The Modern CPA Success Show Summit CPA Group

CPA firms are often location-based, so Summit has to approach marketing on a bigger scale than what is normal in our industry, because we are a virtual firm, and we work with clients all over the country. Today we are sitting down with Kelly Schuknecht, Director of Marketing at Summit CPA and Adam Hale to talk about how Summit CPA markets itself to a national market. Marketing isn’t a priority for a lot of CPA firms, but if you want your business to grow and reach an audience beyond your local area, you can learn from the practices that Summit CPA uses.

Being a Virtual CFO is about being creative and flexible, but if you want to scale anything or delegate your work to staff, creating a process is absolutely essential, so we are sitting down with Adam Hale to talk about how to build a process for your Virtual CFO services. When we are working with our clients, we usually allow things to flow to fit the client’s needs, but everything we do behind the scenes is backed by processes and systems.

In this episode, we talk about how Summit CPA balances the need for creativity and flexibility with clients; and the need to standardize for the purpose of scaling.

Taxes are a natural fit with any kind of CPA services you provide, so we are sitting down with David Danic, the Director of Tax at Summit CPA, and Adam Hale to talk about how to integrate tax services in with Virtual CFO services. Many firms believe that taxes are the way that you get CFO clients, but we do it differently at Summit CPA. In this episode, we talk about how Summit CPA builds tax services into our Virtual CFO services in a way that supports the services that we already provide for our clients instead of leading with them.

You can’t do great work if you don’t have great clients, so we are sitting down with Adam Hale, one of the owners of Summit CPA to talk about the essential parts of the sales process. The sales process is about laying the foundation for long-term relationships that you can build on for years to come. In this episode, we talk about how Summit CPA structures its sales process to determine and meet the needs of our clients, so we can bring them value for the long haul.

Jake Grimm, Summit CPA Director of Technology, and COO Adam Hale join Jamie Nau after having attended the Live 360 IT conference in Orlando to talk about what they learned and what they're going to be bringing back to the firm.

It’s important to attend conferences that are relevant to your industry or relevant to different aspects of running your business. This conference was not specific to CPA firms specifically, but it was relevant in the technology necessary for managing our team. Making conferences like this a priority for your business will be an important way to stay up to date on the latest tech or other industry standards.

Hiring the wrong person can be detrimental to an organization. Therefore, business owners must have a tight process for bringing in the right people.

In this episode, Hiring HR Guru Zach Montroy and Summit CPA COO Adam Hale join Jamie Nau for a chat about hiring the right way and critical questions you must ask during the process.