Jody Grunden


Jody Grunden is a CPA with a passion for changing the way people think about accounting. He is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services for creative agencies as well as one of the largest Virtual CFO firms in North America.

Summit CPA’s Virtual CFO Services partner business owners with a dedicated CFO and a team of accountants, CPAs and tax professionals to help guide their business to success through cash flow management, business tax planning and financial forecasting.

Author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success. Jody co-founded Summit CPA in 2002 and transitioned the company to a distributed accounting firm in 2013. As the owner of a distributed company, Summit CPA fully understands the accounting, bookkeeping, cash flow management and business tax nuances that come with being distributed. The team loves helping clients overcome these challenges through their own experience and expertise.


Twitter: @jgrunden


Financial Metrics: Get a Grip, Grow Your Business & Improve Profitability

3:30-5:30 PM,

What is forecasting and why do you need to do it? What are the key metrics driving that forecast? Learn why you should use a forecast as a guide for every business decision you make, i.e., expansion, acquisition, buyout and retirement.

What if you could pull a lever to improve your company’s performance? You can! Discover how to use those metrics as levers to lead your company to higher profitability.

How do you determine and measure your pipeline? Your pipeline metric (what you currently have under contract and what you have “in the works”) should not be forgotten as it can have a drastic impact on your revenue forecasting.

In addition, you’ll learn how and where to compare your metrics with those of others in the industry. Discover where you fall short and where your company has the most room for improvement.

Please note: This workshop is one of three workshops included in the Summit + Workshop Combo ticket or Workshop Day ticket. Please purchase your workshop ticket to join this session.