The Modern CPA Success Show Summit CPA Group

In today's episode, Jamie Nau our host and Director of Accounting sits with Adam Hale, Partner at Anders CPAs + Advisors, and Alyssa Colf our Senior Accountant to talk about a tool called Autoreview and how this has helped improve our Financial Reviews with clients. She will share her first impression of this tool, the features, the value it has brought to the team, and how we use it internally to improve our processes and provide better service to our clients.

If you're ever wondering what working as a Virtual CFO looks like, in this special episode, Jamie Nau our host and Director of Accounting sits with Adam Hale, Partner at Anders CPAs + Advisors, and Greg Wallis our Virtual CFO to talk about all that and more. They will discuss the impact of culture, professional experience, technology, and onboarding in Greg's first 100 days as a Virtual CFO. Greg will also share tips on surviving in the role and share his personal experience about how the role has enabled him to develop better relationships with his clients and see the difference his role can make in his clients' business.

In this episode, Jamie Nau our host and Director of Accounting joins Randy Crabtree the co-founder, and partner of Tri-Merit Specialty Tax Professionals together with Adam Hale, Partner at Anders for a quick speed dating session with tax credits and incentives. They will go through six different credits and incentives that CPA firm owners and accountants should know about to help their clients save tax money.

In this special episode, Jamie Nau our host and Director of Accounting interviews Jody Grunden our CEO and co-founder now Partner at Anders CPA + Advisors, and Dave Hartley Partner and Director + Advisory Services at Anders to discuss what the future looks like for Summit CPA, and the Accounting industry in general. They will talk about the recent Summit and Anders merger what changes have we made and are still doing, how we championed change within our teams, and how this will pave the way for innovation and bring more value to our clients.

In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting, and Adam Hale, our COO and Co-founder, sit down with Vision Board Media's Founder & Owner, Donna Serdula, to talk about LinkedIn as a networking platform for professionals, its benefits for your personal brand and for your business. She will provide relevant tips and tricks you can follow to grow your account and to find success in this social media space.

Have you heard the news? Last April 1, 2022, Summit CPA has officially joined Anders CPA + Advisors (Anders) with a vision to achieve their highest potential together. Anders is a Top 100 St. Louis-based CPA and advisory firm that has delivered full-service accounting, tax, audit and advisory services to growth-oriented companies, organizations and individuals for more than 55 years. In this special episode, Jamie Nau our Director of Accounting and host interviews Jody Grunden our CEO and co-founder and Robert Minkler Jr. Anders CPA + Advisors' Managing Partner to talk more about the merger and how it came to fruition.