137 Episodes

  1. Organization Reinvention with Fabiaan van Vrekhem

    Published: 12/13/2021

  2. Cloud-based Forecasting with Jirav

    Published: 11/29/2021

  3. The Great Resignation Part 2

    Published: 11/15/2021

  4. The Great Resignation

    Published: 11/1/2021

  5. Value-Based Pricing with Geraldine Carter

    Published: 10/18/2021

  6. What Eating Kale Taught Geraldine Carter About the Accounting Profession

    Published: 10/6/2021

  7. Building Communities and Learning From Your Peers

    Published: 9/20/2021

  8. Exploring New Marketing Channels to Reach More Leads

    Published: 9/7/2021

  9. Finding Your Niche & Becoming a Thought Leader

    Published: 8/23/2021

  10. Planning Memorable Company Retreats for Remote Companies (Part 2 Live from Las Vegas)

    Published: 8/11/2021

  11. Planning Memorable Company Retreats for Remote Companies (Part 1)

    Published: 7/28/2021

  12. Everything you Need to Know About Cannabis Accounting with Andrew Hunzicker

    Published: 7/16/2021

  13. Tax Lessons Learned with Dave Danic

    Published: 7/1/2021

  14. Deep Dive with Virtual CFO Client Tiffany Farriss of Palantir

    Published: 6/14/2021

  15. Developing Systems to Scale Your Business with David Jenyns (Part 2)

    Published: 6/2/2021

  16. Developing Systems to Scale Your Business with David Jenyns (Part 1)

    Published: 5/17/2021

  17. How Octavia Conner Made Her Clients Say Yes to Profits

    Published: 5/3/2021

  18. How to Build a Flexible, Engaged, and Successful Workplace with Frank Cottle

    Published: 4/19/2021

  19. The Playbook That Inspired the Growth of Oberlander & Co.

    Published: 4/7/2021

  20. Choosing Vendors with Jake Grimm

    Published: 3/29/2021

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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.