The Modern CPA Success Show
Episodes
157 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...
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...
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...
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...
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...
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...
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...
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...
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...
People You Should Know: Ron Baker
Still pricing by the hour? You are limiting your cash flow. Ron Baker, founder of VeraSage Institute and co-founder of THRESHOLD, talks about why the billable hour fails business owners and what to do instead. You’ll hear...
Build Cash Flow Freedom Through Leadership with Scotty Scarano
If you want cash flow freedom, you cannot separate money from leadership. Your revenue, team performance, pricing power, and long-term stability all reflect how you lead. Scotty Scarano, Rapping Custodian at Accounting High, shares how he is re...
Preparing Your Business Finances for What’s Next with Daniel Hood
You can’t afford to plan your finances based on how things used to work. Cash flow pressure, pricing changes, technology shifts, and new reporting demands are forcing business owners to think ahead instead of reacting late.Dani...
Stability Over Scale: A Smarter Way to Build a Business That Lasts with Chad Davis
Running a business is more than putting out fires and checking boxes. Thinking like an owner changes how you make decisions and lead your team.Chad Davis, co-founder at LiveCA LLP & AutomationTown.io, joins the conversation...
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...
How to Behave Like a Business Owner with Chris Papin
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...
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, ...
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...
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...
SafeBooks AI: How AI is Shaping the Future of Small Business CFOs? With Ahikam Kaufman
In today's rapidly evolving financial landscape, small business CFOs are navigating complexities that demand more than spreadsheets and manual processes.In this episode of The Modern CPA Success Show, Ahikam Kaufman, co-founder and CEO o...
Preparing Your Business for Sale
When the time comes to consider selling, it’s easy to feel buried in uncertainty and daily chaos. How do you prepare your business for sale?In this episode, Tom Wadelton and Adam Hale from Summit Virtual CFO by Anders walk you ...
How CPA.com Revolutionized CAS with Amy Bridges
Many firms find themselves delivering outsourced accounting but struggling to break into true advisory work. In this episode of The Modern CPA Success Show, Amy Bridges, Senior Manager of CAS Professional Ser...
2024 Year in Review
In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They...
Why Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level!
Title:Why Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level!Quote:"My clients had and still have amazing reputations in what they do. Most of them don't need huge...
How Can Effective Cash Flow Management Transform Your Business?
"As an owner of a business, it’s really nice to have control, knowing what’s coming in, what’s going out, and how much cash I have." -Adam HaleSummary:In this episode of the Modern CPA Success Show, hosts T...
Defining Service Packages: A Comprehensive Guide for Modern Accounting Firms
"If you want to understand your pricing, I need to know what your service packages are. If you want to understand how you're going to onboard a client, I need to know what your service package is." - Adam HaleTh...