Model Cloud Accounting Firm

12/12/2023 1h 3min Episodio 1
Model Cloud Accounting Firm

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Episode Synopsis


For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | YoutubeScott interviews Jody Grunden, CPA, co-founder of Summit CPA Group and author of two books, to discuss various topics related to running an accounting practice and building virtual CFO services, dressing "professionally", and niching down.Introduction and an update on recent developments since the last interview.The origin story of Jody’s Hawaiian shirtsScott shares his similar wardrobe storyDiscussing the evolution of “professional attire” in the accounting professionExploring the benefits and challenges of running a remote accounting firmThe importance of finding a niche and specializing in the industryCreating CFOs from accountants within the firm and the training and development processUtilizing retreats and building a strong company communityAddressing the resistance to change in the accounting industry and the need for adaptationInsights into the day-to-day operations and growth goals at Summit CPA GroupScott and Jody discuss the acquisition of cloud firms, venture capital, and private equityShout Outs:Tommy Bahama, Accounting Salon, Kenji Kuramoto, AICPA, Karbon, Dave Barrett, Matthew May, AcuityShoperations is a production of Accounting High and hosted by Scotty "OKR" Scarano.