Summit Virtual CFO by Anders

The Modern CPA Success Show

Business EN ↓ 154 episodes

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekl...

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Summit Virtual CFO by Anders

Episodes

Why hiring is SO important 11.12.2019 26:53

“We’re not just looking to hire someone with an accounting degree. Customer interaction is very important to us. ” - Zach Montroy The finer details of this episode The Summit CPA hiring process. Are passionate people driving HR? Culture, values, and EQi. The tough questions Summit asks in the interview process. How Summit CPA’s leadership team is involved in the process. Episode resources Summit...

Becoming the firm of the future 28.11.2019 27:32

“They don’t feel like they have to guess while they grow. There’s a concrete plan.” - Jake Grimm The finer details of this episode Why Adam thinks Summit is the firm of today. What Summit CPA is doing with tech to be efficient. How to save 30 minutes a week per client The keys to evaluating tech tools. The Summit CPA tech stack. The power of forecasting. Episode resources Summit CPA website - www....

How we built our team using a distributed model 19.11.2019 26:32

“If they’re not willing to get on camera, then they likely won’t be a good prospect.” - Jody Grunden The finer details of this episode What is a distributed model and terms used to describe it. How Summit CPA became distributed. The logistics of working from home. The tools used to support a distributed model. Why in-person events are important. Episode resources Summit CPA website - www.summitcpa...

How we bootstrapped the firm of the future 22.10.2019 29:58

“If we want to make an impact in the industry, if we want to change the way everyone is thinking, then we have to get our peers to do the same.” - Adam Hale The finer details of this episode Jody and Adam share how they got into the accounting industry What Jody wanted to differently when starting Summit CPA Moving from an hourly model to value-based pricing and achieving a negative AR The type...