The Modern CPA Success Show

Summit Virtual CFO by Anders
  • 5.0 (9)
  • Management
  • Updated Semimonthly

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. May 26

    Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter

    You built your CPA firm from the ground up. So why does it feel like it is running you instead of the other way around?  Geraldine Carter, Founder and Business Coach at Geraldine Carter LLC, talks about what it really takes for CPA and accounting firm owners to stop overworking, start charging what they are worth, and design a firm that fits the life they want. Geraldine has spent a decade coaching accountants out of the burnout trap and she brings the no-nonsense, practical framework to prove it. What she saw when she looked under the hood of accounting practices was a familiar pattern: massive AR balances, too many low-paying clients, long nights, and a business that was technically successful but genuinely exhausting to run.  Stop saying yes to everything and start building the firm you deserve. Tune in the full episode of Stop Saying Yes: How CPAs Can Build the Firm They Deserve  with Geraldine Carter. 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 Geraldine Carter: "The better we get at defining what is in bounds and what is out, the easier it becomes to police your own packages."Tom Wadelton: "Clearly defining what is included and not included in your engagement makes it easier to hold boundaries when clients ask for more."Adam Hale: "The real challenge is learning how to qualify clients better so you’re not constantly put in a position to say yes to the wrong things."Geraldine Carter is the Founder of Geraldine Carter LLC and a business coach who has spent a decade helping overworked accountants, CPAs, and EAs redesign their firms so they can work fewer hours at higher prices — with clients they actually enjoy. With a background in engineering and entrepreneurship, Geraldine brings a systems-oriented, problem-solving approach to the very specific challenges that accounting firm owners face: scope creep, underpricing, over-servicing, burnout, and the struggle to say no.  Website: https://geraldine-carter.com/     LI: https://www.linkedin.com/in/geraldine-carter/   IG: https://www.instagram.com/geraldinecartercpacoach/        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://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/   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 Partner and 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-anders-team/#thomas-d-wadelton  LinkedIn: https://www.linkedin.com/in/tomwadelton/  Adam Hale, CPA, is a Partner and Virtual CFO Practice Leader at Anders, dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses.  Website: https://anderscpa.com/about/your-anders-team/#adam-hale  LinkedIn: https://www.linkedin.com/in/adamhalecpa/

    49 min

  2. May 12

    The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver

    AI is already here. If you are still billing by the hour and running your team on timesheets, you are building on a foundation that is cracking fast.  Blake Oliver, Founder and CEO of Earmark and one of Accounting Today’s top 100 most influential people, talks about the billing revolution happening right now in accounting. Blake breaks down why the billable hour is the root of inefficiency in accounting firms, how AI agents are replacing routine staff work, and what the future of fixed-fee and subscription billing looks like for small and mid-sized CPA firms. Blake Oliver did not take the traditional accounting route. He started as a musician, stumbled into bookkeeping, and became one of the earliest cloud accounting adopters in the U.S. — the second bookkeeper certified on Xero in the country.  If you want to stay ahead and build a firm that thrives in the next decade, this is the episode to press play on. Tune in to The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver. 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 Blake Oliver: "Timesheets are the root of all evil in accounting. It creates a culture of inefficiency and resistance to change."Tom Wadelton: "You could probably double your revenue with the existing team. That is real money. Not cutting headcount, but growing without needing more people to do it."Adam Hale: “If I see you are working too much, I am going to be asking what is wrong. Your job is to push work down, use technology, and stretch your reach."Blake Oliver is the Founder and CEO of Earmark, the app that lets CPAs and accounting professionals earn free continuing professional education by listening to podcasts. A CPA and one of Accounting Today's top 100 most influential people in the profession, Blake started his career as a musician before building one of the first cloud-based bookkeeping practices in the U.S. and becoming the second Xero-certified bookkeeper in the country.  Website: https://www.blakeoliver.com/    LI: https://www.linkedin.com/in/blaketoliver/  YT: https://www.youtube.com/@BlakeTOliver   Connect with Earmark: LI: https://www.linkedin.com/company/earmarkcpe/      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://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/   Facebook: https://www.facebook.com/AndersCPA  LinkedIn: https://www.linkedin.com/company/anders-cpa/  Instagram:

    49 min

  3. Apr 28

    Smarter Capacity Planning For Growing CPA Firms with Terrell Turner

    Your CPA firm is growing but is your team growing with it?  Terrell Turner, co-founder of TLTurner Group, talks about how growing CPA firms can take control of their capacity. Terrell shares the exact framework his firm uses to measure workload, standardize processes, and know with confidence when to add more clients without overwhelming the team. Terrell brings a manufacturing mindset to accounting, mapping out every step of the client service process and measuring how long each step takes. That discipline gave his 11-person firm clarity on capacity that most accounting firms never reach.  If your firm is growing but capacity feels like a ceiling, this episode will help you break through. Hit play on Smarter Capacity Planning For Growing CPA Firms with Terrell Turner. 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 Terrell Turner: "Since 70% of our recurring work is on the bookkeeping side, it functions a little bit more like a manufacturing line."Tom Wadelton: "When you invest that time doing internal reviews before client meetings, it's worth it."Jody Grunden: "We get paid as owners to make decisions. We don't get paid as owners to put in hours."Terrell Turner is the co-founder of TLTurner Group, a firm specializing in bookkeeping and CFO services for law firms. With a background in Fortune 500 financial management and a passion for translating complex financial information into clear business decisions, Terrell has built a niche-focused firm that uses a process-driven, capacity-first approach to client service and team management.  LI: https://www.linkedin.com/in/terrellturner/  FB: https://www.facebook.com/terrell.turner.7/  IG: https://www.instagram.com/terrell_a_turner/   Connect with TLTurner Group: LI: https://www.linkedin.com/company/tlturnergroup/  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://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/   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 Partner and Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning fin

    56 min

  4. Apr 15

    People You Should Know: Ryan Lazanis

    Still trying to grow your firm by working more hours? That approach has a ceiling. Ryan Lazanis, CPA and founder of Future Firm, shares what he learned building and selling an online accounting firm from scratch, and why most firm owners stay stuck running a practice instead of a business. You will hear why clarity on what you actually want comes first, why your service packages need to sell a transformation instead of a task list, and how to price based on value without relying on timesheets. Learn why the human experience is what clients value most in an era of automation, and how defining your purpose early changes every decision you make after that. This episode gives you a practical framework for building a firm that gives you freedom and growth. Tune in to People You Should Know: Ryan Lazanis and start designing the business you actually want. 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.comCheck out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/ Quotes - Ryan Lazanis: "I've never had a client come to me and say they're leaving their accountant because they're not doing monthly depreciation on their fixed assets. We're listing a checklist in a package that has zero value to the client." - Adam Hale: "Lack of intentionality is one of the biggest missteps of most small business owners. They just think if they work really hard, they'll achieve these things. That's just not possible without a concrete vision." - Tom Wadelton: "If I'm doing all those things, when I take time off, those things stop or get broken. And now I'm working on vacation." - Ryan Lazanis: "The firms that are going to be more human are the ones that are going to win in the end. People still want to deal with people." Ryan Lazanis is a CPA and the founder of Future Firm, a coaching company that helps accounting firm owners unlock freedom and growth in their businesses. He previously founded Zen Accounting, one of North America's earliest online accounting firms, which he scaled from scratch to acquisition in five years. Ryan's weekly newsletter reaches over 10,000 firm leaders with strategies for building modern, scalable, and systematized firms. Newsletter: futurefirm.co/newsletter 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 Partner and 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 o

    49 min

  5. Apr 1

    People You Should Know: Ron Baker

    Still pricing by the hour? You are limiting your cash flow.   Ron Baker, founder of VeraSage Institute and co-founder of THRESHOLD, talks about why the billable hour fails business owners and what to do instead. You’ll hear why pricing is a core skill, why mindset blocks change, and why most firms stay stuck even when better models exist.  Learn how fixed pricing removes surprises and builds trust. Offering options increases revenue and strengthens decision-making. You’ll also see how AI is reducing billable work and forcing businesses to rethink how they charge. This episode gives you a clear shift in thinking. Tune in to People You Should Know: Ron Baker and challenge the way you price before it limits your growth. 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 Ron Baker: "The billable hour creates a poor customer experience. Clients don’t want surprises, they want clarity upfront."Tom Wadelton: "If we rethink pricing and value, the entire profession could look completely different in a short time."Adam Hale: "Value-based pricing is a mindset shift. Once firms embrace it, everything from growth to client relationships improves."Jody Grunden: "Moving away from hourly billing forced a complete rethink of how services are packaged."Ron Baker is the founder of VeraSage Institute and co-founder of THRESHOLD. A globally recognized thought leader in value pricing, business model innovation, and the future of professional firms. As the host of The Soul of Enterprise and author of multiple influential books, Ron has spent decades challenging the status quo, especially the reliance on billable hours.  LI: https://www.linkedin.com/in/ronbaker1/  Connect with THRESHOLD: LI: https://www.linkedin.com/company/thresholdnow/   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:

    53 min

  6. Mar 3

    Build Cash Flow Freedom Through Leadership with Scotty Scarano

    If you want cash flow freedom, you cannot separate money from leadership. Your revenue, team performance, pricing power, and long-term stability all reflect how you lead. Scotty Scarano, Rapping Custodian at Accounting High, shares how he is reshaping how people view accounting, financial literacy, and career development.   Listen to how to Build Cash Flow Freedom Through Leadership. 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 Scotty Scarano: "If you want predictable cash flow, you have to lead your team in a way that aligns performance with financial outcomes."Tom Wadelton: "Cash flow problems are often leadership problems in disguise—structure and communication usually fix what spreadsheets alone cannot."Adam Hale: "When leaders focus on discipline in pricing, collections, and accountability, cash flow becomes more predictable and less stressful."Scotty Scarano is the Rapping Custodian of Accounting High. After scaling his firm from six figures to over half a million in revenue, he turned his focus to leadership, growth, and helping firm owners build cash flow freedom.  LI: https://www.linkedin.com/in/scottscarano/  X: https://x.com/scottscarano  Connect with Accounting High: Website: https://www.accountinghigh.com/  LI: https://www.linkedin.com/company/accounting-high/  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.  Website: https://anderscpa.com/about/your-anders-team/#thomas-d-wadelton  LinkedIn: https://www.linkedin.com/in/tomwadelton/  Adam Hale, CPA, is a Partner and Virtual CFO Practice Leader at Anders, dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses.  Website: https://anderscpa.com/about/your-anders-team/#adam-hale  LinkedIn: https://www.linkedin.com/in/adamhalecpa/

    47 min

  7. Feb 17

    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

  8. 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
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5
out of 5
9 Ratings

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
    152
  • Rating
    Clean
  • Copyright
    © 2026 The Modern CPA Success Show
  • Show Website
    The Modern CPA Success Show

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