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Profit Answer Man: Implementing the Profit First System!

Dec 19, 2023

How to Scale Your Business with Strategic Financial Leadership

Discover the secrets to improving cash flow and making informed financial decisions in your business with Jody Grunden.  Jo is an accounting visionary with over 20 years of experience.

He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.

Together with his partner Adam Hale, Jody co-founded Summit CPA Group in 2002. It was the first fully distributed accounting firm in the country. In 2020, Summit merged with Anders CPAs + Advisors, and is now recognized as Summit Virtual CFO by Anders. Jody’s specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management.

Through his virtual CFO services, Jody has revolutionized the way businesses approach their finances, providing customized strategies and forecasts to drive success.

In this episode, you will learn the following:

  • Streamline your business finances with virtual CFO services for improved cash flow and financial metrics.

  • Optimize your business operations with efficient systems and processes to boost profitability.

  • Gain access to different tiers of support and services tailored to your business needs.

  • Uncover the secrets to maximizing profitability and cash flow for long-term business success.

  • Learn how to manage cash flow effectively and make informed financial decisions that drive growth.



Hi, I'm the Profit Answer Man Rocky Lalvani!

I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz

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This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at

Music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.