35 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 serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO firm 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-weekly as our host Jamie Nau interviews our COO Adam Hale and other members of the Summit CPA Group leadership team to share the knowledge and experience acquired from our 17 plus year run as one of the leading distributed Virtual CFO Firms for service-based businesses in North America.

We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.

The Modern CPA Success Sho‪w‬ Summit CPA Group

    • Management
    • 5.0 • 3 Ratings

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 serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO firm 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-weekly as our host Jamie Nau interviews our COO Adam Hale and other members of the Summit CPA Group leadership team to share the knowledge and experience acquired from our 17 plus year run as one of the leading distributed Virtual CFO Firms for service-based businesses in North America.

We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.

    Exploring Video Marketing Strategies to Grow Your Business

    Exploring Video Marketing Strategies to Grow Your Business

    In today’s episode we are joined by Kelly Schuknecht, Director of Marketing and Stephen Pope, founder of SGP Labs to discuss the importance of incorporating videos in your marketing strategy. He talks about how videos can help you grow and scale your business and help you reach your target audience better.

    • 36 min
    Financing with QuickFee

    Financing with QuickFee

    Today, we are sitting down with Bruce Coombes and Richard Formoe from QuickFee to explain how you can use their products to get paid faster. QuickFee provides quick and hassle-free payment options for your clients to help you can increase sales, build better client relationships, and improve cash flow.

    • 31 min
    The Future of Virtual CFO Services with Rick Telberg of CPA Trendlines

    The Future of Virtual CFO Services with Rick Telberg of CPA Trendlines

    Adam, Jody, and I are joined by Rick Telberg from CPA Trendlines to talk about the shift towards virtual CFO services. The VCFO space is getting bigger, especially with the increase in online teams in 2020. This is such an interesting time, because businesses are required to change to adapt to the current landscape, and accountants are no exception to this. Listen to learn about the future of the CPA space and the virtual CFO.

    • 27 min
    Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group

    Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group

    We are joined by Jody and Adam to talk to one of our clients. Casey Cobb of Ricochet Group has an amazing backstory, and Summit CPA was able to help Casey Cobb manage his business through incredibly challenging times. We talk about Casey’s story, how he found the blue ocean strategy in growing his business, and the value we were able to bring him with our virtual CFO services.

    • 38 min
    How To Hold An Effective Meeting with Tom Barrett

    How To Hold An Effective Meeting with Tom Barrett

    This is our third time bringing in Tom Barrett, who has been working with Summit CPA for years. We are talking about meetings today. Our meetings at Summit CPA have changed and evolved over the years. Anyone who has been involved with a company would know just how difficult it is to have effective meetings. As a CFO, our job is to run good meetings and advise our clients to do the same. Listen to this episode to learn what your company can do to structure strong and effective meetings.

    • 37 min
    The Importance of Team Retreats with Zach Montroy and Lillian Hocevar

    The Importance of Team Retreats with Zach Montroy and Lillian Hocevar

    Today, we are joined by Zach Montroy of Navigate the Journey and Lillian Hocevar of Traveluxe Official to talk about company retreats. We reflect on Summit CPA’s recent retreat, what we got out of it, and lessons we learned that will help you organize your next company retreat.

    • 36 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

GeraldineDcarter ,

Simply put: Chock-o-block full of goodness

If you want to upgrade the quality of your accounting practice, you need to listen to this show. It's so full of insight, each and every episode.

Plainvenilla ,

You must listen to modern CPA

I just finished listening to the most recent episode and it was like a breath of fresh air. Really great stuff. We need more of this! Thanks so much for sharing.

Top Podcasts In Management

Listeners Also Subscribed To