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Artwork for The Modern CPA Success Show

The Modern CPA Success Show

Summit Virtual CFO by Anders
Artificial Intelligence
Accounting
Pricing (value Pricing, Subscription, Fixed Price)
Digits
Advisory Services
Frederick Fox
Profit-Focused Accounting
Maturity Model
Financial Reporting
Cash Management
Forecasting
Will Spengler
Billable Hour
Accounting Today
Virtual CFO / Advisory Services
Artificial Intelligence (AI) In Accounting
Branding and Niching In Professional Services
Transformation Economy
Zen Accounting
Future Firm

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

PublishesTwice monthlyEpisodes152Founded7 years ago
Number of ListenersCategories
ManagementBusinessHow ToEducation

Listen to this Podcast

Artwork for The Modern CPA Success Show

Latest Episodes

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 fi... more

YouTube

AI is already here. If you are still billing by the hour and running your team on timesheets, you are building on a foundation that is cracking fast. 

Blake Oliver, Founder and CEO of Earmark and one of Accounting Today’s top 100 most influential pe... more

YouTube

Your CPA firm is growing but is your team growing with it? 

Terrell Turner, co-founder of TLTurner Group, talks about how growing CPA firms can take control of their capacity. Terrell shares the exact framework his firm uses to measure workload, sta... more

YouTube

Still trying to grow your firm by working more hours? That approach has a ceiling.

Ryan Lazanis, CPA and founder of Future Firm, shares what he learned building and selling an online accounting firm from scratch, and why most firm owners stay stuck ... more

YouTube

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Recent Guests

Blake Oliver
Founder and CEO of Earmark; CPA; podcaster
Earmark
Episode: The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver
Adam Hale
Partner at Anders CPAs + Advisors
Anders CPAs + Advisors
Episode: The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver
Terrell Turner
Co-founder of TL Turner Group
TL Turner Group
Episode: Smarter Capacity Planning For Growing CPA Firms with Terrell Turner
Ryan Lazanis
CPA, founder of Zen Accounting and Future Firm
Zen Accounting; Future Firm
Episode: People You Should Know: Ryan Lazanis
Ron Baker
Author and co-founder of VeraSage Institute; known for pricing and value discussions in professional services
VeraSage Institute
Episode: People You Should Know: Ron Baker
Scotty Scarano
Founder of Paget Business Solutions; dubbed the janitor of Accounting High and Scotty OKR
Paget Business Solutions
Episode: Build Cash Flow Freedom Through Leadership with Scotty Scarano
Daniel Hood
Editor-in-Chief of Accounting Today
Accounting Today
Episode: Preparing Your Business Finances for What’s Next with Daniel Hood
Chad Davis
Founder of LiveCA and co-founder of AutomationTown, Canadian accounting firm leader and VCFO innovator
LiveCA, AutomationTown
Episode: Stability Over Scale: A Smarter Way to Build a Business That Lasts with Chad Davis
Randy Crabtree
Renowned CPA and thought leader in the accounting profession, known for advocating advisory services and technology adoption
Independent CPA / Industry speaker
Episode: People You Should Know: Randy Crabtree

Hosts

Tom Wadelton
Host of The Modern CPA Success Show
Adam Hale
Partner at Anders CPAs + Advisors; hosts discussions on virtual CFO services and firm growth

Reviews

4.9 out of 5 stars from 15 ratings
  • Amazing Show

    Amazing show with great content!!

    Apple Podcasts
    5
    JenTracy7
    United States3 years ago
  • Great content, great value - keep doing your thing!

    Podchaser
    5
    Brandon @ Parakeeto
    4 years ago
  • Fresh perspective

    Great insight and inspirational. Really great topics and guests!

    Apple Podcasts
    5
    Bronwen GMR
    South Africa4 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 Podcasts
    5
    GeraldineDcarter
    United 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 Podcasts
    5
    Plainvenilla
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

High-quality guests with actionable takeaways for firm growth.
Strong emphasis on AI, pricing, and scalable delivery models.
Consistently practical and focused on real-world implementation for VCFO and advisory services.
Entertaining and insightful for modern accounting practices.
Useful insights for agencies pitching or sponsoring teams in professional services.

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Talking Points

Recent interactions between the hosts and their guests.

Mastering the Vital Core of Profit-Focused Accounting
Q: What is the maturity model, and why is it the basis of the profit-focused approach?
It's a structured framework with five levels of scoring that aligns operations, finance, and sales around common KPIs, enabling standardized assessments, prioritized improvements, and measurable progress over time.
Recruiting for CPA Firms with Will Spengler
Q: What guidance would you give to a CPA firm that is trying to hire certain roles?
Understand market compensation, articulate a clear employer value proposition, and leverage recruiting to speed up the process while managing costs; be mindful of regional variations and the realities of supply and demand to avoid overpaying.
Preparing Your Business Finances for What’s Next with Daniel Hood
Q: How do you think ESG will affect small firms versus large firms?
ESG is likely to start as a large-firm requirement but will gradually permeate smaller firms as reporting mandates expand, creating a demand for systems, audits, and advisory services across firms of all sizes.
How to Behave Like a Business Owner with Chris Papin
Q: What does it mean to behave like a business owner, and how do you help clients get there?
It means treating the business as an investment, using data to guide decisions, and having hard conversations when necessary, all while keeping personal goals aligned with the company's trajectory through structured planning and clear accountability.
How AI-Powered Digits Provide Real-Time Finance Clarity for Small Businesses
Q: What about forecasting and FP&A capabilities?
Digits acquired Basis to bring forecasting into the roadmap, but full forecasting is not yet in the product; historical analytics are strong, and KPI support is available by connecting to tools like Gusto for headcount data.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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 practical, practitioner-focused show for accounting firm owners exploring modern delivery models, particularly Virtual CFO services. Episodes frequently center on pricing innovations (value-based, fixed-fee, subscriptions), AI and automation in everyday workflows, staffing and remote/offshore teams, and scalable advisory services. Notable threads include capacity planning, niching, client engagement design, and how technology reshapes profitability and growth for small to mid-size firms. The format often features practitioners and industry commentators sharing actionable frameworks, real-world experiments, and cautionary lessons about hype vs. reality in AI tools.

A standout aspect is its consistent emphasis on turning traditional CPA wo... more

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How many listeners does The Modern CPA Success Show get?

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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. Future Firm Accounting Podcast
5. Building the Premier Accounting Firm

How many episodes of The Modern CPA Success Show are there?

The Modern CPA Success Show launched 7 years ago and published 152 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on The Modern CPA Success Show?

Recent guests on The Modern CPA Success Show include:

1. Blake Oliver
2. Adam Hale
3. Terrell Turner
4. Ryan Lazanis
5. Ron Baker
6. Scotty Scarano
7. Daniel Hood
8. Chad Davis

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.

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