173 Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA)

Accounting High: Sophomore Year

Episode 173

FACULTY: Jody Grunden

CLASS: #GuidePosts

TITLE: Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA)

In this podcast episode, Scott interviews Jody Grunden, CPA, co-founder of Summit CPA Group and author of two books, to discuss various topics related to running an accounting practice and building virtual CFO services, dressing "professionally", and niching down.

• Introduction and an update on recent developments since the last interview.

• The origin story of Jody’s Hawaiian shirts

• Scott shares his similar wardrobe story

• Discussing the evolution of “professional attire” in the accounting profession

• Exploring the benefits and challenges of running a remote accounting firm

• The importance of finding a niche and specializing in the industry

• Creating CFOs from accountants within the firm and the training and development process

• Utilizing retreats and building a strong company community

• Addressing the resistance to change in the accounting industry and the need for adaptation

• Insights into the day-to-day operations and growth goals at Summit CPA Group

• Scott and Jody discuss the acquisition of cloud firms, venture capital, and private equity

Shout Outs:

Tommy Bahama, Accounting Salon, Kenji Kuramoto, AICPA, Karbon, Dave Barrett, Matthew May, Acuity

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