Jody Grunden, CPA, is the Co-founder and CEO of Summit CPA Group, a company providing virtual CFO and accounting services to help businesses maximize profits, minimize taxes, and build cash flow. Jody started Summit CPA in 2002 and has had a long career as a Tax Accountant for companies including BKD CPAs & Advisors and Crowe LLP. Jody is also an Official Member of the Forbes Finance Council.
Here’s a glimpse of what you’ll learn:
- Jody Grunden explains how he transitioned his CPA firm into a completely virtual workplace in 2013
- How working remotely allowed Jody to hire top talent and have more success within his firm
- The positive influence of diversity within a team
- How Jody navigates working and collaborating with his team virtually
- Jody discusses his company retreats and how they allow him to further connect with his employees
- The value of consistent staff meetings when managing a remote team
- Why is it important to have well-documented processes and procedures, especially for a virtual workplace?
- How to ensure that your team follows your processes
- Jody shares the key to his firm’s success: having the right team, technology, and processes working in tandem
In this episode:
How did one company successfully transition to a fully remote workplace — before it was trendy? What is the TTP model of success? And, how does having the right team and processes create harmony, especially in the accounting industry? Jody Grunden is just the man to ask.
Jody is the Co-founder and CEO of Summit CPA Group, a fully remote company offering virtual CFO and accounting services. After making the jump to working from home back in 2013, Jody and his team now know the ins and outs of what makes remote work so successful. Today, he’s here to tell you all about it — and give you tips on improving your processes along the way.
On this episode of the Systems Simplified podcast, Adi Klevit talks with the Co-founder and CEO of Summit CPA Group, Jody Grunden, about the importance of systems and processes when working remotely. They discuss the benefits of remote work, the intersection between team, technology, and processes, and the key to maintaining company culture and collaboration with a virtual team.
Resources mentioned in this episode:
- Adi Klevit on LinkedIn
- Business Success Consulting Group
- Jody Grunden on LinkedIn
- Summit CPA Group
- David Cristello on LinkedIn
- David Cristello on the Systems Simplified podcast
- The E Myth: Why Most Businesses Don’t Work and What to Do About It by Michael Gerber
Sponsor for this episode:
This episode is brought to you by Business Success Consulting Group.
At Business Success Consulting Group, we create custom processes and tailor-made management systems so businesses can thrive.
Businesses simply can’t survive without workable systems and well-documented processes. That’s why our team of experienced professionals takes care of it for you.
We provide business owners, entrepreneurs, and key executives with strategic implementation, process improvement and documentation, and long-lasting systems necessary to support business expansion.
So, what are you waiting for? Do yourself a favor, and cut the chaos out of your business.
Visit bizsuccesscg.com today or email info@bizsuccesscg.com to schedule a free consultation.
