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

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.

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The Modern CPA Success Show

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

July 07, 2026 • Summit Virtual CFO by Anders

0:00 | 48:37

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 American Regional Conference 2026, one of the top CPA firm conferences in the industry. They cover what the profession's biggest thinkers are saying about where accounting firms are headed. Tom and Adam discuss how large firms are quietly shifting their workforce offshore and upskilling those teams to handle higher-level advisory work.

You’ll hear why the traditional apprenticeship model is breaking down and what it means for hiring, training, and the future of intern classes at CPA firms. On the AI front, Tom and Adam go beyond the hype. They talk about using AI to improve client deliverables, how meeting transcripts and AI-generated summaries are changing financial storytelling, and why human expertise still has a clear edge over AI knowledge alone.

Tune in to the full episode of Future-Proof Your Business Before AI Wins with Tom Wadelton and Adam Hale.

Episode resources:

● Website: https://anderscpa.com/

● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com

● Check out the Virtual CFO Playbook Course:

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/

Quotes

Adam Hale: "Double down on your value proposition. In any big seismic shift, that is where you should be spending your time."
Tom Wadelton: "When information becomes abundant, trust becomes scarce. That is where firm owners have to step up."

The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

Website: https://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/

Facebook: https://www.facebook.com/AndersCPA

LinkedIn: https://www.linkedin.com/company/anders-cpa/

Instagram: https://www.instagram.com/anderscpa/

YouTube: https://www.youtube.com/@andersvcfo

Tom Wadelton is a Partner and Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions.

Website: https://anderscpa.com/about/your-anders-team/#thomas-d-wadelton

LinkedIn: https://www.linkedin.com/in/tomwadelton/

Adam Hale, CPA, is a Partner and Virtual CFO Practice Leader at Anders, dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses.

Website: https://anderscpa.com/about/your-anders-team/#adam-hale

LinkedIn: https://www.linkedin.com/in/adamhalecpa/