"I think a lot of it has to be started through exploration because if we don't start with a mindset around exploration and learning...If we're just changing for the sake of changing, then we really, we're not coming from an informed perspective." - Douglas Ferguson

The finer details of this episode :

• The mindset and behavior that is essential to change management in an organization
• What do businesses need to do? What strategies should they put in place?
• How important is having a culture of curiosity?
• How should change management  need to change as the company gets larger?
   

Episode resources

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

"I never thought I'd be in sales for this long and you know - 16 years later here I still am in a sales role, but I've made it my own because I've made it myself. I've made it genuine. I have made it about relationships, about people, about trust, and about the thing, I'm passionate and believe in." - Danielle Hendricks

The finer details of this episode :

• The business development and sales process of Pixo
• How does Pixo work on pushbacks between the business development, operations, and finance departments
• How important is the organizational culture in employee retention? How does Pixo communicate culture in their day-to-day activities? 
   

Episode resources

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

"It's amazing to watch their creative process in the agency space, they generally are very skilled at what they do (but) it's the financial piece that mystifies them, somewhat. And, even if they understand it, many of them have a very solid understanding, they don't have the tools that we have, and they don't have the backgrounds that we have. Were some things may be a little bit more obvious, so it'd be able to bring them ideas." - James Enney

The finer details of this episode :

• What are the signs a business owner should know to tell them that they need a Virtual CFO?
• Why are a budget and a forecast important for business owners?
• What should a business owner consider before hiring a Virtual CFO?
   

Episode resources

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

"Give yourself little wins and celebrate them, but ultimately, make sure you know where you're going to, not just what you're running from. " - Carl Smith
 

The finer details of this episode :

• What are the latest trends in the digital agency space?
• How has the industry changed since the start of the pandemic until now?
• With all the shifts happening in the industry, what should business owners remember and consider as they run their businesses?
   

Episode resources

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

"From my perspective, when I look at what businesses need today, I think it's absolutely positioned for massive growth." - Dave Hartley
 

The finer details of this episode :

• What does the future look like for Summit after the merger with Anders?
• What does the firm of the future look like?
• What value will the merger bring to our clients?
   

Episode resources

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

"One thing I'm seeing is a lot more confidence from distributed teams that still value in-person connection and are wanting to create a really memorable experience." - Lily Hocevar

The finer details of this episode :

• What has changed in the travel landscape since 2020? 
• The impact of location choice, planning ahead, and culture in planning and pricing
• What important things you should consider as you plan your team retreat
   

Episode resources

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

" Just because things are going well doesn't mean they can't be better. So that's what we try to live by. " - Robert Minkler Jr. 

The finer details of this episode :

• The merger story of Summit CPA and Anders
• How the merger benefits both Summit CPA and Anders
• What stakeholders should expect with the merger

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected] 
• Summit CPA Group to Merge with Anders CPA + Advisors

"Going to the Bureau events was well...One, it's a lot of fun. There's always something to do. And two, they're just a great learning experience. It was great training.  " - Ashley Vaughn

The finer details of this episode :

• How did Ashley adapt coming from a tax background to providing consulting and Virtual CFO services to digital agencies
• How attending the Bureau of Digital Owner Camp and Owner Summit help her as a Virtual CFO
• Trends in the digital space that are important to agency owners and how Summit Virtual CFO's use this information
• The difference between the Bureau of Digital Owner Camp and Owner Summit
   

Episode resources

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

"We have to realize that we speak this technical language riddled with acronyms, that when our audience isn't like us, we need to find a way to translate it into plain English. So there's understanding." - Peter Margaritis 

The finer details of this episode :

• How to connect and become relatable when discussing technical terms with clients
• Tips and tricks to remember when communicating with clients from different industries
• Importance of communicating clearly to achieve a common goal
   

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected] 
• The Accidental Accountant website - www.petermargaritis.com/

"Sometimes we get so caught up in the sales and the revenue side of the business that we take our eye off some of the cost side of the business... You know, one of the phrases we use is that 'revenue hides mistakes or revenue hides problems'. So if your revenue has been growing, your cash has been good there still might be some opportunity to trim your costs" - Greg Wallis

The finer details of this episode :

• What does it mean to run your business like you're ready to sell it? Views from a financial perspective and a decisions perspective
• What you need to consider before selling
• The role of forecasting in decision making
• Different business scenarios before selling
• Different acquisition types
   

Episode resources

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