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Secrets of Shifting to vCFO Services

My guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. 

Jody is passionate about changing the way people think about accounting. 

As the author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success.

Summit CPA offers virtual CFO, Controller, and transaction-level services remotely and at scale. 

I wanted to have Jody on to talk about everything that he has learned in nearly 20 years of growing this business. 

There were many gems including the simple but important reminder: “Your clients are hiring you to help them get to the next level.” 

It’s your job to help build the financial roadmap that gets them there. 

The rest is just deliverables. What your client wants is transformation. 


If you want help getting your practice to the next level, getting from 150 clients down to 15, with $60 or $100K annual engagements, I can help you make that transformation. 

Put 15 minutes on my calendar – just go to and click on the big fat red Schedule Time with Me button. You’d be surprised how much ground we can cover in that time, so I hope you will take me up on the offer. 

Connect with Jody:

Twitter: @jgrunden and @SummitCPAGroup

Schedule time with me:

Work with Geraldine: 

Strategy Session
1:1 Coaching