Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.

Together with his partner Adam Hale, Jody co-founded Summit CPA Group in 2002. It was the first fully distributed accounting firm in the country. In 2020, Summit merged with Anders CPAs + Advisors, and is now recognized as Summit Virtual CFO by Anders. Jody’s specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management.

Listen to this informative Sharkpreneur episode with Jody Grunden about the evolution of virtual CFO services. 
Here are some of the beneficial topics covered on this week’s show:
- How being innovative, solving problems, and always looking to improve processes and services will lead you to success. 
- How a virtual CFO is perfect for companies who cannot afford a full-time CFO.
- Why going completely virtual fueled the firm’s growth.  
- How having a subscription-based billing model provides clients with predictable fees.
- How it’s vital to document processes and maintain a strong culture during mergers. 

Connect with Jody:
Guest Contact Info
X
@vcfobyanders
Instagram
@vcfobyanders
Facebook
facebook.com/vcfobyanders
LinkedIn
linkedin.com/company/vcfobyanders

Links Mentioned:
summitcpa.net

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1041: The Evolution of Virtual CFO Services with Jody Grunden

Welcome to the Sharkpreneur Podcast with Kevin Harrington and Seth Greene. Kevin Harrington is the inventor of the infomercial, one of the original sharks from the hit tv show shark tank, and has generated over 5 billion dollars in TV and digital direct response sales. Seth Greene is the world’s #1 trusted authority on cutting edge direct response , a best-selling author, the only 3x Marketer Of The Year Nominee, and the founder of http://www.MarketDominationLLC.com On the podcast, Kevin & Seth interview SharkPreneurs who share straight talk on what it takes to explode your business.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

News

Building a Million-Dollar Business: The Power of Systems and Delegation

– The Sharkpreneur podcast with Seth Greene Episode 1044 Mike Abramowitz
Mike Abramowitz has 20 years in direct sales, training over 5,000 reps, and generating $19M in product sales. He's the author of 9 self-help books and founder of a charity providing 100,000+ meals to the homeless. Mike has grown his multiple businesses and nonprofit to operate without him, achieving the "Time Rich" lifestyle.

As a father and husband, he equips business owners with a team of AI Powered Virtual Assistants to liberate them from time-consuming tasks and elevating their focus on high-value activities that matter most to them.

Mike also hosts "The Better Than Rich Show" podcast and leads the community Automate, Delegate, Systemize.

Listen to this informative Sharkpreneur episode with Mike Abramowitz about using systems and delegation to build a million-dollar business.
Here are some of the beneficial topics covered on this week’s show:
- How hiring a business coach is one of the smartest decisions an entrepreneur can make. 
- How entrepreneurs deserve a work life balance and to spend time with their family. 
- Why entrepreneurs should reinvest in what matters most to them. 
- How using effective delegation and planning can give entrepreneurs more of their time back. 
- How strategic systems and delegation can lead business owners to success and personal fulfillment. 

Connect with Mike:
Guest Contact Info
Instagram
@betterthan_rich
Facebook
facebook.com/betterthanrich

Links Mentioned:
betterthanrich.com

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1044: Building a Million-Dollar Business: The Power of Systems and Delegation with Mike Abramowitz

Jeff Tomlin is the Co-founder and CMO of VendAsta Technologies Inc. At Vendasta, our core purpose is to drive local economies by democratizing technology for small and medium-sized businesses, or SMBs. Our mission is to be the leading platform for technology experts, which we refer to as channel partners, to provide digital solutions to SMBs.

Vendasta provides channel partners with an end-to-end platform to scale and a curated marketplace of products and services to sell, both of which are tightly integrated into an operating system that is delivered to SMBs. The Vendasta platform provides channel partners with products for marketing automation, CRM, order and billing management, payments and collections, fulfillment management, and more. These products and services come with ready-made, go-to market materials that save the channel partner time, attract SMB attention, and help close new deals.

Listen to this informative Sharkpreneur episode with Jeff Tomlin about the key to building long-term partnerships in business.
Here are some of the beneficial topics covered on this week’s show:
- How it’s important to evolve your organizational structure as your company grows. 
- Why it’s vital to understand your clients’ needs and provide ongoing support. 
- How selling multiple solutions to clients reduces churn. 
- Why expanding your offerings allows you gain more clients. 
- How building and growing a company requires business owners to adapt to constant changes. 

Connect with Jeff:
Guest Contact Info
X
@vendasta
Instagram
@vendasta
Facebook
facebook.com/vendasta
LinkedIn
linkedin.com/company/vendasta

Links Mentioned:
vendasta.com

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1043: The Key to Building Long-Term Partnerships in Business with Jeff Tomlin

Joe Camberato is the CEO and founder of National Business Capital, a Specialty Finance Group. Through an easy-to-use online platform and an experienced team, National Business Capital helps entrepreneurs access competitive business financing conveniently, efficiently, and strategically.

From SBA loans to lines of credit, equipment financing, and more, Joe and his team have completed tens of thousands of transactions and financed $2+ billion for businesses nationwide since 2007.

Joe knows entrepreneurs because he is an entrepreneur. He started National Business Capital after realizing how challenging it is for business owners to access the funding they need to grow. With a strong vision, determination, and passionate leadership, Joe grew his firm from his spare bedroom to an all-star team that’s earned #1 top workplace on Long Island 5 years in a row – all without one dollar of private equity. 

Joe is frequently mentioned in Fortune, CNBC, Yahoo, Business Insider, and Forbes. He’s recognized as a national thought leader in finance, business, and private credit, ranking among top business leaders.

Listen to this informative Sharkpreneur episode with Joe Camberato about navigating the world of private credit. 
Here are some of the beneficial topics covered on this week’s show:
- How accessing capital can be challenging for business owners. 
- Why business owners struggle with the complexities of financing their business. 
- How banks tend to prefer larger deals, leaving a gap for businesses that need smaller funding amounts. 
- How banks typically look for collateral such as real estate or heavy machinery which not all business have. 
- How private credit is more expensive than a traditional bank loan but it provides access to capital without giving up equity. 

Connect with Joe:
Guest Contact Info
X
@NatBizCapital
Instagram
@natbizcapital
Facebook
facebook.com/NatBizCapital
LinkedIn
linkedin.com/company/natbizcapital

Links Mentioned:
nationalbusinesscapital.com

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1042: Navigating the World of Private Credit with Joe Camberato

Brice Holmes is a serial entrepreneur, investor, and founder and CEO of Invata Global Capital, a venture capital and private equity firm headquartered in Phoenix, AZ. Since 2013, Brice has invested in 2023 multifamily units across six Class A properties, as well as over 250,000 rentable square feet of trophy Class A office space. Other vested interests for Brice and Invata Global Capital include multiple consumer product goods in the adult beverage space, pet goods, short-term rentals, and boutique hotels. Fueled by a steadfast commitment to ecotourism, sustainability, and conservation, Invata Global Capital is poised for an exciting expansion into the vibrant market of Costa Rica, enhancing its global presence. 

Dedicated to fostering growth within the global entrepreneurial community, Brice has also harnessed his extensive expertise to mentor and empower over 4,000 entrepreneurs across more than 140 countries, steering them towards the development of impactful, forward-thinking brands.

Listen to this informative Sharkpreneur episode with Brice Holmes about building brands and thinking big. 
Here are some of the beneficial topics covered on this week’s show:
- How thinking bigger from the outset is important when the time comes to expand and grow your business. 
- Why Invata Global Marketing believes in building impactful visionary brands rather than just selling products.  
- How podcasts are a great way to find inspiration and stay up to date on trends.

Connect with Brice:
Guest Contact Info
X
@InvataGlobal
Instagram
@invataglobal
Facebook
facebook.com/InavataGlobal
LinkedIn
linkedin.com/company/invata-global-marketing

Links Mentioned:
invataglobal.com
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1041: The Evolution of Virtual CFO Services with Jody Grunden

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