Earmark Podcast | Earn Free Accounting CPE Jody Grunden's $10 Million Secret: Weekly Client Meetings
Nov 20, 2023
Jody Grunden, founder of Summit CPA Group and virtual CFO services pioneer, reveals his $10 million secret: weekly client meetings. Learn about his transition from traditional monthly engagements, the power of driver-based modeling in forecasting, the benefits of remote work, and the considerations of selling the practice. Discover the importance of content creation and podcasting for building a public presence in the accounting world.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Implementing ACH Payments for Increased Efficiency
02:01 • 16min
Client Services and Weekly Meetings
17:55 • 5min
The Importance of Forecasting for Businesses
22:57 • 19min
Transitioning to Remote Work and the Benefits it Brought
42:26 • 11min
Selling the Practice: Factors and Considerations
53:18 • 12min
The Importance of Podcasting and Content Creation for Building a Public Presence
01:05:36 • 2min