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