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Hosted by Unknown Host · 🇺🇸 US · EN
Established thought leaders with verified media credentials.
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.
Unknown Host hosts 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 a
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 Amer
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
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 tak
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
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 u
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
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 hea
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 H
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 la
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 conversa
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
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 Speak
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 Frederi
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 t
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-fo
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
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 w
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
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
Geraldine Carter
3 appearances on this show
Blake Oliver
founder · Earmark CPE
2 appearances on this show
Terrell Turner
TL Turner Group
2 appearances on this show
Ryan Lazanis
CPA and founder of Future Firm® · Future Firm
1 appearance on this show
Ron Baker
spiritual teacher and Self-Mastery coach · Legacy Barber & Style
3 appearances on this show
Daniel Hood
Editor-in-Chief · Accounting Today
2 appearances on this show
Chad Davis
Co-founder & Partner at LiveCA LLP · Abita Brewing Company
1 appearance on this show
Randy Crabtree
co-founder and partner · Tri-Merit Specialty Tax Professionals
1 appearance on this show
Chris Papin
dual-licensed CPA and attorney
2 appearances on this show
Simon Severino
creator of the Strategy Sprints Method, triathlete, Forbes contributor, TEDx speaker, advisor · Strategy Sprints
1 appearance on this show
Jeff Lenning
Excel University
1 appearance on this show
Michael Clarke
Former Australian Test Captain
2 appearances on this show
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The Modern CPA Success Show is hosted by Unknown Host. The show is categorised under Business (management) and has published 0 episodes.
The Modern CPA Success Show regularly covers Business, Management, Education, How To. It sits in the Business category, with a management focus.
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