DAN RUTHERFORD, CPA, MBA
Lead VCFO for the Transportation & Logistics Industry, Summit Virtual CFO by Anders
Financial Metrics for the Transportation and Logistics Industry
GUILLERMO RODRIGUEZ, CPA, FPAC
Lead VCFO for the Cannabis Industry, Summit Virtual CFO by Anders
Financial Metrics for the Cannabis Industry
JOHN SCOTT, CPA, AEP/CGMA
Tax Partner and Legal Industry Expert, Anders CPAs + Advisors
Financial Metrics for the Legal Industry
THE GOAL:
Expand Summit Virtual CFO’s marketing reach by presenting in-house industry experts as public thought leaders.
THE DELIVERABLE:
A customized industry metrics presentation delivered by each expert based on the metrics presentation for digital agencies regularly delivered by Summit co-founder Jody Grunden.
WORK DONE:
Presentation structure work, message positioning, origin story discovery, supporting story discovery and integration. On-camera/on-mic delivery training.
RESULTS:
THE YOUNG CPA SUCCESS SHOW, WITH JOEY KINNEY, CPA AND HANNAH HOOD
When Joey Kinney heard about the ambitious growth goals for Summit Virtual CFO by Anders, he pitched the idea of a co-hosting a podcast targeted towards young accounting professionals along with fellow VCFO Hannah Hood. On The Young CPA Success Show, Joey and Hannah dive into conversations based around improving the industry and building a channel for talent recruitment for Summit and its parent company, Anders CPAs + Advisors.
WORK DONE:
Host training for origin story, personal story library, thesis building, clarifying audience identity and psychology, feedback for show format, hosting skill-building.
RESULTS:
TOM WADELTON, CPA, CGMA, MBA, Co-Host Modern CPA Success Show, CE Webinar Host, Virtual CFO
Tom is a veteran podcast host and live training facilitator. He brings a wealth of experience from his many years in Fortune 500 corporate finance while supporting a full slate of clients at Summit Virtual CFO by Anders.
WORK DONE: Origin story discovery, personal story library, thesis building, podcast/webinar format upgrading, interview and hosting skill-building.
“Wow. You’re really good at this.”
- Tom during a coaching call
RESULTS:
KELLY SCHUKNECHT - VCFO Director of Marketing, Summit VCFO by Anders, on LEADERSHIP ANYWHERE with Peter Benei
WORK DONE: Message positioning, thesis building, story discovery and clarification, guest preparation/best practices for business podcast guesting
DAN RUTHERFORD, CPA, MBA - Lead VCFO for the Transportation & Logistics Industry, Summit Virtual CFO by Anders, Sponsored Interview on ROADSIGNS, a Transport Topics podcast
How Can Third-Party Services Assist Growing Trucking Companies?
WORK DONE: Shaping and rehearsal of talking points, on-camera/on-mic delivery training, sound equipment upgrade
GUILLERMO RODRIGUEZ, CPA, FPAC, Lead VCFO for the Cannabis Industry, Summit Virtual CFO by Anders, on The Modern CPA Success Show with hosts Tom Wadelton and Jody Grunden.
Episode 98 - Offering Virtual CFO Services in the Cannabis Industry with Guillermo Rodriguez
WORK DONE: On-camera/on-mic presence, talking point development, origin story expansion. We can’t take credit for the jokes and amazing cannabis puns, that was all Guillermo. Someday we might do a Joint Venture of our own. 🤓
HANNAH HOOD, VCFO, and KELLY SCHUKNECHT, VCFO Director of Marketing, Summit VCFO by Anders, on Public CE Webinar
Building Your 2024 Content Windmill for Endless Marketing Energy
WORK DONE: Nothing for this specific presentation, but earlier hosting and guesting development with both Hannah and Kelly.
WHY IT'S INCLUDED HERE: Because this is a fantastic example of confident, fluid hosting with expert, useful thought leadership delivered in a relaxed, friendly way. Hannah and Kelly did SO. GOOD.
“Getting to know Jeff has been one of the highlights of my year! The conversations we've had always challenge me in all the best ways, and I'm so thankful to get to call him a mentor and a friend.”
HANNAH HOOD, Virtual CFO, Co-Host The Young CPA Success Show
Summit has been an industry trailblazer from the beginning. They began in 2002 as a traditional, in-person accounting firm in Fort Wayne, Indiana, doubling in size every three years.
To maintain that growth, they started offering Virtual CFO and back office accounting services to clients, transitioning to a fully distributed/remote firm in 2013.
Their growth has continued ever since, and in 2022 they were acquired by Anders CPAs + Advisors, a Top 100 accounting firm based in St. Louis, Missouri.
Because they’ve always done things differently, a big part of Summit’s growth has come from their investments in thought leadership.
Summit wants to change accounting industry-wide, so they created The Virtual CFO Playbook course to ensure that their level of service becomes a norm rather than an exception.
As the accounting world continues to evolve, Summit’s culture of thought leadership and service to the industry continues. Their Continuing Education trainings, industry podcasts, and public appearances develop relationships, provide good will to clients, and fuel Summit and Anders’ continuing growth.
And now as part of Anders CPAs + Advisors, Summit continues to innovate for nationwide clients at the highest level. Clients now have bundled access to services in business analytics, forensic/valuation/litigation, audits, family wealth and estate planning, and tax.
Click here for more about Summit. Click here for more about Anders.
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