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Summit Virtual CFO by Anders
United States
Registrace 9. 05. 2016
Summit Virtual CFO by Anders is an accounting firm with a non-traditional approach to accounting. We have an amazing team of CPAs and accountants who provide professional Virtual CFO Services for companies all over the United States - many of which operate virtually as well. We fully understand the accounting, bookkeeping, cash flow management, and business tax nuances that come with being distributed, and we love helping our clients overcome these challenges through our own experience and expertise.
Episode 28 - Transforming Accounting: How Jody Grunden's Journey is Redefining the Industry...
...for Young Professionals
The Young CPA Success Show (Episode 28): “I want to make sure that whatever we create, it's not only conducive for my lifestyle but for my entire team.” - Jody Grunden
The man, the myth, the legend - don’t miss the episode with Jody Grunden, Co-founder of Summit CPA Group (now Summit Virtual CFO by Anders). Joey and Hannah sit down with their fearless leader for a discussion on transforming the accounting profession and changing industry perceptions. Jody shares his journey from public accounting to entrepreneurship, emphasizing the need for a flexible, task-oriented work culture. He discusses the benefits and challenges of remote work, the importance of curiosity in questioning established practices, and the future role of technology in accounting. The episode encourages young professionals to embrace change and develop essential soft skills.
The finer details of this episode:
● Transformation of the accounting profession
● Changing perceptions within the accounting industry
● Importance of personal relationships and communication in professional success
● Experiences and challenges faced in public accounting and corporate roles
● Entrepreneurial journey and founding of Summit CPA Group
● Emphasis on work-life balance and flexible work environments
● Adoption of remote work and its impact on company culture
● Need for adaptability and innovation in accounting practices
● Role of soft skills and interpersonal relationships in future accounting careers
● Encouragement for young professionals to embrace change and seek personal development opportunities
BULLET LIST
● Summit Virtual CFO by Anders website: www.summitcpa.net/
● Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.com
● We’re hiring! Check out our open positions: www.summitcpa.net/career-opportunities
● Connect with Jody here: www.linkedin.com/in/jodygrunden/
● Check out Summit Virtual CFO by Anders here: www.summitcpa.net/
The Young CPA Success Show (Episode 28): “I want to make sure that whatever we create, it's not only conducive for my lifestyle but for my entire team.” - Jody Grunden
The man, the myth, the legend - don’t miss the episode with Jody Grunden, Co-founder of Summit CPA Group (now Summit Virtual CFO by Anders). Joey and Hannah sit down with their fearless leader for a discussion on transforming the accounting profession and changing industry perceptions. Jody shares his journey from public accounting to entrepreneurship, emphasizing the need for a flexible, task-oriented work culture. He discusses the benefits and challenges of remote work, the importance of curiosity in questioning established practices, and the future role of technology in accounting. The episode encourages young professionals to embrace change and develop essential soft skills.
The finer details of this episode:
● Transformation of the accounting profession
● Changing perceptions within the accounting industry
● Importance of personal relationships and communication in professional success
● Experiences and challenges faced in public accounting and corporate roles
● Entrepreneurial journey and founding of Summit CPA Group
● Emphasis on work-life balance and flexible work environments
● Adoption of remote work and its impact on company culture
● Need for adaptability and innovation in accounting practices
● Role of soft skills and interpersonal relationships in future accounting careers
● Encouragement for young professionals to embrace change and seek personal development opportunities
BULLET LIST
● Summit Virtual CFO by Anders website: www.summitcpa.net/
● Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.com
● We’re hiring! Check out our open positions: www.summitcpa.net/career-opportunities
● Connect with Jody here: www.linkedin.com/in/jodygrunden/
● Check out Summit Virtual CFO by Anders here: www.summitcpa.net/
zhlédnutí: 0
Video
Episode 14 - Cannabis Marketing Best Practices: Insights from Lisa Buffo
zhlédnutí 12Před 12 hodinami
The CannaBiz Success Show (Episode 14): “You must have a good story. If you have a good story and you pair it with a thoughtful strategy, then you can get the unicorn concept that everyone wants: virality and fast growth.” - Lisa Buffo Packed full of info, don’t miss this episode focused on all things cannabis marketing! Lisa Buffo, Founder and CEO of the Cannabis Marketing Association (CMA), s...
Episode 127 - Navigating the Complexities of Financial Planning for Business Owners with Adam Koós
zhlédnutí 22Před 12 hodinami
The Modern CPA Success Show (Episode 127): “Procrastination is a huge problem, but the bigger problem is the lack of awareness of the need for owners to start planning now, whether you're selling in three years or 13 years.” - Adam Koós Adam Koós, Founder of Libertas Wealth Management Group, discusses the crucial aspects of financial planning and exit strategies for business owners. He and Tom ...
Episode 131 - "How Can Agencies Achieve Better Alignment Between Sales & Proj. Management?"
zhlédnutí 22Před dnem
The Creative Agency Success Show (Episode 131): "Alignment is going in the same direction, fighting for the same things, and looking at the same big picture together.” - Rachel Gertz Jamie and Hannah chat with Rachel Gertz, Director of Growth and Delivery at Louder Than Ten, about her expertise on project management within digital agencies and creative studios. She emphasizes the importance of ...
Episode 27 - From Numbers to Narratives: The Evolution of Accountants into Master Storyteller -Peter
zhlédnutí 15Před dnem
The Young CPA Success Show (Episode 27): “Everyone in the accounting industry talks the lingo, the foreign language of accounting. We know what we're talking about. But, for our clients, most of them don’t. It’s our job to help them understand by translating our technical jargon into something simpler.” - Peter Margaritis, CSP, CPA Joey and Hannah welcome Peter Margaritis, also known as The Acc...
Contractors, Overtime and Other Recent Employment Compliance Changes
zhlédnutí 10Před 14 dny
In the post-pandemic employment world, legal compliance in various areas of practice have been tightened to match the mobility of the current workforce. Federal law has stepped in a bit more assertively than some organizations would anticipate. Worker protection is a high priority in our economic environment, as we can see in the increase of union participation. The law is participating in the ...
Episode 126 - Redefining Financial Planning & Reporting for Small Businesses & Startups w/ Blagoja H
zhlédnutí 36Před 14 dny
The Modern CPA Success Show (Episode 126): “The reason I started Modeliks is because it took me three weeks to create a proper financial model in Excel for every new client. With our predefined financial model template, you have that handed to you on a plate.” - Blagoja Hamamdjiev Blagoja Hamamdjiev, founder and CEO of Modeliks, joins Tom and Adam to discuss the benefits and features of Modelik...
Episode 13 - Cannabis SEO Insights: A Conversation with Industry Vet Nick Musica
zhlédnutí 28Před 14 dny
The CannaBiz Success Show (Episode 13): “If you want to build a brand and build a company for the long term, SEO is by far one of the best vehicles to use because it has a long-term impact on traffic.” - Nick Musica In this episode of the Cannabis Success Show, Guillermo interviews Nick Musica, CEO and Founder of Optics In, who shares his extensive knowledge on optimizing search engine performa...
Episode 26 - Six Keys to Inclusive Leadership with Ayo Owodunni
zhlédnutí 28Před 21 dnem
The Young CPA Success Show (Episode 26): “We want to have conversations that are meaningful, that are impactful, and I can guarantee you that we are walking away from these conversations trying to implement these in our organization and our community.” - Ayo Owodunni Hannah and Joey are joined by Ayo Owodunni, Management Consultant at Prime Target Consulting, for an insightful conversation on t...
Episode 130 - VCFO Deep Dive: Jason Swenk
zhlédnutí 26Před 21 dnem
The Creative Agency Success Show (Episode 130): “Standing out is great, but conversion is crucial.” - Jason Swenk Jody and Jamie take a deep dive into an episode of Jason Swenk's Smart Agency podcast, What All Successful Agencies Have in Common: How to Separate from the Pack, with Tim Condon. They delve into key topics such as building a robust email list, optimizing the sales cycle, and enhanc...
Episode 125 - Strategies for Revolutionizing Client-Centered Financial Advisory with Tyson Ray
zhlédnutí 33Před měsícem
The Modern CPA Success Show (Episode 125): “The total relationship is about making life better for the client, focusing on what they need in the next 6 to 12 months, and helping them prioritize their financial decisions.” -Tyson Ray Tyson Ray, CEO and Co-founder of Form Wealth Advisors, joins the show to share his unique approach to wealth management, emphasizing the importance of building stro...
Episode 12 - Unveiling the Secrets of Cannabis Branding with Phoebe Depree of Goddess Growers
zhlédnutí 9Před měsícem
The CannaBiz Success Show (Episode 12): At the end of the day, cannabis is really a medicine, and it should be treated as such with caution, care, and education.” - Phoebe Depree In this episode, Guillermo welcomes Phoebe Depree, Founder and CEO of Goddess Growers, who shares her journey into the cannabis industry and the creation of her brand. They discuss her business model, which involves li...
Episode 25 - Big 4 Intern Turned Crypto Accounting Entrepreneur with Mackenzie Patel
zhlédnutí 44Před měsícem
The Young CPA Success Show (Episode 25): "My vision is to have a boutique crypto accounting and tax firm. I want to be the premier crypto accounting firm in the U.S., maybe in the world." - Mackenzie Patel Are you a crypto investor? Then this episode is for you! Mackenzie Patel chats with Joey and Hannah about her non-traditional journey in the accounting industry, from internship at Deloitte t...
Episode 129 - Scale Your Agency and Build a Strong Community with Jason Swenk
zhlédnutí 15Před měsícem
The Creative Agency Success Show (Episode 129): “As you're building your business, you're building your agency, you're going to realize that there's some prospects that are just not right. You have to go through that Vegas buffet and get sick and food poisoning because you overate and you ate a lot of the bad shit and you tell yourself, ‘I'm not going to eat those raw craw legs anymore.’” -Jaso...
Episode 11 - Understanding Cannabis Funding and Accessing Capital with Adam Stettner
zhlédnutí 62Před měsícem
Episode 11 - Understanding Cannabis Funding and Accessing Capital with Adam Stettner
Episode 124 - The Partner Every Firm Needs: Simplifying Business Startup & Compliance with Nellie A
zhlédnutí 29Před měsícem
Episode 124 - The Partner Every Firm Needs: Simplifying Business Startup & Compliance with Nellie A
Pricing and Packaging Your CAS Offerings
zhlédnutí 64Před měsícem
Pricing and Packaging Your CAS Offerings
Episode 24 - Candid Conversations on Mentorship, Challenges, and Growth in Accounting w/ Karl Baker
zhlédnutí 26Před měsícem
Episode 24 - Candid Conversations on Mentorship, Challenges, and Growth in Accounting w/ Karl Baker
Episode 128 - VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett
zhlédnutí 19Před měsícem
Episode 128 - VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett
Episode 127 - VCFO Deep Dive Commentary
zhlédnutí 22Před měsícem
Episode 127 - VCFO Deep Dive Commentary
Episode 123 - Navigating Work-Life Balance: A Candid Conversation on Stress in the Workplace -Joey K
zhlédnutí 36Před měsícem
Episode 123 - Navigating Work-Life Balance: A Candid Conversation on Stress in the Workplace -Joey K
Episode 10 - The Name of the Game is 'Pivot' with Marianne Cursetjee
zhlédnutí 24Před měsícem
Episode 10 - The Name of the Game is 'Pivot' with Marianne Cursetjee
Episode 23 - Navigating Work-Life Balance: A Candid Conversation on Stress in the Workplace w/ Tom W
zhlédnutí 26Před 2 měsíci
Episode 23 - Navigating Work-Life Balance: A Candid Conversation on Stress in the Workplace w/ Tom W
Episode 126 - A Deep Dive into Leadership, Problem Solving, and Team Engagement with J. Scott
zhlédnutí 46Před 2 měsíci
Episode 126 - A Deep Dive into Leadership, Problem Solving, and Team Engagement with J. Scott
Episode 9 - The Highs of Vertical Integration in a Mature Market with Willie McKenzie
zhlédnutí 21Před 2 měsíci
Episode 9 - The Highs of Vertical Integration in a Mature Market with Willie McKenzie
Episode 122 - How Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?
zhlédnutí 72Před 2 měsíci
Episode 122 - How Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?
Episode 22 - The Most Essential Tips for Personal Branding on LinkedIn with Donna Serdula
zhlédnutí 50Před 2 měsíci
Episode 22 - The Most Essential Tips for Personal Branding on LinkedIn with Donna Serdula
Episode 125 - Navigating Digital Marketing Trends: Insights from Industry Events with Hannah Hood
zhlédnutí 28Před 2 měsíci
Episode 125 - Navigating Digital Marketing Trends: Insights from Industry Events with Hannah Hood
Decoding 280E and Current Developments
zhlédnutí 52Před 2 měsíci
Decoding 280E and Current Developments
Episode 121 - Strategies for Setting Boundaries and Managing Scope in Advisory Work with Chris Papin
zhlédnutí 27Před 2 měsíci
Episode 121 - Strategies for Setting Boundaries and Managing Scope in Advisory Work with Chris Papin
Very Nice. Can I get presentation slides?
Very informative. Can i get presentation slides. Thanks
Very informative one. Esp the best practises.
Perfect describe Mam 👍
I’m more than happy to discover this channel. I need to thank you for your time for this, particularly a fantastic watch!! I liked every little bit of it and I have subscribed you to look at new posts all the time.
Thanks for having me!
I landed on your video and it is really good, this is not a completely cold comment pls don't mind but I saw on your channel, you posted quite good number of videos and I can see the current reach is not that good, are you interested talking about it over a free call?
Love the videos!
Glad you like them!
Very cool.
Great!! Thanks!!
You're welcome!
So great hanging out with Joey and Hannah - here's to upgrading our identity and bringing growth to our companies AND ourselves!
Cult
Wokeness is a destructive cult with false religious dogmas and insidious agendas. It is evil.
Hi there, thanks for this webinar. I am late to the party but very excited. I am struggling to estimate the time needed (workload). I won’t charge hourly but still need to estimate that so I will not work a lot for little. Could you please advise ?
Thanks for having me on your show!
It was a pleasure having you on the show, and your insights added great value to our discussion. We look forward to more collaborations in the future. 🤝
Thanks for having me!
📣 Calling all Change-Makers! 🌱 Join us for an enriching experience: "Disconnect to Connect" Book Club Webinar by Summit. Discover the tools to reshape your life, led by Amy Vetter herself. Sep 14, 2023, 01:00 PM - a date with transformation! Secure your spot today. Register here: bit.ly/Connecttodisconnect 📆 #WebinarExperience #PersonalTransformation #virtualcfoservices #financeexpert #accountingservices #businessadvisor #accountingsolutions #vcfo #vcfobyanders #forecasting #vcfoexpert
Such a great conversation - sharpen the tools, organize the toolbox, and see the human connection take place. Huge appreciation for everyone at Summit!
Todd Nienkerk's insights on rebranding are a breath of fresh air! The strategies shared are not only innovative but also practical.
Love it!
Excellent videos! Thank you very much for your hard work.
Nice content! I sent you an email :)
Great discussion!!
Thanks, @JoeRobsinsonGFD ! Glad you enjoyed it. Don't forget to subscribe to the channel for more episodes like this.
Your videos are very useful and provide lots of information. I have received lots of help after watching this post, please continue to share this kind of information. Thank you.
Thank you, Luna! We're glad you found it helpful. Don't forget to subscribe and click the notification bell to stay updated on our latest videos.
I am learning so much from watching your videos. Thank you so much for sharing this amazing source of information. This one is quite helpful.
Glad you find them helpful!
Ewwwwwwww
absolutely awesome Airtable setup...booked a call with SGP!
We agree!
Great video! Some key points were highlighted that I hadn't heard anyone else discuss. Thank you!
Glad you enjoyed it!
Your video helped me a lot to take my doubts, thank you very much
Glad to hear that!
great basic info - thanks
Very welcome
Thank you 👍
You are welcome
Great points in the podcast! The standards definitely need to be updated. There are so many intangibles to value now. How do you calculate the value of an e-course, e-book, NFT, etc.? Thought provoking questions we have to think through in improving the industry.
Do you have a template of your dynamic forecast
thanks for the video - how did you go about discovering and choosing the tools like LivePlan and Planguru vs some of the other offerings?
Hi, Steven! Great question, here's an episode where we discussed what we look at and consider for our vendors. czcams.com/video/zmi86IFwxVM/video.html
great video can I get those slides . I am an accounting student and doing my courses for hubspot marketing
Here you go: www.summitcpa.net/hubfs/Summit%20CPA%20+%20HubSpot%20Webinar%20%20(1).pdf
Very good and effective video. Thank you! CA Sumit Bhutada
Most welcome
What if you are not a CPA yet and you plan on being one eventually. Can you outsoure the tax returns to a CPA for signature? What would you do?
You can outsource the tax returns, or not include tax returns in your offering.
About 80% of our clients eventually have us do tax returns. At the signing of the engagement that percent is closer to 60%. Of our Canadian clients, we do not do any of their tax returns.
Do you have to be a CPA? What if you just have industry experience and you buy the SummitCPA course?
Hey Jake.. you do not have to be a CPA. Industry experience is a huge benefit.
@@jodygrunden2028 thanks Jody!
you made super editing.
Do you guys have plan on hiring outside the US? I do accounting here in Mexico but is very painful, used to have US clients and their accounting is more straightforward and Quickbooks and other software are way more optimized for them
What platform is this, in looking for the same for our team. Thank you!
Sococo
Thanks for the great video! Hiring has been tough this year.
“2021 blows 2020 out of the water” Yes!👍🏻
I love your channel!!! You are missing out = P R O M O S M.
I don't get it. He mentioned to not be a sales person and be a "thought leader" - but if you are new and just starting out its 100% sales. Thought Leadership doesn't happen over time, if you need sales you need to do sales period.
Can you please share the slide deck?
Here you go: www.summitcpa.net/hubfs/How%20to%20Start%20Your%20Own%20Virtual%20CFO%20Practice%20%20.pdf
@@vcfobyanders beautiful - thanks! I really like what you guys are doing.
Very good explanation
I need more business and better clients
ilhy1 vur.fyi
One problem with what you talked about in your podcast, up until 25:53 is that there is obviously something extremely off-putting about you or your organization for so many prospective candidates to just stand you up like that. Once - ok I can see things happen. Twice… ok this is really stretching it but 3 times is obviously a pattern. I think that your organization (whatever it is you do in whatever sector that you cover and wherever it is you are located) fails to recognize that when someone shows up to an interview, they are adding THEIR value to YOUR organization, not the other way around. How much money are you losing by not having their skills and what do you have to offer to lure them in?! Those people in turn interview you through out the hiring process A-Z to determine than you are not a fit for them. It would be prudent to identify what is wrong with YOU and what is so offputting with YOU for so many people to bail so early in the process…. I know it sounds like I am putting the blame on you and that is because I do. You need to recognize that there is a significant difference between fresh out of college applicant with that fake enthusiasm vs someone who has been around the block for 25 years and knows their way around the play yard. When those guys show up they already know what to look for, what red flags you give off, what questions they need to ask you and if they disengage 2 minutes into the interview process then you REALLY know that you have not impressed them enough and that is on you really… I say shed the donuts and coffee delivery and think about what YOU need to do instead of reverting to the dogma of “we are doing you a favor by talking to you”. And then there is a thing about $$$$. Uff… I sensed a certain nerve that was hit in your voice… because it did not sound like you wish you could pay your employees more…. Rather you were disappointed they would have the nerve to accept higher offers as if $50-$100K extra is something they (employees) should not deserve. When employee decides to leave and you begin losing $$$$ and have to go through circus of hiring process and onboarding only to have people leave on you causing you to lose more $$$$ and stuff and stuff… that $50-$100K pay raise you could have and should have given WITH GRATITUDE will end up costing you whatever x however long… and that is hindsight 20/20 for you. You got me curious now. I am going to submit the comment and actually look up your organization to see what it is you do and why people dont show based on company reviews. I hope I do not find a bunch of 1 star ratings.