64 episodes

Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey.

Since 2002, Summit CPA Group, now A Division of Anders CPAs + Advisors, has helped firms across America and the globe by providing Virtual CFO services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA Firms with accounting outsourcing services and VCFO consulting.

This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune-in bi-weekly as our host Jamie Nau interviews our CEO Jody Grunden and other special guests to share the knowledge and experience acquired from our 20 plus year run as the leading Virtual CFO service provider in North America.

The Virtual CPA Success Show for Creative Agencies Summit CPA Group

    • Business
    • 4.7 • 7 Ratings

Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey.

Since 2002, Summit CPA Group, now A Division of Anders CPAs + Advisors, has helped firms across America and the globe by providing Virtual CFO services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA Firms with accounting outsourcing services and VCFO consulting.

This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune-in bi-weekly as our host Jamie Nau interviews our CEO Jody Grunden and other special guests to share the knowledge and experience acquired from our 20 plus year run as the leading Virtual CFO service provider in North America.

    Lessons Learned in Client Onboarding

    Lessons Learned in Client Onboarding

    In the first quarter of 2020, we published an episode and talked all about client onboarding. We wondered what has changed at Summit CPA since and thought why not circle back on this topic to discover the lessons we've learned. Today, Jamie Nau, our host and Summit CPA's Director of Accounting/Virtual CFO; Adam Hale, Partner at Anders CPAs + Advisors; Lydia Rapp, our Project Manager takes a step back to look at how far we've come in terms of onboarding clients and deep dive into the fundamentals of having a reliable process in place.

    • 30 min
    How to Manage Change and Thrive in it with Douglas Ferguson

    How to Manage Change and Thrive in it with Douglas Ferguson

    How many times have you heard the cliché "change is inevitable"? Probably more than you can ever count, though quite overused it is a truth we cannot deny. A lot of things are changing around the world, within our organizations, and even in our personal lives, that's why learning how to deal with change is an important skill everyone should have. In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting sits down with Jody Grunden, Partner at Anders CPAs + Advisors, and Douglas Ferguson, President of Voltage Control. Voltage Control is a change agency that assists businesses in igniting, accelerating, and strengthening innovation. Douglas talks about managing change in an organization and shares his experience working with businesses that we all can learn from so we can thrive in a constantly changing environment.

    • 42 min
    Selling Creative Services with Danielle Hendricks of Pixo

    Selling Creative Services with Danielle Hendricks of Pixo

    In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting sits down with Jody Grunden, Partner at Anders CPAs + Advisors, and Danielle Hendricks, Account Executive at Pixo to talk about what Pixo does, her experience coming from the business development industry moving to the tech industry, why communication, intrapersonal, and networking skills are helpful and transferrable to any industry. She will also share about Pixo's process of selling creative services and successful people practices.

    • 27 min
    How to Know Your Company Needs a Virtual CFO with James Enney

    How to Know Your Company Needs a Virtual CFO with James Enney

    In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting sits down with Jody Grunden, Partner at Anders CPAs + Advisors our Virtual CFO, and James Enney to talk about the critical indicators that will tell you that your company needs a Virtual CFO. They will also touch on dynamic forecasting, the value that a Virtual CFO can bring to a business, and important things a business owner should know before they hire a Virtual CFO.

    • 32 min
    Top Challenges for Digital Agencies and How to Overcome Them with Carl Smith

    Top Challenges for Digital Agencies and How to Overcome Them with Carl Smith

    An important skill business owners should have is foresight. As the owner, it is vital for you to always be on the lookout for external and internal forces that can impact your business. Being up to speed with the current trends in your industry is important to guide you in planning and decision-making, this will help you pivot quickly if necessary. In this episode, Jamie Nau, this show's host, and Summit CPA's Director for Accounting sits down with Jody Grunden, Partner at Anders, and Carl Smith, Owner of the Bureau of Digital to talk give us more insight into the latest trends for digital agencies, challenges they face, and what business owners should do to overcome all these.

    • 32 min
    Building the Firm of the Future with Anders

    Building the Firm of the Future with Anders

    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.

    • 38 min

Customer Reviews

4.7 out of 5
7 Ratings

7 Ratings

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