The Modern CPA Success Show

"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 

"Just do it. It's one of those things that if you think about it and you try and make it perfect it never will be. No one working in the office will ever be perfect. So (it's always) come out of your comfort zone and step into the risky area and go remote. You just have to do it." - Jody Grunden The finer details of this episode :What to consider and what to prepare for before going remoteHow to start and how to maintain a remote workplaceWhat helped Summit CPA Group? (Tools, processes, people management)People management strategies Summit CPA Group implemented - what works and what doesn't Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 

"Today, it's about rethinking your business model to adjust to new societal needs because society has evolved, science has evolved, what makes sense and what doesn't make sense in society has evolved and will further evolve." - Fabiaan van Vrekhem The finer details of this episode :Definition of Organization ReinventionWhat approach you need to take when reinventing your organization?What questions to ask and consider before reinventing your organization?The difference between a roadblock and a wrong turnHow organization reinvention impacts people management Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Email Fabiaan - fabiaan.van.vrekhem@accordgroup.bePurchase Fabiaan's book on Amazon - Disruption@Work

"This is another really great thing about using an online platform like this -  you could have a support person who has never seen your model be able to figure out what's going on in like five or 10 minutes versus like taking all afternoon to figure it out in an Excel." - Martin Zych The finer details of this episode :What is Jirav? How does Jirav help Summit CPA serve our clients better?Why did Summit CPA decide to move to Jirav?How Jirav helps Summit CPA as a cloud-based forecasting solutionWhat are Jirav's features that will make you consider shifting to a cloud-based forecasting solution?Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Jirav website -www.jirav.com

"You have got to understand everyone on your team's unique ability and best and highest contribution and put that to work. Create a place where they can make a meaningful contribution given their motivations and their unique abilities." - Zach MontroyThe finer details of this episode :What to consider if you want to keep your peopleUnderstanding the needs and motivations of peopleCompensation and benefits - how important benefits come into playHow personalization of benefits has helped Summit CPAEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 

"We're seeing it all across different disciplines, all different types of employment and what we're finding is that people are quitting - and that really started from probably I'd say January and still continuing on through today - where they're quitting for all kinds of reasons" - Jody GrundenThe finer details of this episode What is "The Great Resignation"?What are the reasons behind this phenomenon?What companies can do to take the employee retention to the next level?Finding candidates, the evaluation process and preventing no-shows.Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

"In order to get at value for your clients, it's helpful to think of the three questions that you can. Why now, why me and why this way. " - Geraldine CarterThe finer details of this episode What is Value-Based Pricing?Why digital agencies should consider Value-Based PricingWhat questions to ask when pricing your services according to valueEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net She Thinks Big website - www.shethinksbigcoaching.com

"When I look at the accounting profession, same thing, super well-educated well-trained putting in lots of years licensed, and all that. Do they suffer sometimes from the same kind of, let's just say blinders, because they're so well-trained and thinking that the solution has to be complicated and nobody else could possibly come up with it that they walked right past easy solutions." - Geraldine Carter The finer details of this episode What are the 3 main challenges that CPAs and CPA firms usually experience?The kale story and its analogy to the accounting professionFinding simple solutions to pivot your current services and address the challenges that stunt your growth Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net She Thinks Big website - www.shethinksbigcoaching.comSmart Strategy for CPAs - www.smartstrategyforcpas.com