Ranked #1
Becoming the firm of the future
Becoming the firm of the future
“They don’t feel like they have to guess while they grow. There’s a concrete plan.” - Jake GrimmThe finer details of thi... Read more
28 Nov 2019
•
27mins
Ranked #2
How accounting firms can keep up with technology
How accounting firms can keep up with technology
“One of our strengths as a firm is that we are not afraid to move on to the next best software.” - Jamie Nau The finer d... Read more
31 Dec 2019
•
19mins
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Ranked #3
Why hiring is SO important
Why hiring is SO important
“We’re not just looking to hire someone with an accounting degree. Customer interaction is very important to us.” - Zach... Read more
11 Dec 2019
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26mins
Ranked #4
Tips for Selling Virtual CFO Services
Tips for Selling Virtual CFO Services
“For us, it’s about a long-term relationship. It’s about being a part of our client’s business for years to come, not ju... Read more
6 Jan 2020
•
30mins
Ranked #5
Tax Integration with Virtual CFO Services
Tax Integration with Virtual CFO Services
Quote“Taxes are a natural fit with any kind of CPA services you provide.” - Adam Hale The finer details of this episo... Read more
21 Jan 2020
•
25mins
Ranked #6
The Virtual CFO Process
The Virtual CFO Process
Quote“If you really want to grow your firm and scale your practice, you have to have a process.” - Adam Hale The finer... Read more
3 Feb 2020
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30mins
Ranked #7
Marketing Your CPA Firm
Marketing Your CPA Firm
Quote“The marketing for Summit CPA is focused on building relationships. ” - Kelly Schuknecht The finer details of this ... Read more
17 Feb 2020
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26mins
Ranked #8
Using JetPack Workflow for project management with David Cristello
Using JetPack Workflow for project management with David Cristello
Quote“Project management tools are built for a defined sprint of work, but there is a big gap in recurring client manage... Read more
27 Apr 2020
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36mins
Ranked #9
PPP vs EIDL
PPP vs EIDL
Quote“For the clients that are really hit hard, if they are completely shut down, the Employee Retention Credit might be... Read more
15 Apr 2020
•
25mins
Ranked #10
How to Help Your Clients Through Difficult Times
How to Help Your Clients Through Difficult Times
Quote“Times are different now with COVID-19, but these are conversations we need to have when the economy is doing reall... Read more
30 Mar 2020
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26mins
Ranked #11
Distributed Working Models
Distributed Working Models
Quote“Creating a dedicated space for your work is one of the most essential things you can do when working from home.” -... Read more
20 Mar 2020
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31mins
Ranked #12
Onboarding A New Client
Onboarding A New Client
Quote“Every good client relationship we’ve had with Summit CPA started out positive from the very beginning.” - Adam Hal... Read more
16 Mar 2020
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31mins
Ranked #13
Structuring client meetings for success
Structuring client meetings for success
Quote“You don’t need a silver bullet every time you meet with your client” - Jamie Nau The finer details of this episod... Read more
2 Mar 2020
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27mins
Ranked #14
How we built our team using a distributed model
How we built our team using a distributed model
“If they’re not willing to get on camera, then they likely won’t be a good prospect.” - Jody GrundenThe finer details of... Read more
19 Nov 2019
•
26mins
Ranked #15
How we bootstrapped the firm of the future
How we bootstrapped the firm of the future
“If we want to make an impact in the industry, if we want to change the way everyone is thinking, then we have to get ou... Read more
22 Oct 2019
•
29mins