The Modern CPA Success Show Becoming the firm of the future
Nov 28, 2019
27:32
“They don’t feel like they have to guess while they grow. There’s a concrete plan.” - Jake Grimm
The finer details of this episode
- Why 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 client
- The keys to evaluating tech tools.
- The Summit CPA tech stack.
- The power of forecasting.
Episode resources
- Summit CPA website - www.summitcpa.net
- Email us with questions - cpa@summitcpa.net
- Bill.com - https://www.bill.com
- Expensify - https://www.expensify.com
- DiviPay - https://divipay.com
- JetPack Workflow - https://jetpackworkflow.com
- Trello - https://trello.com/en-US
- G Suite - https://gsuite.google.com