E86: Jody Grunden: From Hourly Billing to Virtual CFO: Reinventing the Accounting Industry

Dr. Jean, The Results Queen® and her special guest, Jody Grunden, discuss his unconventional journey in the accounting industry, starting with disliking audit work and transitioning to tax before ultimately embracing entrepreneurship. Jody Summit CPA Group with the goal of changing the perception of accounting, rejecting hourly billing in favor of a virtual CFO model. Jody faced initial skepticism about his remote service delivery approach, but persistence and innovative marketing helped him build momentum over 10 years. They discussed results-based work, fostering autonomy and culture in a distributed team, and Jody shared insights around selling the successful business he had built. Jody’s experiences highlight the power of challenging industry norms and leveraging technology to scale a service-based firm in a new way. Dr. Jean and Jody emphasized the importance of having both a visionary leader and an integrator/executor to successfully grow a business.

Find Jody here:

Website: www.summitcpa.net

Email: jody@summitcpa.net

Linked In: https://www.linkedin.com/in/jodygrunden/

Contact Dr. Jean here:

 

Listen Now »
More From This Podcast »
About the Host(s) »

Mindset:

Being able to navigate the mental obstacles that occur in business growth is what differentiates those who are successful.

  • Right Thoughts
  • Right Attitude
Expansion:

What gets measured gets done. Having a few simple metrics will propel your business growth.

  • Right Metrics
  • Right Acceleration
4 Pillars of Growth
Alignment:

By knowing your ideal target client like a science project and speaking to them with the right messaging, you will attract your ideal client faster and easier.

  • Right Client
  • Right Messaging
Accountability:

Creating a customized process that builds confidence is the only way to drive business growth.

  • Right Actions
  • Right Time

It’s not magic. It’s a system we have tested and optimized. It can work for you.

Below are the resources I mentioned on the podcast. Please use them as our gift to you. If we can be of any service to you, don’t hesitate to contact us.

Dr. Jean Oursler, The Results Queen®, Ph.D.
Our Mission is to Leave You Better than When We Found You TM
The Caveman Brain Business Growth System

Dr. Jean

Discover Your Growth Potential

Discover your growth potential by taking our free online assessment. You’ll receive a score and recommendations to holistically improve your business development skills and results.

Lead - Assessment

Name(Required)
Increase Sales Closing Rate