Virtual CFO
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Differences Between Fractional CFOs and CPAs
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One of the most frequent questions I receive as a virtual CFO is “How is what you do any different than my CPA?” Or maybe a bit more generally “What is the ...

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Strengthen Your Brand and Grow Your Business by Podcasting
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If you haven’t already noticed, direct marketing campaigns have become outdated in the 21st century. These days, if you’re the owner of a service-based ...

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Can’t Afford a Full-Time CFO? Hire a Part-Time CFO.
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Many business owners can relate to this narrative: As a business scales, you become aware that your business needs a financial consultant. The financial ...

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4 Reasons Why You Should Record Your Business’s Processes
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Recording systems your business uses in its operations are integral to business growth. All businesses have systems that allow them to deliver services or ...

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How to Come Up with a Business Idea
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Our Journey Combining Vision and Execution to Create a $5M Business Start with Your Vision My partner, Adam Hale, and I started Summit CPA in 2002 with a ...

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What Are Fractional Services?
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Fractional services are professional services offered on a part-time, for-hire basis. In this article, we are going to focus on fractional services in ...

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How Remote Work Allows Workers with Disabilities to Flourish
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The pandemic was a challenging time for businesses, as companies were forced to adapt to a turbulent market, an unstable supply chain, and a remote work ...

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How Can A Business Coach Transform Your Agency’s Success?
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Intro (00:00:00) - Welcome to the Virtual CPA Success Show for Creative Agencies. The go to resource for agency owners looking to scale their business. ...

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When To Hire the Right Financial Expert
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As a small business owner, finding the right formula for the growth of your business can be difficult. When do you bring on more employees? Is your pricing ...

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Why Attending Events is Good for Business with Jay Owen
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Creative Agency Success Show Podcast Episode 120 Jay Owen, Founder and CEO of Business Builders (also answers to Chief Visionary), joins this ...

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The Core Services of a Modern CPA Firm
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Modern CPA firms have moved beyond the repetitive bookkeeping that characterized their work in the past. Programs like QuickBooks and Intuit have made it ...

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Ballroom to Business: Choreographing Experiences for Success
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Intro (00:00:00) - Welcome to the virtual CPA Success Show for Creative Agencies. The go to resource for agency owners looking to scale their business. ...

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