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.
Podcasting since 2019 • 144 episodes
The Modern CPA Success Show
Latest Episodes
People You Should Know: Randy Crabtree
As a small business owner, you wear a lot of hats and it’s easy to feel like the pressure never stops. Randy Crabtree, Co-Founder of Tri-Merit Specialty Tax Professionals, shares lessons that push you to rethink how you ru...
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46:52
"Chris Papin and how to "Behave Like a Business Owner"
Being the boss doesn’t automatically make you a business owner. Running a business requires you to think differently, act strategically, and lead with clarity.Chris Papin, CPA, Attorney & Business Advisor at Papin Speaks, t...
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52:06
Recruiting for CPA Firms with Will Spengler
Bringing in the right people can transform your CPA firm. Hiring is a strategic move that drives your growth. If you're looking to make smarter hiring decisions, this episode is for you.Will Spengler, founder of Frederick Fox, ...
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43:57
Mastering the Vital Core of Profit-Focused Accounting
If your numbers feel disconnected from your decisions, it’s time to change that. Profit-Focused Accounting helps you align operations so you can stop guessing and start leading with confidence.Discover a clear roadmap to financial maturi...
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51:15
How AI-Powered Digits Provide Real-Time Finance Clarity for Small Businesses
You started your business to grow, not to get stuck in spreadsheets. Today, smart tools make it easier than ever to stay ahead.In this episode of The Modern CPA Success Show, we sit down with Jeff Seibert, CEO and co-founder of Digits, t...
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36:46