34 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 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 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.

The Virtual CPA Success Show for Creative Agencie‪s‬ Summit CPA Group

    • Entrepreneurship
    • 4.6 • 5 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 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 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.

    Choosing Vendors with Jake Grimm

    Choosing Vendors with Jake Grimm

    Today, we are joined by Jake Grimm, Director of Technology and Jody Grunden to talk about choosing vendors and suppliers. Choosing partners to help you run your business is fundamental to the success of your company. How do you know which vendor would be the best fit for your company? Well, in this episode we will talk about the search, filtering and the elimination process that guided us in choosing them to help us at Summit CPA Group and also we will be sharing those we currently work with, who rightfully received our stamp of approval.

    • 28 min
    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
    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.

    • 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.

    • 34 min
    R&D Tax Credit

    R&D Tax Credit

    We are joined by Jody Grunden and Dave Danic by special request. One of the most common questions we get from our clients is the R&D tax credits. This credit exists to incentivize American companies to create USA jobs. In this episode, we are talking about what that means and what you need to do in order to qualify for it.

    • 27 min

Customer Reviews

4.6 out of 5
5 Ratings

5 Ratings

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