Model Cloud Accounting Firm

Shoperations, from Accounting High

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

Shoperations is a production of Accounting High and hosted by Scotty "OKR" Scarano.