The Modern CPA Success Show

A podcast by Summit Virtual CFO by Anders - Mondays

Mondays

Categories:

Business Education

133 Episodes

  1. Defining Service Packages: A Comprehensive Guide for Modern Accounting Firms

    Published: 11/11/2024

  2. Spooktacular Showdown: A Halloween Movie Draft Special

    Published: 10/31/2024

  3. How Client Accounting Services Are Redefining the Role of Accountants in Business Growth

    Published: 10/28/2024

  4. Unlocking Profitability: Embrace Advisory Services and Client-Centric Solutions with Simon Severino

    Published: 10/14/2024

  5. Mastering Excel: Essential Skills and Strategies to Boost Efficiency with Jeff Lenning

    Published: 9/30/2024

  6. Tips for Building a Firm Worth Growing: Ideal Clients and Strong Networks with Michael Clarke

    Published: 9/16/2024

  7. Navigating the Complexities of Financial Planning for Business Owners with Adam Koós

    Published: 9/2/2024

  8. Redefining Financial Planning and Reporting for Small Businesses and Startups with Blagoja Hamamdjiev

    Published: 8/19/2024

  9. Strategies for Revolutionizing Client-Centered Financial Advisory with Tyson Ray

    Published: 8/5/2024

  10. The Partner Every Firm Needs: Simplifying Business Startup and Compliance with Nellie Akalp

    Published: 7/22/2024

  11. Navigating Work-Life Balance: A Candid Conversation on Stress in the Workplace with Joey Kinney

    Published: 7/8/2024

  12. How Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?

    Published: 6/24/2024

  13. Strategies for Setting Boundaries and Managing Scope in Advisory Work with Chris Papin

    Published: 6/10/2024

  14. The Most Powerful Accounting Tool That You’re Not Using with Jeff Bartsch

    Published: 5/27/2024

  15. Crafting Financial Narratives: Strategies for Storytelling in Accounting with Soufyan Hamid

    Published: 5/13/2024

  16. Making Sense of Law Firm Metrics with "Judicial Dollars and Cents," with John Scott

    Published: 4/29/2024

  17. Unlocking Growth and Integration: Benefits of Nearshoring in Mexico with Martin Moll

    Published: 4/15/2024

  18. Mastering the Art of Onboarding: Why Even Small CPA Firms Should Invest

    Published: 4/1/2024

  19. Sales Pipeline Analysis with Adam and Tom: How to Lead Revenue Forecasting Meetings

    Published: 3/18/2024

  20. ESG Consulting: How Accountants Can Advise on Environmental, Social and Governance Initiatives with Kai Gray

    Published: 3/4/2024

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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.