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 • 153 episodes

The Modern CPA Success Show

Latest Episodes

How to Master Cash Flow With AI and Value Pricing with Mark Wickersham

AI is shrinking the time it takes to do accounting work and for firm owners still billing by the hour, it is quietly shrinking their revenue, too. Mark Wickersham, mentor to over 400 accountants at Value Pricing Academy Lt...

June 09, 2026 • 46:06

Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter

You built your CPA firm from the ground up. So why does it feel like it is running you instead of the other way around? Geraldine Carter, Founder and Business Coach at Geraldine Carter LLC, talks about what it really takes...

May 26, 2026 • 49:05

The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver

AI is already here. If you are still billing by the hour and running your team on timesheets, you are building on a foundation that is cracking fast. Blake Oliver, Founder and CEO of Earmark and one of Accounting Today’s t...

May 12, 2026 • 49:21

Smarter Capacity Planning For Growing CPA Firms with Terrell Turner

Your CPA firm is growing but is your team growing with it? Terrell Turner, co-founder of TLTurner Group, talks about how growing CPA firms can take control of their capacity. Terrell shares the exact framework his firm use...

April 28, 2026 • 56:19

People You Should Know: Ryan Lazanis

Still trying to grow your firm by working more hours? That approach has a ceiling.Ryan Lazanis, CPA and founder of Future Firm, shares what he learned building and selling an online accounting firm from scratch, and why most fi...

April 14, 2026 • 49:11

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