Episode 1 - The Summit CPA Backstory скачать в хорошем качестве

Episode 1 - The Summit CPA Backstory

The Virtual CPA Success Show for Creative Agencies (Episode 1): “The strategy, speaking with the clients weekly and making sure they have enough cash in the bank to survive the next eight weeks or 12 months, that’s really the differentiator and why we’ve grown so fast.” - Jody Grunden For over 17 years, Summit CPA Group has worked with creative agencies all over the U.S. to help them improve their businesses, and this is the story of how and where it all started. In this episode, Jamie Nau sits down with CEO, Jody Grunden, and COO, Adam Hale for a deep into the backstory of Summit CPA and how it became one of the first distributed virtual CFO firms in North America. The finer details of this episode: • How Jody and Adam started their careers in accounting • What was Jody's philosophy when starting Summit CPA Group • How to value clients and build long term relationships with them • Fix-priced billing vs. billing per hour: how to price the clients in the right way • The difference between VCFO and fractional CFO services • Summit CPA group’s focus on creative agencies Find more podcast episodes on our website: http://www.summitcpa.net/podcasts