Becoming the firm of the future
The Modern CPA Success Show - A podcast by Summit Virtual CFO by Anders - Mondays
“They don’t feel like they have to guess while they grow. There’s a concrete plan.” - Jake Grimm The finer details of this episode Why Adam thinks Summit is the firm of today.What Summit CPA is doing with tech to be efficient.How to save 30 minutes a week per clientThe keys to evaluating tech tools.The Summit CPA tech stack.The power of forecasting.Episode resources Summit CPA website - www.summitcpa.netEmail us with questions - [email protected] - https://www.bill.comExpensify - http...
