Podcast appearances and mentions of adam hale

In today's rapidly evolving financial landscape, small business CFOs are navigating complexities that demand more than spreadsheets and manual processes.In this episode of The Modern CPA Success Show, Ahikam Kaufman, co-founder and CEO of SafeBooks AI, explains how AI is transforming financial operations, enhancing data integrity, and streamlining decision-making. With over 20 years of experience in Fintech and corporate finance, Ahikam shares practical insights on using technology to elevate CFO strategies beyond traditional boundaries.From automating transaction monitoring to strengthening financial data governance, Ahikam discusses real-world solutions that empower CFOs to focus on strategy rather than spreadsheets. His expertise sheds light on how AI-driven automation reduces errors, improves efficiency, and creates room for deeper financial insights. Tune in now if you're ready to take your financial processes to the next level and ▶️ SafeBooks AI: How AI is Shaping the Future of Small Business CFOs? With Ahikam KaufmanEpisode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/ QuotesAhikam Kaufman - "Automation and AI should be your best friends. Whatever can be automated should be automated."Tom Wadelton: "The biggest value we can provide to clients is not just doing the work faster, but doing it more accurately and catching issues before they become bigger problems."Adam Hale - "There's a lot of different tools out there, but really just start with understanding what the problem is first and then attack it from that direction."Ahikam Kaufman is the CEO of SafeBooks AI, a technology executive with deep expertise in Fintech, SaaS, business operations, and corporate finance. He has led and scaled global businesses, using technology to streamline financial processes and drive growth. At SafeBooks AI, he empowers small business CFOs to optimize decision-making through AI-driven solutions.Website: http://www.safebooks.ai/Facebook: https://www.facebook.com/ahikam.kaufmanLinkedin: https://www.linkedin.com/in/ahikam-kaufman-688310/_________________________________________________________________________________________The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://the-modern-cpa-success-show.simplecast.com/  Facebook: https://www.facebook.com/vcfobyanders  Linkedin: https://www.linkedin.com/company/vcfobyanders/ Instagram: https://www.instagram.com/vcfobyanders YouTube: https://www.youtube.com/@vcfobyanders   X: https://x.com/vcfobyanders ________________________________________________________________________________________Tom Wadelton is a Virtual CFO at Summit CPA Group, bringing

When the time comes to consider selling, it's easy to feel buried in uncertainty and daily chaos. How do you prepare your business for sale?In this episode, Tom Wadelton and Adam Hale from Summit Virtual CFO by Anders walk you through what it really takes to prepare your business for sale. They share straightforward insights into how to think beyond putting out daily fires and start making strategic moves that increase the value of your business. Adam and Tom break down key valuation metrics like EBITDA, what buyers are really looking for, and how documenting your business's financial story today can add real dollars to your sale price down the road. You'll also hear real talk about succession planning, seller financing, and how to remove yourself from the center of your business so it runs smoothly without you.Tune in now and start building a business that's ready for whatever comes next.▶️ Preparing Your Business for SaleEpisode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/QuotesTom Wadelton: "Having clear financial benchmarks and industry comparisons can significantly enhance the perceived value of your business when preparing it for sale."Adam Hale - “To effectively prepare for a sale, businesses must proactively document their financial narratives and regularly track unusual items, ensuring clarity when potential buyers examine financial statements.”_________________________________________________________________________________________The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://the-modern-cpa-success-show.simplecast.com/  Facebook: https://www.facebook.com/vcfobyanders  Linkedin: https://www.linkedin.com/company/vcfobyanders/ Instagram: https://www.instagram.com/vcfobyanders YouTube: https://www.youtube.com/@vcfobyanders   X: https://x.com/vcfobyanders _______________________________________________________________________________________Tom Wadelton is a Virtual CFO at Summit Virtual CFO by Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions.Website: https://www.summitcpa.net/   LinkedIn: 

Many firms find themselves delivering outsourced accounting but struggling to break into true advisory work. In this episode of The Modern CPA Success Show, Amy Bridges, Senior Manager of CAS Professional Services at CPA.com, shares how firms like yours can build a thriving CAS practice that's scalable, efficient, and impactful.Amy's journey into the world of CAS is anything but ordinary. With a background in mathematics, software, and education, she brings a unique perspective to how firms can leverage technology and structured methodologies to optimize their services. At CPA.com, she has played a pivotal role in shaping the CAS landscape, helping firms implement frameworks that streamline their offerings and improve client outcomes.Tune in now to hear actionable strategies and learn how CPA.com is shaping the future of Client Advisory Services!▶️ How CPA.com Revolutionized CAS with Amy BridgesEpisode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/QuotesAmy Bridges - “Initially, we focused on cloud-based accounting, but CAS has evolved significantly. Now, CPA.com is helping firms transition from basic bookkeeping to proactive, valuable advisory services.”Tom Wadelton: "The educational tools provided by CPA.com ensure firms can deliver consistent advisory services, reducing confusion and enhancing client satisfaction."_________________________________________________________________________________________Amy Bridges is a seasoned professional in practice development, curriculum design, and client advocacy within the accounting industry. As a Senior Manager of Practice Development at CPA.com, she plays a pivotal role in shaping educational programs that empower CPAs for the digital age. With expertise in assessment, learning strategy, and client training, she leads the development of the Client Advisory Services (CAS) Roadmap Workshop. Her passion for innovation and strategic enablement has been instrumental in revolutionizing CAS at CPA.com.Website: https://www.cpa.com/   Facebook: https://www.facebook.com/CPAdotcom Youtube: https://www.youtube.com/user/CPA2BizVideo  LinkedIn: https://www.linkedin.com/in/amylynnbridges/ https://www.linkedin.com/company/cpa-com/  X: https://x.com/cpacom _________________________________________________________________________________________The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. Hosted bi-weekly by Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, this podcast leverages their combined expertise in delivering top-tier Virtual CFO services across North America. Each episode features in-depth conversations with industry-leading e

Episode 239 FACULTY: Scott Scarano, EA and Matt Kid, CPA CLASS: #Shoperations In this episode, our substitute teacher, Matt Kidd, continues his interview with Scott Scarano, EA where Scott shares the story of how he grew his accounting firm to $1.3 million with $400,000 in annual cash flow, and became completely removed from daily operations. Scott provides insights into the importance of a strong team, unique hiring methods, and embracing technology and innovation in the firm. He also touches on his passion for rapping, his struggle with growth versus letting off the reins, and his future aspirations for his firm.

Chiefs' Leo Chenal's high school coach Adam Hale joins us from Grantsburg, Wisconsin and says watching his former player make a play like he did vs the Broncos is incredibly special. We hear from Lance Leipold, Eli Drinkwitz, and Chris Klieman on KU/MU/KSU's upcoming football matchups, and Dan Courtwright, host of Rock Chalk Sports Talk joins the show!See omnystudio.com/listener for privacy information.

Episode 228 FACULTY: Adam Hale, CPA CLASS: #Shoperations TITLE: $10M Model Cloud Accounting Firm, Beyond the Summit In this episode of Accounting High, join the host and guest Adam Hale from Summit CPAs as they dive into the transformation from traditional accounting to advisory services. Adam discusses the journey of creating a successful model cloud accounting firm, emphasizing the shift from answering questions to asking them, the importance of building a niche, and the challenges of merging with a larger firm like Anders. He shares valuable insights on developing advisory services, maintaining culture in a distributed team, and growing a business by learning from failures. Whether you're starting out in the accounting field or looking to innovate within your firm, this episode offers practical advice and inspiration.

In this episode we are chatting with Elizabeth Bright USA TODAY Best Selling Author. Elizabeth Bright is a writer, lawyer, and mother living in Washington, D.C. Her debut historical romance, Twice As Wicked, was published October 2017 with Entangled Publishing. Stay tuned for more of the Wicked Secrets Series!Elizabeth loves large dogs and large coffees. She is an avid outdoor enthusiast, and when she's not writing, lawyering, or mothering, she can be found as high in the mountains as she can get. She firmly believes that love is the greatest adventure of all, but rock climbing is a close second.Her newest book is out NOW: Cowboy in The StreetsWorking as the head trainer at Lodestar Ranch is my chance to prove I have what it takes as a woman in a man's world. The only problem? My boss is the world's grumpiest cowboy…and I can't keep my eyes off him.Between running the ranch and being a single dad, Adam Hale has the weight of the world on his shoulders. But beneath his gruff exterior is a man who is fiercely loyal and compassionate. His heart has been broken and he's not looking to repeat the experience.After chasing my dad's approval my whole life, I know better than to get my heart tangled. But it's hard not to melt for this man—and his son.When things get heated at a local rodeo, I have to remind him: We're not at the ranch. He's not my boss here…unless he wants to be.Connect with Elizabeth: https://linktr.ee/elizabethbrightauthorAbout Victoria:Hi I'm Victoria a writer & developmental editor. I LOVE supporting sensitive authors write their dream novel. I'm currently writing my debut novel Wild Enough, a rom com centred around Elle's journey navigating anxiety, love and loss in Ireland.Go from daydreaming about writing a book to a finished first draft.Guess what? You don't need to have a fancy degree in creative writing or be an amazing speller (hi, it's me). You've come to the right place if you're a creative mind (like me) wanting to write your first draft with confidence. IG: www.instagram.com/editsbyvictoriaWebsite: https://victoriajaneeditorial.com

Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud. Together with his partner Adam Hale, Jody co-founded Summit CPA Group in 2002. It was the first fully distributed accounting firm in the country. In 2020, Summit merged with Anders CPAs + Advisors, and is now recognized as Summit Virtual CFO by Anders. Jody's specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management. Listen to this informative Sharkpreneur episode with Jody Grunden about the evolution of virtual CFO services. Here are some of the beneficial topics covered on this week's show: - How being innovative, solving problems, and always looking to improve processes and services will lead you to success. - How a virtual CFO is perfect for companies who cannot afford a full-time CFO. - Why going completely virtual fueled the firm's growth. - How having a subscription-based billing model provides clients with predictable fees. - How it's vital to document processes and maintain a strong culture during mergers. Connect with Jody: Guest Contact Info X @vcfobyanders Instagram @vcfobyanders Facebook facebook.com/vcfobyanders LinkedIn linkedin.com/company/vcfobyanders Links Mentioned: summitcpa.net Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Scale Your Business with Strategic Financial Leadership Discover the secrets to improving cash flow and making informed financial decisions in your business with Jody Grunden.  Jo is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud. Together with his partner Adam Hale, Jody co-founded Summit CPA Group in 2002. It was the first fully distributed accounting firm in the country. In 2020, Summit merged with Anders CPAs + Advisors, and is now recognized as Summit Virtual CFO by Anders. Jody's specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management. Through his virtual CFO services, Jody has revolutionized the way businesses approach their finances, providing customized strategies and forecasts to drive success. In this episode, you will learn the following: Streamline your business finances with virtual CFO services for improved cash flow and financial metrics. Optimize your business operations with efficient systems and processes to boost profitability. Gain access to different tiers of support and services tailored to your business needs. Uncover the secrets to maximizing profitability and cash flow for long-term business success. Learn how to manage cash flow effectively and make informed financial decisions that drive growth. Links: https://www.summitcpa.net/   Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.  Together with his partner Adam Hale, Jody co-founded Summit CPA Group (Summit) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. Summit, now a division of Anders, was the first fully distributed firm and the leading provider of Virtual CFO Services in North America.  Jody's specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management.   During the show we discuss: What a CFO Does in a Typical Business What a Virtual CFO Does and How They Can Help You What Forecasts Are and How They Can Help You Grow Faster How to Differentiate Between a Bookkeeper, Controller, and CFO When to Know When You Need a Bookkeeper, Controller, and CFO What a Fractional CFO Does and How to Have One for a Very Low Cost The Type of Services That a Virtual CFO Can Assist With How Much Cash You Should Have in the Bank Account at Any Time Why Business Owners Struggle to Get to Profitability and How to Fix It Why a CFO Can Function as Your Business GPS How a Proper Financial Forecast Can be Created and Help You Make More Profits  The Biggest Financial Mistakes Business Owners Make and How to Avoid Them How Often Should You Meet with Your Fraction CFO Why the Demand for Fractional CFOs is Exploding    Resources: https://www.summitcpa.net/  

Jody Grunden is an accounting visionary with over 20 years of experience. He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.  Together with his partner Adam Hale, Jody co-founded Summit CPA Group (Summit) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. Summit, now a division of Anders, was the first fully distributed firm and the leading provider of Virtual CFO Services in North America.  Jody's specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management.   During the show we discuss: What a CFO Does in a Typical Business What a Virtual CFO Does and How They Can Help You What Forecasts Are and How They Can Help You Grow Faster How to Differentiate Between a Bookkeeper, Controller, and CFO When to Know When You Need a Bookkeeper, Controller, and CFO What a Fractional CFO Does and How to Have One for a Very Low Cost The Type of Services That a Virtual CFO Can Assist With How Much Cash You Should Have in the Bank Account at Any Time Why Business Wwners Struggle to Get to Profitability and How to Fix It Why a CFO Can Function as Your Business GPS How a Proper Financial Forecast Can be Created and Help You Make More Profits  The Biggest Financial Mistakes Business Owners Make and How to Avoid Them How Often Should You Meet with Your Fraction CFO Why the Demand for Fractional CFOs is Exploding    Resources: https://www.summitcpa.net/  

Jeremy and Chris welcome one of the Godfathers of CAS, special guest Adam Hale. Adam is a co-founder at Summit CPA, now part of Anders CPAs. The key takeaways from the episode are: The importance of being intentional and curious when asking questions to clients and understanding their businesses. The benefits of implementing a productized service offering in public accounting and using cloud accounting tools to deliver it. The value of synthesizing information from various sources to improve business performance and maintain client relationships. The challenges associated with muddling through and figuring out the accounting business on one's own, and the importance of seeking out information and resources available through podcasts and the internet. The benefits of building relationships with clients through advisory services and not just reporting, and the importance of starting questions with "what" or "how" to gain a deeper understanding of their businesses. Follow the show on Twitter ⁠@CPAAdvisoryShow⁠ Jeremy Wells on Twitter ⁠@JWellsCFO⁠ Chris Hervochon on Twitter ⁠@ChrisHervochon --- Send in a voice message: https://podcasters.spotify.com/pod/show/cpaadvisoryshow/message

On this episode I was rejoined by friend, Strength and conditioning Coach and Athlete Adam Hale. We spoke about a wide variety of topics from Jordan Vucenic's camp leading up to his last fight against Paul Hughes, mental health, his online programmes and much more!

Season 3 Episode 21 | Recorded April 15, 2022 Our first-ever, annual listeners survey; we'd love it if you took a moment to fill this out so we can continue to improve our show! https://padgettnc.typeform.com/to/BSKZbvWk FreshBooks MeetUps aka "The Lil Toddler '22 Tour"- check us out if you're in the PDX area, at Ecliptic Brewery on November 10, 2022! register for the event here: https://bit.ly/3VHJ5mM Our Guest: Terrell Turner, CPA Scott gets a one-on-one with the content master, Terrel Turner. We get to know the man behind Business Talk Library and how a high school football varsity got into accounting, content-making and being awarded a 40 Under 40 award. This episode ain't just for the content conscious out there but also for those who're planning to start scaling their businesses. Terrell doesn't shy away from giving out tips and how you can focus on your role to make sure your business drives the way you need it. 2 - My wife handles our taxes so I can focus on the client stuff Shoutout to Jason Ackerman, CPA, CFP®, CGMA 4 - Terrell's early days and the way he got into Accounting 10 - The Business Talk Library 15 - How Terrell used the pandemic to prepare and build his business 20 - Growing the network and finding our guests 23 - What were some of your inspirations to start in a lot of this stuff? Shoutout to Gary Vaynerchuk 27 - Learning from Oprah and Larry King Shoutout to Oprah Winfrey, Larry King, Conan O'Brien, Jimmy Falon 31 - Getting into the nitty-gritty of content making - the editing process 36 - On the way to becoming the content master Shoutout to StreamYard 37 - Terrell's firm structure Shoutout to Lola Turner, CPA 43 - Inside the firm: Tools that we use Shoutout to LiveFlow 48 - From finding anybody to do business with to finding the ones we can create processes for. Finding your Niche 53 - When you have three older brothers, no matter what you do, you will never be the best at it for a very long time 57 - Focus on the wins that you do have and build from there 67 - 40 Under 40 71 - Something to get excited for? Terrell's Pitch Analysis 76 - If you're doing a little bit of everything, you'll never be able to really scale it because you're doing so much Shoutout to Adam Hale, CPA and Chad Davis 79 - Taking notes from #NiksTips and the ones ahead of me 82 - Terrell goes to Europe --- Send in a voice message: https://anchor.fm/accountinghigh/message

In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting, sits down with Adam Hale, Partner at Anders CPAs + Advisors, and Jake Grimm, Summit CPA's Director of Technology, to discuss financial tools for remote and distributed companies. If you are a business owner of a fully distributed company, this episode is for you! Jamie, Adam, and Jake discuss must-have tools to implement in your remote business to help it run efficiently and grow it to the next level.  The finer details of this episode :How to choose  the best technology for your remote businessHow to leverage technology in a remote worldBeing a  business owner or member of leadership of a remote businessBeing a fully distributed, start-up company and implementing the right tools to run your businessEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - vcfo@summitcpa.net 

In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting, sits down with Adam Hale, Partner at Anders CPAs + Advisors, and Jake Grimm, Summit CPA's Director of Technology, to discuss financial tools for remote and distributed companies. If you are a business owner of a fully distributed company, this episode is for you! Jamie, Adam, and Jake discuss must-have tools to implement in your remote business to help it run efficiently and grow it to the next level.  The finer details of this episode :How to choose  the best technology for your remote business How to leverage technology in a remote world Being a  business owner or member of leadership of a remote businessBeing a fully distributed, start-up company and implementing the right tools to run your businessEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - vcfo@summitcpa.net 

ESS BIZTOOLS is in the process of reconfiguring our product packages following the strong response we have received from the webinar, presented by the Academy of CPAs (Certified Predictive Accountants) 3 weeks ago, when Adam Hale, partner Summit CPA an American accountant who was described by the Managing Director of PlanGuru as an “accounting industry rockstar”, gave an outstanding overview of the Virtual CFO Service that his firm had introduced for their clients. More: https://www.essbiztools.com.au/ess-biztools-blogs/want-to-know-more-about-the-accounting-revolution

Adam takes a deeper dive into being one of the first fully remote companies in the country and the challenges he had to face and overcome in his career. He also teaches us more about ingenuity in the face of crisis.

On this episode I was really joined by a friend and guest Peter Miller from condition nutrition Peter and I caught up on his trip over from Australia for a seminar at Adam Hale's gym talking all about the science of weight cutting and the workshop that gives fighters and understanding to help them make the important decisions when undertaking the weight cut As always please support our sponsors The English Hypnotist Www.englishhypnotist.com Huge thank you to Stuart Farrar and Nigel Steer at purple media/ Chapel Place Studios for making this possible

In a special episode of the But Who's Counting?  podcast, host David E. Hartley meets with Adam Hale, COO and co-founder of Summit CPA, a division of Anders, to take a deeper look into how two eager entrepreneurs built a remote, strategic advisory firm from the ground up. You'll hear insight that business leaders need to know, including how to be intentional in working on your business — not just in your business.Make sure to never miss an episode by subscribing on Spotify, Pandora or Apple Podcasts and let us know what you think by rating and reviewing. Keep up with more Anders insights by visiting our website and following us on social media: Facebook | LinkedIn | Instagram | Twitter

Season 2 Episode 16 | Recorded January 10, 2022 Today we'll learn about Jody Grunden's CPA journey and how his firm went from $0 in 2002 to $9 million plus in 2022. By taking the non-traditional route in accounting – combining vision and integration to form a biz model that really, really works - Summit CPA Group is a shining example what TO do! shout out to our sponsors this week; Xero and Gusto's People Advisory Accelerator, go to gusto.com/training and type in the code sons100 for $349 off Meet Jody: LinkedIn: https://www.linkedin.com/in/jodygrunden/ Jody is not the son of a CPA, but he's the first person in his family to go to college. Why Summit CPA Group is different: Dress code Killing overtime for the entire team eradicating the hourly billing model Figuring out what the clients want Why forecasting is key – go forward, not back Defining the why and when of meetings – forecasting, pipeline, rev-rec, and the floater How the fixed-fee model nearly tanked Summit Why Summit CPA Group has no accounts receivable Form and function – explaining the Summit “pods” and their processes The Wow factor – not charging more for unexpected issues, such as PPP Setting, managing, and exceeding expectations – just do it! The Summit CPA niche – creative agencies over $1m in revenue What's the next step in the evolution? The 2FA (or 3) of scaling pricing – revenue, employee count, and industry Giving clients the Carvana experience Why soft skills matter at Summit Talking compensation What did Jody learn while he was growing the practice? Figuring out your pricing model is the #1 priority Making the Summit model the new normal Check out Summit's free CPE webinars here: https://www.summitcpa.net/cpe-webinars or get the Virtual CFO Playbook here: https://www.summitcpa.net/vcfo-playbook Why Summit used cartoons to set themselves apart Shout-out to Indiana University, Darren Root, and Rootworks, Crowe, BKD, Summit CPA Group, Adam Hale, Netflix, The Summit City (Fort Wayne, IN), DCPA --- Send in a voice message: https://anchor.fm/sonsofcpas/message

How do you build a Virtual CFO firm that has the ability to truly scale beyond $15M in annual revenue? Well, what you need to do is check out Summit CPA Group and learn from all of the lessons that Adam Hale and the team share about their own journey. To give you a head start we sat down with Adam to discuss some of the key lessons learned -  enjoy the conversation!

In the fourth episode of our podcast Build a Kickass Offshore Team, we connected to Adam Hale, CPA who is the COO and partner to Summit CPA Group in Indiana. In this episode Chris spoke to Adam about how Offshore Staff give more leverage to the virtual firms like Summit CPA and how these firms can build a distributed team that integrates together and works for higher goals. Company Overview:

On this episode I was joined by my and many others S+C coach, Adam Hale! Adam and I spoke about his coaching preferences, reference points, systems he uses to get his athletes to perform on the day, advice for the general public to get back on the right foot! Social Media: Instagram: AdamHaleTraining - Fisticuffs_Podcast Facebook: Fisticuffs_Podcast Twitter: @Fisticuffs_Pod Youtube: Fisticuffs Our Sponsors: The English Hypnotist www.theenglishhypnotist.com Good Performance Nutrition linktr.ee/Fisticuffs

This week Adam Hale (@adam_hale_design), branding expert and Director of Visual Design at Enlisted in Salt Lake City, explains what he hears when a brand says they want to be the Apple of something and how to interpret that request. He speaks to the importance of research and strategy when developing a brand, and how you need to articulate your design choices through the problem and solution instead of font and color choices. We discuss the differences between an Ad Agency and Design Boutique in terms of wide vs deep experience, while bringing to light the challenges of working for a tech startup. Lastly, Adam talks about his first portfolio and how a good concept project needs to be based in reality in order to be taken seriously.

On this episode I was joined by Professional Boxer and coach, Adam Hale Adam and I spoke about a wide variety of topics from his journey in Boxing, his mindset along the way and number of very interesting factors that got him to where he is today. Adam and I can be found on the below: Instagram: Adam_Hale_Training - Fisticuffs_Podcast Facebook: Adam Hale - Fisticuffs_Podcast Twitter: Fisticuffs_Pod Youtube: Fisticuffs

Quote“The three legs of the stool are culture, tech and tools, and client backgrounds.” - Adam Hale  The finer details of this episode How to communicate your core values with a new employee The process for teaching new employees the tools and systems What the schedule looks like for a new employee during their first weeks Providing real-time feedback to new employees  Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net 

Today’s guest is Adam Hale, Co-Founder and COO of Summit CPA Group.  Summit CPA Group is the leading provider of Virtual CFO Services in North America.  Summit CPA offers virtual CFO, Controller, and transaction-level services remotely and at scale. And Adam works with his team to deliver the best possible vCFO services to their clients. I wanted to have Adam on to dig into the art and science of pricing and delivery of these services, so that you can learn his hard-earned secrets so you serve your clients better and at a higher level.  What stood out to me in this episode was the idea that they decidedly want clients in Controller and vCFO, and don’t want clients at the transaction level.  After all, transaction is labor and time-intensive, while excellent guidance can happen in a short amount of time and add far more value to the client.  Listeners, if you want help building Controller and vCFO level services to your practice but haven’t been able to figure out how on your own,  so that you can get your practice to the next level, from 150 clients down to 15, with $60K or $100K annual engagements, I can help you make that transformation.  Put 15 minutes on my calendar - just go to shethinksbigcoaching.com and click on the big fat red Schedule Time with Me button.  Connect with Adam: Website: https://www.summitcpa.net/ Download ebook “6 Simple Steps to Double Your Revenue” https://shethinksbigcoaching.com/download-double-your-revenue Schedule time with me: https://calendly.com/geraldinecarter/15min Work with Geraldine: Strategy Session https://shethinksbigcoaching.com/strategy-session/ 1:1 Coaching https://shethinksbigcoaching.com/business-coaching/ VIP Day https://shethinksbigcoaching.com/vip-day/

Quote“It's impossible to have all these experiences yourself, so you get that from reading books.” - Adam Hale  The finer details of this episode How The E-Myth Revisited laid the framework that Jody used to set up Summit CPAHow Getting Things Done can help accountants and CFOs stay organized and on top of their workHow Summit CPA uses The 4 Disciplines of ExecutionTips for how you can develop strong reading habits Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netThe E-Myth Revisited, Michael E GerberGetting Things Done, David Allen The 4 Disciplines of Execution

Quote“For the clients that are really hit hard, if they are completely shut down, the Employee Retention Credit might be a good move for them.” - Adam Hale  The finer details of this episode Should you apply for the PPP or EIDL?What you can do for businesses that are shut down for the foreseeable futureYour responsibility as a CPA in this crisisHow we are approaching COVID-19 with our clientsForecasting tips to help clients work through the near future Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

Quote“Times are different now with COVID-19, but these are conversations we need to have when the economy is doing really well.” - Adam Hale  The finer details of this episode What conversations you want to be having with your clients during difficult timesHow to approach making a plan with your clients to get them back on trackHow to have difficult conversations with clientsWhy weekly meetings with a CFO can help businesses survive a rough patchTalking through layoffs, furlows, and pay cuts with your clientsWhat you can do for your clients during the COVID-19 crisis Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

Quote“Creating a dedicated space for your work is one of the most essential things you can do when working from home.” - Adam Hale  The finer details of this episode How Summit CPA became a virtual company Work from home tips from the Summit CPA team Perks of working from home Our favorite tools for working onlineHow this can actually be a blessing in disguise for your company How to support yourself and your coworkers through this quarantine period How virtual teams can support business growth even better than in-person teams  Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions/comments- cpa@summitcpa.netSecoco - https://www.sococo.com/LastPass - https://www.lastpass.com/Sharepoint - https://products.office.com/en-us/sharepoint/collaborationBoxcryptor - https://www.boxcryptor.com/en/

Quote“Every good client relationship we've had with Summit CPA started out positive from the very beginning.” - Adam Hale  The finer details of this episode How Summit CPA approaches the onboarding processWhy we have a team designated for onboarding new clients (and why we charge extra fees)The keys to a successful onboarding processExpectations we always set with our clientsBest practices for communicating with clientsWho is involved in onboarding? What are the roles to fill?How long onboarding takes for us and what the timeline looks like Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net

Quote“If you really want to grow your firm and scale your practice, you have to have a process.” - Adam Hale   The finer details of this episode What it was like in the early days of Summit CPAHow Summit CPA uses the 80/20 rule to embrace creativity with clients while also keeping solid systems behind the scenesTools we use to standardize our systemsWhat our processes look like at Summit CPAHow creating videos is the best way to standardize processesHow to standardize meetings without being too rigidHow standardizing and recording systems helps in onboarding new team membersWhy you should be careful about over-standardizing Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netJetpack - https://jetpackworkflow.com/

Quote“Taxes are a natural fit with any kind of CPA services you provide.” - Adam Hale    The finer details of this episode How the tax services fit in with the other Virtual CFO services at Summit CPAWhy we don't lead with tax servicesWhy CPA firms should departmentalize their tax workWhy taxes should be a small part of your CPA firmThe tax strategy we use with our Virtual CFO clientsHow we are going to continue to improve our tax services in the futureWhy doing taxes for Virtual CPA clients improves the overall client experienceWhy it is so much easier to do taxes for Virtual CFO clients Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions- cpa@summitcpa.net

Adam Hale, partner and COO of Summit CPA Group, the premier CPA for digital agencies enlightens host Ivan Stegic on how his firm is changing the way people think about accounting.

Adam Hale on scaling a company with gender parity.

What happens when you combine an outside the box problem solver with a CPA?  You end up with Summit CPA, an accounting firm that has shattered the mold of traditional firms. Hear first hand what goes on in the mind of an avid problem solver focused on doing things a different way.

In this episode of the 7 Points of Satisfaction in Buying HR Technology series, Jeremy Ames is joined by Adam Hale of Sage People to discuss the negotiation phase.