"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 onboarding process in place What are the important things to consider when building an onboarding client? Episode resources Su...
Jan 31, 2022•31 min•Ep. 53
"This information is really important for us in terms of organizing and planning our podcast going into 2022. So we wanted to let the listeners know what 2022 is going to look like." - Jamie Nau The finer details of this episode : What are the top performing podcasts episodes on the Virtual CPA Success Show in 2021? What three topics drive more podcast downloads? Why did these topics perform well? Top 10 Episodes: Developing a Growth Marketing Strategy with Dev Basu Developing Systems to Scale Y...
Jan 26, 2022•11 min•Ep. 52
"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." - Josh Jeans The finer details of this episode : What having curiosity means to Summit CPA Group? In the hiring process, wh...
Jan 19, 2022•30 min•Ep. 51
"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 before going remote How to start and how to maintain a remote workplace What helped Summit CPA Group? (Tools, processes, peopl...
Dec 21, 2021•30 min•Ep. 50
"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 organization? What questions to ask and consider before reinventing your organization? The difference between a roadblock an...
Nov 24, 2021•29 min•Ep. 49
"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 clients better? Why did Summit CPA decide to move to Jirav? How Jirav helps Summit CPA as a cloud-based forecasting solution...
Oct 12, 2021•27 min•Ep. 48
"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 people Compensation and benefits - how important benefits come into play How personalization of benefits has helped Summ...
Sep 29, 2021•35 min•Ep. 47
"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"? What are the reasons behind this phenomenon? What companies can do to take the employee retention to the next level? Finding candidates, ...
Sep 15, 2021•29 min•Ep. 46
"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 - www.summitcpa.net Email us with questions - vcfo@summitcpa.net She Thinks Big website - www.shethinksbigcoaching.co...
Sep 01, 2021•33 min•Ep. 45
“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 you ask yourself before you start? Steps you need to take before you launch your brand's thought leadership Thoug...
Aug 18, 2021•28 min•Ep. 44
“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 community that are competitors or in the same market? What you need to do/prepare to start your own community H...
Aug 05, 2021•32 min•Ep. 43
"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 team retreats to employee morale Difference of team retreats for remote vs. non-remote companies Episode resources Summit CPA web...
Jul 22, 2021•1 min•Ep. 42
"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 Retreat When to include family members in company retreats Selecting the perfect location for retreats that include family...
Jul 07, 2021•33 min•Ep. 41
"It's actually easy to be cheap and it's easy to be a generalist. It's relatively hard to be narrow because you have to take that leap of faith and suspend your disbelief that you'll be pigeonholed into only working with a specific kind of client or selling a specific kind of product" - Dev Basu The finer details of this episode What is Powered by Search? How does it help businesses and agencies? Why is narrowing your niche an important first step? Common mistakes business/agencies make How posi...
May 25, 2021•29 min•Ep. 40
“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 360 shift within the organization How a virtual CFO was able to help them through challenging times Episode re...
May 10, 2021•34 min•Ep. 39
Quote “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 changes in business systems Episode resources Summit CPA website - www.summitcpa.net Email us with question...
Apr 27, 2021•32 min•Ep. 38
Quote “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 Key practices to adopt for better business systems Episode resources Summit CPA website - www.summitcpa.net Emai...
Apr 16, 2021•25 min•Ep. 37
“Certainly, confidence never recovered to the levels that we would see. And even most of the members that I talked with, who even ended having a good year, expressed that it was volatile and uncertain throughout the year.” - Tom Beck The finer details of this episode What's going on in the Digital Marketing Agency industry? What industry trends emerged over the past year Overview of the 2020 Agency Tracking Study by SoDA High-level understanding of the Pricing Models as presented in SoDA's resea...
Mar 22, 2021•35 min•Ep. 36
"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 questions - vcfo@summitcpa.net Bill.com website - www.bill.com...
Mar 11, 2021•29 min•Ep. 35
"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 proposals to find the best one Episode resources Summit CPA website - www.summitcpa.net Email us with questions - vcfo@summitcpa.net...
Feb 23, 2021•28 min•Ep. 34
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 very first video done Episode resources Summit CPA website - www.summitcpa.net Email us with questions - vcfo...
Feb 09, 2021•36 min•Ep. 33
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 resources Summit CPA website - www.summitcpa.net Email us with questions - vcfo@summitcpa.net QuickFee - ht...
Feb 03, 2021•31 min•Ep. 32
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 business idea How Casy found his blue ocean strategy Episode resources Summit CPA website - www.summitcpa.net Ema...
Dec 14, 2020•38 min•Ep. 31
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 with the right team to organize your retreat Budgeting and forecasting to cover your retreat financially Epis...
Nov 23, 2020•35 min•Ep. 30
Quote “This applies to more agencies than not, and if you don’t ask you are not going to receive.” - Dave Danic The finer details of this episode The four parts of qualifying for the R&D tax credit What if you are a Canadian-based company with USA operations? Things that might exclude you from the tax credit Extra steps you can take to make sure you get the credit How to find a tax accountant who can help you qualify for the R&D credit The amount of money you could save with the R&D ...
Nov 09, 2020•28 min•Ep. 29
Quote “The key to keeping employees happy is to get the right people on the bus, the wrong people off the bus, and the right people in the right seats.” - Tom Barrett The finer details of this episode How to keep your employees happy Using accountability charts to get everyone into “the right seat” Processes for transitioning and onboarding employees into their roles Making sure that everyone gets into seats that fit their strengths Seeing people’s potential for leadership or supervising Tips fo...
Oct 27, 2020•31 min•Ep. 28
Quote “We were growing, I was wearing a lot of hats, and I started to realize our finances should be doing better.” - Greg Bear The finer details of this episode How Bear Group got started and their experience as a remote company Their process of hiring a CFO How Summit CPA has helped Bear Group to uplevel their business New financial management tricks Greg learned during the onboarding process Bear Group’s financial workflow Factors that attributed to fast cash growth for The Bear Group What to...
Oct 12, 2020•25 min•Ep. 27
Quote “Scope out the wifi situation before you arrive somewhere. The worst workweeks have been when I had to use my phone hotspot to work.” - Mikala Paige The finer details of this episode Angie and Mikala’s stories and how they joined Summit CPA Tips for creating a remote/travel lifestyle Things to research before moving to a new location How Angie worked from a van Having a social life when you work remotely and travel Challenges and advantages of working remotely and traveling Equipment you w...
Sep 21, 2020•28 min•Ep. 26
Quote “The time you spend on EOS tools, you are going to save that time and more in the long run.” - Tom Barrett The finer details of this episode How to determine if your organization needs EOS The process of implementing EOS Advantages of working with an EOS implementer The six key components of EOS Setting priorities using the EOS model Episode resources Summit CPA website - www.summitcpa.net Email us with questions - vcfo@summitcpa.net Navigate the Journey - https://navigatethejourney.com/...
Sep 07, 2020•28 min•Ep. 25
Quote “We need to be committed to the boring stuff in our business because it is the backbone of how everything runs.” - Emily Morgan The finer details of this episode Tips for small businesses on delegating their admin tasks Advantages of having a virtual assistant How to start delegating some of your admin work in your business How to get comfortable letting go of tasks in your business What the day-to-day looks like working with a virtual assistant Episode resources Summit CPA website - www.s...
Aug 24, 2020•28 min•Ep. 24
