Scott interviews Jody Grunden, CPA, co-founder of
Summit CPA Group and author of two books, to discuss various topics related to running an accounting practice and building virtual CFO services, dressing "professionally", and niching down.
- Introduction and an update on recent developments since the last interview.
- The origin story of Jody’s Hawaiian shirts
- Scott shares his similar wardrobe story
- Discussing the evolution of “professional attire” in the accounting profession
- Exploring the benefits and challenges of running a remote accounting firm
- The importance of finding a niche and specializing in the industry
- Creating CFOs from accountants within the firm and the training and development process
- Utilizing retreats and building a strong company community
- Addressing the resistance to change in the accounting industry and the need for adaptation
- Insights into the day-to-day operations and growth goals at Summit CPA Group
- Scott and Jody discuss the acquisition of cloud firms, venture capital, and private equity
Shout Outs:
Tommy Bahama, Accounting Salon, Kenji Kuramoto, AICPA, Karbon, Dave Barrett, Matthew May, Acuity
Shoperations is a production of Accounting High and hosted by Scotty "OKR" Scarano.