The Five Rules Driving Growth at Baldwin CPAs

Long

Alan Long: Entrepreneur first, CPA second. 

By Ian Welham
The Accounting Success Podcast

Alan Long of Baldwin CPAs is an entrepreneur first and CPA second. That entrepreneurial mindset is the driving force behind the strong revenue growth, innovative practices, and steady expansion that’s bringing Baldwin national attention as a rising regional firm.

RELATEDAccountingfly Revolutionizes the Way CPAs Are Hired  |  Summit CPA Group Pioneers Virtual CFO Services |

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The practice that started in small Kentucky towns such as Maysville, (pop. 8,920), Flemingsburg (pop. 2,694) and Richmond (pop. 30,000), has expanded into Louisville and Lexington – and now Long is planning his next strategic move.

Whatever it is, it’s likely to be unexpected – as is the Baldwin founder himself.

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How Accountingfly Is Revolutionizing the Way CPAs Are Hired

Jeff Phillips, Accountingfly

Business model shifts focus from headhunting for talent to attracting it.

By Ian Welham
The Accounting Success Podcast

Jeff Phillips, a former monster.com executive, is changing the way CPA firms find and hire accountants – automating the process, improving results and lowering costs.

RELATEDHow Summit CPA Group Is Pioneering Virtual CFO Services  |  More in Talent & Careers |

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The accounting profession is in the middle of a perfect storm.

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How Summit CPA Group Is Pioneering Virtual CFO Services

Grunden and Hale, as pictured on their firm's website, summitcpa.net

 

Summit CPA Group goes from local to global by breaking the traditional CPA business model.

By Ian Welham
The Accounting Success Podcast

In Fort Wayne, Ind., Jody Grunden and Adam Hale of Summit CPA Group are carving out a niche in virtual CFO Services. Since 2002 the firm has grown from one accountant to 16 and reached $3 million in annual revenue (projecting $4 million in 2017) – adding two to four new clients a month.

All this is achieved with staff members who never come into the office, working with clients they’ve never met in person.

The firm operates on a flat fee model, with all fees paid in advance. Various members of the staff meet with every client (virtually) 2-3 times every week. And they never have to write a Help Wanted ad, because their work-from-home model attracts so many job applicants.

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