The Modern CPA Success Show
A podcast by Summit Virtual CFO by Anders - Mondays
133 Episodes
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How to Help Your Clients Through Difficult Times
Published: 3/30/2020 -
Distributed Working Models
Published: 3/20/2020 -
Onboarding A New Client
Published: 3/16/2020 -
Structuring client meetings for success
Published: 3/2/2020 -
Marketing Your CPA Firm
Published: 2/17/2020 -
The Virtual CFO Process
Published: 2/3/2020 -
Tax Integration with Virtual CFO Services
Published: 1/21/2020 -
Tips for Selling Virtual CFO Services
Published: 1/6/2020 -
How accounting firms can keep up with technology
Published: 12/31/2019 -
Why hiring is SO important
Published: 12/11/2019 -
Becoming the firm of the future
Published: 11/28/2019 -
How we built our team using a distributed model
Published: 11/19/2019 -
How we bootstrapped the firm of the future
Published: 10/22/2019
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.