137 Episodes

  1. PPP Loan Forgiveness

    Published: 5/25/2020

  2. Best Books to Make You a Better CFO

    Published: 5/12/2020

  3. Using JetPack Workflow for project management with David Cristello

    Published: 4/27/2020

  4. PPP vs EIDL

    Published: 4/15/2020

  5. How to Help Your Clients Through Difficult Times

    Published: 3/30/2020

  6. Distributed Working Models

    Published: 3/20/2020

  7. Onboarding A New Client

    Published: 3/16/2020

  8. Structuring client meetings for success

    Published: 3/2/2020

  9. Marketing Your CPA Firm

    Published: 2/17/2020

  10. The Virtual CFO Process

    Published: 2/3/2020

  11. Tax Integration with Virtual CFO Services

    Published: 1/21/2020

  12. Tips for Selling Virtual CFO Services

    Published: 1/6/2020

  13. How accounting firms can keep up with technology

    Published: 12/31/2019

  14. Why hiring is SO important

    Published: 12/11/2019

  15. Becoming the firm of the future

    Published: 11/28/2019

  16. How we built our team using a distributed model

    Published: 11/19/2019

  17. How we bootstrapped the firm of the future

    Published: 10/22/2019

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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.