Quote"You have an opportunity to digitally transform your clients' life." - Pete Potsos The finer details of this episode What is Bill.com?How Bill.com  helped Summit CPA revolutionize their processesFeatures  can help you and your clientsHow you can improve your own practice using the Bill.com platform Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netBill.com website - www.bill.com

Quote“If you want to be a big business that continues to grow with some scale, then you need to learn how to use these.” - Stephen PopeThe finer details of this episode How video helps you connect to your audienceWhy it's important to incorporate a video marketing strategy into your social media and other marketing efforts in generalHow to be comfortable in videoTips on getting your very first video done Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netEmail Stephen -  stephen@sgplabs.com

Quote“One of the partners there was sharing that their firm no longer has an overdraft thanks to using our payment plans” - Bruce Coombes The finer details of this episode What is QuickFeeWhat are the three payment solutions offered by QuickFeeAdvantages of using QuickFeeHow it helped firms collect payments fasterHow QuickFee can help enhance your relationship with your client Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netQuickFee - https://quickfee.com/

Quote“If we write about what people are talking about, then people are going to talk about what we write about.” - Rick TelbergThe finer details of this episode How Rick curated his content for CPA TrendlinesTrends in the Virtual CFO spaceWhat could potentially hold CPA firms back from going virtualWhy you should seriously consider offering VCFO work considering the current landscapeWhat type of firm is best for offering VCFO servicesBenefits of hiring a project manager to do our client onboarding at Summit CPA Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netConnect with Rick - cpatrendlines.com

Quote“Let’s build the plan and plug the engineers into the plan instead of the other way around.” - Casey Cobb  The finer details of this episode How the beginning of this client relationship changed the way we pitchedCasey’s amazing backstory and how a virtual CFO was able to help him through challenging timesThe 80/20 rule, Parkinson's Law, and how Casey implemented them into his business ideaHow Casy found his blue ocean strategy Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Email Casey - casey@projectricochet.com

Quote“A lot of meetings are ruled by too many subjective opinions and egos, so it’s important to bring in actual objective measures of progress.” - Tom Barrett The finer details of this episode Where Summit CPA has been and where we are going with our meetingsWhat makes a good meetingWhy people hate meetings so muchHow to prevent team members from being distracted during meetingsHealthy conflict and how that can be a good thing in meetingsCreating a meeting agenda and why that is absolutely necessaryThe power in naming your meetingsThe IDS structure and how you can use it to talk through issuesThe role of meeting moderators and why you need one Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

Quote“Taking this time and investment in your team will show dividends in the future.” - Zach The finer details of this episode How to choose the right venues, restaurants, and activities for the group Tips for structuring the content of your company retreat Balancing team-building and business development activities Choosing the right location for your retreat The importance of working with the right team to organize your retreat Budgeting and forecasting to cover your retreat financially  Episode resourcesSummit CPA website - www.summitcpa.net  Email us with questions - cpa@summitcpa.net   Contact Lily - lillian@traveluxeofficial.com

Quote“The key to keeping employees happy is to get the right people on the bus, the wrong people off the bus, and the right people in the right seats.” - Tom Barrett The finer details of this episode How to keep your employees happy Using accountability charts to get everyone into “the right seat” Processes for transitioning and onboarding employees into their roles Making sure that everyone gets into seats that fit their strengths Seeing people’s potential for leadership or supervising Tips for the interview process to assess potential new team members The importance of solidifying your company values when it comes to getting teammates into the right seat  Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions/comments- cpa@summitcpa.net  

Quote“We were growing, I was wearing a lot of hats, and I started to realize our finances should be doing better.” - Greg Bear  The finer details of this episode How Bear Group got started and their experience as a remote company Their process of hiring a CFO How Summit CPA has helped Bear Group to uplevel their business New financial management tricks Greg learned during the onboarding process Bear Group’s financial workflow Factors that attributed to fast cash growth for The Bear Group What to consider if your business is looking to hire a CFO  Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions/comments- cpa@summitcpa.net  

Quote“I have the ability to play financial offense for clients, getting them the cash they need to continue to grow.” - Dan Kalis The finer details of this episode How to create good relationships with your bankKeeping your business in a good financial positionThe three C’s of lendingThe importance of building your business credit profileWhat to do when you don’t have the capital to grow your businessWhen you should borrow from a bank and when you should go a different routeCreative ways to meet your business’s cash needs Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net