Choosing Vendors with Jake Grimm

Today, we are joined by Jake Grimm, Director of Technology and Jody Grunden to talk about choosing vendors and suppliers. Choosing partners to help you run your business is fundamental to the success of your company. How do you know which vendor would be the best fit for your company? Well, in this episode we will talk about the search, filtering and the elimination process that guided us in choosing them to help us at Summit CPA Group and also we will be sharing those we currently work with, who rightfully received our stamp of approval.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.