In this episode of The Path to Freedom Podcast, Wes is joined by Jody Grunden, the founder of Summit Virtual CFO by Anders. Jody pioneered the virtual CFO model over 20 years ago and has helped countless businesses optimize their financial strategies.
They discuss:
-The origins of Summit Virtual CFO and its evolution over two decades
-How virtual CFO services help small businesses scale strategically
-Key financial metrics that business owners need to track
-The importance of cash reserves and dynamic forecasting
-Subscription-based billing and remote work: game-changers for service businesses
-Jody’s entrepreneurial journey, from bootstrapping to a multimillion-dollar exit
-Jody also shares insights from his book Digital Dollars and Cents and offers valuable advice for business owners who want to make smarter financial decisions.
Connect with Jody & Summit Virtual CFO:
Get Jody’s book: Digital Dollars and Cents – Email Jody@SummitCPANet for a free link or find it on Amazon
Listen to Virtual CPA Success Show podcast: https://www.summitcpa.net/podcasts
Subscribe & Stay Connected:
If you enjoyed this episode, make sure to subscribe to The Path to Freedom Podcast on your favorite podcast platform. Leave a review and share this episode with fellow entrepreneurs looking to build profitable and sustainable businesses!
7 Steps to Owning a Franchise:
https://path2frdm-1.hubspotpagebuilder.com/path-to-freedom-about-franchising
If you would like to learn more about this particular franchise opportunity or discuss franchise ownership in general - feel free to use the link to my calendar below to schedule a free, no-obligation introductory meeting.
https://calendly.com/wes-barefoot/introcallwithwes
Connect with Wes:
Instagram: https://www.instagram.com/path2frdm/
Facebook: https://www.facebook.com/path2frdm
Linkedin: https://www.linkedin.com/in/wesleybarefoot/
#CFO #Business #Franchise
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