jody grunden, author at 卡塔尔世界杯常规比赛时间 - page 5 of 10

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how one firm stepped into automation and the future of accounting.

by jody grunden
building the virtual cfo firm in the cloud

there’s no doubt that advancements in technology are changing the world, and the accounting industry is no exception. technology is making us more productive, more efficient and more connected.

more: get ready to launch virtual cfo services | 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 | why process is key to remote work
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on the flip side, it’s also taking over some of our jobs. this is a reality in the accounting industry that we cannot ignore. technology is driving major changes for the future of the accounting world. we need to be aware of what’s happening and take strategic steps to advance along with these changes. otherwise, we are going to be left in the dust.
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featured

get ready to launch virtual cfo services

this could be just what your clients need.

by jody grunden
building the virtual cfo firm in the cloud

you may have heard about virtual cfo services. it’s a concept that’s been around for a while now that allows cpas and accounting firms to offer cfo services to smaller businesses that may not yet be able to afford a full-time cfo.

more: the only 3 metrics you need | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

what is a virtual cfo?

virtual cfo (or vcfo for short) stands for a virtual chief financial officer. a vcfo provides outsourced accounting services at a high level for businesses.
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featured

the only 3 metrics you need

a totally virtual firm outlines the metrics it uses to measure staffers.

by jody grunden
summit cpa group

if you want to grow your accounting firm, it’s important to evaluate the effectiveness of your process on a regular basis. you want to be aware of what’s working well and what’s not. you also want to continually be improving upon your services over time.

more: how to attract clients like a magnet | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

there are three things you can specifically monitor when it comes to the effectiveness of your team. here’s how we do it at summit cpa group. maybe these ideas will work for you too.
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marketing & sales

how to attract clients like a magnet

by demonstrating your specialized expertise, you become their first choice.

by jody grunden
building the virtual cfo firm in the cloud

thought leadership is where you are really going to reap success. you want to be that person who everybody will come to.

more: riches in niches | 6 steps for sales and conversion | the right way to onboard new clients | 5 questions to evaluate new tech tools | the hidden cost of running a distributed company | how to develop your leadership team | automation and the future of accounting
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i just got off a call with a prospective client who had never met me or even seen me speak, but discovered us through a web search and saw that we are thought leaders in the industry. that discovery brought her directly to us, and it was important to her that the cfo she hires fully understands her industry.
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featured

riches in niches

how going virtual opens endless opportunities.

by jody grunden
building the virtual cfo firm in the cloud

going from brick-and-mortar to distributed is not an easy transition.

more: 6 steps for sales and conversion | marketing is about thought leadership | 3 steps to better client communication in a crisis | how to audit 401(k)s | four key financial metrics for growing any business | 4 ways to bill clients | 3 measures of the effectiveness of your team | transferring clients to a new employee | why process is key to remote work
exclusively for pro members. log in here or 2022世界杯足球排名 today.

you’ve got to be all in and willing to rip the band-aid off fast.

featured

how we sell audits online

make it easy for prospects to reach you.

by jody grunden
building the virtual cfo firm in the cloud

with our 401(k) audit service, the bulk of our clients find us online and come to us through our website. we also get referrals from investment advisors and third-party administrators.

more: 6 steps for sales and conversion | 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 | cyber security at a virtual cpa firm
exclusively for pro members. log in here or 2022世界杯足球排名 today.

no matter how a prospect finds us, there are three ways that they typically reach out to us:
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featured

6 steps for sales and conversion

here’s what works for us.

by jody grunden

an important part of the overall process within the company is sales and conversion. for our virtual cfo service, there’s a six-step lead conversion process from when the prospect discovers our website to when the engagement begins.

more: marketing is about thought leadership | 3 steps to better client communication in a crisis | four key financial metrics for growing any business | transferring clients to a new employee
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the sales and conversion process

our sales and conversion process includes six steps.

here’s what that looks like and the typical timeline: read more →

client service opportunities

covid and client communications

//www.g005e.com/2020/06/05/clients-need-more-communication-right-now/

twice a week isn't too much.

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jody grunden

more at store.www.g005e.com

jody grunden is ceo & co-founder of summit cpa group—perhaps the first virtual cfo firm and the largest distributed-model accounting firm in the nation.

he is the author of building the virtual cfo firm in the cloud.

building the virtual cfo firm in the cloud, is available exclusively from 卡塔尔世界杯常规比赛时间 here.

he started summit cpa group in 2002, bringing more than 23 years of public and corporate accounting leadership, tax expertise, and executive management experience to his role with the company. grunden is a member of the forbes finance council, american institute of public accountants (aicpa), and the indiana cpa society.

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direction and strategy grunden oversees the corporate direction and strategy of summit cpa group, focusing on leadership, innovation, and marketing. jody takes great pride in helping business owners strive in all economic conditions. he says, "a well-run company will excel in both a good and bad economy.” since starting the summit cpa group, grunden has worked with clients and partners to share summit cpa group’s strategy and mission. unlike many others in the business of accounting who focus on historic financial statements and tax returns, summit cpa group operates under the profit-focused model, using dynamic forecasting models and key performance indicators with their clients to help them transcend simply “being in the black” and to focus on longer-term financial health and wealth.

career history before joining summit cpa group grunden served as a tax professional at the regional accounting firms crowe, formerly crowe chizek and company, and bkd formerly geo s. olive, where his focus was on small business taxation. jody then worked as the tax manager rea magnet wire company, inc-- a $250 million international, multi-state, manufacturing company --where he stood before the taxation and revenue department of the state of new mexico and won an appeal for a $300,000 investment credit that was earlier denied by the department. the appeal was a published decision.

mission summit cpa group’s mission is to change the way people think about accounting. to achieve this, jody regularly speaks and leads discussions with groups of creative service professionals including web development, design, marketing firms, and branding agencies. jody helps his clients apply key metrics to their business. there are thousands of financial metrics that are important to the health of a business. many times as an owner it can be overwhelming. jody identifies the top four metrics—money in the bank, production, net income, and pipeline—and shows his customers how to use them in guiding their business. when he’s not meeting with clients or team members, he’s a nice guy who likes hockey, golf, and his family. jody graduated from indiana university and is writing his latest book. if you’d like to learn more about jody, hear him speak, or understand how summit cpa can change the way you think about accounting, contact jody today:

follow jody grunden on twitter: @jgrunden
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