"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/
   

Show Less

"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/

Quote

"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

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

Quote

“If we write about what people are talking about, then people are going to talk about what we write about.” - Rick Telberg

The finer details of this episode 

• How Rick curated his content for CPA Trendlines
• Trends in the Virtual CFO space
• What could potentially hold CPA firms back from going virtual
• Why you should seriously consider offering VCFO work considering the current landscape
• What type of firm is best for offering VCFO services
• Benefits of hiring a project manager to do our client onboarding at Summit CPA

Episode resources

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

“A lot of meetings are ruled by too many subjective opinions and egos, so it’s important to bring in actual objective measures of progress.” - Tom Barrett

The finer details of this episode 

• Where Summit CPA has been and where we are going with our meetings
• What makes a good meeting
• Why people hate meetings so much
• How to prevent team members from being distracted during meetings
• Healthy conflict and how that can be a good thing in meetings
• Creating a meeting agenda and why that is absolutely necessary
• The power in naming your meetings
• The IDS structure and how you can use it to talk through issues
• The role of meeting moderators and why you need one

Episode resources

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