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In this episode, host Hugh Duffy talks with Jody Grunden, CEO of Summit CPA, all about how he built his virtual CFO firm from the ground up – and all the decisions involved in that endeavor. From flat fee billing, to setting up staff members to work virtually to how marketing plays an important role, tune in to hear Jody’s compelling story of growth and profitability. Join us!
Jody Grunden, Summit CPA Group
Jody Grunden is a CPA with a passion for changing the way people think about accounting. He is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services for creative agencies, as well as one of the largest Virtual CFO firms in North America.
Summit CPA’s Virtual CFO Service partners business owners with a dedicated CFO and a team of accountants, CPAs and tax professionals to help guide their business to success through cash flow management, business tax planning, and financial forecasting.
Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success. Jody co-founded Summit CPA in 2002 and transitioned the company to a distributed accounting firm in 2013. As the owner of a distributed company, Summit CPA fully understands the accounting, bookkeeping, cash flow management, and business tax nuances that come with being distributed, and the team loves helping clients overcome these challenges through their own experience and expertise.
Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us
