Summit CPA's Virtual Accounting Blog
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At Summit CPA, we offer virtual CFO and 401k audit services to small and medium-size businesses who aren't ready to hire a full-time CFO but can benefit from strong, experience-driven processes. Our mission is to help clients maximize profits, minimize taxes, and build personal wealth.
Summit CPA's Virtual Accounting Blog
2d ago
Fractional services are professional services offered on a part-time, for-hire basis. In this article, we are going to focus on fractional services in reference to fractional CFOs (Chief Financial Officer), but it is important to note that there are other forms of fractional services such as Fractional CMOs (Chief Marketing Officer), fractional COOs (Chief Operations Officer), fractional CTOs (Chief Technology Officer), and so on. Basically, any C-suite executive can be hired on a fractional basis ..read more
Summit CPA's Virtual Accounting Blog
4d ago
The proposal and pricing process is top of mind for digital agency owners, and with good reason. It’s the first opportunity to set the bar for the engagement. But more than that, it’s the part of the business that you need to do really well: if you do, you’re going to improve your win rate; if you don’t, you’re going to waste a lot of effort. When that happens, it’s a double-edged sword. You’re less productive and you have less to show for it ..read more
Summit CPA's Virtual Accounting Blog
1w ago
The pandemic was a challenging time for businesses, as companies were forced to adapt to a turbulent market, an unstable supply chain, and a remote work environment that was new to many. It also ushered in some positive changes in the workforce, including a steady rise in employment for people with disabilities. This shift is primarily due to the increase in remote work ..read more
Summit CPA's Virtual Accounting Blog
1w ago
Creative Agency Success Show Podcast Episode 121 ..read more
Summit CPA's Virtual Accounting Blog
2w ago
If you're a business owner interested in scaling your business, consider establishing systems to take your company to the next level. You can accomplish this by taking a step back from your company and viewing it as a collection of separate systems. This approach will help you identify the current processes you have in place for various tasks. From there, you can alter and improve those systems to ensure you achieve the same outcome but in a faster, more profitable way ..read more
Summit CPA's Virtual Accounting Blog
2w ago
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 Sunera Fazalbhoy. Sunera has been with Summit for nearly 2 years. She is a Virtual CFO Senior Account ..read more
Summit CPA's Virtual Accounting Blog
2w ago
Creative Agency Success Show Podcast Episode 117 ..read more
Summit CPA's Virtual Accounting Blog
3w ago
As a small business owner, finding the right formula for the growth of your business can be difficult. When do you bring on more employees? Is your pricing where it needs to be? How do you improve profitability? Do you have enough cash on hand to take risks to grow but also to weather any bumps in the road? How much of the total available market for your business are you actually reaching ..read more
Summit CPA's Virtual Accounting Blog
3w ago
Creative Agency Success Show Podcast Episode 116 ..read more