“The strategy, speaking with the clients weekly and making sure they have enough cash in the bank to survive the next eight weeks or 12 months, that’s really the differentiator and why we’ve grown so fast.”

- Jody Grunden

The finer details of this episode 

• How Jody and Adam started their careers in accounting
• What was Jody's philosophy when starting Summit CPA Group
• How to value clients and build long term relationships with them
• Fix-priced billing vs. billing per hour: how to price the clients in the right way
• The difference between VCFO and fractional CFO services
• Summit CPA group’s focus on creative agencies

Episode resources

• Summit CPA website
• Email us with questions/comments- [email protected]