“They don’t feel like they have to guess while they grow. There’s a concrete plan.” - Jake GrimmThe finer details of this episodeWhy Adam thinks Summit is the firm of today.What Summit CPA is doing with tech to be efficient.How to save 30 minutes a week per clientThe keys to evaluating tech tools.The Summit CPA tech stack.The power of forecasting.Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - [email protected] - https://www.bill.comExpensify - https://www.expensify.comDiviPay - https://divipay.comJetPack Workflow - https://jetpackworkflow.comTrello - https://trello.com/en-USG Suite - https://gsuite.google.com

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