Mandarin Chinese Mp3 Audio Lessons, PDF Transcripts, Worksheets, Situational Dialogues and Chinese Character Videos
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内容由Earmark LLC, Blake Oliver, and CPA提供。所有播客内容（包括剧集、图形和播客描述）均由 Earmark LLC, Blake Oliver, and CPA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Player FM -播客应用
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使用Player FM应用程序离线！
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Jody Grunden's $10 Million Secret: Weekly Client Meetings
Manage episode 384716876 series 2991380
内容由Earmark LLC, Blake Oliver, and CPA提供。所有播客内容（包括剧集、图形和播客描述）均由 Earmark LLC, Blake Oliver, and CPA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Jody Grunden, the founder of Summit CPA Group, was a trailblazer in establishing one of the first CPA firms specializing in virtual CFO services. They recently achieved an impressive $10 million in revenue. What propelled Jody's success? The key lies in his commitment to regular client meetings. In this enlightening discussion, Jody unveils his strategy of revolutionizing client relationships by transitioning from traditional monthly engagements to weekly touchpoints. Tune in now to unlock the potential of this simple yet transformative shift, enabling you to enhance your advisory services and propel your firm's growth to new heights.
Sponsor
ShareFile - https://earmarkcpe.promo/sharefile
Chapters
- (00:00) - Welcome To The Earmark Podcast
- (01:24) - What inspired Jody to start his firm, and how did he start doing CFO work and not just compliance?
- (06:10) - Jody wanted to find what his firm could change from the traditional model
- (13:09) - Automatically charging clients for your services
- (20:00) - What do you do for a typical client?
- (32:02) - The importance of having a dynamic forecast
- (35:14) - Where did you learn to do this driver based modeling?
- (37:04) - How do you staff these engagements?
- (42:57) - Only do tax returns for clients you do the books for
- (44:11) - How did you get into doing remote work?
- (51:12) - Jody has always invested in marketing and now content
- (55:02) - What made you choose Anders over other firm merger possibilities?
- (58:12) - Jody's 5 requirements for selling or merging his firm
- (01:06:09) - Wrap up and where people can learn about Summit and find Jody online
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guest, Jody Grundon
LinkedIn: https://www.linkedin.com/in/jodygrunden
Website: https://www.summitcpa.net/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
86集单集
分享
Manage episode 384716876 series 2991380
内容由Earmark LLC, Blake Oliver, and CPA提供。所有播客内容（包括剧集、图形和播客描述）均由 Earmark LLC, Blake Oliver, and CPA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Jody Grunden, the founder of Summit CPA Group, was a trailblazer in establishing one of the first CPA firms specializing in virtual CFO services. They recently achieved an impressive $10 million in revenue. What propelled Jody's success? The key lies in his commitment to regular client meetings. In this enlightening discussion, Jody unveils his strategy of revolutionizing client relationships by transitioning from traditional monthly engagements to weekly touchpoints. Tune in now to unlock the potential of this simple yet transformative shift, enabling you to enhance your advisory services and propel your firm's growth to new heights.
Sponsor
ShareFile - https://earmarkcpe.promo/sharefile
Chapters
- (00:00) - Welcome To The Earmark Podcast
- (01:24) - What inspired Jody to start his firm, and how did he start doing CFO work and not just compliance?
- (06:10) - Jody wanted to find what his firm could change from the traditional model
- (13:09) - Automatically charging clients for your services
- (20:00) - What do you do for a typical client?
- (32:02) - The importance of having a dynamic forecast
- (35:14) - Where did you learn to do this driver based modeling?
- (37:04) - How do you staff these engagements?
- (42:57) - Only do tax returns for clients you do the books for
- (44:11) - How did you get into doing remote work?
- (51:12) - Jody has always invested in marketing and now content
- (55:02) - What made you choose Anders over other firm merger possibilities?
- (58:12) - Jody's 5 requirements for selling or merging his firm
- (01:06:09) - Wrap up and where people can learn about Summit and find Jody online
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guest, Jody Grundon
LinkedIn: https://www.linkedin.com/in/jodygrunden
Website: https://www.summitcpa.net/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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类似 Earmark Podcast | Earn Free Accounting CPE 的节目
Mandarin Chinese Mp3 Audio Lessons, PDF Transcripts, Worksheets, Situational Dialogues and Chinese Character Videos
…
continue reading
Making It is a weekly audio podcast that comes out every Friday hosted by Jimmy Diresta, Bob Clagett and David Picciuto. Three different makers with different backgrounds talking about creativity, design and making things with your bare hands.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
…
continue reading
The London School of Economics and Political Science public events podcast series is a platform for thought, ideas and lively debate where you can hear from some of the world's leading thinkers. Listen to more than 200 new episodes every year.
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
The key to learning Korean is how easy it is to stay motivated to learn the language. At TalkToMeInKorean.com, we provide a systematic curriculum of easy-to-follow lessons, and a wide selection of self-study Korean-learning books!
…
continue reading
Montgomery & Company (MoCo) is a weekly podcast and radio show hosted by two-time WNBA Champion and Co-Owner/Vice President of the Atlanta Dream, Renee Montgomery, in partnership with WABE Atlanta. Both insightful and compelling, MoCo features interviews with some of the world’s top athletes, entertainers, and innovators as well as roundtable discussions with Renee’s colleagues, friends, and family, about sports, culture and building generational wealth. Montgomery & Company: Sports, Cultu ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
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continue reading
Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
