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. 3d ago

    No Timesheets, Fixed Fees, and a Concierge CPA Model with Jason Ackerman

    Most CPA firms still run their billing off a timesheet nobody trusts. Jason Ackerman's firm hasn't tracked one since 2013. In this episode, Tom Wadelton and Adam Hale sit down with Jason Ackerman, Co-Managing Partner at BNA CPA Advisors and Co-Founder & CFO of WealthRabbit. Jason shares how BNA moved to fully fixed-price billing, uses a simple three-tier cleanup pricing model, and measures profitability per employee without timesheets. They also discuss balancing recurring Virtual CFO work with project-based services like M&A, key growth inflection points at 15, 35, and 50 employees, and how BNA keeps onboarding seamless for clients. They close with where the industry is headed, including Jason’s straightforward take on AI: “How you beat the robots is for you to be human.” He explains why relationships matter more than automation and why BNA is staying nimble rather than betting on one AI platform. If you’re rethinking how your firm prices, staffs, and measures profitability, this conversation offers a practical blueprint. ▶️ No Timesheets, Fixed Fees, and a Concierge CPA Model with Jason Ackerman. Episode resources:  ● Website: https://www.bnacpa.com/ ● WealthRabbit, Jason's platform for CPAs to set up client retirement plans: https://www.wealthrabbit.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: Jason Ackerman: “How you beat the robots is for you to be human”Jason Ackerman: "If you spend 4 days trying to figure out the price, you've just lost $15,000 right there."Adam Hale: "Right around 35 to 50 people seems to be a natural sweet spot in terms of profitability, the ability to have redundancy and structure."Tom Wadelton: "I've got a couple of choices. I can start accrual based and go forward in your price, or if you want me to clean up, it could be this and do it as a project." About the Guest Jason Ackerman, CPA, CFP®, CGMA, is Co-Managing Partner at BNA CPA Advisors in Rock Hill, South Carolina, and Co-Founder & CFO of WealthRabbit. He joined BNA, the firm his father founded in 1977, in 2012, and now helps lead a team of 35 on the CPA side doing close to $8 million in revenue. He earned his BS in Accounting from NYU and is a member of the AICPA and the SC Association of CPAs. Website: https://www.bnacpa.com/ LinkedIn: https://www.linkedin.com/in/jasonlackerman/ About the Hosts: 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. LinkedIn: https://www.linkedin.com/in/tomwadelton/ Adam Hale, CPA, is a Partner and Managing Director of Advisory 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. LinkedIn: https://www.linkedin.com/in/adamhalecpa/ About the Show 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 #VirtualCFO #AccountingAI #CPAFirmGrowth

  2. Sep 1

    Why Smaller CPA Firms Have the AI Advantage with Joey Kinney and Adam Hale

    Most accounting firm owners assume the big, PE-backed players have an unbeatable head start on AI.  In this state-of-the-industry conversation, Joey Kinney, Virtual CFO at Anders, pinch-hits for Tom Wadelton and sits down with Adam Hale, Partner at Anders, for an unscripted look at where AI is actually changing accounting advisory work right now. Fresh off a live Basis AI conference with the top 100 firms in the room, Adam explains why smaller, faster-moving firms may have more room to close the gap than anyone expects. From there, the conversation covers what happens when clients start showing up with their own AI-built financial analysis, why tracking 50 KPIs is the same as tracking none, how the COO role is quietly folding into the CFO seat, and why Adam believes the traditional CPA firm staffing pyramid is about to flip into a diamond.  They also get into an honest conversation about trust: what it actually takes for a young, AI-fluent advisor to be believed in the room. If you're trying to figure out how AI changes your firm's pricing, staffing, and advisory model over the next year, this episode is a working session, not a keynote.  ▶️ Why Smaller CPA Firms Have the AI Advantage with Joey Kinney and Adam Hale. 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: Adam Hale: "One of the biggest takeaways is they're not very far ahead either, in this entire space. Smaller firms really have an opportunity here to make up a lot of ground."Joey Kinney: "If you're tracking 50 KPIs, you're tracking no KPIs, because you don't have any KPIs at 50."About the Hosts Joey Kinney, CPA, pinch-hits as host for this episode. He's a Virtual CFO at Anders. Coming from an accounting family, Joey began learning about basic accounting principles from his parents as a teen. From there, he continued to build his experience by taking on a variety of roles in the accounting and financial industry. Joey enjoys helping business owners navigate the ever-changing business landscape. He loves being a trusted advisor who can help his clients achieve their personal and professional goals. LinkedIn: https://www.linkedin.com/in/joey-kinney-cpa-60658188/  Adam Hale, CPA, Partner and Managing Director of Advisory at Anders, is 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/ Tom Wadelton is out this episode, back next time. About the Show 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 #VirtualCFO #AccountingAI #CPAFirmGrowth

  3. Aug 18

    How to Build a CPA Firm That Attracts Buyers with Brannon Poe

    Most CPA firm owners know their revenue. Far fewer know how a buyer would value the business behind it. Brannon Poe, founder of Poe Group Advisors, joins Tom Wadelton and Adam Hale to break down the factors that make an accounting practice more attractive to buyers. After working on hundreds of CPA firm sales and acquisitions, Brannon has seen which operational decisions strengthen value and which ones create risk during a transition. He explains why profitability and owner dependency are the two metrics firm owners should watch most closely. He also shares why virtual firms can attract a wider buyer pool, why headline offers can be misleading, how niches and technology influence value only when they improve results, and what owner hours reveal about the strength of the team. Tune in now and hear insights that shift the way you think about building a firm that's ready to sell. ▶️How to Build a CPA Firm That Attracts Buyers with Brannon Poe.  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/ ● Explore Poe Group Advisors: https://poegroupadvisors.com/ ● Email Poe Group Advisors: info@poegroupadvisors.com Quotes Brannon Poe: “The things that you can control are the profitability of the practice and the owner dependency.”Adam Hale: “It is about creating that competitive market, not just for the best price, but the best fit.”Brannon Poe founded Poe Group Advisors and has been guiding accounting practice transitions since 2003. He pioneered the firm's consulting-based approach, now known as The Seamless Succession™. He began his career as an auditor at Ernst & Young, then spent several years in auditing and tax preparation at the regional firm Elliott, Davis & Company, before becoming a shareholder in a family-owned business and a founding shareholder in a manufacturing startup. He's the author of "Accountant's Flight Plan: Best Practices for Today's Firms" (published by the AICPA and CPA Canada) and "How to Prepare Your CPA Firm for Sale," among other books. He speaks regularly at national and regional accounting conferences and hosts The Accountant's Flight Plan Podcast. Brannon Poe, has been helping accounting firm owners navigate major transitions since 2003, pioneering the firm's consulting-based approach known as The Seamless Succession™. Visit poegroupadvisors.com to learn more, email him at info@poegroupadvisors.com, or connect with him on LinkedIn.  Learn More About Poe Group Advisors: Instagram: https://www.instagram.com/poegroup/ Facebook: https://www.facebook.com/PoeGroupAdvisors/# X: https://x.com/poegroupadvisor Youtube: https://www.youtube.com/channel/UCniu-SWqezXDabYtGMXK9Iw LinkedIn: https://www.linkedin.com/company/poe-group-advisors/ 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-anders-team/#thomas-d-wadelton  LinkedIn: https://www.linkedin.com/in/tomwadelton/  Adam Hale, CPA, is a Partner and Managing Director of Advisory 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/

  4. Aug 4

    How AI Is Forcing Accounting Firms to Rethink Pricing with Shawn Yeager

    AI is changing more than the speed of accounting work. It is changing what firms can sell and how clients measure value. Shawn Yeager, founder of Upshift, joins Tom Wadelton and Adam Hale to discuss how AI is reshaping pricing and service design across professional services. After three decades commercializing emerging technology, including work on Microsoft’s first browser team, Shawn now helps firms turn AI from an internal efficiency project into a commercial strategy. Shawn explains why the billable hour as a unit of value is changing, how firms can separate routine work from judgment and trust, and why advisory should be packaged around specific outcomes rather than broad labels. He also shares a four-quadrant approach for reviewing service lines, a product-market fit process for testing new offers, and why firms should build their context and workflows instead of chasing every new AI tool. Accounting firm owners concerned about margin compression, commoditization, or where to invest next will find practical direction in this episode. Tune in to How AI Is Forcing Accounting Firms to Rethink Pricing with Shawn Yeager. 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 Shawn Yeager: “Billing by the hour will likely outlive us all, for good or bad, but the billable hour as a unit of value is forever changed.”Adam Hale: “I think now we’ve got to move from insights to action.”Shawn Yeager is the founder of Upshift, where he helps professional services firms commercialize AI. He has spent three decades commercializing emerging technology, beginning on Microsoft’s first browser team and continuing through cloud infrastructure, IoT, digital payments, and AI. Along the way, he has generated more than $300 million in revenue and now advises founders and startup boards. Learn more about Upshift and explore their free assessment and pricing calculator at upshiftco.com.  LI: https://www.linkedin.com/in/shawnyeager/ 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-anders-team/#thomas-d-wadelton  LinkedIn: https://www.linkedin.com/in/tomwadelton/  Adam Hale, CPA, is a Partner and Managing Director of Advisory 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/

  5. Jul 21

    Advisory Skills for CPAs: Moving from Bookkeeping to CFO Services with Hannah Hood

    Most accounting firms have the talent to deliver real CFO-level advisory work. They just have not built the path to get there.  In this episode, Tom Wadelton sits down with Hannah Hood, VCFO Principal at Anders, to talk about what it actually takes to grow accounting talent from senior accountant to trusted CFO. Hannah has lived the full journey from bookkeeper to controller in industry, to VCFO Principal at one of the fastest-growing advisory practices in the country.  You’ll hear how Hannah made the mindset shift from doing the work to advising on it, why staying in the weeds is the most common trap for newly promoted CFOs, and how weekly cash flow conversations can become one of the most powerful advisory touchpoints a firm offers small business clients.   For any firm owner thinking about building stronger teams, pricing subscription services, or moving clients up the advisory value curve, this episode delivers the blueprint. Press play on Advisory Skills for CPAs: Moving from Bookkeeping to CFO Services and hear what intentional firm growth looks like from the inside.  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 Hannah Hood: "We are selling trust to our clients more than we are selling accounting work."Tom Wadelton: "The best value in advisory comes from asking really good questions, not from telling the client what you already know."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/  Hannah Hood is a VCFO Principal at Anders, leading practice operations, onboarding, capacity planning, and team development for the Virtual CFO division. With 20 years of accounting experience spanning bookkeeping, controllership, and public accounting, Hannah brings a ground-level understanding of what it takes to grow accounting professionals into high-performing advisory practitioners. She also co-hosts the Young CPA Success Show.  Website: https://anderscpa.com/about/your-anders-team/hannah-c-hood/   LinkedIn: https://www.linkedin.com/in/hannahchood/

  6. Jul 7

    Future-Proof Your Business Before AI Wins with Tom Wadelton and Adam Hale

    The accounting profession is opening up. The firm owners who see that clearly right now are the ones who will come out ahead.  Tom Wadelton and Adam Hale share key takeaways from the LEA (Leading Edge Alliance) North American Regional Conference 2026, one of the top CPA firm conferences in the industry. They cover what the profession's biggest thinkers are saying about where accounting firms are headed. Tom and Adam discuss how large firms are quietly shifting their workforce offshore and upskilling those teams to handle higher-level advisory work. You’ll hear why the traditional apprenticeship model is breaking down and what it means for hiring, training, and the future of intern classes at CPA firms. On the AI front, Tom and Adam go beyond the hype. They talk about using AI to improve client deliverables, how meeting transcripts and AI-generated summaries are changing financial storytelling, and why human expertise still has a clear edge over AI knowledge alone.  Tune in to the full episode of Future-Proof Your Business Before AI Wins with Tom Wadelton and Adam Hale.  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 Adam Hale: "Double down on your value proposition. In any big seismic shift, that is where you should be spending your time."Tom Wadelton: "When information becomes abundant, trust becomes scarce. That is where firm owners have to step up."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/

  7. Jun 9

    How to Master Cash Flow With AI and Value Pricing with Mark Wickersham

    AI is shrinking the time it takes to do accounting work and for firm owners still billing by the hour, it is quietly shrinking their revenue, too.  Mark Wickersham, mentor to over 400 accountants at Value Pricing Academy Ltd, tackles the two skills separating profitable accounting firms from overworked ones: value pricing and AI. Mark has spent 25 years teaching accountants how to stop trading hours for dollars. He has also spent the last few years showing nearly 600 accountants how to use AI to do more with less.   Mark explains the psychology of price anchoring and how firm owners can frame their value so clients see it clearly. He also makes the case for why AI makes value pricing non-negotiable because when AI cuts delivery time, hourly billing cuts revenue right along with it. From there, Mark walks through how to start with agentic AI without getting overwhelmed and how to keep the human connection strong while using AI in advisory work. Firm owners who are tired of tight cash flow, long hours, and pricing that feels like a ceiling will find real, actionable direction in this episode. Press play on How to Master Cash Flow With AI and Value Pricing with Mark Wickersham. 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 Mark Wickersham:  “AI lets firms create more value for clients in less time, which means stronger margins and healthier cash flow.”Tom Wadelton: “If AI helps us spend less time explaining numbers and more time advising clients, that’s where the real value starts.”Mark Wickersham is a mentor to over 400 accountants at Value Pricing Academy Ltd. With over 30 years in accounting, he built and sold his own firm, authored multiple books on value pricing, and has spent 25 years teaching firm owners how to price for value, not time. Today he mentors nearly 600 accountants on using AI to automate work, boost productivity, and move up the value curve. LI: https://www.linkedin.com/in/markwickersham1/?isSelfPro  Value pricing: SkoolValue Pricing Academy AI and ChatGPT: SkoolAI Community AI Academy: SkoolAI Academy Mark's eBook: The-ai-communityThe 5 AI Tools Smart Accountants Are Using — Free eBook       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 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/

  8. 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/

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5
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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
    159
  • Rating
    Clean
  • Copyright
    © 2026 The Modern CPA Success Show
  • Show Website
    The Modern CPA Success Show

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