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Jody Grunden

15 Podcast Episodes

Latest 15 Jan 2022 | Updated Daily

Weekly hand curated podcast episodes for learning

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How has accounting function changed over the years? | Jody Grunden, Co Founder and CEO, Summit CPA

The Brand Called You

Accounting as a sector has changed dramatically over the past few decades. From traditional balance sheets and in-office work, the accounting function has shifted to more modern and tech-oriented procedures. Today TBCY brings you a professional who is not only a leader in the accounting space but has also done some commendable work in digitized accounting. We are pleased to welcome Jody Gruden to the podcast. Jody is the CoFounder and CEO of Summit CPA. He has been recognized, awarded, and felicitated globally. His venture Summit CPA is an active firm that helps small businesses make proactive financial decisions. Jody’s goal is to consistently change the way people perceive accounting. Tune in to know more about Jody and his incredible journey with Summit CPA.--- Support this podcast: https://anchor.fm/tbcy/support


27 Oct 2021

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How to Successfully Manage a Remote Team Using the TTP Model with Jody Grunden

Systems Simplified

Jody Grunden, CPA, is the Co-founder and CEO of Summit CPA Group, a company providing virtual CFO and accounting services to help businesses maximize profits, minimize taxes, and build cash flow. Jody started Summit CPA in 2002 and has had a long career as a Tax Accountant for companies including BKD CPAs & Advisors and Crowe LLP. Jody is also an Official Member of the Forbes Finance Council. In this episode: How did one company successfully transition to a fully remote workplace — before it was trendy? What is the TTP model of success? And, how does having the right team and processes create harmony, especially in the accounting industry? Jody Grunden is just the man to ask. Jody is the Co-founder and CEO of Summit CPA Group, a fully remote company offering virtual CFO and accounting services. After making the jump to working from home back in 2013, Jody and his team now know the ins and outs of what makes remote work so successful. Today, he’s here to tell you all about it — and give you tips on improving your processes along the way. On this episode of the Systems Simplified podcast, Adi Klevit talks with the Co-founder and CEO of Summit CPA Group, Jody Grunden, about the importance of systems and processes when working remotely. They discuss the benefits of remote work, the intersection between team, technology, and processes, and the key to maintaining company culture and collaboration with a virtual team.


18 Aug 2021

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Leveraging Thought Leadership | Jody Grunden | 315

Leveraging Thought Leadership

Today's guest is Jody Grunden, a visionary accountant with over 20 years of experience that has helped pioneer innovative changes to his industry.  Jody is the co-founder and CEO of Summit CPA Group, author of Digital Dollars and Cents. Jody takes us back to 2013 when he arrived at a conference to speak only to have a series of events go wrong that ended with him giving his presentation off the cuff while wearing a Hawaiian shirt and becoming a huge success! Since that fateful event the Summit CPA Group has undergone a lot of changes.  We discuss why they’ve moved to focusing on creative agencies and how thought leadership has become their only form of marketing, and how they are teaching other firms their methods. Getting your thought leadership off the ground is often time consuming and expensive.  Jody shares his experience getting things off the ground, what it took to find success, and how he got his business partner on board with his ideas. If you are looking to develop your own thought leadership or are struggling to find your audience this is a wonderful episode filled with excellent advice! Three Key Takeaways: When delivering thought leadership don’t use jargon the audience might not understand.  Speak in the vernacular of your audience. Even if your thought leadership might be useful to a wide audience, find a space to become a specialist in.  Become a resource to that market so clients come to you for advice. No one will ever care more about your thought leadership than you. You have to have passion and conviction in your delivery to get clients to see you.


23 May 2021

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How To Build A $9 million/year CFO Firm With Jody Grunden | Episode #29

Digital Masters: Growth Marketing Strategy, Tactics & Technology

Subscribe to the Podcast https://sgplabs.com/subscribe - How SEO and content marketing have helped them grow to a $9 million/year CFO firm - How did they know it would work? - How long till they saw results? - How is it paying off now? - Where do you see people get stuck? Reach out to Jody: jody@summitcpa.net https://www.summitcpa.net/


26 Apr 2021

Most Popular

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The Riches are in the Niches to Build a Multi-Seven Figure Accounting Business with Jody Grunden

Building the Premier Accounting Firm

Imagine starting the business using your personal line of credit, having employees that make more than you and then one day it takes off.  The decisions made to offer unique services in a specific industry actually help you stand out and grow your business.  You may hear it often to focus on a niche, but does it really pay off, for Jody it did, and he’ll share how and why. Building a large accounting firm offering quality services that bring value to the client is something he’s been doing for years.  Listen in and hear how this can apply to your business. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Jody Grunden, CPA Jody is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services for creative agencies as well as one of the largest Virtual CFO firms in North America. He’s also an industry speaker and a published author. Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital agency owners create a financial roadmap to success. Summit CPA Group is a fully distributed accounting firm with a non-traditional approach to accounting providing Virtual CFO Services, 401(k) Audits, and CPA Firm Augmentation. Operating under a profit-focused model, Summit CPA uses dynamic forecasting and key performance indicators with their clients to help them transcend their focus from simply “being in the black” to longer-term financial health and wealth. With the mission statement, “Changing the way people think about accounting,” the next big step for the Summit CPA Group is to help make this level of service a norm rather than an exception within other accounting firms. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get your FREE copy of the e-book “in the BLACK, nine principles to make your business profitable” to work ON your business.  Apply these principles and then take them to your clients as their trusted advisor.  Get you copy HERE Now! In Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, Jody Grunden helps startup founders and company owners dive deep into the financial side of the business. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777


29 Jul 2020

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TSOE Excerpt - Jody Grunden on his weekly subscription model for CFO services

Sage Thought Leadership Podcast

Ed and Ron are pleased to interview Jody Grunden, CEO and Co-Founder of Summit CPA. The firm adopted subscription pricing and we are eager to learn how he grew the firm from $600,000 in revenue in 2004 to $7,000,000 today. You don’t want to miss this episode! For the entire episode listen at The Soul of Enterprise.


17 Jun 2020

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Subscription Pricing at Summit CPA: Jody Grunden

The Soul of Enterprise: Business in the Knowledge Economy

Ed and Ron are pleased to interview Jody Grunden, CEO and Co-Founder of Summit CPA. The firm adopted subscription pricing and we are eager to learn how he grew the firm from $600,000 in revenue in 2004 to $7,000,000 today. You don’t want to miss this episode!


12 Jun 2020

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Lessons Learned from a Fully Remote Virtual CFO Firm – Jody Grunden, CEO of Summit CPA

Spend Culture: CFOs on People, Cash, and Organizations

Lessons Learned from a Fully Remote Virtual CFO FirmIn this episode, Jody Grunden, the CEO and Co-Founder of Summit CPA shares his tips on successfully working remotely as a pioneer in the virtual CFO space, and also what well-run companies do differently from a financial perspective within a crisis. Speakers: Jody Grunden, CEO & Co-Founder, Summit CPA Group Jody Grunden is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. He is passionate about changing the way people think about accounting. Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success.


3 Jun 2020

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086 Secrets of Shifting to vCFO Services, with Jody Grunden, Co-Founder and CEO of Summit CPA Group

Business Strategy for CPA's

My guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America.  Jody is passionate about changing the way people think about accounting.  As the author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success. Summit CPA offers virtual CFO, Controller, and transaction-level services remotely and at scale.  I wanted to have Jody on to talk about everything that he has learned in nearly 20 years of growing this business.  There were many gems including the simple but important reminder: “Your clients are hiring you to help them get to the next level.”  It’s your job to help build the financial roadmap that gets them there.  The rest is just deliverables. What your client wants is transformation.  If you want help getting your practice to the next level, getting from 150 clients down to 15, with $60 or $100K annual engagements, I can help you make that transformation.  Put 15 minutes on my calendar - just go to shethinksbigcoaching.com and click on the big fat red Schedule Time with Me button. You’d be surprised how much ground we can cover in that time, so I hope you will take me up on the offer.  Connect with Jody: Website: https://www.summitcpa.net/ LinkedIn: www.linkedin.com/in/jodygrunden Twitter: @jgrunden and @SummitCPAGroup Schedule Time with Me: https://calendly.com/geraldinecarter/15min Download ebook “6 Simple Steps to Double Your Revenue” https://shethinksbigcoaching.com/download-double-your-revenue Work with Geraldine: Strategy Session https://shethinksbigcoaching.com/strategy-session/ 1:1 Coaching https://shethinksbigcoaching.com/business-coaching/ VIP Day https://shethinksbigcoaching.com/vip-day/


20 May 2020

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Preparing and Operating in a Recession with Jody Grunden of Summit CPA

How to Hardscape

On today's episode, we are joined by Jody Grunden of Summit CPA, a virtual CFO service, to talk about how you should prepare your business for a recession and operating your business during a market downturn.--- Send in a voice message: https://anchor.fm/howtohardscape/message


13 Apr 2020