here’s what you’re looking for: jody grunden

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learning to love video calls

four people on each side of a videoconferencetake the pain out of online meetings with weekly updates.

by jody grunden
building the virtual cfo firm in the cloud

if you’re the type of person who cringes at the thought of “another meeting,” i’m here to tell you, you’ve got to get over it. when you work with and for your clients remotely, you simply have to embrace meetings.

more: try an accountability chart instead | give your leadership team time to lead | hate billing? use a different method | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion | the right way to onboard new clients | 4 ways to bill clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

not only do meetings become the foundation of every relationship within your company, but they are the stimulus for where the work gets done.

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try an accountability chart instead

blank organizational chartthen check to see whether the right people are in the right seats.

by jody grunden
building the virtual cfo firm in the cloud

“getting the right people on the bus, the wrong people off the bus, and the right people in the right seats – these are all crucial steps in the early stages of buildup…” – jim collins, “good to great”

more: give your leadership team time to lead | be more effective remotely with disc | protect client files from cyberthreats | get ready to launch virtual cfo services | riches in niches | marketing is about thought leadership | how to audit 401(k)s | 3 measures of the effectiveness of your team | how to profit with workflow apps
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when adam and i first started the company, we didn’t have much organizational structure. we didn’t need it. but as the company grew, it became necessary to develop an organizational structure. there’s a great quote by michael e. gerber in his book “the e-myth revisited” that says, “without the organization chart, confusion, discord and conflict become the order of the day.”
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give your leadership team time to lead

large group of people gathered into an upward arrow shapeget the right people on the bus, then figure out where to go.

by jody grunden
building the virtual cfo firm in the cloud

as our team was growing and we reached over 30 team members, we recognized the need to establish a formal leadership team. when we were smaller, it worked fine for adam and me to be the primary decision makers, but as our client base and workload grew, we realized we would become a bottleneck and slow things down.

more: be more effective remotely with disc | do you have the right people? | boost efficiency with tech stacks | the only 3 metrics you need | how we sell audits online | 3 steps to better client communication in a crisis | four key financial metrics for growing any business | why process is key to remote work
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

at that point, we made a conscious effort to transition our daily tasks and client responsibilities to other team members so we could remove ourselves from the weeds and focus on the higher-level view of the company.
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be more effective remotely with disc

overhead view of five people in a meetingbetter understanding = better communication.

by jody grunden
building the virtual cfo firm in the cloud

working in a remote environment can be great, and it can also have its challenges. communication is one of the biggest hurdles distributed companies have to overcome. to tackle this issue head on, summit cpa has implemented many initiatives.

more: do you have the right people? | hate billing? use a different method | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

one of our favorites is the disc profiles. let me start off by telling you a little bit of the background on the disc profiles.
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do you have the right people?

two partners celebrating business success outsidehow core values affect remote work culture.

by jody grunden
building the virtual cfo firm in the cloud

a company’s core values are the cornerstone of its culture, and people are the biggest asset a company can have.

more: hate billing? use a different method | protect client files from cyberthreats | get ready to launch virtual cfo services | riches in niches | marketing is about thought leadership | how to profit with workflow apps | cyber security at a virtual cpa firm | top tech choices for the virtual firm | how to run effective leadership team meetings | toss the org chart for an accountability chart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

defining your core values and hiring the right people is essential for the success of your business.
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hate billing? use a different method

businessmen standing on dollar billwhat services do your clients value the most?

by jody grunden
building the virtual cfo firm in the cloud

when i attend cpa conferences across the united states, i often hear from cpas: “i don’t want to bill for my time.”

more: protect client files from cyberthreats | boost efficiency with tech stacks | the only 3 metrics you need | how we sell audits online | 3 steps to better client communication in a crisis | four key financial metrics for growing any business | transferring clients to a new employee
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

so, how do you bill your clients?
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protecting client files from cyberthreats

technology security with internet digital signature as artthree ways to make technology your ally.

by jody grunden
building the virtual cfo firm in the cloud

have you ever been contacted by the irs with the fbi involved? i can tell you from firsthand experience that it’s a bit alarming when that happens.

more: boost efficiency with tech stacks | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion | the right way to onboard new clients | 4 ways to bill clients | how to evaluate workflow management software | 5 questions to evaluate new tech tools | traditional benefits for remote employees
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we were once contacted by the irs because they thought our server had been compromised. when the field officer who came to our office asked to see our server, we explained that we didn’t have a server. she was a little surprised by that information and then asked where we kept our files. we explained that we use cloud storage and programs designed specifically for encryption and security.
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boost efficiency with tech stacks

screwdriver and wrenchbonus: you’ll be better connected.

by jody grunden
building the virtual cfo firm in the cloud

i believe it’s important for accounting firms to standardize their technology “stack.” having a standardized tech stack of applications helps to automate every corner of your workflow.

more: use bots to your advantage | get ready to launch virtual cfo services | riches in niches | marketing is about thought leadership | how to audit 401(k)s
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the applications you use should be seen as an extension of your business. your onboarding process will be more effective if your team doesn’t have to learn a new set of tools every time a new client comes on board.
while we will, of course, work within whatever programs new clients are using, developing consistency internally as much as possible is key.

at summit cpa group, we have three primary technology stacks:

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