The Modern CPA Success Show

"We're seeing it all across different disciplines, all different types of employment and what we're finding is that people are quitting - and that really started from probably I'd say January and still continuing on through today - where they're quitting for all kinds of reasons" - Jody Grunden The finer details of this episode  What is "The Great Resignation&quo...

"In order to get at value for your clients, it's helpful to think of the three questions that you can. Why now, why me and why this way. " - Geraldine Carter The finer details of this episode  What is Value-Based Pricing? Why digital agencies should consider Value-Based Pricing What questions to ask when pricing your services according to value Episode resources Summit CPA website -...

"When I look at the accounting profession, same thing, super well-educated well-trained putting in lots of years licensed, and all that. Do they suffer sometimes from the same kind of, let's just say blinders, because they're so well-trained and thinking that the solution has to be complicated and nobody else could possibly come up with it that they walked right past easy solutions....

“Make it easy for them to say yes and dont make it anything about making money. Make it about making connections and launching the ship in a direction with the right people where everybody understands that this is about getting better together.” - Carl Smith   The finer details of this episode  What does Bureau of Digital do? How did they start this community? How to manage members of the communit...

“The thing is, you kind of have to find your groove there. It doesn't happen just overnight.” - Stephen Pope   The finer details of this episode  Which marketing channel should you consider for your firm?  Understanding your audience and making sure you have a clear message The concept of virality and creating content that resonates  All about TikTok and the impact of social media and video m...

“In terms of passionate, absolutely essential as there's a rule in the practice of thought leadership, that your audience will never be more interested in your topic than you. So you have to choose something that you're going to be excited to talk about for the next five or 10 years.” -  - Bill Sherman   The finer details of this episode  What is thought leadership? What questions should...

"I think being in my role one of the things I've seen is the fact that we haven't had this conference for a full year. I think it definitely affects the morale" - Jamie Nau The finer details of this episode  Difference between Director and CFO retreat and why it's important to have both Purpose and benefits of team retreats Process of organizing team retreats Impact of tea...

"I really think what Summit has created, and Jody and Adam have created together is something unique; and also is something that should be looked at by other companies and replicated with how they treat their employees and creating that connection in a very remote working environment" - Lillian Hocevar The finer details of this episode  Postmortem discussion of the Director's Retrea...

"The House today introduced a bill to fully decriminalize Cannabis. So, we're moving quickly both state front and federally and we actually saw this with CBD and Hemp legalize completely in 2018. So, there's a decent chance Cannabis will go down this path as well.” - Andrew Hunzicker   The finer details of this episode  Who and what does Andrew Hunzicker of Dope CFO do? Cannabis Ind...

“Building a team that is eager to dive into some of these multi-state tax issues is one of our lessons”- Dave Danic   The finer details of this episode  How Summit CPA Group Tax Department is set up Shifts that Summit CPA Group made internally the past two years under the Tax Department What a does a Tax Manager do? What changes did Summit CPA Group do when managing clients   Episode resources Sum...

“We were built to a certain kind of project, that they weren't looking from us anymore. We had to really reshape the firm and it was a really painful moment. So we really had to learn and step back.” - Tiffany Farriss   The finer details of this episode  Growth as an outcome of success not as a metric The challenges that influenced the changes for Palantir How long does it take to create a 36...

“That's what systems do. They enable you to solve problems once, and then the business over can move over to the next problem which should be a higher level” - David Jenyns   The finer details of this episode  The need for a Business Systems Champion in your organization How systems shape business cultures The impact and change systems bring to a business Getting your teams onboard with chang...

“All the business owners that I chat with, every single one of them, I don't think we'd ever had a discussion where we haven't come to the conclusion that business systems are important.” - David Jenyns The finer details of this episode  Why business systems are important How SYSTEMology is different from process improvement practices What business owners should do to get started Ke...

"In order to generate profit the correct way you need to have cash flow in your business...So one of the ways that we help our business owners is that we tell them 'The ultimate goal is for you to say yes to profits.'” - Octavia Conner   The finer details of this episode  Say Yes To Profit and Octavia's amazing backstory  How she defined what needed to be done to scale her busi...

"The one word that every major employer, or every major business, or governmental entity is using right now is agility. They started using that in 2017, 2018, 2019, they started using the word but they weren't taking action and that's the big difference” - Frank Cottle   The finer details of this episode  Deep dive into the difference of the workforce through the years What the new...

"I feel like we're colleagues, so you know it's like a real firm and we work together and they help us a lot besides actually taking the course that has helped us a lot in setting the framework."- Jacob Oberlander The finer details of this episode  How the VCFO Playbook Course influenced Oberlander & Co. Highlighting the practices that Oberlander & Co. adopted  Importan...

"In our industry, we're always looking at what can save time and what's not going to break down all the time” - Jody Grunden The finer details of this episode  Understanding your company's needs to find the right solution for you How to choose the best vendor for your company Things to consider before  saying "yes" to a vendor How Summit CPA Group weeds out all propos...

"I think the future of accounting is automation and advisory services." - David Bergstein   The finer details of this episode  Understanding the importance of automation and innovation Process of choosing the best platforms to automate processes Why moving to the cloud is the way forward for CPA firms How to add value through  advisory Episode resources Summit CPA website - www.summitcpa...

Quote "You have an opportunity to digitally transform your clients' life." - Pete Potsos   The finer details of this episode  What is Bill.com? How Bill.com  helped Summit CPA revolutionize their processes Features  can help you and your clients How you can improve your own practice using the Bill.com platform   Episode resources Summit CPA website - www.summitcpa.net Email us with...

Quote “If you want to be a big business that continues to grow with some scale, then you need to learn how to use these.” - Stephen Pope The finer details of this episode  How video helps you connect to your audience Why it's important to incorporate a video marketing strategy into your social media and other marketing efforts in general How to be comfortable in video Tips on getting your ver...

Quote “One of the partners there was sharing that their firm no longer has an overdraft thanks to using our payment plans” - Bruce Coombes   The finer details of this episode  What is QuickFee What are the three payment solutions offered by QuickFee Advantages of using QuickFee How it helped firms collect payments faster How QuickFee can help enhance your relationship with your client   Episode re...

Quote “If we write about what people are talking about, then people are going to talk about what we write about.” - Rick Telberg The finer details of this episode  How Rick curated his content for CPA Trendlines Trends in the Virtual CFO space What could potentially hold CPA firms back from going virtual Why you should seriously consider offering VCFO work considering the current landscape What ty...

Quote “Let’s build the plan and plug the engineers into the plan instead of the other way around.” - Casey Cobb    The finer details of this episode  How the beginning of this client relationship changed the way we pitched Casey’s amazing backstory and how a virtual CFO was able to help him through challenging times The 80/20 rule, Parkinson's Law, and how Casey implemented them into his busi...

Quote “A lot of meetings are ruled by too many subjective opinions and egos, so it’s important to bring in actual objective measures of progress.” - Tom Barrett   The finer details of this episode  Where Summit CPA has been and where we are going with our meetings What makes a good meeting Why people hate meetings so much How to prevent team members from being distracted during meetings Healthy co...

Quote “Taking this time and investment in your team will show dividends in the future.” - Zach   The finer details of this episode  How to choose the right venues, restaurants, and activities for the group  Tips for structuring the content of your company retreat  Balancing team-building and business development activities  Choosing the right location for your retreat  The importance of working wi...