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MANAGEMENT

Put an Accountability Chart in Play

Three questions to ask about each role.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

“Getting the right people on the bus, the wrong people off the bus, and the right people in the right seats – these are all crucial steps in the early stages of buildup…” – Jim Collins, “Good to Great”

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When Adam and I first started the company, we didn’t have much organizational structure. We didn’t need it. But as the company grew, it became necessary to develop an organizational structure. There’s a great quote by Michael E. Gerber in his book “The E-Myth Revisited” that says, “Without the Organization Chart, confusion, discord and conflict become the order of the day.”
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Give Your Leaders Time to Lead

people gathering in the shape of an arrowPut the right people in the right seats. You might have to create some seats.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

As our team was growing and we reached over 30 team members, we recognized the need to establish a formal leadership team. When we were smaller, it worked fine for Adam and me to be the primary decision makers, but as our client base and workload grew, we realized we would become a bottleneck and slow things down.

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At that point, we made a conscious effort to transition our daily tasks and client responsibilities to other team members so we could remove ourselves from the weeds and focus on the higher-level view of the company.
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MANAGEMENT

DiSC Profiles Boost Staff Effectiveness

Overhead view of five people in a meeting

Better communication comes from better understanding.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Working in a remote environment can be great, and it can also have its challenges. Communication is one of the biggest hurdles distributed companies have to overcome. To tackle this issue head on, Summit CPA has implemented many initiatives.

MORE by Jody Grunden
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One of our favorites is the DiSC profiles. Let me start off by telling you a little bit of the background on the DiSC profiles.
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