Claim Ownership

Author:

Subscribed: 0Played: 0
Share

Description

 Episodes
Reverse
"From my perspective, when I look at what businesses need today, I think it's absolutely positioned for massive growth." - Dave Hartley The finer details of this episode :What does the future look like for Summit after the merger with Anders?What does the firm of the future look like?What value will the merger bring to our clients? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 
"When you showcase your best, you attract the best." - Donna Serdula.The finer details of this episode :Why is LinkedIn an essential tool to grow your network?Practical tips build your brand on LinkedIn.Understanding your purpose on LinkedIn and using your purpose to achieve success.  Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions  at cpa@summitcpa.net Vision Board Media - https://visionboardmedia.com/
" Just because things are going well doesn't mean they can't be better. So that's what we try to live by. " - Robert Minkler Jr. The finer details of this episode :The merger story of Summit CPA and AndersHow the merger benefits both Summit CPA and AndersWhat stakeholders should expect with the mergerEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Summit CPA Group to Merge with Anders CPA + Advisors
"We have to realize that we speak this technical language riddled with acronyms, that when our audience isn't like us, we need to find a way to translate it into plain English. So there's understanding." - Peter Margaritis The finer details of this episode :How to connect and become relatable when discussing technical terms with clientsTips and tricks to remember when communicating with clients from different industriesImportance of communicating clearly to achieve a common goal Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net The Accidental Accountant website - www.petermargaritis.com/
"Honestly, the way we've structured our kickoff call week. 80% of the kickoff call, just letting the CFO and the client kind of start to have those conversations, which is huge. We listen and we hear the things that are most important to them." - Lydia Rapp The finer details of this episode :What are we doing now that we haven't done before?Why you should have a client onboarding process in placeWhat are the important things to consider when building an onboarding client? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 
"Do it. Don't hesitate. Just jump into it." - Larry D. West III The finer details of this episode :What is Clubhouse? How Larry D. West III used this platform and created opportunities for his businessHow to get startedHow Clubhouse can help you add value as a thought leader for your audienceEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Precision Business Strategies website - www.pb-strategies.com
"As a CPA firm, we're big into numbers, we're big into data. And, we do look at this data to try to determine what our future topics are going to be and how to make sure that our podcasts are hitting the audience." - Jamie NauThe finer details of this episode :What are the top performing podcasts episodes on the Modern CPA Success Show in 2021?What three topics drive more podcast downloads?Why did these topics perform well?  Top 10 Episodes:The Future of Virtual CFO Services with Rick Telberg of CPA TrendlinesThe Playbook That Inspired the Growth of Oberlander & Co.Developing Systems to Scale Your Business with David Jenyns (Part 1)Adapting in the Age of Automation with David BergsteinDeep Dive with Virtual CFO Client Tiffany Farriss of PalantirFinding Your Niche & Becoming a Thought LeaderTax Lessons Learned with Dave DanicExploring New Marketing Channels to Reach More LeadsExploring Video Marketing Strategies to Grow Your BusinessHow Octavia Conner Made Her Clients Say Yes to Profits Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - vcfo@summitcpa.net 
"The end of curiosity is that understanding and it's engagement. And if we get to that and then we're going to increase our quality of interactions with our internal stakeholders and with our teammates, we're going to increase the quality of the service we provide to our clients because we are fully engaged. We are better understanding who, who they are and what they want." - Josh JeansThe finer details of this episode :What having curiosity means to Summit CPA Group?In the hiring process, what are Summit CPA's best practices that help qualify candidates who imbibes the core value curiosity?How is curiosity a learned skill and how do we hone it?How does curiosity contribute to developing a team of constant learners? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 
"Back in November I was able to unveil practice executive, which is really something I created almost entirely from scratch based on the Summit Model and what I've been able to experience from you guys over the last few months." - Andrew TuckerThe finer details of this episode :Practice Executive LLC and how Andrew Tucker started his practiceHow he applied what he learned from the Virtual CFO Playbook Course to grow his clients from scratchBecoming a thought-leader in the dental industry Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 
"Just do it. It's one of those things that if you think about it and you try and make it perfect it never will be. No one working in the office will ever be perfect. So (it's always) come out of your comfort zone and step into the risky area and go remote. You just have to do it." - Jody Grunden The finer details of this episode :What to consider and what to prepare for before going remoteHow to start and how to maintain a remote workplaceWhat helped Summit CPA Group? (Tools, processes, people management)People management strategies Summit CPA Group implemented - what works and what doesn't Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 
"Today, it's about rethinking your business model to adjust to new societal needs because society has evolved, science has evolved, what makes sense and what doesn't make sense in society has evolved and will further evolve." - Fabiaan van Vrekhem The finer details of this episode :Definition of Organization ReinventionWhat approach you need to take when reinventing your organization?What questions to ask and consider before reinventing your organization?The difference between a roadblock and a wrong turnHow organization reinvention impacts people management Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Email Fabiaan - fabiaan.van.vrekhem@accordgroup.bePurchase Fabiaan's book on Amazon - Disruption@Work
"This is another really great thing about using an online platform like this -  you could have a support person who has never seen your model be able to figure out what's going on in like five or 10 minutes versus like taking all afternoon to figure it out in an Excel." - Martin Zych The finer details of this episode :What is Jirav? How does Jirav help Summit CPA serve our clients better?Why did Summit CPA decide to move to Jirav?How Jirav helps Summit CPA as a cloud-based forecasting solutionWhat are Jirav's features that will make you consider shifting to a cloud-based forecasting solution?Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Jirav website -www.jirav.com
"You have got to understand everyone on your team's unique ability and best and highest contribution and put that to work. Create a place where they can make a meaningful contribution given their motivations and their unique abilities." - Zach MontroyThe finer details of this episode :What to consider if you want to keep your peopleUnderstanding the needs and motivations of peopleCompensation and benefits - how important benefits come into playHow personalization of benefits has helped Summit CPAEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 
The Great Resignation

The Great Resignation

2021-11-0129:54

"We're seeing it all across different disciplines, all different types of employment and what we're finding is that people are quitting - and that really started from probably I'd say January and still continuing on through today - where they're quitting for all kinds of reasons" - Jody GrundenThe finer details of this episode What is "The Great Resignation"?What are the reasons behind this phenomenon?What companies can do to take the employee retention to the next level?Finding candidates, the evaluation process and preventing no-shows.Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
"In order to get at value for your clients, it's helpful to think of the three questions that you can. Why now, why me and why this way. " - Geraldine CarterThe finer details of this episode What is Value-Based Pricing?Why digital agencies should consider Value-Based PricingWhat questions to ask when pricing your services according to valueEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net She Thinks Big website - www.shethinksbigcoaching.com
"When I look at the accounting profession, same thing, super well-educated well-trained putting in lots of years licensed, and all that. Do they suffer sometimes from the same kind of, let's just say blinders, because they're so well-trained and thinking that the solution has to be complicated and nobody else could possibly come up with it that they walked right past easy solutions." - Geraldine Carter The finer details of this episode What are the 3 main challenges that CPAs and CPA firms usually experience?The kale story and its analogy to the accounting professionFinding simple solutions to pivot your current services and address the challenges that stunt your growth Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net She Thinks Big website - www.shethinksbigcoaching.comSmart Strategy for CPAs - www.smartstrategyforcpas.com   
“Make it easy for them to say yes and dont make it anything about making money. Make it about making connections and launching the ship in a direction with the right people where everybody understands that this is about getting better together.” - Carl Smith The finer details of this episode What does Bureau of Digital do? How did they start this community?How to manage members of the community that are competitors or in the same market?What you need to do/prepare to start your own  communityHow to build a community of highly engaged professionals and retaining the membersEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netBureau of Digital website - www.bureauofdigital.com
“The thing is, you kind of have to find your groove there. It doesn't happen just overnight.” - Stephen Pope The finer details of this episode Which marketing channel should you consider for your firm? Understanding your audience and making sure you have a clear messageThe concept of virality and creating content that resonates All about TikTok and the impact of social media and video marketing Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netSGPLabs - www.sgplabs.com/
“In terms of passionate, absolutely essential as there's a rule in the practice of thought leadership, that your audience will never be more interested in your topic than you. So you have to choose something that you're going to be excited to talk about for the next five or 10 years.” -  - Bill Sherman The finer details of this episode What is thought leadership?What questions should you ask yourself before you start?Steps you need to take before you launch your brand's thought leadershipThought leadership and its correlation to passion, relevance and responsibilityEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netThought Leadership Leverage website - https://thoughtleadershipleverage.com/
"I think being in my role one of the things I've seen is the fact that we haven't had this conference for a full year. I think it definitely affects the morale" - Jamie NauThe finer details of this episode Difference between Director and CFO retreat and why it's important to have bothPurpose and benefits of team retreatsProcess of organizing team retreatsImpact of team retreats to employee moraleDifference of team retreats for remote vs. non-remote companiesEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
Comments 
Download from Google Play
Download from App Store