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Looking for a finance expert to interview on your podcast or speak at your upcoming event?


Our team can be available by web conference or travel to your event.

We often speak to owners of digital agencies on topics such as financial and non-financial metrics, forecasting, cash flow management, and strategic planning.

We also speak at national conferences and state CPA societies on topics such as the CFO of the future, how to successfully provide Virtual CFO services, how to run a distributed firm, etc.

Jody Grunden & Adam Hale speaking

 

 


 

Speakers Bios


About Jody Grunden, CPA


Jody Grunden Summit CPA Group

Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.

Together with his partner Adam Hale, Jody co-founded Summit CPA Group (Summit) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. Summit, now a division of Anders, was the first fully distributed firm and the leading provider of Virtual CFO Services in North America. With this merger, Summit brings to Anders many benefits which will help continue Jody’s vision of changing the way people think about accounting, including strengthening the now “hybrid” work environment, building out the advisory side of Anders with a Virtual CFO service model, and implementing weekly subscription billing. His specialties include Virtual CFO Services, Creative Agencies, & Remote Team Management.

Jody is part of many professional organizations including: American Institute of Certified Public Accountants (AICPA), Indiana CPA Society, Member of the Forbes Finance Council, Member of the Bureau of Digital, Member of the Society of Digital Agencies (SoDA), and Member of Running Remote. Jody has also been recognized for his expertise through being awarded as a 2017 Indiana CPA Society Innovation Award winner, CPA.com’s 2017 Innovative Practitioner of the Year finalist, and CPA.com’s 2020 Top Innovative Practitioner of the Year winner. Community leadership is also important to Jody. He participates in several leadership roles including:

  • American Institute of Certified Public Accountants (AICPA)
    • DCPA Advisory Board, 2022 Chair
    • Founding Member of Fixing Busy Season Think Tank
    • AICPA Tax Profession Ways of Working (WOW) Task Force
  • Indiana CPA Society
    • Board of Directors
    • Innovation Council
  • Coach for numerous youth sports teams

 

 

About Adam Hale, CPA


Adam Hale Summit CPA Group

Together with his partner Jody Grunden, Adam co-founded Summit CPA Group (Summit) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. As a Partner at Anders, Adam now supervises the VCFO division and proactively works to build out the advisory side of Anders with a Virtual CFO service model.

 

Adam leverages 20+ years of experience in the public accounting sector to coach his team and other accounting firm owners around how to successfully sell and deliver Virtual CFO services. He takes a leading role in the ideation and development of CPA training courses, including Summit’s Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience.

 

Adam specializes in Virtual CFO Services, Creative Agencies, and Remote Team Management. Adam is also a member a several professional organizations including the American Institute of Certified Public Accountants (AICPA), Indiana CPA Society, Member of the Bureau of Digital, and Member of the Society of Digital Agencies (SoDA). Furthermore, Adam is a member of both PlanGuru’s Board of Directors and Mizpah Shrine. In 2017, he was awarded as a winner of the Indiana CPA Society Innovation Award.

 

 

About Jamie Nau, CPA


Jamie Nau Summit CPA Group

A consummate accounting professional, Jamie is the Director of Accounting and a VCFO at Summit CPA.

Prior to joining Summit, Jamie worked with middle-market and large companies, both as an auditor and as a corporate accountant. During this time, he experienced firsthand the central role of financial numbers in these companies’ executive-level decision-making processes.


Since joining Summit, he has been dedicated to making sure the clients he works with have similar information and tools to enable them to make the best decisions for their businesses. Jamie especially enjoys the challenge of transforming difficult financial concepts into easily-understood material that everyone can understand.

 

 

 

 

 


 

Some of the topics we can cover include:


Running a Distributed Accounting Firm

The 4 Most Important Financial Metrics for Growing Your Business
Becoming a Virtual CFO Service Provider
Using Industry Metrics to Help Grow Your Business
The Hidden Costs of Running a Distributed Company

 


 

Sample Presentation Summary


Financial Metrics: Get a Grip, Grow Your Business & Improve Profitability


We’ll teach you the importance of diving deep into the financial side of your business.

  • How much cash should you have in the bank?  Determine how much money your company should always have in the bank.
  • What is forecasting and why do you need to do it?  What are the key metrics driving that forecast? Learn why you should use a forecast as a guide for every business decision you make -- i.e. expansion, acquisition, buyout, retirement.
  • What if you could pull a lever to improve your company’s performance? You can! Discovering how to use those metrics as levers to lead your company to higher profitability.
  • How do you determine and measure your pipeline? Your pipeline metric (what you currently have under contract and what you have “in the works”) should not be forgotten as it can have a drastic impact on your revenue on forecasting.

In addition, you’ll learn how and where to compare your metrics with those of others in the industry. Discover where you fall short and where your company has the most room for improvement.

 


 

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