What if I told you that a CPA firm recently hit $10 million in revenue by simply meeting with clients every week?
I had the privilege of speaking with accounting trailblazer Jody Grunden, CPA, whose firm Summit Virtual CFO by Anders accomplished this impressive feat.
The key? Regular weekly touchpoints to actively participate in strategic decisions and provide relevant, real-time advice.
In Episode 56 of the Earmark Podcast, Jody shares how transitioning from traditional monthly engagements to consistent weekly interactions revolutionized his client relationships and advisory services.
This simple yet transformative shift helped him:
Become an integral part of the leadership team
Maintain an accurate, customized forecast based on individual client drivers
Deliver more value through real-time adjustments
Build lasting trust and accelerate growth
Whether you want to make more money serving fewer clients or rapidly scale your firm, Jody's approach offers a blueprint for success.
To listen to the episode, search for "Earmark" on your podcast player of choice or follow this link: https://podcast.earmarkcpe.com/56
Advisory doesn't have to be complicated. It can be really simple, starting with spending more time with your clients.
