april2022 - 24
FEATURE
STAY TRUE
TO YOU
While Building
a Successful
Firm
By Jasen Stine
the traditions of the profession,
starting with something as simple
as the dress code.
In addition to how his firm dressed,
he made the culture fixes he wanted to
make, including making sure his employees
weren't putting in 80 hour work weeks during
tax season. He figured out why tax and accounting
professionals hated how they were billing and
changed it to fit his employee's wants and needs.
He made a conscious effort to change that at his firm
by investing in the right technology and changing the
way his employees and their clients worked. There were
bumps along the way, but by staying true to what he wanted
to see in a firm, he created a culture and a firm where people
want to work.
JODY GRUNDEN, CO-FOUNDER and CEO
of Summit CPA, has more than 20 years of
experience and has helped pioneer innovative
changes within the profession. Summit CPA
is now a 9 million dollar firm, and Grunden
recently shared how his team got where they
are today, including steps other small business
owners can take to make this happen.
BE TRUE TO YOURSELF
When Jody first founded Summit CPA in 2002, he didn't want
to wear a suit. So he didn't. He built a culture for a place
where he would want to work, even if it wasn't in line with
24 APRIL 2022 ■ www.CPAPracticeAdvisor.com
BUILD YOUR OWN MODEL
Jody and his team worked on a model that was all their own
and fit the needs of their clients and employees. In 2013 they
were able to fine tune their hybrid workforce by working in
person and also meeting with clients virtually. At first it seemed
impossible, but once people got used to it, they started to see
more positive aspects of being virtual.
Doing more work virtually allowed them to scale their
services by cutting commute time, increasing their recruiting
to the entire country, and more. His company figured out how
to work remotely, and how to work with clients remotely, even
before the pandemic, which has worked extremely well for
their business.
BUILD RELATIONSHIPS AND CONNECT WITH
PEOPLE
At the end of the day, it's not about the forms or forecasting or
numbers. While this is important, client's want to know you
have their goals and dreams in mind and not just the numbers.
Relating to your clients, helping them come up with ideas, and
advising them to think differently is instrumental in building
a client base and maintaining relationships.
Sometimes bringing new services and pricing to clients
can be challenging, but having these solid relationships in
http://www.CPAPracticeAdvisor.com
april2022
Table of Contents for the Digital Edition of april2022
The ProAdvisor Spotlight: New QuickBooks Business Network Automates and Streamlines Collaboration for QuickBooks Online Customers
From the Editor: The Future of Virtual Meetings
How to Manage Your Firm, Staff and Colleagues Effectively
Your Firm & Your Staffing
How Firms Can Retain Top Talent During the Labor Crunch
Will the 'Great Resignation' Become the Great Shakeout?
18th Annual Reader's Choice Awards
The Labor Law Advisor: Are Your Employee Handbook Policies Legal?
The Leadership Advisor: 6 Tips to Maintain Focus Througout the Workday
The Staffing & HR Advisor: How to Craft a Remote-Friendly Recruitment and Retention Strategy
Stay True to You While Building a Successful Firm
S Corp Salary Guidelines
The State of A.I. in Professional Firms
6 Important Questions to Ask When Building a Successful CAS Practice
From the Trenches: Your Firm & Your Needs
Marketing Your Firm: How Featured Snippets Can Get You on Page One of Search
AICPA News: A round up of recent association news and events.
Bridging the Gap: 4 Growth Strategies That Support Your Firm
april2022 - 1
april2022 - The ProAdvisor Spotlight: New QuickBooks Business Network Automates and Streamlines Collaboration for QuickBooks Online Customers
april2022 - 3
april2022 - From the Editor: The Future of Virtual Meetings
april2022 - 5
april2022 - How to Manage Your Firm, Staff and Colleagues Effectively
april2022 - Your Firm & Your Staffing
april2022 - How Firms Can Retain Top Talent During the Labor Crunch
april2022 - Will the 'Great Resignation' Become the Great Shakeout?
april2022 - 10
april2022 - 11
april2022 - 18th Annual Reader's Choice Awards
april2022 - 13
april2022 - 14
april2022 - 15
april2022 - 16
april2022 - 17
april2022 - 18
april2022 - 19
april2022 - 20
april2022 - The Labor Law Advisor: Are Your Employee Handbook Policies Legal?
april2022 - The Leadership Advisor: 6 Tips to Maintain Focus Througout the Workday
april2022 - The Staffing & HR Advisor: How to Craft a Remote-Friendly Recruitment and Retention Strategy
april2022 - Stay True to You While Building a Successful Firm
april2022 - 25
april2022 - S Corp Salary Guidelines
april2022 - The State of A.I. in Professional Firms
april2022 - 6 Important Questions to Ask When Building a Successful CAS Practice
april2022 - 29
april2022 - From the Trenches: Your Firm & Your Needs
april2022 - 31
april2022 - Marketing Your Firm: How Featured Snippets Can Get You on Page One of Search
april2022 - 33
april2022 - AICPA News: A round up of recent association news and events.
april2022 - Bridging the Gap: 4 Growth Strategies That Support Your Firm
april2022 - 36
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