VOGSY is fortunate to interact with leaders and influencers involved in a range of professional services organizations (PSO). The PSO Knowledge Expert Series brings you their thoughts on the topics that matter most.
For this edition, we spoke with Jody Grunden, co-founder & chief executive officer of Summit CPA Group. A pioneering virtual CFO services firm, the company operates under a value-based model, using forecasting and key performance indicators (KPIs) to help clients gain longer-term financial health and wealth.
Jody is the author of “Digital Dollars and Cents: A Virtual CFO’s Playbook to Help Digital Companies Create a Financial Roadmap to Success.” He regularly speaks and leads discussions with groups of creative service professionals including web development, design, marketing and branding agencies.
We did very well. I ended up running a sales team of about 30-40 people, all while I was still in school. And, it provided me with a lifelong lesson, one that continues to guide Summit CPA Group.