“They don’t feel like they have to guess while they grow. There’s a concrete plan.” - Jake Grimm
The finer details of this episode
- Why Adam thinks Summit is the firm of today.
- What Summit CPA is doing with tech to be efficient.
- How to save 30 minutes a week per client
- The keys to evaluating tech tools.
- The Summit CPA tech stack.
- The power of forecasting.
Episode resources
