
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 pa... more
| Publishes | Twice monthly | Episodes | 160 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessEducationHow To | |||

Most firms think their competition is the CPA office down the street. Jody Padar, co-founder of XcelLabs and the original Radical CPA, says that is not even close. In this episode, she joins Tom Wadelton and Adam Hale to talk about why AI's real job ... more
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-Found... more
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 ... more
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 attr... more
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Amazing show with great content!!
Great content, great value - keep doing your thing!
Great insight and inspirational. Really great topics and guests!
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.
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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Apple Podcasts | #242 | |
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Apple Podcasts | #167 |
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A focused show for accounting firm leaders exploring modern delivery, pricing, and growth through advisory services and technology. Across episodes, the conversations frequently center on moving away from traditional hourly models toward value-based or fixed pricing, implementing virtual CFO services, and scaling firms with AI, automation, and disciplined processes. Guests range from pricing and pricing-education advocates to technology-forward CPA firm founders, with practical frameworks for onboarding, capacity planning, and client engagement. Noteworthy is the blend of hands-on, practitioner-driven strategies with big-picture guidance on niching, recurring revenue, and building durable advisory platforms. The format tends to pair real-wo... more
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These podcasts share a similar audience with The Modern CPA Success Show:
1. Jason On Firms Podcast
2. The Accounting Podcast
3. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
4. Building the Premier Accounting Firm
5. Business Strategy for CPA's
The Modern CPA Success Show launched 7 years ago and published 160 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Modern CPA Success Show include:
1. Jody Padar
2. Jason Ackerman
3. Brannon Poe
4. Shawn Yeager
5. Hannah Hood
6. Mark Wickersham
7. Geraldine Carter
8. Blake Oliver
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