"I think being in my role one of the things I've seen is the fact that we haven't had this conference for a full year. I think it definitely affects the morale" - Jamie Nau

The finer details of this episode 

• Difference between Director and CFO retreat and why it's important to have both
• Purpose and benefits of team retreats
• Process of organizing team retreats
• Impact of team retreats to employee morale
• Difference of team retreats for remote vs. non-remote companies

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net

"I really think what Summit has created, and Jody and Adam have created together is something unique; and also is something that should be looked at by other companies and replicated with how they treat their employees and creating that connection in a very remote working environment" - Lillian Hocevar

The finer details of this episode 

• Postmortem discussion of the Director's Retreat
• When to include family members in company retreats
• Selecting the perfect location for retreats that include family members
• Ultimate goal of company retreats
• What are the 6 Working Geniuses? How did Summit use this information to help teams

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net

"The House today introduced a bill to fully decriminalize Cannabis. So, we're moving quickly both state front and federally and we actually saw this with CBD and Hemp legalize completely in 2018. So, there's a decent chance Cannabis will go down this path as well.” - Andrew Hunzicker

The finer details of this episode 

• Who and what does Andrew Hunzicker of Dope CFO do?
• Cannabis Industry as a niche
• Opportunities available in the Cannabis Industry
• Tips and reminders for CPAs and CPA firm owners who are interested to serve this niche

Episode resources

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

“Building a team that is eager to dive into some of these multi-state tax issues is one of our lessons”- Dave Danic

The finer details of this episode 

• How Summit CPA Group Tax Department is set up
• Shifts that Summit CPA Group made internally the past two years under the Tax Department
• What a does a Tax Manager do?
• What changes did Summit CPA Group do when managing clients

Episode resources

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

“We were built to a certain kind of project, that they weren't looking from us anymore. We had to really reshape the firm and it was a really painful moment. So we really had to learn and step back.” - Tiffany Farriss
 

The finer details of this episode 

• Growth as an outcome of success not as a metric
• The challenges that influenced the changes for Palantir
• How long does it take to create a 360 shift within the organization
• How a virtual CFO was able to help them through challenging times

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net
• Palantir website - www.palantir.net

“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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