1041: The Evolution of Virtual CFO Services with Jody Grunden

SharkPreneur

Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.


Together with his partner Adam Hale, Jody co-founded Summit CPA Group in 2002. It was the first fully distributed accounting firm in the country. In 2020, Summit merged with Anders CPAs + Advisors, and is now recognized as Summit Virtual CFO by Anders. Jody’s specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management.


Listen to this informative Sharkpreneur episode with Jody Grunden about the evolution of virtual CFO services.

Here are some of the beneficial topics covered on this week’s show:

- How being innovative, solving problems, and always looking to improve processes and services will lead you to success.

- How a virtual CFO is perfect for companies who cannot afford a full-time CFO.

- Why going completely virtual fueled the firm’s growth.

- How having a subscription-based billing model provides clients with predictable fees.

- How it’s vital to document processes and maintain a strong culture during mergers.


Connect with Jody:

Guest Contact Info

X

@vcfobyanders

Instagram

@vcfobyanders

Facebook

facebook.com/vcfobyanders

LinkedIn

linkedin.com/company/vcfobyanders


Links Mentioned:

summitcpa.net


Learn more about your ad choices. Visit megaphone.fm/adchoices

More description

Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.


Together with his partner Adam Hale, Jody co-founded Summit CPA Group in 2002. It was the first fully distributed accounting firm in the country. In 2020, Summit merged with Anders CPAs + Advisors, and is now recognized as Summit Virtual CFO by Anders. Jody’s specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management.


Listen to this informative Sharkpreneur episode with Jody Grunden about the evolution of virtual CFO services.

Here are some of the beneficial topics covered on this week’s show:

- How being innovative, solving problems, and always looking to improve processes and services will lead you to success.

- How a virtual CFO is perfect for companies who cannot afford a full-time CFO.

- Why going completely virtual fueled the firm’s growth.

- How having a subscription-based billing model provides clients with predictable fees.

- How it’s vital to document processes and maintain a strong culture during mergers.


Connect with Jody:

Guest Contact Info

X

@vcfobyanders

Instagram

@vcfobyanders

Facebook

facebook.com/vcfobyanders

LinkedIn

linkedin.com/company/vcfobyanders


Links Mentioned:

summitcpa.net


Learn more about your ad choices. Visit megaphone.fm/adchoices

2024-04-24 17 min
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