The Modern CPA Success Show
Summit Virtual CFO by AndersAre 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 | 158 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessEducationHow To | |||
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Latest Episodes
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
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 acr... more
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 ... more
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- Amazing Show
Amazing show with great content!!
Apple Podcasts5JenTracy7
United States3 years ago Great content, great value - keep doing your thing!
Podchaser54 years agoBrandon @ Parakeeto- Fresh perspective
Great insight and inspirational. Really great topics and guests!
Apple Podcasts5Bronwen GMR
South Africa5 years ago - 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.
Apple Podcasts5GeraldineDcarterUnited States6 years ago - 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.
Apple Podcasts5PlainvenillaUnited States7 years ago
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Apple Podcasts | #12 |  Hong Kong/Business/Management |
Apple Podcasts | #197 | Hong Kong/Business |
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Frequently Asked Questions About The Modern CPA Success Show
What is The Modern CPA Success Show about and what kind of topics does it cover?
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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How many listeners does The Modern CPA Success Show get?
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What are the audience demographics for The Modern CPA Success Show?
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How many subscribers and views does The Modern CPA Success Show have?
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Which podcasts are similar to The Modern CPA Success Show?
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. Business Strategy for CPA's
5. Founders
How many episodes of The Modern CPA Success Show are there?
The Modern CPA Success Show launched 7 years ago and published 158 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Modern CPA Success Show?
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What guests have appeared on The Modern CPA Success Show?
Recent guests on The Modern CPA Success Show include:
1. Mark Wickersham
2. Geraldine Carter
3. Blake Oliver
4. Adam Hale
5. Terrell Turner
6. Ryan Lazanis
7. Ron Baker
8. Scotty Scarano
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.