The Modern CPA Success Show

“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...

“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....

“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...

“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...