“That's what systems do. They enable you to solve problems once, and then the business over can move over to the next problem which should be a higher level” - David Jenyns

The finer details of this episode 

• The need for a Business Systems Champion in your organization
• How systems shape business cultures
• The impact and change systems bring to a business
• Getting your teams onboard with changes in business systems

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net
• David's website - davidjenyns.com

“All the business owners that I chat with, every single one of them, I don't think we'd ever had a discussion where we haven't come to the conclusion that business systems are important.” - David Jenyns

The finer details of this episode 

• Why business systems are important
• How SYSTEMology is different from process improvement practices
• What business owners should do to get started
• Key practices to adopt for better business systems

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net
• David's website - davidjenyns.com

"In order to generate profit the correct way you need to have cash flow in your business...So one of the ways that we help our business owners is that we tell them 'The ultimate goal is for you to say yes to profits.'” - Octavia Conner

The finer details of this episode 

• Say Yes To Profit and Octavia's amazing backstory 
• How she defined what needed to be done to scale her business
• What challenges she faced and how she overcame it
• Tried and tested tips to build your own VCFO services

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net
• Alliance Virtual Offices website - www.alliancevirtualoffices.com

"The one word that every major employer, or every major business, or governmental entity is using right now is agility. They started using that in 2017, 2018, 2019, they started using the word but they weren't taking action and that's the big difference” - Frank Cottle
 

The finer details of this episode 

• Deep dive into the difference of the workforce through the years
• What the new normal looks like for the workforce
• Redefining the purpose of an office 
• New workforce models and options for businesses

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net
• Alliance Virtual Offices website - www.alliancevirtualoffices.com

"I feel like we're colleagues, so you know it's like a real firm and we work together and they help us a lot besides actually taking the course that has helped us a lot in setting the framework."- Jacob Oberlander

The finer details of this episode 

• How the VCFO Playbook Course influenced Oberlander & Co.
• Highlighting the practices that Oberlander & Co. adopted 
• Importance of  implementing a solid Onboarding process and Pipeline Meetings
• The Impact of Switching to Value-Based Pricing 

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net
• Oberlander & Co. website - www.oberlanderandco.com/
   

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"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 - cpa@summitcpa.net

"I think the future of accounting is automation and advisory services." - David Bergstein

The finer details of this episode 

• Understanding the importance of automation and innovation
• Process of choosing the best platforms to automate processes
• Why moving to the cloud is the way forward for CPA firms
• How to add value through  advisory

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net
• Bergstein CPA website - www.bergsteincpa.com/

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"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 - cpa@summitcpa.net
• Bill.com website - www.bill.com

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“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 - cpa@summitcpa.net
• Email Stephen -  [email protected]

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“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 - cpa@summitcpa.net
• QuickFee - https://quickfee.com/