"I think CPE is also one of those things that's kind of stagnated in our profession. Going to webinars, going to in-person seminars... it's just old-fashioned, it's inconvenient. People do things on their phones now. So why can't we learn on our phones on demand, wherever we are, whenever we want." - Blake Oliver 
 

The finer details of this episode :

• What is the future of the accounting profession?
• What are the traditional ways of doing things in the industry that hinder growth?
• What is Earmark CPE?
• How can it help professionals complete their CPE?
   

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net 
• Earmark website -https://earmarkcpe.com/
• Contact Blake - [email protected]

"I think the heart of it is (that) there's a lot of value in automation so that you can provide value-added and not have to deal with typing in sales entries everyday or the minutiae that comes with this" - Bo Davis
 

The finer details of this episode :

• What does MarginEdge do? 
• How does a robust back-office technology support the restaurant's success?
• How do insights and report tools help the production and decision-makers? 
   

Episode resources

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

"I want to build a certain culture. I wanna make sure that everyone is on board with our values from the very beginning. So even in the interview process, we talk about our values and make sure that the questions we're asking will enable people to answer based on their values. And then, just how they interact with us throughout the interview process can say a lot too" - Serena Shoup
 

The finer details of this episode :

• Who is Serena Shoup? What does the Ambitious Bookkeeper do? 
• What hiring practices help them hire based on culture fit?
• How did culture play a role in the growth of her company?
   

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net 
• Reach out to Serena Shoup - www.ambitiousbookkeeper.com/

"I always go in with a little skepticism just because there's a lot of tools out there and they can be great, or they can flop and not really do much. But, I did see some value in the Autoreview demo that they gave us. It definitely had features that you can't get just out of QuickBooks and it is in an easy-to-read self-organizing format" - Alyssa Colf
 

The finer details of this episode :

• What is Autoreview? What does it do? Who is it for?
• Features of Autoreview that has helped our teams
• Benefits and best practices while using the tool
   

Episode resources

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

"The quality of the people (and), the quality of the technology has just made my ability to step in and be successful a whole lot easier." - Greg Wallis
 

The finer details of this episode :

• What is it like shifting to a virtual CFO role? How did Greg's experience help him adjust?
• What do you need to consider and think about before going virtual or moving to a 100% remote firm?
• Tips for professionals interested to join Summit CPA, A Division of Anders CPAs + Advisors, or offer their own Virtual CFO services
   

Episode resources

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

"It's very important to look at all these tax-saving opportunities." - Randy Crabtree
 

The finer details of this episode :

• What are the different credits and incentives available to business owners?
• What should accountants take into consideration when giving their clients advice?
• What should you know about the R&D and Employee Retention Credit?
   

Episode resources

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

"When you showcase your best, you attract the best." - Donna Serdula.

The finer details of this episode :

• Why is LinkedIn an essential tool to grow your network?
• Practical tips build your brand on LinkedIn.
• Understanding your purpose on LinkedIn and using your purpose to achieve success. 
   

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions  at cpa@summitcpa.net 
• Vision Board Media - https://visionboardmedia.com/

" 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 - cpa@summitcpa.net 
• Summit CPA Group to Merge with Anders CPA + Advisors

"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 - cpa@summitcpa.net 
• The Accidental Accountant website - www.petermargaritis.com/