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.

Preparing Your Business for Sale
Apr 15, 2025 – 43:44
How CPA.com Revolutionized CAS with Amy Bridges
Apr 1, 2025 – 41:08
2024 Year in Review
Dec 30, 2024 – 37:34
Why Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level!
Dec 9, 2024 – 46:48
How Can Effective Cash Flow Management Transform Your Business?
Nov 25, 2024 – 11:16
Defining Service Packages: A Comprehensive Guide for Modern Accounting Firms
Nov 11, 2024 – 17:32
Spooktacular Showdown: A Halloween Movie Draft Special
Oct 31, 2024 – 47:12
How Client Accounting Services Are Redefining the Role of Accountants in Business Growth
Oct 28, 2024 – 21:13
Unlocking Profitability: Embrace Advisory Services and Client-Centric Solutions with Simon Severino
Oct 14, 2024 – 44:16
Mastering Excel: Essential Skills and Strategies to Boost Efficiency with Jeff Lenning
Sep 30, 2024 – 41:46
Tips for Building a Firm Worth Growing: Ideal Clients and Strong Networks with Michael Clarke
Sep 16, 2024 – 46:45
Navigating the Complexities of Financial Planning for Business Owners with Adam Koós
Sep 2, 2024 – 46:09
Redefining Financial Planning and Reporting for Small Businesses and Startups with Blagoja Hamamdjiev
Aug 19, 2024 – 48:39
Strategies for Revolutionizing Client-Centered Financial Advisory with Tyson Ray
Aug 5, 2024 – 45:29
The Partner Every Firm Needs: Simplifying Business Startup and Compliance with Nellie Akalp
Jul 22, 2024 – 53:03
Navigating Work-Life Balance: A Candid Conversation on Stress in the Workplace with Joey Kinney
Jul 8, 2024 – 36:16
How Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?
Jun 24, 2024 – 30:10
Strategies for Setting Boundaries and Managing Scope in Advisory Work with Chris Papin
Jun 10, 2024 – 44:22
The Most Powerful Accounting Tool That You’re Not Using with Jeff Bartsch
May 27, 2024 – 45:52
Crafting Financial Narratives: Strategies for Storytelling in Accounting with Soufyan Hamid
May 13, 2024 – 45:33
Making Sense of Law Firm Metrics with "Judicial Dollars and Cents," with John Scott
Apr 29, 2024 – 44:55
Unlocking Growth and Integration: Benefits of Nearshoring in Mexico with Martin Moll
Apr 15, 2024 – 40:44
Mastering the Art of Onboarding: Why Even Small CPA Firms Should Invest
Apr 1, 2024 – 16:56
Sales Pipeline Analysis with Adam and Tom: How to Lead Revenue Forecasting Meetings
Mar 18, 2024 – 19:48
ESG Consulting: How Accountants Can Advise on Environmental, Social and Governance Initiatives with Kai Gray
Mar 4, 2024 – 55:01
Attract and Retain Accountants Amid a CPA Shortage: A Conversation with Cory Gayman
Feb 19, 2024 – 48:58
Cash Balance Plans: Maximizing Client Tax Savings with David Podell
Feb 5, 2024 – 45:56
Drive Success in Your Accounting Firm Through Storytelling with Jeff Bartsch
Jan 22, 2024 – 42:53
Mail Call: Answering Your Onboarding Questions with Jamie Nau and Joey Kinney
Jan 8, 2024 – 50:40
The Power of AI to Reshape the Accounting Landscape with Kyle Geers
Dec 11, 2023 – 48:35
Benefits of Adding Outsourced Executive Services to Your Firm with Gina Cotner
Nov 26, 2023 – 45:31
Mastering Conflict Resolution in the Workplace with Carol Bowser
Nov 12, 2023 – 48:36
Implementing Systems to Transform Your Firm with Josh Fonger
Oct 29, 2023 – 42:48
Helping Non-finance Professionals Utilize Cash Flow Forecasting with Terrell Turner
Oct 15, 2023 – 56:34
What Every Advisor Should Know About the Cannabis Industry with Guillermo Rodriguez
Oct 1, 2023 – 48:48
Revolutionize Your Firm's Business Solutions with Alex Sonkin
Sep 17, 2023 – 44:46
Niche Down, Price Up with Geraldine Carter
Sep 3, 2023 – 47:02
Unlocking the ROI of Advisory Services with Roger Knecht
Aug 20, 2023 – 47:24
Selling for Accountants with Nikki Rausch
Aug 6, 2023 – 48:17
Cultivating a Sales Mindset with Mike Meilinger
Jul 23, 2023 – 48:11
Offering Virtual CFO Services in the Cannabis Industry with Guillermo Rodriguez
Jul 9, 2023 – 43:08
Transform Your Business Model: Implementing After-Action Reviews and Creating a Value Proposition with Ron Baker (Part 2)
Jun 25, 2023 – 52:38
Transforming Your Business: The Power of Subscription-Based Models with Ron Baker (Part 1)
Jun 11, 2023 – 58:56
The Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney
May 28, 2023 – 46:55
Maximizing Automation in the Accounting Industry with Jesse Rubenfeld
May 14, 2023 – 40:42
Adding Virtual CFO Services to Your Firm with Katina Peters
Apr 30, 2023 – 46:52
The Role of a Virtual CFO in the Transportation + Logistics Industry with Dan Rutherford
Apr 16, 2023 – 41:13
How to Offer Virtual CFO Services to Law Firms with John Scott
Apr 2, 2023 – 45:35
Understanding the Silicon Valley Bank Issue: What Small Business Owners Need to Know
Mar 20, 2023 – 22:08
Top 5 Marketing Mistakes CPA Firms Make with Matthew Banker
Mar 19, 2023 – 47:28

Recent Reviews

JenTracy7

Amazing Show

Amazing show with great content!!
GeraldineDcarter

Simply put: Chock-o-block full of goodness

If you want to upgrade the quality of your accounting practice, you need to listen to this show. It's so full of insight, each and every episode.
Plainvenilla

You must listen to modern CPA

I just finished listening to the most recent episode and it was like a breath of fresh air. Really great stuff. We need more of this! Thanks so much for sharing.