70 episodes

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 A Division of Anders CPAs + Advisors, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO firm 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 host Jamie Nau interviews our COO Adam Hale and other special guests to share the knowledge and experience acquired from our 20 plus year run as the leading Virtual CFO service provider 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.

The Modern CPA Success Show Summit CPA Group

    • Business
    • 5.0 • 6 Ratings

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 A Division of Anders CPAs + Advisors, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO firm 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 host Jamie Nau interviews our COO Adam Hale and other special guests to share the knowledge and experience acquired from our 20 plus year run as the leading Virtual CFO service provider 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.

    How Autoreview Adds Value to Your Financial Reviews

    How Autoreview Adds Value to Your Financial Reviews

    In today's episode, Jamie Nau our host and Director of Accounting sits with Adam Hale, Partner at Anders CPAs + Advisors, and Alyssa Colf our Senior Accountant to talk about a tool called Autoreview and how this has helped improve our Financial Reviews with clients. She will share her first impression of this tool, the features, the value it has brought to the team, and how we use it internally to improve our processes and provide better service to our clients.

    • 33 min
    How to Survive Your First 100 Days as a Virtual CFO with Greg Wallis

    How to Survive Your First 100 Days as a Virtual CFO with Greg Wallis

    If you're ever wondering what working as a Virtual CFO looks like, in this special episode, Jamie Nau our host and Director of Accounting sits with Adam Hale, Partner at Anders CPAs + Advisors, and Greg Wallis our Virtual CFO to talk about all that and more. They will discuss the impact of culture, professional experience, technology, and onboarding in Greg's first 100 days as a Virtual CFO. Greg will also share tips on surviving in the role and share his personal experience about how the role has enabled him to develop better relationships with his clients and see the difference his role can make in his clients' business.

    • 40 min
    Speed Dating with Credits and Incentives

    Speed Dating with Credits and Incentives

    In this episode, Jamie Nau our host and Director of Accounting joins Randy Crabtree the co-founder, and partner of Tri-Merit Specialty Tax Professionals together with Adam Hale, Partner at Anders for a quick speed dating session with tax credits and incentives. They will go through six different credits and incentives that CPA firm owners and accountants should know about to help their clients save tax money.

    • 40 min
    Building the Firm of the Future with Anders

    Building the Firm of the Future with Anders

    In this special episode, Jamie Nau our host and Director of Accounting interviews Jody Grunden our CEO and co-founder now Partner at Anders CPA + Advisors, and Dave Hartley Partner and Director + Advisory Services at Anders to discuss what the future looks like for Summit CPA, and the Accounting industry in general. They will talk about the recent Summit and Anders merger what changes have we made and are still doing, how we championed change within our teams, and how this will pave the way for innovation and bring more value to our clients.

    • 38 min
    Why Networking on LinkedIn is More Important Now Than Ever With Donna Serdula

    Why Networking on LinkedIn is More Important Now Than Ever With Donna Serdula

    In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting, and Adam Hale, our COO and Co-founder, sit down with Vision Board Media's Founder & Owner, Donna Serdula, to talk about LinkedIn as a networking platform for professionals, its benefits for your personal brand and for your business. She will provide relevant tips and tricks you can follow to grow your account and to find success in this social media space.

    • 41 min
    Summit CPA has Joined Anders!

    Summit CPA has Joined Anders!

    Have you heard the news? Last April 1, 2022, Summit CPA has officially joined Anders CPA + Advisors (Anders) with a vision to achieve their highest potential together. Anders is a Top 100 St. Louis-based CPA and advisory firm that has delivered full-service accounting, tax, audit and advisory services to growth-oriented companies, organizations and individuals for more than 55 years. In this special episode, Jamie Nau our Director of Accounting and host interviews Jody Grunden our CEO and co-founder and Robert Minkler Jr. Anders CPA + Advisors' Managing Partner to talk more about the merger and how it came to fruition.

    • 37 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

GeraldineDcarter ,

Simply put: Chock-o-block full of goodness

If you want to upgrade the quality of your accounting practice, you need to listen to this show. It's so full of insight, each and every episode.

Plainvenilla ,

You must listen to modern CPA

I just finished listening to the most recent episode and it was like a breath of fresh air. Really great stuff. We need more of this! Thanks so much for sharing.

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