The Modern CPA Success Show

“Divvy is a software company first. And then we found that we had to tie a card into it. It’s the web application; it's the mobile application; it's the Divvy Smart credit card. What's nice about this is that it's one integrated solution. You don't have to go find a card solution and then buy a software to lay over the top of it and vice versa. You don't need to find a software that you really like and then have to go find a card that might work into it.” – Zac HenizThe finer details of this episode:How Divvy empowers both business owners and employees to manage spendingCreating virtual and one-time-use cards to offer further security parameters Spend and expense transactions with ease using Divvy  Episode resources:Summit CPA website – www.summitcpa.netEmail us with questions – cpa@summitcpa.netDivvy – https://getdivvy.com/ 

Episode Notes“The top three things that people can do to build client relationships would be take a posture of people over profit, to follow through and follow up, and to remember going into those relationships that, it's not about you. Take yourself out of the equation first and understand your client's goals.” – Hannah HoodThe finer details of this episode:Understanding your personality and how to work with different personality typesEstablishing relationships built on trust and transparency How to implement Hannah’s three tips to improve and build client relationships  Episode resources:Summit CPA website – www.summitcpa.netEmail us with questions – cpa@summitcpa.net  

“We've designed a pretty flexible tool. It’s turnkey when you need it to be, like determining cashflow. We've got some really cool stuff in the pipeline right now from a development perspective and KPIs.” -Christian Wielage The finer details of this episode:How using a software planning tool like PlanGuru helps advisors/CFOs make sound business decisionsTools and resources offered by PlanGuruWhy today’s firms need PlanGuru to stay relevant and offer real-time solutions  Episode resources:Summit CPA website – www.summitcpa.netEmail us with questions – cpa@summitcpa.netPlanGuru | Business Budgeting Software, Business Planning Software 

Episode Notes“It’s time to bring in an expert if you are leaving your role at a pre-IPO company. Also, when the IPO happens, it can a little tricky, especially if they have some of the more complex kinds of contracts, so you’re going to want to get some help on it.” – Aaron RubinThe finer details of this episode:Learn options to offer clients when it comes to pre-IPO tax issues as it relates to stock optionsHow to advise a client and seek specialized help as they navigate the IPO journeyUnderstand services that clients might need post IPO, such as wealth management Episode resources:Summit CPA website – www.summitcpa.netEmail us with questions – cpa@summitcpa.netAaron Rubin – wrpwealth.com  

“I care about our profession, and I know that we're always busy. Especially as we're doing advisory work, tax planning, and things that are more forward thinking, there's no stop. You have to make sure that you're managing yourself and helping others to avoid burnout. You have to be very proactive.” – Iralma PozoThe finer details of this episode:Self-awareness: Take an assessment to understand and analyze personal traits about yourself so that you can learn how to thrive in work environments Self-care: Implements things into your daily routine that charge your battery Communicating and setting boundaries: Let coworkers and clients know up front what they can expect from working with you  Episode resources:Summit CPA website – www.summitcpa.netEmail us with questions – cpa@summitcpa.net

“We're not talking about the forecasting meeting. We're talking about an annual planning meeting where we hit the brakes and see what last year looked like. Then we evaluate what the current year-to-date looks like and realign on big-picture goals as needed”– Adam Hale The finer details of this episode:Starting a conversation with clients about annual planning and the benefit of using it as a benchmark for the next calendar yearSetting a cadence and schedule for customizing a strategize plan for the clientWhat the annual planning process is and tools that can be implemented to create itThe importance of aligning your client's financial goals and their business goalsEpisode resources:Summit CPA website –www.summitcpa.netEmail us with questions – cpa@summitcpa.net  

“Big data is a thing right now. Everybody has tons of data, but it's not really useful information. I know for us and our clients and accountants everywhere, we've become storytellers. There's a lot of cool reports that we want to have for ourselves in order to understand and tell the story, but we've got to be able to push that information out and get it to the users. ”– Adam HaleThe finer details of this episode:How analytic software can help you see data trends for your client's businessBeing able to understand data storytelling as a tool for clientsHow analytic tools can help generate useful reports, while also reducing human errors  Episode resources:Summit CPA website –www.summitcpa.netEmail us with questions – cpa@summitcpa.netToucan Toco - Guided Analytics for Business Users 

Episode Notes“Long before COVID, people were feeling frustrated, particularly younger people who were feeling like the market was leaving them behind. Then, along came COVID, which completely shook the entire job market. And it sent people home to sit on their couch and think about themselves and what they're doing. The pandemic shook the market and caused there to be some realization on the part of the employees that maybe they weren't getting everything out of this bargain.” – Chris Williams The finer details of this episode:How to navigate the current marketplace for employment opportunities Being able to reflect on current employment circumstances and understand alternative optionsHow to stop compromising personal situations for the sake of a career Being able to cultivate a good leadership team  Episode resources:Summit CPA website –www.summitcpa.netEmail us with questions – cpa@summitcpa.netChris Williams – clwill.com 

In this episode, Jamie Nau, our host and Summit CPA's Director of Virtual CFO, sits down with Adam Hale, Partner at Anders CPAs + Advisors, and Jake Grimm, Summit CPA's Director of Technology, to discuss financial tools for remote and distributed companies. If you are a business owner of a fully distributed company, this episode is for you! Jamie, Adam, and Jake discuss must-have tools to implement in your remote business to help it run efficiently and grow it to the next level.  The finer details of this episode :How to choose  the best technology for your remote businessHow to leverage technology in a remote worldBeing a  business owner or member of leadership of a remote businessBeing a fully distributed, start-up company and implementing the right tools to run your businessEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 

"I'm just authentic me. When I meet people, I don't talk about me and what I can do for you and what I do for a living. Ask questions about other people, like: Why are you here? What made you wanna do this business? What can you offer? Who can I connect you to?It's adding value to other people. And one thing I've figured out is people notice people who notice them. Simple little things like giving someone else a shout out or sharing their post or saying, "Hey, I saw you the other day. That was great."  It's bringing that sense of community into everything you do." - Monica ParkinThe finer details of this episode :How to choose something that you're passionate aboutHow to contribute to your community in order for your business to thriveBeing a good listener and  asking intentional  questionsBeing authentic when building your brand and networking Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Monica Parkin - Courtenay Mortgage Specialist | Monica Parkin, Mortgage Specialist