137 Episodes

  1. Adapting in the Age of Automation with David Bergstein

    Published: 3/15/2021

  2. Establish Smarter Ways of Working for you and your Clients with Bill.Com

    Published: 3/3/2021

  3. Exploring Video Marketing Strategies to Grow Your Business

    Published: 2/15/2021

  4. Financing with QuickFee

    Published: 2/3/2021

  5. The Future of Virtual CFO Services with Rick Telberg of CPA Trendlines

    Published: 1/4/2021

  6. Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group

    Published: 12/21/2020

  7. How To Hold An Effective Meeting with Tom Barrett

    Published: 12/7/2020

  8. The Importance of Team Retreats with Zach Montroy and Lillian Hocevar

    Published: 11/16/2020

  9. Getting the Right People into the Right Seats with Tom Barrett

    Published: 11/2/2020

  10. Deep Dive with Virtual CFO Client Greg Bear of Bear Group

    Published: 10/19/2020

  11. Small Business Loans

    Published: 10/6/2020

  12. Summit CPA employees Angie Douglas & Mikala Page talk about traveling while working remotely

    Published: 9/28/2020

  13. Family Office Integration with VCFO Services with Michael Frost from Heritage

    Published: 9/14/2020

  14. EOS with Tom Barrett from Navigate the Journey

    Published: 8/31/2020

  15. Delegation Tips with Emily Morgan from Delegate Solutions

    Published: 8/17/2020

  16. Client Spotlight with Matt Westgate of Lullabot

    Published: 8/6/2020

  17. Special Guest Justin Hatch of Reach Reporting

    Published: 7/23/2020

  18. Cash Flow Tools with Justin Pulgrano of Finagraph

    Published: 7/7/2020

  19. Onboarding a New Employee with Zach Montroy

    Published: 6/25/2020

  20. Hiring Assessments with Zach Montroy

    Published: 6/8/2020

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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.