The Modern CPA Success Show podcast

The Modern CPA Success Show

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients?Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients?Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.

 

#139

SafeBooks AI: How AI is Shaping the Future of Small Business CFOs? With Ahikam Kaufman

In today's rapidly evolving financial landscape, small business CFOs are navigating comple... more

13 May 2025

42 MINS

42:06

13 May 2025


#138

Preparing Your Business for Sale

When the time comes to consider selling, it’s easy to feel buried in uncertainty and daily... more

15 Apr 2025

43 MINS

43:44

15 Apr 2025


#137

How CPA.com Revolutionized CAS with Amy Bridges

Many firms find themselves delivering outsourced accounting but struggling to break into t... more

01 Apr 2025

41 MINS

41:08

01 Apr 2025


#136

2024 Year in Review

In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from t... more

30 Dec 2024

37 MINS

37:34

30 Dec 2024


#135

Why Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level!

Title: Why Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level! Q... more

09 Dec 2024

46 MINS

46:48

09 Dec 2024


#134

How Can Effective Cash Flow Management Transform Your Business?

"As an owner of a business, it’s really nice to have control, knowing what’s coming in, wh... more

25 Nov 2024

11 MINS

11:16

25 Nov 2024


#133

Defining Service Packages: A Comprehensive Guide for Modern Accounting Firms

"If you want to understand your pricing, I need to know what your service packages are. If... more

11 Nov 2024

17 MINS

17:32

11 Nov 2024


#132

Spooktacular Showdown: A Halloween Movie Draft Special

In this special episode of The Modern CPA Success Show, four speakers with Halloween-theme... more

31 Oct 2024

47 MINS

47:12

31 Oct 2024


#131

How Client Accounting Services Are Redefining the Role of Accountants in Business Growth

"They swapped out ‘accounting’ for ‘advisory’ in CAS, but I still believe it’s 'client acc... more

28 Oct 2024

21 MINS

21:13

28 Oct 2024


#130

Unlocking Profitability: Embrace Advisory Services and Client-Centric Solutions with Simon Severino

“If you're only working in the business, you're doing it wrong. Cut your activities in hal... more

14 Oct 2024

44 MINS

44:16

14 Oct 2024


#129

Mastering Excel: Essential Skills and Strategies to Boost Efficiency with Jeff Lenning

“I love Excel. It's helped me save so much time over the years, and when I began thinking ... more

30 Sep 2024

41 MINS

41:46

30 Sep 2024


#128

Tips for Building a Firm Worth Growing: Ideal Clients and Strong Networks with Michael Clarke

“The smartest people in the world know where their expertise ends and someone else's begin... more

16 Sep 2024

46 MINS

46:45

16 Sep 2024


#127

Navigating the Complexities of Financial Planning for Business Owners with Adam Koós

“Procrastination is a huge problem, but the bigger problem is the lack of awareness of the... more

02 Sep 2024

46 MINS

46:09

02 Sep 2024


#126

Redefining Financial Planning and Reporting for Small Businesses and Startups with Blagoja Hamamdjie...

“The reason I started Modeliks is because it took me three weeks to create a proper financ... more

19 Aug 2024

48 MINS

48:39

19 Aug 2024


#125

Strategies for Revolutionizing Client-Centered Financial Advisory with Tyson Ray

“The total relationship is about making life better for the client, focusing on what they ... more

05 Aug 2024

45 MINS

45:29

05 Aug 2024


#124

The Partner Every Firm Needs: Simplifying Business Startup and Compliance with Nellie Akalp

Episode Notes: “Our mission is to educate, inspire, and support accountants, financial adv... more

22 Jul 2024

53 MINS

53:03

22 Jul 2024


#123

Navigating Work-Life Balance: A Candid Conversation on Stress in the Workplace with Joey Kinney

“In the American workplace, 80% of workers feel stress on the job, and nearly half say the... more

08 Jul 2024

36 MINS

36:16

08 Jul 2024


#122

How Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?

“Your Spidey sense has to be high during onboarding. If you start to sense frustration fro... more

24 Jun 2024

30 MINS

30:10

24 Jun 2024


#121

Strategies for Setting Boundaries and Managing Scope in Advisory Work with Chris Papin

“Spending time onboarding can be tough for firms because it's not billable, but it is prob... more

10 Jun 2024

44 MINS

44:22

10 Jun 2024