management strategy. Summit CPA helps them see where they could be in 1, 2, or 3 years and break down their sizeable goals into small steps. We provide business owners with a path, so they can achieve their goals. With a technology-backed offering and a remote-first team, we have experience in a variety of industries throughout North America. To learn more about us, visit http://www.summitcpa.net
July 2021
Live from our VCFO retreat in Las Vegas, we sit down with Jody Grunden, Adam Hale, Zach Montroy, and Lillian Hocevar our team members who make our unforgettable company retreats possible.
July 2021
The SECURE Act, which was just passed in December 2019 and is now law, has some great benefits for companies that are looking to become 401(k) plan providers. More specifically, the law seeks to help out smaller companies that could not offer 401(k) plans to eligible participants due to the costs associated with being a plan provider.
One of the provisions in the Act addresses this issue by allowing companies to come together to share the cost burden of providing 401(k) plans to eligible employees. Read to learn more about the ways in which you can become a part of a shared 401(k) plan.
July 2021
Today, we sit down with Adam Hale and Andrew Hunzicker, Founder and partner of Dope CFO. He is a Subject Matter Expert for the AICPA on Cannabis Accounting. In this episode, we sit down to learn more about the Cannabis Industry, what we need to know and understanding the opportunity available for CPA Firms.
July 2021
If there's one thing everybody looks forward to in a remote company, it's definitely the company retreat. An event where everyone is able to enjoy, hang out and talk about work, life, and random things in-person, not through virtual meeting rooms. These events are important for our company's culture and we know how such can ultimately contribute to a high-performing virtual team. In this episode, we sit down with Jody Grunden, Zach Montroy, and Lillian Hocevar our team members who made such an unforgettable company retreat possible.
July 2021
We're taking a little breather from the heavy topics such as cyber security and legal implications. In this episode we are sitting down with our Director of Auditing Kim Moore, and with Chasity Price and Lauren Van Wyngarden, 401K Audit team members, to talk about their experience working and interning at Summit CPA Group.
July 2021
In light of the pandemic, cash flow is at the forefront of many business owners' minds. Fortunately, companies that elect to hire a firm to manage their cash flow often find that they experience better cash flow visibility and, therefore, have less anxiety around their company's financial health. As a distributed accounting firm, we believe the following steps can help grow your CPA firm by bringing on clients looking for cash flow management services specifically:
July 2021
In today’s episode we are joined by our CEO and Co-founder, Jody Grunden and our Director of Tax, Dave Danic to talk about the tax lessons we learned this season. Although, there is always something to learn every tax season, this year was especially impactful. We will be having an in-depth discussion about challenges the team faced internally and solutions that helped overcome them.
June 2021
We are joined by Jody Grunden and one of our clients, Tiffany Farriss of Palantir. Today we will talk about the challenges Palantir has faced and diving deep into this to understand how they reshaped the company by recognizing their problem and creating solutions to address it. In line with that, Tiffany shares how having a virtual CFO has impacted the growth of her business.
June 2021
As technology continues to evolve, businesses should make cyber security a priority. Our tools and processes become smarter as technology improves but so does the attempts of hackers. This poses a big threat to the sensitive information that businesses currently have in their possession. Today, Jamie Nau sits down with Kim Moore for a deep dive about cyber security, and the ways in which 401k plan administrators can protect their clients from cyber threats.
June 2021
In today’s episode we are again joined by Jody Grunden and David Jenyns, author of SYSTEMology to continue our discussion about processes and systems and its importance in the success and growth of a business. Here in Part 2 we will have a deep dive about how his book helps business owners create time, reduce errors, and scale profits.
June 2021
The key to executing a successful sales and marketing process includes identifying who your target customer is. By identifying your desired clientele, you’re then able to create an effective marketing strategy. While these steps may seem very “Marketing 101”, at Summit CPA, we’ve come to fully realize the value in taking the sales and marketing process a step further by identifying our niche as a firm. This step means that we cater to companies operating within a specific industry.
June 2021
We are joined by Jody Grunden and Dev Basu of Powered by Search to talk about important steps a company needs to take to develop a growth marketing strategy. Diving deep into the fastest way to quickly grow your business through marketing strategies focusing on your audience and pricing.
June 2021
During a team retreat, you have the opportunity to build and strengthen interpersonal relationships, which ultimately bolsters your working relationships and facilitates company growth. With that in mind, here are a few suggestions on how to plan and host the next retreat for your staff that is both productive and memorable.
May 2021
In today’s episode we are joined by Jody Grunden and David Jenyns, author of SYSTEMology to discuss why processes and systems play an important role in the success and growth of a business. We will learn more about what David does and how his book helps business owners create time, reduce errors, and scale profits.
May 2021
The 2020 recession was difficult for everyone. We lament the tragic loss of life and loss of livelihoods created by the global pandemic. You and your business have survived up to this point. Although we’re heading into 2021 with some glimmer of a better economy, we’re not out of the woods quite yet. Analyze your financial operation and shore up any weak spots to reduce your risks.
May 2021
We are joined by Jody Grunden and one of our clients, Tiffany Farriss of Palantir. Today we will talk about the challenges Palantir has faced and diving deep into this to understand how they reshaped the company by recognizing their problem and creating solutions to address it. In line with that, Tiffany shares how having a virtual CFO has impacted the growth of her business.
May 2021
Establishing and maintaining an effective remote working strategy requires just that: strategy. If you go in blind, expect to have trouble. Conversely, if you create a plan for your technology and working environments, you’ll start wondering why you didn’t adopt remote work sooner.
May 2021
At Summit CPA, we’ve found Jetpack Workflow to be an incredible workflow software resource when it comes to documenting the process for the marketing team within our Virtual CFO Firm. For us, Jetpack Workflow has helped tremendously in keeping our marketing team aligned and working seamlessly together.
May 2021
Today, we sit down with Adam Hale and Octavia Conner, Founder and Virtual CFO at Say Yes To Profits to get to know her and her business better. Talking about what inspired her and what changes she made to build and scale her business.
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