The Modern CPA Success Show

Summit Virtual CFO by Anders
  • 5.0 (9)
  • MANAGEMENT
  • UPDATED SEMIMONTHLY
The Modern CPA Success Show

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. 2 DAYS AGO

    Defining Service Packages: A Comprehensive Guide for Modern Accounting Firms

    In this episode of the Modern CPA Success Show, hosts Tom and Adam discuss the pivotal role of service packages for accounting firms, especially those offering Client Accounting Services (CAS) and CFO services. They explain how structured service packages enhance clarity in service offerings, streamline pricing, and improve client onboarding and communication. The episode covers the benefits of a "small, medium, large" package model, the importance of aligning packages with client needs, and strategies for transitioning existing clients. They also touch on overcoming barriers to implementation and the advantages of pricing transparency.

    18 min

  2. OCT 31

    Spooktacular Showdown: A Halloween Movie Draft Special

    The Modern CPA Success Show

    47 min

  3. OCT 28

    How Client Accounting Services Are Redefining the Role of Accountants in Business Growth

    In this episode, the hosts, Tom Wadelton and Adam Hale, introduce a discussion on the evolution of Client Accounting Services (CAS) and advisory services within accounting firms. Tom and Adam explore the differences between traditional accounting practices and the more corporate-like structure of mature CAS practices. They emphasize the importance of leveraging resources, delegating tasks, and focusing on advisory roles rather than traditional compliance work. The episode also highlights the benefits of a subscription-based model for advisory services and the need for regular client meetings to manage expectations and prevent scope creep.

    21 min

  4. OCT 14

    Unlocking Profitability: Embrace Advisory Services and Client-Centric Solutions with Simon Severino

    Tom and Simon Severino, Founder and CEO of Strategy Sprints, delve into the evolving landscape of accounting services, focusing on the shift from traditional tax-based practices to advisory services. Simon shares his expertise in sales and marketing strategies for accounting firms. He emphasizes the importance of decoupling time from value, understanding client needs, and effectively packaging services. He also discusses the concept of Strategy Sprints, a structured approach to business growth, and highlights the necessity of a strong marketing presence.

    44 min

  5. SEP 30

    Mastering Excel: Essential Skills and Strategies to Boost Efficiency with Jeff Lenning

    In this episode of the Modern CPA Success Show, Tom chats with Jeff, a Microsoft MVP Certified Trainer and Founder of Excel University. They discuss the transformative role of Excel in accounting and finance, focusing on enhancing efficiency and streamlining workflows. Jeff shares insights on mastering Excel features like Power Query and pivot tables, emphasizing continuous learning. The episode underscores the importance of Excel proficiency for accountants and promotes Excel University as a valuable resource for ongoing education.

    42 min

  6. SEP 16

    Tips for Building a Firm Worth Growing: Ideal Clients and Strong Networks with Michael Clarke

    Michael Clarke, Founder and Chief Implementation Officer of Protection Point Advisors, joins Adam and Tom to discuss insights from his book “A Firm Worth Building.” The discussion focuses on transitioning from individual-centric practices to sustainable business models, emphasizing teamwork, effective communication, and trust-building with clients. Key topics include the importance of valuing support staff, networking, and continuous learning. Michael also addresses common mistakes in managing firms and offers practical strategies for professional service providers to enhance their practices.

    47 min

  7. SEP 2

    Navigating the Complexities of Financial Planning for Business Owners with Adam Koós

    Adam Koós, Founder of Libertas Wealth Management Group, discusses the crucial aspects of financial planning and exit strategies for business owners. He and Tom explore the challenges of managing appreciated properties and delve into the concept of Delaware Statutory Trusts (DSTs) to defer taxes and transition from active to passive real estate management. The episode concludes with a discussion on the importance of financial recasting for business valuation, tax optimization strategies, and the critical role of CPAs in educating business owners on proactive financial planning and transition preparedness.

    46 min

  8. AUG 19

    Redefining Financial Planning and Reporting for Small Businesses and Startups with Blagoja Hamamdjiev

    Blagoja Hamamdjiev, founder and CEO of Modeliks, joins Tom and Adam to discuss the benefits and features of Modeliks software for startups and small businesses. The conversation highlights driver-based financial planning, integration with pitch decks, and the creation of investor-ready business plans. Blagoja emphasizes the software's efficiency, cost-effectiveness, and dashboard functionality. He also touches on multi-user collaboration, AI integration, and upcoming features like multi-dimensional planning and QuickBooks integration. The episode underscores the value of Modeliks for financial planning, reporting, and advisory services, and the importance of ongoing support and user education.

    49 min
See All (133)

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 - 2024
  • Episodes
    133
  • Rating
    Clean
  • Copyright
    © 2023 Summit Virtual CFO by Anders
  • Show Website
    The Modern CPA Success Show

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