Ep 025 – Jody Grunden, Summit CPA
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Featuring: Jody Grunden, Summit CPA
In this episode, I got to talk to Jody about what it’s like running one of the first fully distributed CPA firms, and their acquisition process by Anders CPA + Advisors. He talks about how they set out to launch the firm as a change agent in the space and how they flipped the billing model on its head in the creative agency CPA and advisory space. While Jody doesn’t run a creative firm, he lets us in on the immense value of niching down into vertices and how it proves to scalability. Learn the secret of when owners should really start leaning on outsourced CFO services and why. Finally, Jody shares some of the trending KPIs they see agencies actively monitoring.
Jody co-founded Summit CPA Group (Summit) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. Summit, now a division of Anders, was the first fully distributed accounting firm. As the leading provider of Virtual CFO Services in North America, Summit provides professional Virtual CFO Services for over 100 companies across the United States, helping business owners dive deep into the financial side of their business to maximize profits, minimize taxes, and increase cash flow.
Jody is also an industry speaker and a published author. He literally wrote the book on helping digital companies create a financial roadmap to success, Digital Dollars and Cents.