A key component of ensuring client satisfaction is delivering quality service. At Summit CPA, we achieve that by operating under a profit-focused model. This strategy involves leveraging forecasting models and key performance indicators to help clients grow their business. Ultimately, the method allows our clients to shift from solely trying to stay in the black to working toward long-term financial stability and growth.
Hear from our leaders at Summit CPA Group on how to deliver profit-focused accounting (cash, production metrics, financial metrics, and pipeline metrics) and what to cover in weekly and monthly client meetings.
In this course, you will learn what profit-focused accounting means, why profit-focused accounting is valuable for clients, and how to approach weekly and monthly client meetings.
Learning Objectives:
- Define profit-focus accounting
- List the four components of profit-focused accounting
- List the four drivers of revenue
Jody Grunden
Summit CPA Group
CEO and Co-Founder
[email protected]
(260) 918-8822
Jody Grunden is the CEO and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody transitioned the company to a distributed accounting firm in 2013. Since 2002, Summit CPA Group has grown from a team of two people to approximately 50. The company has grown extremely fast, experiencing three-year 150% growth consecutively over the past three years and being recognized by Inc. 5000.
Jamie Nau
Summit CPA Group
Director of Accounting
[email protected]
(260) 497-9761
As the Director of Accounting at Summit CPA Group, Jamie Nau oversees the Virtual CFO team. Before joining Summit, Jamie spent his time working with middle market and large companies, both as an auditor and as a corporate accountant. During that time, he gained a firsthand view of how important the financial numbers are to the decision-makers of these companies. Since joining Summit, he has been dedicated to making sure clients have similar information and tools to enable them to make the best decisions for their businesses. Jamie especially enjoys the challenge of making difficult financial concepts easy for everyone to understand!
Tom Wadelton
Summit CPA Group
Virtual CFO
[email protected]
(260) 497-9761
Tom Wadelton is a Virtual CFO at Summit CPA Group. As a Virtual CFO, Tom participates and collaborates with leadership on all financial aspects of the business. He primarily identifies and regularly reviews his clients’ key drivers to understand the company better and offer insights on improvements. Tom currently sits on the board of the Indiana CPA Society as the Chair-Elect.
Adam Hale
Summit CPA Group
Co-Founder/COO
[email protected]
(260) 497-9761
Adam Hale is the Co-Founder and COO of Summit CPA Group. He primarily focuses on coaching his team and other accounting firms to deliver successful Virtual CFO Services. Throughout his career, Adam has crafted hundreds of financial forecasts for small- to medium-sized businesses, helping them become profit-aware and clarify direction.
About Our Presenter
Because of the way technology is utilized, their entire 401K Audits are performed without ever stepping foot in a client's location, which was nearly impossible five years ago. Why do most CPA firms have to spend countless hours interrupting the day-to-day activity of their clients? The answer is simple, they don’t, they're just stuck in the past. With the use of Web Portals, E-mails, and GotoMeetings, audits can be performed anywhere.
By taking a non-traditional approach to accounting, Summit CPA has undergone extreme growth since their humble beginnings. When traditional accounting firms have seen level or declining growth over the past 5 years, they have seen annual growths in excess of 15 percent in each of those years.
Do clients like the non-traditional approach? Summet CPA thinks they do.
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