Business Strategy for CPA's

086 Secrets of Shifting to vCFO Services, with Jody Grunden, Co-Founder and CEO of Summit CPA Group


Listen Later

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7


My guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. 

Jody is passionate about changing the way people think about accounting. 

As the author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success.

Summit CPA offers virtual CFO, Controller, and transaction-level services remotely and at scale. 

I wanted to have Jody on to talk about everything that he has learned in nearly 20 years of growing this business. 

There were many gems including the simple but important reminder: “Your clients are hiring you to help them get to the next level.” 

It’s your job to help build the financial roadmap that gets them there. 

The rest is just deliverables. What your client wants is transformation. 

If you want help getting your practice to the next level, getting from 150 clients down to 15, with $60 or $100K annual engagements, I can help you make that transformation. 

Put 15 minutes on my calendar - just go to shethinksbigcoaching.com and click on the big fat red Schedule Time with Me button. You’d be surprised how much ground we can cover in that time, so I hope you will take me up on the offer. 

 

Connect with Jody:

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

LinkedIn: www.linkedin.com/in/jodygrunden

Twitter: @jgrunden and @SummitCPAGroup

Schedule Time with Me: https://calendly.com/geraldinecarter/15min

 

Download ebook “6 Simple Steps to Double Your Revenue”

https://shethinksbigcoaching.com/download-double-your-revenue

Work with Geraldine:

Strategy Session https://shethinksbigcoaching.com/strategy-session/

1:1 Coaching https://shethinksbigcoaching.com/business-coaching/

VIP Day https://shethinksbigcoaching.com/vip-day/


Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

...more
View all episodesView all episodes
Download on the App Store

Business Strategy for CPA'sBy Geraldine Carter

  • 5
  • 5
  • 5
  • 5
  • 5

5

44 ratings


More shows like Business Strategy for CPA's

View all
Radical Personal Finance by Joshua Sheats

Radical Personal Finance

1,892 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

587 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

74 Listeners

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business by Mike Michalowicz

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

84 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

419 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

112 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

333 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

253 Listeners

The Abundant Accountant: Leads, Sales  Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales Business Growth for Accounting, Tax and Bookkeeping Professionals

91 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

The Unique CPA by Randy Crabtree, CPA

The Unique CPA

23 Listeners

The Modern CPA Success Show by Summit Virtual CFO by Anders

The Modern CPA Success Show

9 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

58 Listeners

Consultants and Money by Erica Goode

Consultants and Money

60 Listeners