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 • 157 episodes

The Modern CPA Success Show

Latest Episodes

How to Build a CPA Firm That Attracts Buyers with Brannon Poe

Most CPA firm owners know their revenue. Far fewer know how a buyer would value the business behind it.Brannon Poe, founder of Poe Group Advisors, joins Tom Wadelton and Adam Hale to break down the factors that make an accounti...

August 18, 2026 • 51:50

How AI Is Forcing Accounting Firms to Rethink Pricing with Shawn Yeager

AI is changing more than the speed of accounting work. It is changing what firms can sell and how clients measure value.Shawn Yeager, founder of Upshift, joins Tom Wadelton and Adam Hale to discuss how AI is reshaping pricing a...

August 04, 2026 • 48:58

Advisory Skills for CPAs: Moving from Bookkeeping to CFO Services with Hannah Hood

Most accounting firms have the talent to deliver real CFO-level advisory work. They just have not built the path to get there. In this episode, Tom Wadelton sits down with Hannah Hood, VCFO Principal at Anders, to talk abo...

July 21, 2026 • 45:51

Future-Proof Your Business Before AI Wins with Tom Wadelton and Adam Hale

The accounting profession is opening up. The firm owners who see that clearly right now are the ones who will come out ahead. Tom Wadelton and Adam Hale share key takeaways from the LEA (Leading Edge Alliance) North Americ...

July 07, 2026 • 48:37

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

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