The Modern CPA Success Show

"It's very important to look at all these tax-saving opportunities." - Randy Crabtree The finer details of this episode :What are the different credits and incentives available to business owners?What should accountants take into consideration when giving their clients advice?What should you know about the R&D and Employee Retention Credit? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Email Randy Crabtree - Randy.Crabtree@tri-merit.com

"From my perspective, when I look at what businesses need today, I think it's absolutely positioned for massive growth." - Dave Hartley The finer details of this episode :What does the future look like for Summit after the merger with Anders?What does the firm of the future look like?What value will the merger bring to our clients? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 

"When you showcase your best, you attract the best." - Donna Serdula.The finer details of this episode :Why is LinkedIn an essential tool to grow your network?Practical tips build your brand on LinkedIn.Understanding your purpose on LinkedIn and using your purpose to achieve success.  Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions  at cpa@summitcpa.net Vision Board Media - https://visionboardmedia.com/

" Just because things are going well doesn't mean they can't be better. So that's what we try to live by. " - Robert Minkler Jr. The finer details of this episode :The merger story of Summit CPA and AndersHow the merger benefits both Summit CPA and AndersWhat stakeholders should expect with the mergerEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Summit CPA Group to Merge with Anders CPA + Advisors

"We have to realize that we speak this technical language riddled with acronyms, that when our audience isn't like us, we need to find a way to translate it into plain English. So there's understanding." - Peter Margaritis The finer details of this episode :How to connect and become relatable when discussing technical terms with clientsTips and tricks to remember when communicating with clients from different industriesImportance of communicating clearly to achieve a common goal Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net The Accidental Accountant website - www.petermargaritis.com/

"Honestly, the way we've structured our kickoff call week. 80% of the kickoff call, just letting the CFO and the client kind of start to have those conversations, which is huge. We listen and we hear the things that are most important to them." - Lydia Rapp The finer details of this episode :What are we doing now that we haven't done before?Why you should have a client onboarding process in placeWhat are the important things to consider when building an onboarding client? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 

"Do it. Don't hesitate. Just jump into it." - Larry D. West III The finer details of this episode :What is Clubhouse? How Larry D. West III used this platform and created opportunities for his businessHow to get startedHow Clubhouse can help you add value as a thought leader for your audienceEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Precision Business Strategies website - www.pb-strategies.com

"As a CPA firm, we're big into numbers, we're big into data. And, we do look at this data to try to determine what our future topics are going to be and how to make sure that our podcasts are hitting the audience." - Jamie NauThe finer details of this episode :What are the top performing podcasts episodes on the Modern CPA Success Show in 2021?What three topics drive more podcast downloads?Why did these topics perform well?  Top 10 Episodes:The Future of Virtual CFO Services with Rick Telberg of CPA TrendlinesThe Playbook That Inspired the Growth of Oberlander & Co.Developing Systems to Scale Your Business with David Jenyns (Part 1)Adapting in the Age of Automation with David BergsteinDeep Dive with Virtual CFO Client Tiffany Farriss of PalantirFinding Your Niche & Becoming a Thought LeaderTax Lessons Learned with Dave DanicExploring New Marketing Channels to Reach More LeadsExploring Video Marketing Strategies to Grow Your BusinessHow Octavia Conner Made Her Clients Say Yes to Profits Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - vcfo@summitcpa.net 

"The end of curiosity is that understanding and it's engagement. And if we get to that and then we're going to increase our quality of interactions with our internal stakeholders and with our teammates, we're going to increase the quality of the service we provide to our clients because we are fully engaged. We are better understanding who, who they are and what they want." - Josh JeansThe finer details of this episode :What having curiosity means to Summit CPA Group?In the hiring process, what are Summit CPA's best practices that help qualify candidates who imbibes the core value curiosity?How is curiosity a learned skill and how do we hone it?How does curiosity contribute to developing a team of constant learners? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 

"Back in November I was able to unveil practice executive, which is really something I created almost entirely from scratch based on the Summit Model and what I've been able to experience from you guys over the last few months." - Andrew TuckerThe finer details of this episode :Practice Executive LLC and how Andrew Tucker started his practiceHow he applied what he learned from the Virtual CFO Playbook Course to grow his clients from scratchBecoming a thought-leader in the dental industry Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net