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.
Episodes
139 episodes
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...
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Episode 139
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42:06
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 ...
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Episode 138
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43:44
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...
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Episode 137
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41:08
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...
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Episode 136
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37:34
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...
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Episode 135
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46:48
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...
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Episode 134
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11:16
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...
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Episode 133
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17:32
Spooktacular Showdown: A Halloween Movie Draft Special
In this special episode of The Modern CPA Success Show, four speakers with Halloween-themed personas—Jamie Nightmare, Hannah Hexed Hood, Adam Haunted Hale, and Joey Killing Kenny—engage in a lively draft-style discussion about their favorite Ha...
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Episode 132
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47:12
How Client Accounting Services Are Redefining the Role of Accountants in Business Growth
"They swapped out ‘accounting’ for ‘advisory’ in CAS, but I still believe it’s 'client accounting and advisory services.' At scale, especially with small businesses, it’s hard to separate the two. You need a foundational understanding of the...
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Episode 131
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21:13
Unlocking Profitability: Embrace Advisory Services and Client-Centric Solutions with Simon Severino
“If you're only working in the business, you're doing it wrong. Cut your activities in half. You have to free up time to think about the business, to work on the business.” – Simon SeverinoThe finer details of this episode:• Tra...
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Episode 130
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44:16
Mastering Excel: Essential Skills and Strategies to Boost Efficiency with Jeff Lenning
“I love Excel. It's helped me save so much time over the years, and when I began thinking about Excel more like an employee that I can delegate stuff to, it helped me save an incredible amount of time.” – Jeff LenningThe finer details of...
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Episode 129
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41:46
Tips for Building a Firm Worth Growing: Ideal Clients and Strong Networks with Michael Clarke
“The smartest people in the world know where their expertise ends and someone else's begins. We all need to understand that because if we're on the right team, everybody wins.” – Michael ClarkeThe finer details of this episode:• ...
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Episode 128
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46:45
Navigating the Complexities of Financial Planning for Business Owners with Adam Koós
“Procrastination is a huge problem, but the bigger problem is the lack of awareness of the need for owners to start planning now, whether you're selling in three years or 13 years.” – Adam Koós The finer details of this epi...
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Episode 127
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46:09
Redefining Financial Planning and Reporting for Small Businesses and Startups with Blagoja Hamamdjiev
“The reason I started Modeliks is because it took me three weeks to create a proper financial model in Excel for every new client. With our predefined financial model template, you have that handed to you on a plate.” – Blagoja Hamamdjiev
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Episode 126
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48:39
Strategies for Revolutionizing Client-Centered Financial Advisory with Tyson Ray
“The total relationship is about making life better for the client, focusing on what they need in the next 6 to 12 months, and helping them prioritize their financial decisions.” –Tyson RayThe finer details of this episode:...
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Episode 125
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45:29
The Partner Every Firm Needs: Simplifying Business Startup and Compliance with Nellie Akalp
Episode Notes:“Our mission is to educate, inspire, and support accountants, financial advisors, and CFOs who are representing a client with a need for any type of entity filings, entity setup, entity expansion, or payrol...
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Episode 124
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53:03
Navigating Work-Life Balance: A Candid Conversation on Stress in the Workplace with Joey Kinney
“In the American workplace, 80% of workers feel stress on the job, and nearly half say they need help in learning how to manage stress. If your people are stressed and they're not talking to you about it, that's a clue that you need to change s...
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Episode 123
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36:16
How Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?
“Your Spidey sense has to be high during onboarding. If you start to sense frustration from the client, there might be something else that you need to dig into. I might send them a quick note and say, ‘hey, do you mind if we talk tonight?’ and ...
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Episode 122
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30:10
Strategies for Setting Boundaries and Managing Scope in Advisory Work with Chris Papin
“Spending time onboarding can be tough for firms because it's not billable, but it is probably more important for the value proposition.” – Chris PapinThe finer details of this episode:Scoping, setting ...
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Episode 121
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44:22
The Most Powerful Accounting Tool That You’re Not Using with Jeff Bartsch
“These aren't just numbers; numbers represent things that people care about, and when you start thinking about it that way, that's when you get clients who stay with you for life.” –Jeff BartschThe finer details of this epi...
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Episode 120
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45:52
Crafting Financial Narratives: Strategies for Storytelling in Accounting with Soufyan Hamid
“Telling the story behind the figures is not about compliance; it's about triggering an action in the heads of business owners.” –Soufyan HamidThe finer details of this episode:Importance of storytellin...
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Episode 119
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45:33
Making Sense of Law Firm Metrics with "Judicial Dollars and Cents," with John Scott
“The accounting profession historically has been like taking a trip with an atlas that’s 10 years out of date. However, today, what we can do with modern accounting and advisory services is much like the Waze app or Google Maps...
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Episode 118
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44:55
Unlocking Growth and Integration: Benefits of Nearshoring in Mexico with Martin Moll
“We did a lot of due diligence; we landed on Guadalajara, Mexico not only because of time zone, cultural assimilation, and a direct flight from the west coast but its citizens are highly educated, so there's a big pool of talented individuals w...
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Episode 117
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40:44
Mastering the Art of Onboarding: Why Even Small CPA Firms Should Invest
“At the end of the day, it's first impressions. If you get a flat tire those first couple of weeks, it’s just going to really resonate through the entire relationship. You're never going to be able to win back that trust." -Adam Hale
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Episode 116
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16:56
Sales Pipeline Analysis with Adam and Tom: How to Lead Revenue Forecasting Meetings
“The pipeline meeting delivers so much value; it's a strategic conversation around the best way to allocate resources.” – Adam Hale The finer details of this episode:Need for accurate data in pipeline m...
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Episode 115
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19:48