Business Strategy for CPA's

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Β  Many CPAs work until they're done. And they either hand their firm down, sell it, or turn off the lights and close the door. Some miss an opportunity to be more strategic about what they choose to build with an eye toward future value creation.Β  Here today to talk with me about this is my guest, Jody Grunden.Β  Jody is the co-founder & CEO at Summit CPA Group, A Division of Anders CPAs + Advisors. Summit CPA is the leading provider of Virtual CFO Services in North America.Β  Β  Highlights: β€” β€œHigh growth and high profit, those are the two big things that companies look for.”  β€” β€œBeing remote accelerated growth, because now we could go anywhere and hire anywhere.” β€” β€œThere's a great opportunity to get rid of existing clients that are preventing you from making changes [to improve your firm].” β€” β€œTake advantage of the remote atmosphere, whether it's hybrid or fully remote. This is the perfect time.” β€” β€œThe most important factors: niche, go remote, and take risks.” Connect with JODY: Website: https://www.summitcpa.net/ LinkedIn: www.linkedin.com/in/jodygrunden Twitter: @jgrunden and @SummitCPAGroup Previous episode with Jody: 086 Secrets of Shifting to vCFO Services, with Jody Grunden https://businessstrategyforcpas.com/086 Book mention: Time's Up!: The Subscription Business Model for Professional Firms, by Ron Baker and Paul Dunn https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526 Software mentions: Reach Reporting: ​​https://reachreporting.com/ Β 

Show Notes

Announcing the *NEW* Client Success Stories podcast
https://business-strategy-for-cpas-success-stories.transistor.fm/
πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†



*Want one piece of business strategy delivered daily to your inbox?*

Subscribe here: geraldinecarter.com/subscribe

Β 

Many CPAs work until they're done. And they either hand their firm down, sell it, or turn off the lights and close the door. Some miss an opportunity to be more strategic about what they choose to build with an eye toward future value creation.Β 

Here today to talk with me about this is my guest, Jody Grunden.Β 

Jody is the co-founder & CEO at Summit CPA Group, A Division of Anders CPAs + Advisors. Summit CPA is the leading provider of Virtual CFO Services in North America.Β 

Β 

Highlights:

β€” β€œHigh growth and high profit, those are the two big things that companies look for.” 

β€” β€œBeing remote accelerated growth, because now we could go anywhere and hire anywhere.”

β€” β€œThere's a great opportunity to get rid of existing clients that are preventing you from making changes [to improve your firm].”

β€” β€œTake advantage of the remote atmosphere, whether it's hybrid or fully remote. This is the perfect time.”

β€” β€œThe most important factors: niche, go remote, and take risks.”

Connect with JODY:

Website: https://www.summitcpa.net/

LinkedIn: www.linkedin.com/in/jodygrunden

Twitter: @jgrunden and @SummitCPAGroup

Previous episode with Jody:

086 Secrets of Shifting to vCFO Services, with Jody Grunden

https://businessstrategyforcpas.com/086

Book mention:

Time's Up!: The Subscription Business Model for Professional Firms, by Ron Baker and Paul Dunn

https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526

Software mentions:

Reach Reporting: ​​https://reachreporting.com/

Β 


Announcing the *NEW* Client Success Stories podcast
https://business-strategy-for-cpas-success-stories.transistor.fm/
πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†πŸ‘†

What is Business Strategy for CPA's?

Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!