Making Your Firm Profitable with Jody Grunden

Randy welcomes Jody Grunden of Anders CPAs on Episode 106 of The Unique CPA. A two-time author, speaker and visionary, Jody helped pioneer virtual CFO services as well as subscription-based billing in the accounting profession, creating new ways for firms to do business. He recounts his unusual journey, including tales of lost luggage and declined credit cards as he tried to finally solidify a stable business.

Important Links

Summit CPA

Anders CPAs + Advisors

Jody Grunden on LinkedIn

Jody Grunden’s email

About the Guest

Portrait of Jody GrundenJody Grunden is a speaker, author, and visionary for the accounting profession with over 20 years of experience. Jody has helped pioneer innovative changes within the industry, including the introduction of the first Virtual CFO services. He launched a subscription-based billing method and a remote financial service, which are both unusual for the accounting industry. He has authored two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.

Jody cofounded Summit CPA Group in 2002, which merged with Anders CPAs + Advisors in 2022. He specializes in Virtual CFO Services, Creative Agencies, and Remote Team Management. He is a member of many professional organizations and has won several awards in the accounting field

Jody earned his bachelor’s in accounting from Indiana University in 1994.


Meet the Host

Randy Crabtree, CPA

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.