The Modern CPA Success Show

“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

"I think a lot of it has to be started through exploration because if we don't start with a mindset around exploration and learning...If we're just changing for the sake of changing, then we really, we're not coming from an informed perspective." - Douglas FergusonThe finer details of this episode :The mindset and behavior that is essential to change management in an organizationWhat do businesses need to do? What strategies should they put in place?How important is having a culture of curiosity?How should change management  need to change as the company gets larger? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Voltage Control website - voltagecontrol.com

"I think CPE is also one of those things that's kind of stagnated in our profession. Going to webinars, going to in-person seminars... it's just old-fashioned, it's inconvenient. People do things on their phones now. So why can't we learn on our phones on demand, wherever we are, whenever we want." - Blake Oliver  The finer details of this episode :What is the future of the accounting profession?What are the traditional ways of doing things in the industry that hinder growth?What is Earmark CPE?How can it help professionals complete their CPE? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Earmark website -https://earmarkcpe.com/Contact Blake - blake@earmarkcpe.com

"I think the heart of it is (that) there's a lot of value in automation so that you can provide value-added and not have to deal with typing in sales entries everyday or the minutiae that comes with this" - Bo Davis The finer details of this episode :What does MarginEdge do? How does a robust back-office technology support the restaurant's success?How do insights and report tools help the production and decision-makers?  Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net MarginEdge website - www.marginedge.com/

"I want to build a certain culture. I wanna make sure that everyone is on board with our values from the very beginning. So even in the interview process, we talk about our values and make sure that the questions we're asking will enable people to answer based on their values. And then, just how they interact with us throughout the interview process can say a lot too" - Serena Shoup The finer details of this episode :Who is Serena Shoup? What does the Ambitious Bookkeeper do? What hiring practices help them hire based on culture fit?How did culture play a role in the growth of her company? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Reach out to Serena Shoup - www.ambitiousbookkeeper.com/

"I always go in with a little skepticism just because there's a lot of tools out there and they can be great, or they can flop and not really do much. But, I did see some value in the Autoreview demo that they gave us. It definitely had features that you can't get just out of QuickBooks and it is in an easy-to-read self-organizing format" - Alyssa Colf The finer details of this episode :What is Autoreview? What does it do? Who is it for?Features of Autoreview that has helped our teamsBenefits and best practices while using the tool Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 

"The quality of the people (and), the quality of the technology has just made my ability to step in and be successful a whole lot easier." - Greg Wallis The finer details of this episode :What is it like shifting to a virtual CFO role? How did Greg's experience help him adjust?What do you need to consider and think about before going virtual or moving to a 100% remote firm?Tips for professionals interested to join Summit CPA, A Division of Anders CPAs + Advisors, or offer their own Virtual CFO services Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net