27 min

Becoming the firm of the future The Modern CPA Success Show

    • Management

Automation and AI are common phrases across the CPA industry. While others believe things will be coming shortly, Summit CPA thinks the future is now.

In this episode, Jake Grimm, Director of Technology, and Summit CPA COO Adam Hale join Jamie Nau for a deep dive into the tech tools they use to serve Virtual CFO clients remotely.

Automation and AI are common phrases across the CPA industry. While others believe things will be coming shortly, Summit CPA thinks the future is now.

In this episode, Jake Grimm, Director of Technology, and Summit CPA COO Adam Hale join Jamie Nau for a deep dive into the tech tools they use to serve Virtual CFO clients remotely.

27 min

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