Hey everyone, today I'm joined by Jody Grunden.

Jody is a virtual CFO and financial strategist for growing agencies.

He’s the co-founder of Summit CPA Group (now part of Anders CPAs), where he’s helped scale hundreds of agencies with data-driven financial forecasting and CFO insights.

I wanted to have Jody on because too many agency owners fly blind with their finances and miss out on stable, scalable growth. Also, we were tablemates at a conference last year, and he's a delightful human being. And when good people are also experts in their craft, I feel this urge to share them with our audience.

In this episode, we discuss:

Building a 10% cash reserve for long-term stability
When to hire a controller or CFO as you scale
How to set pricing to maintain profit margins
And more...

You can learn more about Jody on LinkedIn or shoot him an email at jgrunden@anderscpa.com.

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091 Jody Grunden: From Reactive to Strategic: Financial Planning for Growing Agencies

Agency Forward