"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   

“Make it easy for them to say yes and dont make it anything about making money. Make it about making connections and launching the ship in a direction with the right people where everybody understands that this is about getting better together.” - Carl Smith The finer details of this episode What does Bureau of Digital do? How did they start this community?How to manage members of the community that are competitors or in the same market?What you need to do/prepare to start your own  communityHow to build a community of highly engaged professionals and retaining the membersEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netBureau of Digital website - www.bureauofdigital.com

“The thing is, you kind of have to find your groove there. It doesn't happen just overnight.” - Stephen Pope The finer details of this episode Which marketing channel should you consider for your firm? Understanding your audience and making sure you have a clear messageThe concept of virality and creating content that resonates All about TikTok and the impact of social media and video marketing Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netSGPLabs - www.sgplabs.com/

“In terms of passionate, absolutely essential as there's a rule in the practice of thought leadership, that your audience will never be more interested in your topic than you. So you have to choose something that you're going to be excited to talk about for the next five or 10 years.” -  - Bill Sherman The finer details of this episode What is thought leadership?What questions should you ask yourself before you start?Steps you need to take before you launch your brand's thought leadershipThought leadership and its correlation to passion, relevance and responsibilityEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netThought Leadership Leverage website - https://thoughtleadershipleverage.com/

"I think being in my role one of the things I've seen is the fact that we haven't had this conference for a full year. I think it definitely affects the morale" - Jamie NauThe finer details of this episode Difference between Director and CFO retreat and why it's important to have bothPurpose and benefits of team retreatsProcess of organizing team retreatsImpact of team retreats to employee moraleDifference of team retreats for remote vs. non-remote companiesEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

"I really think what Summit has created, and Jody and Adam have created together is something unique; and also is something that should be looked at by other companies and replicated with how they treat their employees and creating that connection in a very remote working environment" - Lillian HocevarThe finer details of this episode Postmortem discussion of the Director's RetreatWhen to include family members in company retreatsSelecting the perfect location for retreats that include family membersUltimate goal of company retreatsWhat are the 6 Working Geniuses? How did Summit use this information to help teamsEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net