Likely, if you’ve come across the term CFO firm, you’re a small business owner or entrepreneur looking for a trusted financial expert. In this blog post, we will help you determine what a CFO firm does, and if this type of accounting firm might be the right fit for your business ..read more

Operations professionals face countless decisions, especially around personnel: When is it time to hire? What position should we prioritize? How many contracts do we have to sign to justify the hire?  ..read more

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Paying your employees, keeping the lights on, and staying within your line of credit: If you want to stay in business, you need to stay on top of cash flow. It doesn’t matter how many contracts you have signed or customers you have rushing through your doors, if you don’t have enough money to cover your expenses today. It also doesn’t matter if you have a huge amount of money in your bank account, if you’re about to get hit by a shortfall next month ..read more

Creative Agency Success Show Podcast Episode 126 ..read more

Effective business development strategies are essential for any service-based company, making it a crucial component in the growth of a creative agency. With that in mind, it’s imperative that you, as an agency owner, invest in cultivating a business development team that will help you achieve your growth goals ..read more

Many people have two conceptions about what LinkedIn is. You probably think that LinkedIn is either a.) a place to update your virtual resume or b.) a place to network in a rigid, professional way. That second purpose isn’t exactly wrong. LinkedIn can grow your network. But it also doesn’t capture the personality and personal brand that you can infuse into your LinkedIn strategy ..read more

As a hybrid firm, not only do we serve our clients remotely, but our team members are often distributed as well. We understand the accounting, bookkeeping, cash flow management, and tax nuances of running a distributed company. We pride ourselves on our ability to provide the highest quality Virtual CFO services while being hybrid, and we couldn't do any of it without our amazing team. Every month we spotlight one of our employees so you can get to know us better. This month we bring you Jacob Bernsen. Jacob has been with Summit for 2 years. He is a Virtual CFO Senior Accountant here at ..read more

Creative Agency Success Show Podcast Episode 125 ..read more

There are two kinds of service-based businesses: The kind that has lost a major client and the kind that hasn’t – yet ..read more