The Modern CPA Success Show

A podcast by Summit Virtual CFO by Anders - Mondays

Categories:

Business Education

115 Episodes

  1. Sales Pipeline Analysis with Adam and Tom: How to Lead Revenue Forecasting Meetings

    Published: 3/18/2024

  2. ESG Consulting: How Accountants Can Advise on Environmental, Social and Governance Initiatives with Kai Gray

    Published: 3/4/2024

  3. Attract and Retain Accountants Amid a CPA Shortage: A Conversation with Cory Gayman

    Published: 2/19/2024

  4. Cash Balance Plans: Maximizing Client Tax Savings with David Podell

    Published: 2/5/2024

  5. Drive Success in Your Accounting Firm Through Storytelling with Jeff Bartsch

    Published: 1/22/2024

  6. Mail Call: Answering Your Onboarding Questions with Jamie Nau and Joey Kinney

    Published: 1/8/2024

  7. The Power of AI to Reshape the Accounting Landscape with Kyle Geers

    Published: 12/11/2023

  8. Benefits of Adding Outsourced Executive Services to Your Firm with Gina Cotner

    Published: 11/27/2023

  9. Mastering Conflict Resolution in the Workplace with Carol Bowser

    Published: 11/13/2023

  10. Implementing Systems to Transform Your Firm with Josh Fonger

    Published: 10/30/2023

  11. Helping Non-finance Professionals Utilize Cash Flow Forecasting with Terrell Turner

    Published: 10/16/2023

  12. What Every Advisor Should Know About the Cannabis Industry with Guillermo Rodriguez

    Published: 10/2/2023

  13. Revolutionize Your Firm's Business Solutions with Alex Sonkin

    Published: 9/18/2023

  14. Niche Down, Price Up with Geraldine Carter

    Published: 9/4/2023

  15. Unlocking the ROI of Advisory Services with Roger Knecht

    Published: 8/21/2023

  16. Selling for Accountants with Nikki Rausch

    Published: 8/7/2023

  17. Cultivating a Sales Mindset with Mike Meilinger

    Published: 7/24/2023

  18. Offering Virtual CFO Services in the Cannabis Industry with Guillermo Rodriguez

    Published: 7/10/2023

  19. Transform Your Business Model: Implementing After-Action Reviews and Creating a Value Proposition with Ron Baker (Part 2)

    Published: 6/26/2023

  20. Transforming Your Business: The Power of Subscription-Based Models with Ron Baker (Part 1)

    Published: 6/12/2023

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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.