The Modern CPA Success Show

“We're not talking about the forecasting meeting. We're talking about an annual planning meeting where we hit the brakes and see what last year looked like. Then we evaluate what the current year-to-date looks like and realign on big-picture goals as needed”– Adam Hale   The finer details of this episode: Starting a conversation with clients about annual planning and the benefit of using...

“Big data is a thing right now. Everybody has tons of data, but it's not really useful information. I know for us and our clients and accountants everywhere, we've become storytellers. There's a lot of cool reports that we want to have for ourselves in order to understand and tell the story, but we've got to be able to push that information out and get it to the users. ”– Adam...

Episode Notes “Long before COVID, people were feeling frustrated, particularly younger people who were feeling like the market was leaving them behind. Then, along came COVID, which completely shook the entire job market. And it sent people home to sit on their couch and think about themselves and what they're doing. The pandemic shook the market and caused there to be some realization on the...

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 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 t...

"I'm just authentic me. When I meet people, I don't talk about me and what I can do for you and what I do for a living. Ask questions about other people, like: Why are you here? What made you wanna do this business? What can you offer? Who can I connect you to? It's adding value to other people. And one thing I've figured out is people notice people who notice them. Simple...

"I think a lot of it has to be started through exploration because if we don't start with a mindset around exploration and learning...If we're just changing for the sake of changing, then we really, we're not coming from an informed perspective." - Douglas Ferguson The finer details of this episode : The mindset and behavior that is essential to change management in an org...

"I think CPE is also one of those things that's kind of stagnated in our profession. Going to webinars, going to in-person seminars... it's just old-fashioned, it's inconvenient. People do things on their phones now. So why can't we learn on our phones on demand, wherever we are, whenever we want." - Blake Oliver    The finer details of this episode : What is the futu...

"I think the heart of it is (that) there's a lot of value in automation so that you can provide value-added and not have to deal with typing in sales entries everyday or the minutiae that comes with this" - Bo Davis   The finer details of this episode : What does MarginEdge do?  How does a robust back-office technology support the restaurant's success? How do insights and repor...

"I want to build a certain culture. I wanna make sure that everyone is on board with our values from the very beginning. So even in the interview process, we talk about our values and make sure that the questions we're asking will enable people to answer based on their values. And then, just how they interact with us throughout the interview process can say a lot too" - Serena Shoup...

"I always go in with a little skepticism just because there's a lot of tools out there and they can be great, or they can flop and not really do much. But, I did see some value in the Autoreview demo that they gave us. It definitely had features that you can't get just out of QuickBooks and it is in an easy-to-read self-organizing format" - Alyssa Colf   The finer details of th...

"The quality of the people (and), the quality of the technology has just made my ability to step in and be successful a whole lot easier." - Greg Wallis   The finer details of this episode : What is it like shifting to a virtual CFO role? How did Greg's experience help him adjust? What do you need to consider and think about before going virtual or moving to a 100% remote firm? Tips...

"It's very important to look at all these tax-saving opportunities." - Randy Crabtree   The finer details of this episode : What are the different credits and incentives available to business owners? What should accountants take into consideration when giving their clients advice? What should you know about the R&D and Employee Retention Credit?   Episode resources Summit CPA we...

"From my perspective, when I look at what businesses need today, I think it's absolutely positioned for massive growth." - Dave Hartley   The finer details of this episode : What does the future look like for Summit after the merger with Anders? What does the firm of the future look like? What value will the merger bring to our clients?   Episode resources Summit CPA website - www.s...

"When you showcase your best, you attract the best." - Donna Serdula. The finer details of this episode : Why is LinkedIn an essential tool to grow your network? Practical tips build your brand on LinkedIn. Understanding your purpose on LinkedIn and using your purpose to achieve success.    Episode resources Summit CPA website - www.summitcpa.net Email us with questions  at cpa @summitcp...

" Just because things are going well doesn't mean they can't be better. So that's what we try to live by. " - Robert Minkler Jr.  The finer details of this episode : The merger story of Summit CPA and Anders How the merger benefits both Summit CPA and Anders What stakeholders should expect with the merger Episode resources Summit CPA website - www.summitcpa.net Email us wi...

"We have to realize that we speak this technical language riddled with acronyms, that when our audience isn't like us, we need to find a way to translate it into plain English. So there's understanding." - Peter Margaritis  The finer details of this episode : How to connect and become relatable when discussing technical terms with clients Tips and tricks to remember when commun...

"Honestly, the way we've structured our kickoff call week. 80% of the kickoff call, just letting the CFO and the client kind of start to have those conversations, which is huge. We listen and we hear the things that are most important to them." - Lydia Rapp   The finer details of this episode : What are we doing now that we haven't done before? Why you should have a client onbo...

"Do it. Don't hesitate. Just jump into it." - Larry D. West III   The finer details of this episode : What is Clubhouse?  How Larry D. West III used this platform and created opportunities for his business How to get started How Clubhouse can help you add value as a thought leader for your audience Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cp...

"As a CPA firm, we're big into numbers, we're big into data. And, we do look at this data to try to determine what our future topics are going to be and how to make sure that our podcasts are hitting the audience." - Jamie Nau The finer details of this episode : What are the top performing podcasts episodes on the Modern CPA Success Show in 2021? What three topics drive more po...

"The end of curiosity is that understanding and it's engagement. And if we get to that and then we're going to increase our quality of interactions with our internal stakeholders and with our teammates, we're going to increase the quality of the service we provide to our clients because we are fully engaged. We are better understanding who, who they are and what they want.&quot...

"Back in November I was able to unveil practice executive, which is really something I created almost entirely from scratch based on the Summit Model and what I've been able to experience from you guys over the last few months." - Andrew Tucker The finer details of this episode : Practice Executive LLC and how Andrew Tucker started his practice How he applied what he learned from th...

"Just do it. It's one of those things that if you think about it and you try and make it perfect it never will be. No one working in the office will ever be perfect. So (it's always) come out of your comfort zone and step into the risky area and go remote. You just have to do it." - Jody Grunden   The finer details of this episode : What to consider and what to prepare for befo...

"Today, it's about rethinking your business model to adjust to new societal needs because society has evolved, science has evolved, what makes sense and what doesn't make sense in society has evolved and will further evolve." - Fabiaan van Vrekhem   The finer details of this episode : Definition of Organization Reinvention What approach you need to take when reinventing your or...

"This is another really great thing about using an online platform like this -  you could have a support person who has never seen your model be able to figure out what's going on in like five or 10 minutes versus like taking all afternoon to figure it out in an Excel." - Martin Zych   The finer details of this episode : What is Jirav? How does Jirav help Summit CPA serve our client...

"You have got to understand everyone on your team's unique ability and best and highest contribution and put that to work. Create a place where they can make a meaningful contribution given their motivations and their unique abilities." - Zach Montroy The finer details of this episode : What to consider if you want to keep your people Understanding the needs and motivations of peopl...