“They don’t feel like they have to guess while they grow. There’s a concrete plan.” - Jake Grimm

The finer details of this episode

• Why Adam thinks Summit is the firm of today.
• What Summit CPA is doing with tech to be efficient.
• How to save 30 minutes a week per client
• The keys to evaluating tech tools.
• The Summit CPA tech stack.
• The power of forecasting.

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected]
• Bill.com - https://www.bill.com
• Expensify - https://www.expensify.com
• DiviPay - https://divipay.com
• JetPack Workflow - https://jetpackworkflow.com
• Trello - https://trello.com/en-US
• G Suite - https://gsuite.google.com