"Just do it. It's one of those things that if you think about it and you try and make it perfect it never will be. No one working in the office will ever be perfect. So (it's always) come out of your comfort zone and step into the risky area and go remote. You just have to do it." - Jody Grunden

The finer details of this episode :

• What to consider and what to prepare for before going remote
• How to start and how to maintain a remote workplace
• What helped Summit CPA Group? (Tools, processes, people management)
• People management strategies Summit CPA Group implemented - what works and what doesn't

Episode resources

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

"Today, it's about rethinking your business model to adjust to new societal needs because society has evolved, science has evolved, what makes sense and what doesn't make sense in society has evolved and will further evolve." - Fabiaan van Vrekhem

The finer details of this episode :

• Definition of Organization Reinvention
• What approach you need to take when reinventing your organization?
• What questions to ask and consider before reinventing your organization?
• The difference between a roadblock and a wrong turn
• How organization reinvention impacts people management

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net 
• Email Fabiaan - [email protected]
• Purchase Fabiaan's book on Amazon - Disruption@Work

"This is another really great thing about using an online platform like this -  you could have a support person who has never seen your model be able to figure out what's going on in like five or 10 minutes versus like taking all afternoon to figure it out in an Excel." - Martin Zych
 

The finer details of this episode :

• What is Jirav? How does Jirav help Summit CPA serve our clients better?
• Why did Summit CPA decide to move to Jirav?
• How Jirav helps Summit CPA as a cloud-based forecasting solution
• What are Jirav's features that will make you consider shifting to a cloud-based forecasting solution?

Episode resources

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

"You have got to understand everyone on your team's unique ability and best and highest contribution and put that to work. Create a place where they can make a meaningful contribution given their motivations and their unique abilities." - Zach Montroy

The finer details of this episode :

• What to consider if you want to keep your people
• Understanding the needs and motivations of people
• Compensation and benefits - how important benefits come into play
• How personalization of benefits has helped Summit CPA

Episode resources

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

"We're seeing it all across different disciplines, all different types of employment and what we're finding is that people are quitting - and that really started from probably I'd say January and still continuing on through today - where they're quitting for all kinds of reasons" - Jody Grunden

The finer details of this episode 

• What is "The Great Resignation"?
• What are the reasons behind this phenomenon?
• What companies can do to take the employee retention to the next level?
• Finding candidates, the evaluation process and preventing no-shows.

Episode resources

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

"In order to get at value for your clients, it's helpful to think of the three questions that you can. Why now, why me and why this way. " - Geraldine Carter

The finer details of this episode 

• What is Value-Based Pricing?
• Why digital agencies should consider Value-Based Pricing
• What questions to ask when pricing your services according to value

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net 
• She Thinks Big website - www.shethinksbigcoaching.com

"When I look at the accounting profession, same thing, super well-educated well-trained putting in lots of years licensed, and all that. Do they suffer sometimes from the same kind of, let's just say blinders, because they're so well-trained and thinking that the solution has to be complicated and nobody else could possibly come up with it that they walked right past easy solutions." - Geraldine Carter

The finer details of this episode 

• What are the 3 main challenges that CPAs and CPA firms usually experience?
• The kale story and its analogy to the accounting profession
• Finding simple solutions to pivot your current services and address the challenges that stunt your growth

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net 
• She Thinks Big website - www.shethinksbigcoaching.com
• Smart Strategy for CPAs - www.smartstrategyforcpas.com

“Make it easy for them to say yes and dont make it anything about making money. Make it about making connections and launching the ship in a direction with the right people where everybody understands that this is about getting better together.” - Carl Smith
 

The finer details of this episode 

• What does Bureau of Digital do? How did they start this community?
• How to manage members of the community that are competitors or in the same market?
• What you need to do/prepare to start your own  community
• How to build a community of highly engaged professionals and retaining the members

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net
• Bureau of Digital website - www.bureauofdigital.com

“The thing is, you kind of have to find your groove there. It doesn't happen just overnight.” - Stephen Pope
 

The finer details of this episode 

• Which marketing channel should you consider for your firm? 
• Understanding your audience and making sure you have a clear message
• The concept of virality and creating content that resonates 
• All about TikTok and the impact of social media and video marketing 

Episode resources

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

“In terms of passionate, absolutely essential as there's a rule in the practice of thought leadership, that your audience will never be more interested in your topic than you. So you have to choose something that you're going to be excited to talk about for the next five or 10 years.” -  - Bill Sherman
 

The finer details of this episode 

• What is thought leadership?
• What questions should you ask yourself before you start?
• Steps you need to take before you launch your brand's thought leadership
• Thought leadership and its correlation to passion, relevance and responsibility

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net
• Thought Leadership Leverage website - https://thoughtleadershipleverage.com/