The Virtual CPA Success Show for Creative Agencies

By Summit CPA Group

Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey. Since 2002, Summit CPA Group has helped firms across America and the globe by providing Virtual CFO services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA Firms with accounting outsourcing services and VCFO consulting. This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune-in bi-weekly as our host Jamie Nau interviews our CEO Jody Grunden 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.

  1. 1.
    Choosing Vendors with Jake Grimm
    28:15
  2. 2.
    Exploring Video Marketing Strategies to Grow Your Business
    36:02
  3. 3.
    Financing with QuickFee
    31:17
  4. 4.
    Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group
    37:34
  5. 5.
    The Importance of Team Retreats with Zach Montroy and Lillian Hocevar
    34:56
  6. 6.
    R&D Tax Credit
    27:52
  7. 7.
    Getting the Right People into the Right Seats with Tom Barrett
    30:50
  8. 8.
    Deep Dive with Virtual CFO Client Greg Bear of Bear Group
    24:51

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