The Modern CPA Success Show

A podcast by Summit Virtual CFO by Anders - Mondays

Categories:

Business Education

118 Episodes

  1. Offering Virtual CFO Services in the Cannabis Industry with Guillermo Rodriguez

    Published: 7/10/2023

  2. Transform Your Business Model: Implementing After-Action Reviews and Creating a Value Proposition with Ron Baker (Part 2)

    Published: 6/26/2023

  3. Transforming Your Business: The Power of Subscription-Based Models with Ron Baker (Part 1)

    Published: 6/12/2023

  4. The Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney

    Published: 5/29/2023

  5. Maximizing Automation in the Accounting Industry with Jesse Rubenfeld

    Published: 5/15/2023

  6. Adding Virtual CFO Services to Your Firm with Katina Peters

    Published: 5/1/2023

  7. The Role of a Virtual CFO in the Transportation + Logistics Industry with Dan Rutherford

    Published: 4/17/2023

  8. How to Offer Virtual CFO Services to Law Firms with John Scott

    Published: 4/3/2023

  9. Understanding the Silicon Valley Bank Issue: What Small Business Owners Need to Know

    Published: 3/20/2023

  10. Top 5 Marketing Mistakes CPA Firms Make with Matthew Banker

    Published: 3/20/2023

  11. Finding Joy in Accounting: Nearshore Outsourcing, Taxes, and Franchising with Kristen Keats

    Published: 3/6/2023

  12. Outsourced HR Solutions with John Baldino

    Published: 2/20/2023

  13. Scaling and Selling: Is Your Firm Ready for a Broker? With Brannon Poe

    Published: 2/6/2023

  14. Getting Things Done® with David Allen

    Published: 1/23/2023

  15. Divvy: Empower Spending Using Simple Controls With Zac Heinz

    Published: 1/9/2023

  16. Top 3 Ways to Build Client Relationships With Hannah Hood

    Published: 12/26/2022

  17. Optimize Planning Using PlanGuru with Christian Wielage

    Published: 12/12/2022

  18. Pre-IPO and Financial Planning With Aaron Rubin

    Published: 11/28/2022

  19. Three Tips to Prevent Burnout With Iralma Pozo

    Published: 11/14/2022

  20. What You Need To Know About Annual Planning

    Published: 10/31/2022

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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.