grunden, zecca, minkler ink anders deal

the merger joins jody grunden, author of “building the virtual cfo firm in the cloud,” with bob minkler’s top 100 super-regional.

minkler

minkler cites 卡塔尔世界杯常规比赛时间 for sparking the deal.
grunden

summit cpa co-founders jody grunden and adam hale and all 60 staff members are joining st. louis-based anders, bringing anders’ total partners and staff to 335 with revenue of  $60 million.

anthony zecca, ceo of growth path partners llc, and author of 卡塔尔世界杯常规比赛时间’ “leading from the edge,” advised anders on the transaction. zecca was instrumental in connecting anders and summit, and he will continue to serve as an advisor as the merger solidifies and grows. zecca is a retired partner of cohnreznick and was managing partner of the firm’s advisory group.

more grunden here | see “building the virtual cfo firm in the cloud” by grunden
more zecca here | see “leading from the edge” by zecca

founded in 2002, summit has been a pioneer of remote work in the accounting industry since 2013. by offering virtual cfo services, including cash flow management, business tax planning and financial forecasting, summit has grown fast to $8.5 million, approximately doubling in size every three years since 2010 and has been recognized by inc. 5000. anders has also grown rapidly through the addition of advisory services, new industry lines, organically and through mergers, doubling to over $51 million since 2013.

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‘botkeeper for dummies:’ the official virtual book launch

live web event set for sept. 16. register here | learn more

with jody padar
the radical cpa

botkeeper, the upstart artificial-intelligence-based bookkeeping platform, will debut their new book “botkeeper for dummies,” co-authored by jody padar, the radical cpa, at a live web event sept. 16.

register here | learn more

padar and co-authors chris mahl, botkeeper president, and byron patrick, a leading cpa technology consultant, will be joined by:

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build your advisory services business [last call]

//m.g005e.com/?p=78340

^ click to play preview

卡塔尔世界杯常规比赛时间 special offer: 20% off for sales seed’s new prospects and lead nurture bootcamp.
tax and accounting firms seeking to develop their advisory services can take advantage of a new program offered by the sales seed and led by 卡塔尔世界杯常规比赛时间 expert contributor ty hendrickson. registration closes sunday, aug. 2, so you’ll need to hurry. 卡塔尔世界杯常规比赛时间 readers are getting a special discount of $100.

enroll here

learn more here

prepping for post-crisis opportunities

https://www.successioninstitute.com/free-videos/
free video learning: get ready today for the rebound to come with these top ten practice management video courses.
in partnership with 卡塔尔世界杯常规比赛时间, the succession institute is offering free access to their top ten video training programs to help firms prepare for the new normal. offer expires june 30. use the password “free”for each video and get all the details here.

new & updated! covid-19 crisis toolkit

https://inovautus.com/ffcratoolkit-cpatrendlines/
click to learn more | save $50 with code cpatrendlines20

guidance, templates, client letters and emails, phone scripts, conversation starters, best practices for your firm – available through 卡塔尔世界杯常规比赛时间.

卡塔尔世界杯常规比赛时间 is partnering with inovautus consulting, a nationally recognized leader in marketing and business development programs for accounting firms, to offer a new client covid-19 client communications and practice management toolkit that will be updated continuously for the duration of the coronavirus crisis.

save $50 today with discount code cpatrendlines20
click here to learn more

the “ffcra+ toolkit” was launched with coverage for the families first coronavirus response and the coronavirus aid, relief and economic security acts, and will include coverage of all future crisis-related legislative, regulatory, and business impacts.

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padar joins botkeeper as vp strategy

artificial intelligence software developer lands “the radical cpa.”

by 卡塔尔世界杯常规比赛时间

jody padar, a 卡塔尔世界杯常规比赛时间 expert author and one of the most influential people in the profession, is joining botkeeper as vice president of strategy, charged with bringing the artificial-intelligence-based accounting software developer closer to the accounting profession.

see more:  jody padar, the radical cpa

padar is a leader in the transition of next-generation public accounting firms through open collaboration and change management. she is the author of the radical cpa and from success to significance: the radical cpa guide.

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caragher becomes certified instructor in advanced pricing methods

click to learn more

free webinar on advanced pricing strategies set for oct. 21.

jean caragher, president of capstone marketing and a 卡塔尔世界杯常规比赛时间 expert author, is now a certified instructor of fore llc advanced pricing methodssm.

the fundamentals of advanced pricing methodssm
will be presented in a joint fore-capstone webinar:
monday, oct. 21
2 p.m. et
accounting firm partners, managers, and marketers can register at
http://go.capstonemarketing.com/apm-webinar
eligible for 1 cpe credit

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