"The House today introduced a bill to fully decriminalize Cannabis. So, we're moving quickly both state front and federally and we actually saw this with CBD and Hemp legalize completely in 2018. So, there's a decent chance Cannabis will go down this path as well.” - Andrew Hunzicker The finer details of this episode Who and what does Andrew Hunzicker of Dope CFO do?Cannabis Industry as a nicheOpportunities available in the Cannabis IndustryTips and reminders for CPAs and CPA firm owners who are interested to serve this nicheEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netAlliance Virtual Offices website - www.alliancevirtualoffices.com

“Building a team that is eager to dive into some of these multi-state tax issues is one of our lessons”- Dave Danic The finer details of this episode How Summit CPA Group Tax Department is set upShifts that Summit CPA Group made internally the past two years under the Tax DepartmentWhat a does a Tax Manager do?What changes did Summit CPA Group do when managing clients Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netEmail Dave Danic- ddanic@summitcpa.net

“We were built to a certain kind of project, that they weren't looking from us anymore. We had to really reshape the firm and it was a really painful moment. So we really had to learn and step back.” - Tiffany Farriss The finer details of this episode Growth as an outcome of success not as a metricThe challenges that influenced the changes for PalantirHow long does it take to create a 360 shift within the organizationHow a virtual CFO was able to help them through challenging times Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netPalantir website - www.palantir.net

“That's what systems do. They enable you to solve problems once, and then the business over can move over to the next problem which should be a higher level” - David Jenyns The finer details of this episode The need for a Business Systems Champion in your organizationHow systems shape business culturesThe impact and change systems bring to a businessGetting your teams onboard with changes in business systems Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netDavid's website - davidjenyns.com

“All the business owners that I chat with, every single one of them, I don't think we'd ever had a discussion where we haven't come to the conclusion that business systems are important.” - David JenynsThe finer details of this episode Why business systems are importantHow SYSTEMology is different from process improvement practicesWhat business owners should do to get startedKey practices to adopt for better business systemsEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netDavid's website - davidjenyns.com

"In order to generate profit the correct way you need to have cash flow in your business...So one of the ways that we help our business owners is that we tell them 'The ultimate goal is for you to say yes to profits.'” - Octavia Conner The finer details of this episode Say Yes To Profit and Octavia's amazing backstory How she defined what needed to be done to scale her businessWhat challenges she faced and how she overcame itTried and tested tips to build your own VCFO servicesEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netAlliance Virtual Offices website - www.alliancevirtualoffices.com

"The one word that every major employer, or every major business, or governmental entity is using right now is agility. They started using that in 2017, 2018, 2019, they started using the word but they weren't taking action and that's the big difference” - Frank Cottle The finer details of this episode Deep dive into the difference of the workforce through the yearsWhat the new normal looks like for the workforceRedefining the purpose of an office New workforce models and options for businesses Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netAlliance Virtual Offices website - www.alliancevirtualoffices.com

"I feel like we're colleagues, so you know it's like a real firm and we work together and they help us a lot besides actually taking the course that has helped us a lot in setting the framework."- Jacob OberlanderThe finer details of this episode How the VCFO Playbook Course influenced Oberlander & Co.Highlighting the practices that Oberlander & Co. adopted Importance of  implementing a solid Onboarding process and Pipeline MeetingsThe Impact of Switching to Value-Based Pricing  Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netOberlander & Co. website - www.oberlanderandco.com/ Show Less

"In our industry, we're always looking at what can save time and what's not going to break down all the time” - Jody GrundenThe finer details of this episode Understanding your company's needs to find the right solution for youHow to choose the best vendor for your companyThings to consider before  saying "yes" to a vendorHow Summit CPA Group weeds out all proposals to find the best one Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

"I think the future of accounting is automation and advisory services." - David Bergstein The finer details of this episode Understanding the importance of automation and innovationProcess of choosing the best platforms to automate processesWhy moving to the cloud is the way forward for CPA firmsHow to add value through  advisoryEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netBergstein CPA website - www.bergsteincpa.com/