VIRTUAL CFO

Get the Right People on the Bus

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people gathering in the shape of an arrowShift from serving clients to serving and developing leaders.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

“Once you recognize that the purpose of your life is not to serve your business, but that the primary purpose of your business is to serve your life, you can then go to work on your business, rather than in it, with a full understanding of why it is absolutely necessary for you to do so.” – Michael E. Gerber, “The E-Myth Revisited”

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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. 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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Ladd: Start Advisory with Empathy | It’s Not Just the Numbers

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By starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

4ImpactData: 10X Your Advisory.
Not Your Headcount

When accountants and advisors talk about “advisory services,” the conversation often drifts toward models, frameworks, and numbers. Advisory is explained through dashboards, KPIs, forecasts, and ratios. However, sometimes in our focus on data, we forget the human side —the fact that behind every balance sheet is a business owner who is stressed, overwhelmed, and often lonely. 

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That’s where voices like Steven Ladd’s come in. In a recent It’s Not Just the Numbers podcast “After Hours” session, Ladd shares his journey from engineer to entrepreneur to trusted advisor for small business owners. His insights reveal why advisory services are more than just financial analysis. They’re about empathy, connection, and equipping business owners with clarity. 

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How DiSC Profiles Help Remote Teams

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Overhead view of five people in a meeting

Work together effectively with 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.

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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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Lang: The Right Clients > Revenue | It’s Not Just the Numbers

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Tough client calls, tax planning, and better leadership turned hard knocks into growth.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by “It’s Not Just the Numbers: How to Move Beyond the Numbers and Deliver Real Value for Your Clients”
by Penny Breslin and Damien Greathead – See Today’s Special Offer

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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

When Lang launched Upside CFO, he didn’t set out with a grand blueprint. “If we’re being honest, we started off with simple bookkeeping,” he says. Over time, his firm evolved into a multi-faceted practice offering fractional CFO services, tax planning, and even financial planning partnerships. Along the way, he admits to trial and error. “Sometimes I do smart stuff. Sometimes I don’t,” Lang laughs.

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Yet from that messy middle came clarity: the future of advisory services lies in translating numbers into strategy, choosing the right clients, and building processes that can scale without sacrificing value.

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