The Modern CPA Success Show

A podcast by Summit Virtual CFO by Anders - Mondays

Mondays

Categories:

Business Education

133 Episodes

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

    Published: 5/1/2023

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

    Published: 4/17/2023

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

    Published: 4/3/2023

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

    Published: 3/20/2023

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

    Published: 3/20/2023

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

    Published: 3/6/2023

  7. Outsourced HR Solutions with John Baldino

    Published: 2/20/2023

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

    Published: 2/6/2023

  9. Getting Things Done® with David Allen

    Published: 1/23/2023

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

    Published: 1/9/2023

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

    Published: 12/26/2022

  12. Optimize Planning Using PlanGuru with Christian Wielage

    Published: 12/12/2022

  13. Pre-IPO and Financial Planning With Aaron Rubin

    Published: 11/28/2022

  14. Three Tips to Prevent Burnout With Iralma Pozo

    Published: 11/14/2022

  15. What You Need To Know About Annual Planning

    Published: 10/31/2022

  16. An Easy Solution For Data Storytelling with Pragadish Kalaivanan

    Published: 10/17/2022

  17. Quiet Quitting with Chris Williams and Josh Jeans

    Published: 10/3/2022

  18. Financial Tools for Remote Companies

    Published: 9/19/2022

  19. Overcoming Awkward, Winning Clients, and Influencing People With Monica Parkin

    Published: 9/5/2022

  20. How to Manage Change and Thrive in it with Douglas Fergusson

    Published: 8/22/2022

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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.