How to Add CFO Services to Your Accounting Firm
Jody Grunden is the CEO and Co-Founder of Summit CPA Group, a virtual tax and accounting firm that also offers CFO services to its clients.
March 4, 2021
Jody Grunden is the CEO and Co-Founder of Summit CPA Group, a virtual tax and accounting firm that also offers CFO services to its clients.
Capacity planning may not be your first thought when growing an accounting firm. However, it can lead to confidence as demand increases.
Ready to level up as a leader in the accounting space? Check out our latest podcast episode with Twyla Verhelst to build accounting relationships!
Think about the term “workflow design” for a minute. Sounds nice doesn’t it? Mapping out how your accounting firm handles the work, day-in and day-out,
Recast Episode: This episode was originally published on April 19, 2018, but it’s a favorite among our Growing Your Firm Podcast community, so we’re bringing
A few months ago, we rolled out the Plan view, which was the first feature set of our Scale tier. There were many things to
Jason Staats is a principal at Brenner LLP and is the founder of Launch FA and the Realize Community. He’s focused on building better tools
Documented or not, your accounting firm has a process, and putting that system of doing things into a workflow application makes sense. If you have
Kevin Izevbigie: growth & automation specialist, helping accountants to stop doing free work and start landing monthly retainers. Listen now!
It takes almost a half hour to refocus on your work after being distracted. (That’s the same amount of time it takes to watch an
