The Modern CPA Success Show

Summit Virtual CFO by Anders
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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.

  1. 7H AGO

    Preparing Your Business Finances for What’s Next with Daniel Hood

    You can’t afford to plan your finances based on how things used to work. Cash flow pressure, pricing changes, technology shifts, and new reporting demands are forcing business owners to think ahead instead of reacting late. Daniel Hood, Editor in Chief of Accounting Today, on where business finance is heading and what small business owners should prepare for now. You learn how advisory services, value-based pricing, AI, staffing changes, and long-term financial planning affect your cash flow and decision-making. You hear why waiting is risky, why compliance alone is not enough, and how preparing early gives you control instead of surprises. Get the clarity you need to prepare your business finances for what’s next. Tune in to the full episode of Preparing Your Business Finances for What’s Next with Daniel Hood. Episode resources: ● Website: https://anderscpa.com/  ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com  ● Check out the Virtual CFO Playbook Course:   https://anderscpa.com/virtual-cfo-services/vcfo-playbook/    Quotes Daniel Hood: "Value-based pricing and advisory services are closer-term priorities for firms. Many should have started preparing for them already."Tom Wadelton: "Sustainability reporting moved forward without finance even realizing it, proving that if accountants don’t lead emerging financial areas, others will step in."Adam Hale: "Audit often feels left out of value-based pricing conversations because it’s still framed as task-based compliance work."Daniel Hood is the Editor-in-Chief of Accounting Today, where he has spent over a decade covering the forces shaping the accounting profession. With more than 25 years reporting on public accounting, Daniel offers a clear-eyed view of how firms can prepare their businesses and finances for what’s next. He brings deep insight into emerging trends like advisory services, technology, talent, and long-term firm strategy. Known for translating complex industry shifts into practical perspective, Daniel helps firm leaders see around corners. His work keeps the profession focused on the future, not just compliance. Website:  https://www.accountingtoday.com/ FB: https://www.facebook.com/AccountingToday  LI: https://www.linkedin.com/in/daniel-hood-3494ab49/  X: https://x.com/AccountingToday  The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America. Website: https://www.buzzsprout.com/2458888   Facebook: https://www.facebook.com/AndersCPA  LinkedIn: https://www.linkedin.com/company/anders-cpa/  Instagram: https://www.instagram.com/anderscpa/  YouTube: https://www.youtube.com/@andersvcfo

    49 min

  2. FEB 3

    Stability Over Scale: A Smarter Way to Build a Business That Lasts with Chad Davis

    Running a business is more than putting out fires and checking boxes. Thinking like an owner changes how you make decisions and lead your team. Chad Davis, co-founder at LiveCA LLP & AutomationTown.io, joins the conversation to explore what it truly means to behave like a business owner. You'll hear real talk on financial ownership, setting priorities, letting go of control, and why emotional detachment can lead to better decisions. Chad breaks down how to step into a leadership mindset, even when the day-to-day feels overwhelming. Chad also explains why stepping back emotionally helps you decide with clarity. And above all, it’s okay to slow down—because sustainable businesses are never built on burnout. Tune in to the full episode here: ▶️ Stability Over Scale: A Smarter Way to Build a Business That Lasts. Episode resources: ● Website: https://anderscpa.com/  ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com  ● Check out the Virtual CFO Playbook Course:   https://anderscpa.com/virtual-cfo-services/vcfo-playbook/    Quotes Chad Davis: "When you sell something to somebody, that time is budgeted to them. No one else should infringe on it. That's how you protect stability."Jody Grunden: "A well‑built team gives leaders confidence they can leave for weeks without the business falling apart, and often the team performs better without constant oversight."Adam Hale: "When planning an exit, owners must clarify their future involvement, whether they want to keep working as a CFO or simply reduce their role after taking some chips off the table."Chad Davis is the Co-founder of LiveCA LLP and AutomationTown.io, where he champions a smarter, more stable approach to business. At LiveCA, he helps Canadian businesses streamline controllership services with scalable tech and a focus on reliability over rapid growth. Chad also leads AutomationTown, a vibrant community for accounting pros exploring the practical side of AI and automation. His philosophy? Build intentionally, stay curious, and focus on what truly matters. In both ventures, Chad is setting the standard for how to grow a business that lasts. Website: https://www.liveca.ca/   FB: https://www.facebook.com/myliveca/  LI: https://www.linkedin.com/in/chaddavis1/?originalSubdomain=ca   https://www.linkedin.com/company/liveca-chartered-accountant/?originalSubdomain=ca    The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America. Website: https://www.buzzsprout.com/2458888   Facebook: https://www.facebook.com/AndersCPA  LinkedIn: https://www.linkedin.com/company/anders-cpa/  Instagram: https://www.instagram.com/anderscpa/&

    53 min

  3. JAN 13

    People You Should Know: Randy Crabtree

    As a small business owner, you wear a lot of hats and it’s easy to feel like the pressure never stops.  Randy Crabtree, Co-Founder of Tri-Merit Specialty Tax Professionals, shares lessons that push you to rethink how you run your finances. He talks about passion, problem solving, and building systems that help you get better cash flow, and long‑term stability for your business. You’ll hear how he reshaped his career and his thinking helps business owners improve tax planning and adapt to the future of accounting. He goes straight into billable hours, pricing, advisory work, AI, offshoring, burnout, and what small business owners should expect from great financial partners. Tune in now and hear insights that shift the way you think about your financial future. ▶️People You Should Know: Randy Crabtree. Episode resources: ● Website: https://anderscpa.com/  ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com  ● Check out the Virtual CFO Playbook Course:   https://anderscpa.com/virtual-cfo-services/vcfo-playbook/    Quotes Randy Crabtree: "If we free ourselves from compliance work, don’t fill that space with more of the same. That’s where advisory comes in, helping clients get to outcomes they didn’t even know were possible."Tom Wadelton: "Supporting nonprofits by handling their accounting and guiding new treasurers has been a great way to contribute."Adam Hale: "A lot of people starting their own practices deal with imposter syndrome. Supporting them and helping them build confidence has been rewarding.”Randy Crabtree is the Co-Founder and Partner at Tri-Merit Specialty Tax, where he helps accounting firms maximize value through R&D tax credits, cost segregation, and energy incentives like 179D and 45L. As host of The Unique CPA podcast and founder of the Bridging the Gap conference, Randy is a leading voice in redefining how CPAs deliver impact beyond compliance. Recognized as one of the Top 100 Most Influential People in Accounting, he brings deep insight and energy to every conversation. His passion for supporting firms and spotlighting innovation has made him a trusted figure in the profession.  Website: https://tri-merit.com/  FB: https://www.facebook.com/TriMerit    LI: https://www.linkedin.com/in/randy-crabtree-cpa-1945a67/ https://www.linkedin.com/company/tri-merit-llc/       The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America. Website: https://www.buzzsprout.com/2458888   Facebook: https://www.facebook.com/AndersCPA  LinkedIn: https://www.linkedin.com/company/anders-cpa/  Instagram: https://www.instagram.com/anderscpa/  YouTube:

    47 min

  4. 12/09/2025

    How to Behave Like a Business Owner with Chris Papin

    Being the boss doesn’t automatically make you a business owner. Running a business requires you to think differently, act strategically, and lead with clarity. Chris Papin, CPA, Attorney & Business Advisor at Papin Speaks, talks about what it really means to behave like a business owner. From facing hard truths about failed marketing to balancing emotional attachment with accountability, Chris shares how small business owners can shift their mindset and take ownership at a higher level. He breaks down how to build processes, set priorities, make tough calls, and communicate with more intention. This is a must-listen for anyone feeling overwhelmed by the day-to-day and ready to get back in control. Tune in to the full episode here: ▶️ "Chris Papin and how to "Behave Like a Business Owner" Episode resources: ● Website: https://anderscpa.com/  ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com  ● Check out the Virtual CFO Playbook Course:   https://anderscpa.com/virtual-cfo-services/vcfo-playbook/    Quotes Chris Papin: "Many owners default to what feels easy or fun, but behaving like a business owner means facing hard truths and making disciplined decisions."Tom Wadelton: "The phrase 'financially speaking' helps ground tough conversations in facts. When clients resist hard decisions, math makes the reasoning clear and harder to dispute."Adam Hale: "Managing difficult conversations is something people only learn after doing it poorly. Avoiding direct conversations always comes back later."Chris Papin is a licensed Attorney and Certified Public Accountant based in Oklahoma, specializing in advising closely held businesses and their owners. With a dual focus on legal structure and financial health, he guides entrepreneurs through startup formation, business development, and strategic tax planning. Chris brings a unique perspective to client advisory by helping business owners think and act like true operators, not just service providers. As a trusted advisor, Chris empowers business owners to behave like CEOs and lead with clarity. Website: https://www.papinspeaks.com/   LI: https://www.linkedin.com/in/chrispapin/  https://www.linkedin.com/company/papin-speaks/    The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America. Website: https://www.buzzsprout.com/2458888   Facebook: https://www.facebook.com/AndersCPA  LinkedIn: https://www.linkedin.com/company/anders-cpa/  Instagram: https://www.instagram.com/anderscpa/  YouTube: https://www.youtube.com/@andersvcfo  Tom Wadelton is a Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has exten

    52 min

  5. 10/13/2025

    Recruiting for CPA Firms with Will Spengler

    Bringing in the right people can transform your CPA firm. Hiring is a strategic move that drives your growth. If you're looking to make smarter hiring decisions, this episode is for you. Will Spengler, founder of Frederick Fox, shares how his team finds strong controller and finance candidates in markets like Dallas, and what firms should do to stay competitive. You’ll get insights into how recruiting agencies work, what mistakes firms make when hiring, why public accounting backgrounds are still in high demand, and how remote work and compensation expectations are shifting the talent game. Tune in NOW! ▶️ Recruiting for CPA Firms with Will Spengler Episode resources: ● Website: https://anderscpa.com/  ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com  ● Check out the Virtual CFO Playbook Course:   https://anderscpa.com/virtual-cfo-services/vcfo-playbook/    Quotes Will Spengler: "Small CPA firms must weigh the opportunity cost of time when positions remain unfilled. The potential growth, efficiency, and profitability lost often outweigh recruiter fees."Tom Wadelton: "Remote work is now a differentiator. Firms that remain flexible and open to remote arrangements have access to a wider pool of talent."Adam Hale: "In recruiting for CPA firms, candidates with public accounting experience, particularly in audit, are often preferred since that background provides exposure to diverse industries and scenarios."Will Spengler is a passionate leader in agency recruiting and the driving force behind Frederick Fox, a top-tier executive search community. As an innovator and entrepreneur, Will specializes in contractor solutions, direct hires, and retained executive search—delivering unmatched recruiting results for CPA firms and beyond. With a team of 45+ seasoned recruiters and over 610 active clients, he brings scale, speed, and strategy to every search.  Website: https://frederickfox.com/    FB: https://www.facebook.com/FrederickFoxGroup/     LI: https://www.linkedin.com/in/william-spengler-2193433a/ https://www.linkedin.com/company/frederick-fox/   The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America. Website: https://www.buzzsprout.com/2458888   Facebook: https://www.facebook.com/AndersCPA  LinkedIn: https://www.linkedin.com/company/anders-cpa/  Instagram: https://www.instagram.com/anderscpa/  YouTube: https://www.youtube.com/@andersvcfo  Tom Wadelton is a Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spa

    44 min

  6. 09/15/2025

    Mastering the Vital Core of Profit-Focused Accounting

    If your numbers feel disconnected from your decisions, it’s time to change that. Profit-Focused Accounting helps you align operations so you can stop guessing and start leading with confidence. Discover a clear roadmap to financial maturity with the five pillars of profit-focused accounting. Learn how to build cash flow that supports growth, know why accurate and timely reporting must come first, and how objective self-assessments, from Ad Hoc to Optimized give you and your advisor clarity on where you stand. Take the first step toward profit clarity. Watch the episode today! ▶️ Mastering the Vital Core of Profit-Focused Accounting Episode resources: ● Website: https://anderscpa.com/  ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com  ● Check out the Virtual CFO Playbook Course:   https://anderscpa.com/virtual-cfo-services/vcfo-playbook/    Quotes Jamie Nau: "A good forecast connects financial data with non-financial drivers, like customer acquisition or capacity limits."Tom Wadelton: "Benchmarks give owners perspective. They reveal whether performance issues are company-specific or industry-wide."Adam Hale: "Increasing enterprise value requires the owner to step back from daily operations and empower their team to take charge." Jamie Nau, CPA, Director of Virtual CFO Services/ Virtual CFO, is a seasoned financial expert with a deep understanding of business growth stages.  Jaime has worked extensively with middle-market and large companies, providing key financial insights. His experience as an auditor has given him firsthand knowledge of how critical financial data is in strategic decision-making.   Website: https://anderscpa.com/  FB: https://www.facebook.com/vcfobyanders   LI: https://www.linkedin.com/in/jamienau/   https://www.linkedin.com/company/vcfobyanders/   IG: https://www.instagram.com/vcfobyanders/   YT: https://www.youtube.com/@vcfobyanders The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America. Website: https://www.buzzsprout.com/2458888  Facebook: https://www.facebook.com/AndersCPA  LinkedIn: https://www.linkedin.com/company/anders-cpa/  Instagram: https://www.instagram.com/anderscpa/  YouTube: https://www.youtube.com/@andersvcfo  Tom Wadelton is a Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions. Website: https://anderscpa.com/about/your-ander

    51 min

  7. 08/11/2025

    How AI-Powered Digits Provide Real-Time Finance Clarity for Small Businesses

    You started your business to grow, not to get stuck in spreadsheets. Today, smart tools make it easier than ever to stay ahead. In this episode of The Modern CPA Success Show, we sit down with Jeff Seibert, CEO and co-founder of Digits, to explore how AI is transforming small business finance. We cover how Digits uses machine learning to automate up to 93% of bookkeeping, how their proprietary ledger gives you deep real-time analytics, and how their dashboards and reporting tools make it easy to translate numbers into action. Key takeaways: AI-first bookkeeping: Digits automates over 90% of transactions by using real-time bank, payroll, and invoice integrations. Real-time reporting and dashboards: Digits replaces static spreadsheets with interactive, browser-based financials. Perfect fit for small businesses: Digits is ideal for single-entity, U.S.-based businesses looking to ditch slow monthly closes.Made for accountants too: Digits is designed to scale with accounting firms offering Virtual CFO services.Roadmap ahead: Multi-entity and multi-currency, making Digits a true full-stack solution in the making.Start building your real-time finance clarity with Digits—listen to the episode today! ▶️How AI-Powered Digits Provide Real-Time Finance Clarity for Small Businesses Episode resources: ● Website: https://anderscpa.com/  ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com  ● Check out the Virtual CFO Playbook Course:   https://anderscpa.com/virtual-cfo-services/vcfo-playbook/    Quotes Jeff Seibert - "Digits instantly learns from your transaction categorization, quickly achieving near-perfect accuracy in managing your financial data."Tom Wadelton: "We often rely on dashboarding, but typically we need to separately log into accounting systems to identify specific vendor details behind variances."Adam Hale - "In accounting, it's not about identifying a $10,000 variance. It's about understanding why that variance exists. That's where AI really needs to deliver." Jeff Seibert is the Co-Founder and CEO of Digits, a company revolutionizing accounting with real-time financial clarity and intuitive reporting. With over seven years at the helm, Jeff is reshaping how businesses experience bookkeeping and insights. He's also the host of Between Two Founders, where he shares the stories and strategies behind successful startups.   Website: https://digits.com/   LinkedIn: https://www.linkedin.com/in/jseibert/ https://www.linkedin.com/company/digits-financial/  X: https://x.com/jeffseibert  https://x.com/digits  The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America. Website: https://the-modern-cpa-success-show.simplecast.com/   Facebook: https://www.facebook.com/AndersCPA  LinkedIn: https://www.linkedin.com/company/anders-cpa/  Instagram: https:

    37 min

  8. 05/13/2025

    SafeBooks AI: How AI is Shaping the Future of Small Business CFOs? With Ahikam Kaufman

    In today's rapidly evolving financial landscape, small business CFOs are navigating complexities that demand more than spreadsheets and manual processes. In this episode of The Modern CPA Success Show, Ahikam Kaufman, co-founder and CEO of SafeBooks AI, explains how AI is transforming financial operations, enhancing data integrity, and streamlining decision-making.  With over 20 years of experience in Fintech and corporate finance, Ahikam shares practical insights on using technology to elevate CFO strategies beyond traditional boundaries. From automating transaction monitoring to strengthening financial data governance, Ahikam discusses real-world solutions that empower CFOs to focus on strategy rather than spreadsheets. His expertise sheds light on how AI-driven automation reduces errors, improves efficiency, and creates room for deeper financial insights.  Tune in now if you're ready to take your financial processes to the next level and ▶️ SafeBooks AI: How AI is Shaping the Future of Small Business CFOs? With Ahikam Kaufman Episode resources: ● Summit Virtual CFO by Anders website: https://www.summitcpa.net/  ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com  ● Check out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/  Quotes Ahikam Kaufman - "Automation and AI should be your best friends. Whatever can be automated should be automated."Tom Wadelton: "The biggest value we can provide to clients is not just doing the work faster, but doing it more accurately and catching issues before they become bigger problems."Adam Hale - "There's a lot of different tools out there, but really just start with understanding what the problem is first and then attack it from that direction."Ahikam Kaufman is the CEO of SafeBooks AI, a technology executive with deep expertise in Fintech, SaaS, business operations, and corporate finance. He has led and scaled global businesses, using technology to streamline financial processes and drive growth. At SafeBooks AI, he empowers small business CFOs to optimize decision-making through AI-driven solutions. Website: http://www.safebooks.ai/ Facebook: https://www.facebook.com/ahikam.kaufman Linkedin: https://www.linkedin.com/in/ahikam-kaufman-688310/ _________________________________________________________________________________________ The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America. Website: https://the-modern-cpa-success-show.simplecast.com/   Facebook: https://www.facebook.com/vcfobyanders   Linkedin: https://www.linkedin.com/company/vcfobyanders/  Instagram: https://www.instagram.com/vcfobyanders  YouTube: https://www.youtube.com/@vcfobyanders    X: https://x.com/vcfobyanders  ________________________________________________________________________________________ Tom Wadelton is a Virtual CFO at Summit CPA Group, bringing

    42 min
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About

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.

Information

  • Creator
    Summit Virtual CFO by Anders
  • Years Active
    2019 - 2026
  • Episodes
    146
  • Rating
    Clean
  • Copyright
    © 2026 The Modern CPA Success Show
  • Show Website
    The Modern CPA Success Show

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