Cover image of The Modern CPA Success Show

The Modern CPA Success Show

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients?Dedicated to perfecting Virtual CFO Services sin... Read more

Ranked #1

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Becoming the firm of the future

Becoming the firm of the future

“They don’t feel like they have to guess while they grow. There’s a concrete plan.” - Jake GrimmThe finer details of thi... Read more

28 Nov 2019

27mins

Ranked #2

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How accounting firms can keep up with technology

How accounting firms can keep up with technology

“One of our strengths as a firm is that we are not afraid to move on to the next best software.” - Jamie Nau The finer d... Read more

31 Dec 2019

19mins

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Ranked #3

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Why hiring is SO important

Why hiring is SO important

“We’re not just looking to hire someone with an accounting degree. Customer interaction is very important to us.” - Zach... Read more

11 Dec 2019

26mins

Ranked #4

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Tips for Selling Virtual CFO Services

Tips for Selling Virtual CFO Services

“For us, it’s about a long-term relationship. It’s about being a part of our client’s business for years to come, not ju... Read more

6 Jan 2020

30mins

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Ranked #5

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Tax Integration with Virtual CFO Services

Tax Integration with Virtual CFO Services

Quote“Taxes are a natural fit with any kind of CPA services you provide.” - Adam Hale   The finer details of this episo... Read more

21 Jan 2020

25mins

Ranked #6

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The Virtual CFO Process

The Virtual CFO Process

Quote“If you really want to grow your firm and scale your practice, you have to have a process.” - Adam Hale   The finer... Read more

3 Feb 2020

30mins

Ranked #7

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Marketing Your CPA Firm

Marketing Your CPA Firm

Quote“The marketing for Summit CPA is focused on building relationships. ” - Kelly Schuknecht The finer details of this ... Read more

17 Feb 2020

26mins

Ranked #8

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Using JetPack Workflow for project management with David Cristello

Using JetPack Workflow for project management with David Cristello

Quote“Project management tools are built for a defined sprint of work, but there is a big gap in recurring client manage... Read more

27 Apr 2020

36mins

Ranked #9

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PPP vs EIDL

PPP vs EIDL

Quote“For the clients that are really hit hard, if they are completely shut down, the Employee Retention Credit might be... Read more

15 Apr 2020

25mins

Ranked #10

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How to Help Your Clients Through Difficult Times

How to Help Your Clients Through Difficult Times

Quote“Times are different now with COVID-19, but these are conversations we need to have when the economy is doing reall... Read more

30 Mar 2020

26mins

Ranked #11

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Distributed Working Models

Distributed Working Models

Quote“Creating a dedicated space for your work is one of the most essential things you can do when working from home.” -... Read more

20 Mar 2020

31mins

Ranked #12

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Onboarding A New Client

Onboarding A New Client

Quote“Every good client relationship we’ve had with Summit CPA started out positive from the very beginning.” - Adam Hal... Read more

16 Mar 2020

31mins

Ranked #13

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Structuring client meetings for success

Structuring client meetings for success

Quote“You don’t need a silver bullet every time you meet with your client” - Jamie Nau  The finer details of this episod... Read more

2 Mar 2020

27mins

Ranked #14

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How we built our team using a distributed model

How we built our team using a distributed model

“If they’re not willing to get on camera, then they likely won’t be a good prospect.” - Jody GrundenThe finer details of... Read more

19 Nov 2019

26mins

Ranked #15

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How we bootstrapped the firm of the future

How we bootstrapped the firm of the future

“If we want to make an impact in the industry, if we want to change the way everyone is thinking, then we have to get ou... Read more

22 Oct 2019

29mins

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