Claim OwnershipThe Modern CPA Success Show
Subscribed: 40Played: 550
Subscribe
© 2025 The Modern CPA Success Show
Description
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.
142 Episodes
Reverse
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, shares how his team finds strong controller and finance candidates in markets like Dallas, and what firms should do to stay competitive. You’ll get insights into how recruiting agencies work, what mistakes firms make when hiring, why public accounting backgrounds are s...
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 maturity with the five pillars of profit-focused accounting. Learn how to build cash flow that supports growth, know why accurate and timely reporting must come first, and how objective self-assessments, from Ad Hoc to Optimized give you and your advisor clarity on...
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, to explore how AI is transforming small business finance. We cover how Digits uses machine learning to automate up to 93% of bookkeeping, how their proprietary ledger gives you deep real-time analytics, and how their dashboards and reporting tools make it easy...
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 of SafeBooks AI, explains how AI is transforming financial operations, enhancing data integrity, and streamlining decision-making. With over 20 years of experience in Fintech and corporate finance, Ahikam shares practical insights on using technology to ...
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 through what it really takes to prepare your business for sale. They share straightforward insights into how to think beyond putting out daily fires and start making strategic moves that increase the value of your business. Adam and Tom break down key valuation m...
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 Services at CPA.com, shares how firms like yours can build a thriving CAS practice that’s scalable, efficient, and impactful. Amy's journey into the world of CAS is anything but ordinary. With a background in mathematics, software, and education, she brings a unique perspective to h...
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 also introduce a new behind-the-scenes team member. "If we have the ability to make our clients feel like heroes, that’s a complete home run. For me, that was very impactful and has changed the way we present things." – Tom Wadelton The finer deta...
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 numbers of new clients; it's more about reputation management and keeping the marketing ticking over." -Chantal Cornelius Summary: In this episode of the Modern CPA Success Show, the host and Tom Walton, a virtual CFO at Anders CPA and Advisors, engage with Chantal Cornelius, founder of Appletree Market...
"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 Hale Summary: In this episode of the Modern CPA Success Show, hosts Tom and Adam discuss their firm's cash flow management service. They highlight the critical role of cash flow in business health, distinguishing it from financial forecasting. Their service includes a 13-week cash flow forecast, regular cash flow meetings, and detailed tracking of accounts...
"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 Hale The finer details of this episode: ● Importance of service packages for accounting firms, focusing on clarity in offerings, pricing, and alignment with target client segments to enhance relevance and value. ● Structuring service packages using a "small, medium, large" model to cater t...
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 Halloween movies. Jamie, the enthusiastic host, sets the stage and outlines the draft rules. Hannah humorously admits her limited horror movie experience, while Adam and Joey share their deep knowledge and personal anecdotes. The conversation is filled wi...
"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 their accounting model to help architect it in a way that truly tells their story." – Adam Hale The finer details of this episode: The shift from compliance work to advisory roles in accounting.Differences between traditional accounting firm structures...
“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 Severino The finer details of this episode: • Transition from traditional tax-based practices to advisory-oriented services in accounting. • Challenges faced by accounting firms in defining and marketing their services. • Importance of understanding client needs and delivering tailored solutions. • Deco...
“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 Lenning The finer details of this episode: • Strategies for leveraging Excel to improve efficiency • Continuous learning and development in Excel • Common pitfalls and challenges in Excel usage • Mindset shift from "if" to "how" in using Excel • Role of AI in enhancing Excel skills • St...
“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 Clarke The finer details of this episode: • Transitioning from individual-centric practices to sustainable business models in professional services. • Importance of teamwork and collaboration among professionals serving the same clients. • Common mistakes made by professional service providers in man...
“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 episode: Financial strategies for clients with appreciated propertiesChallenges faced by business owners in managing real estate assets and company structuresTax implications of selling a business and recasting financialsImportance of proactive financial planning and bu...
“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 The finer details of this episode: Discussion about business planning and financial reporting software for startups and small businessesMain features of Modeliks software, including financial planning, budgeting, and advisory servicesImportance of driver-ba...
“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 Ray The finer details of this episode: The concept of the "total relationship" in financial planningThe importance of understanding clients' short-term goals and concernsThe role of wealth advisors in understanding clients' motivations and aspirationsProactive planning and collaboration between financial advi...
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 payroll tax registration services.” – Nellie Akalp The finer details of this episode: Services offered by CorpNet and their benefits for accountants and clientsChallenges faced by accountants in providing comprehensive services to their clientsImportance of accountants offering en...
“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 something in your organization.” – Joey Kinney The finer details of this episode: ●Stress management in the workplace and at home ●Challenges of setting boundaries and prioritizing tasks in work-life balance ●Impact of stress on personal lives and m...
Comments
Download from Google Play
Download from App Store
United States