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Many CPAs work until they're done. And they either hand their firm down, sell it, or turn off the lights and close the door. Some miss an opportunity to be more strategic about what they choose to build with an eye toward future value creation.

Here today to talk with me about this is my guest, Jody Grunden.

Jody is the co-founder & CEO at Summit CPA Group, A Division of Anders CPAs + Advisors. Summit CPA is the leading provider of Virtual CFO Services in North America.

Highlights:

— “High growth and high profit, those are the two big things that companies look for.”

— “Being remote accelerated growth, because now we could go anywhere and hire anywhere.”

— “There's a great opportunity to get rid of existing clients that are preventing you from making changes [to improve your firm].”

— “Take advantage of the remote atmosphere, whether it's hybrid or fully remote. This is the perfect time.”

— “The most important factors: niche, go remote, and take risks.”

Connect with JODY:

Website: https://www.summitcpa.net/

LinkedIn: www.linkedin.com/in/jodygrunden

Twitter: @jgrunden and @SummitCPAGroup

Previous episode with Jody:

086 Secrets of Shifting to vCFO Services, with Jody Grunden

https://businessstrategyforcpas.com/086

Book mention:

Time's Up!: The Subscription Business Model for Professional Firms, by Ron Baker and Paul Dunn

https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526

Software mentions:

Reach Reporting: ​​https://reachreporting.com/