Webinar replay

Hear from customers who have benefited from Summit's Cash Flow Service

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This webinar covered:

Why cash flow
right now

Learn why now is the best time to build a cash flow service for your customers.

Indispensable service offering

Hear how Summit built a world-class cash flow service offering and why their customers find it indispensable

Summit’s proven model

Learn how Summit wins more customers and achieves higher customer engagement with their tried and true model.

Must-have technology

Learn the best practices for using CashFlowTool to launch and optimize your service offering.

Offers & Resources

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FREE guide

How to Run Cash Flow Meetings with Clients

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Acess to Slack Channel

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Promo code: CFT100 (exp 6/30)

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Webinar presenters

Jody Grunden

Co-Founder & CEO

Jody Grunden is the Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. Author of Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud, Jody is passionate about changing the way people think about accounting.

Jamie Nau

Director of Accounting

As the Director of Accounting at Summit CPA Group, Jamie oversees the Virtual CFO team. He is dedicated to making sure clients have the information and tools necessary for them to make the best decisions for their businesses. Jamie especially enjoys the challenge of making difficult financial concepts easy for everyone to understand.

Justin Pulgrano

VP of Sales & Partner Success

Justin Pulgrano brings financial, accounting, and technology expertise to the Finagraph team, where he is responsible for sales and the success of Finagraph's customers. Prior to joining Finagraph, Justin spent 8 years at Ernst & Young LLP and is a CPA in the state of New York and earned his Master of Science in Accountancy from the University of Notre Dame.

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