137 Episodes

  1. Quiet Quitting with Chris Williams and Josh Jeans

    Published: 10/3/2022

  2. Financial Tools for Remote Companies

    Published: 9/19/2022

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

    Published: 9/5/2022

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

    Published: 8/22/2022

  5. The Future of CPE with Blake Oliver

    Published: 8/10/2022

  6. How Technology and Insights Influence a Restaurant's Success with Bo Davis

    Published: 7/28/2022

  7. Culture as a Success and Performance Driver with Serena Shoup

    Published: 7/13/2022

  8. How Autoreview Adds Value to Your Financial Reviews

    Published: 6/23/2022

  9. How to Survive Your First 100 Days as a Virtual CFO with Greg Wallis

    Published: 6/9/2022

  10. Speed Dating with Credits and Incentives

    Published: 5/31/2022

  11. Building the Firm of the Future with Anders

    Published: 5/17/2022

  12. Why Networking on LinkedIn is More Important Now Than Ever With Donna Serdula

    Published: 4/26/2022

  13. Summit CPA has Joined Anders!

    Published: 4/18/2022

  14. How to Communicate With Your Clients in Plain English with Peter Margaritis

    Published: 4/6/2022

  15. Lessons Learned in Client Onboarding

    Published: 3/21/2022

  16. Clubhouse for Accountants with Larry D. West III

    Published: 3/8/2022

  17. Modern CPA Success Show's Best of 2021

    Published: 2/21/2022

  18. Developing A Team Of Constant Learners

    Published: 2/7/2022

  19. How Andrew Tucker Found The Perfect Course To Grow His CPA Firm

    Published: 1/24/2022

  20. Best Advice for Remote First Companies

    Published: 12/28/2021

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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.