Creative Agency Success Show

"You have an opportunity to digitally transform your clients' life." - Pete Potsos

The finer details of this episode 

• What is Bill.com?
• How Bill.com  helped Summit CPA revolutionize their processes
• Features  can help you and your clients
• How you can improve your own practice using the Bill.com platform

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected] 
• Bill.com website - www.bill.com

"In our industry, we're always looking at what can save time and what's not going to break down all the time” - Jody Grunden

The finer details of this episode 

• Understanding your company's needs to find the right solution for you
• How to choose the best vendor for your company
• Things to consider before  saying "yes" to a vendor
• How Summit CPA Group weeds out all proposals to find the best one

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected] 

Quote

“If you want to be a big business that continues to grow with some scale, then you need to learn how to use these.” - Stephen Pope

The finer details of this episode 

• How video helps you connect to your audience
• Why it's important to incorporate a video marketing strategy into your social media and other marketing efforts in general
• How to be comfortable in video
• Tips on getting your very first video done

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected]  
• Email Stephen -  [email protected]

Quote

“One of the partners there was sharing that their firm no longer has an overdraft thanks to using our payment plans” - Bruce Coombes

The finer details of this episode 

• What is QuickFee
• What are the three payment solutions offered by QuickFee
• Advantages of using QuickFee
• How it helped firms collect payments faster
• How QuickFee can help enhance your relationship with your client

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected]
• QuickFee - https://quickfee.com/

Quote

“Let’s build the plan and plug the engineers into the plan instead of the other way around.” - Casey Cobb 

The finer details of this episode 

• How the beginning of this client relationship changed the way we pitched
• Casey’s amazing backstory and how a virtual CFO was able to help him through challenging times
• The 80/20 rule, Parkinson's Law, and how Casey implemented them into his business idea
• How Casy found his blue ocean strategy

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected] 
• Email Casey - [email protected]

Quote

“Taking this time and investment in your team will show dividends in the future.” - Zach

The finer details of this episode 

• How to choose the right venues, restaurants, and activities for the group
• Tips for structuring the content of your company retreat
• Balancing team-building and business development activities
• Choosing the right location for your retreat
• The importance of working with the right team to organize your retreat
• Budgeting and forecasting to cover your retreat financially

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected] 
• Contact Lily - [email protected]

Quote

“This applies to more agencies than not, and if you don’t ask you are not going to receive.” - Dave Danic 

The finer details of this episode 

• The four parts of qualifying for the R&D tax credit
• What if you are a Canadian-based company with USA operations? 
• Things that might exclude you from the tax credit 
• Extra steps you can take to make sure you get the credit 
• How to find a tax accountant who can help you qualify for the R&D credit 
• The amount of money you could save with the R&D credit 

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions/comments- [email protected]

Quote

“The key to keeping employees happy is to get the right people on the bus, the wrong people off the bus, and the right people in the right seats.” - Tom Barrett

The finer details of this episode 

• How to keep your employees happy 
• Using accountability charts to get everyone into “the right seat” 
• Processes for transitioning and onboarding employees into their roles 
• Making sure that everyone gets into seats that fit their strengths 
• Seeing people’s potential for leadership or supervising 
• Tips for the interview process to assess potential new team members 
• The importance of solidifying your company values when it comes to getting teammates into the right seat 

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions/comments- [email protected]  

Quote

“We were growing, I was wearing a lot of hats, and I started to realize our finances should be doing better.” - Greg Bear 

The finer details of this episode 

• How Bear Group got started and their experience as a remote company 
• Their process of hiring a CFO 
• How Summit CPA has helped Bear Group to uplevel their business 
• New financial management tricks Greg learned during the onboarding process 
• Bear Group’s financial workflow 
• Factors that attributed to fast cash growth for The Bear Group 
• What to consider if your business is looking to hire a CFO 

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions/comments- [email protected]

Quote

“Scope out the wifi situation before you arrive somewhere. The worst workweeks have been when I had to use my phone hotspot to work.” - Mikala Paige 

The finer details of this episode 

• Angie and Mikala’s stories and how they joined Summit CPA 
• Tips for creating a remote/travel lifestyle 
• Things to research before moving to a new location 
• How Angie worked from a van 
• Having a social life when you work remotely and travel 
• Challenges and advantages of working remotely and traveling 
• Equipment you will need for remote work 

Episode resources

• Summit CPA website - www.summitcpa.net  
• Email us with questions - [email protected]