business
Hosted by Summit Virtual CFO by Anders · business · EN · 161 episodes
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 dist
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Contact path
Verified email
Booking probability
35%
Guest openness
Selective
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Signup to Generate a PitchAre 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.
Recent episodes include "Why AI Will Make CPAs More Human, Not Replace Them, with Jody Padar" (29 September 2026, 52 minutes), "No Timesheets, Fixed Fees, and a Concierge CPA Model with Jason Ackerman" (15 September 2026, 52 minutes), and "Why Smaller CPA Firms Have the AI Advantage with Joey Kinney and Adam Hale" (1 September 2026, 44 minutes).
The Modern CPA Success Show publishes roughly every two weeks, with episodes averaging 50 minutes across 161 episodes.
Booking probability for The Modern CPA Success Show is 35%, and the host is rated Selective on guests. The Modern CPA Success Show requires a Pod Score of 80 or higher. The Modern CPA Success Show's contact route on record: verified email.
The strongest fits for The Modern CPA Success Show are Accounting, Tax & Payroll. The Modern CPA Success Show has a business audience and around 2,100 subscribers on YouTube.
The Modern CPA Success Show is a business show with 161 episodes published.
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The Modern CPA Success Show
Most firms think their competition is the CPA office down the street. Jody Padar, co-founder of XcelLabs and the original Radical CPA, says that is not even close. In this episode, she joins Tom Wadelton and Adam Hale...
The Modern CPA Success Show
Most CPA firms still run their billing off a timesheet nobody trusts. Jason Ackerman's firm hasn't tracked one since 2013. In this episode, Tom Wadelton and Adam Hale sit down with Jason Ackerman, Co-Managing Partner at...
The Modern CPA Success Show
Most accounting firm owners assume the big, PE-backed players have an unbeatable head start on AI. In this state-of-the-industry conversation, Joey Kinney, Virtual CFO at Anders, pinch-hits for Tom Wadelton and sits...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
The Modern CPA Success Show
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...
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