This episode explores when bookkeeping stops being enough and why strategic financial leadership becomes essential for scaling companies. Jay Adewole speaks with Jody Grunden, co-founder of Summit CPA Group and an early pioneer of the virtual CFO model, about cash flow, subscription billing, specialization, and how AI is reshaping accounting.

We discuss how founders should think about finance before a crisis hits, why visibility matters more than raw revenue, and what separates a bookkeeper, controller, and CFO in practice.

Key topics

• In this episode, Jody Grunden explains how he moved from traditional accounting into a model built around forecasting, cash flow, and advisory support after realizing hourly accounting did not solve the real problems clients faced.
• He shares why many business owners kn ...