The Modern CPA Success Show

By Summit CPA Group

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO firm focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO services and become profitable. Tune-in bi-weekly as our host Jamie Nau interviews our COO Adam Hale and other members of the Summit CPA Group leadership team to share the knowledge and experience acquired from our 17 plus year run as one of the leading distributed Virtual CFO Firms for service-based businesses in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.

  1. 1.
    Exploring Video Marketing Strategies to Grow Your Business
    36:00
  2. 2.
    Financing with QuickFee
    31:15
  3. 3.
    The Future of Virtual CFO Services with Rick Telberg of CPA Trendlines
    27:06
  4. 4.
    Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group
    38:39
  5. 5.
    How To Hold An Effective Meeting with Tom Barrett
    37:54
  6. 6.
    The Importance of Team Retreats with Zach Montroy and Lillian Hocevar
    36:02
  7. 7.
    Getting the Right People into the Right Seats with Tom Barrett
    30:52
  8. 8.
    Deep Dive with Virtual CFO Client Greg Bear of Bear Group
    24:54

Listen to The Modern CPA Success Show now.

Listen to The Modern CPA Success Show in full in the Spotify app