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The Modern CPA Success Show

Summit Virtual CFO by Anders

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 p... more

PublishesWeeklyEpisodes134Founded5 years ago
Number of ListenersCategories
How ToManagementEducationBusiness

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Artwork for The Modern CPA Success Show

Latest Episodes

"As an owner of a business, it’s really nice to have control, knowing what’s coming in, what’s going out, and how much cash I have." -Adam Hale

Summary:

In this episode of the Modern CPA Success Show, hosts Tom and Adam discuss their firm's cash fl... more

25 Nov 202411 min
YouTube

"If you want to understand your pricing, I need to know what your service packages are. If you want to understand how you're going to onboard a client, I need to know what your service package is." - Adam Hale

The finer details of this episode:

● Im... more

11 Nov 202417 min
YouTube

In this special episode of The Modern CPA Success Show, four speakers with Halloween-themed personas—Jamie Nightmare, Hannah Hexed Hood, Adam Haunted Hale, and Joey Killing Kenny—engage in a lively draft-style discussion about their favorite Hallowee... more

31 Oct 202447 min
YouTube

"They swapped out ‘accounting’ for ‘advisory’ in CAS, but I still believe it’s 'client accounting and advisory services.' At scale, especially with small businesses, it’s hard to separate the two. You need a foundational understanding of their accoun... more

28 Oct 202421 min
YouTube

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Reviews

4.9 out of 5 stars from 15 ratings
  • Amazing Show

    Amazing show with great content!!

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

    Podchaser
    5
    Brandon @ Parakeeto
    2 years ago
  • Fresh perspective

    Great insight and inspirational. Really great topics and guests!

    Apple Podcasts
    5
    Bronwen GMR
    South Africa3 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 States4 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 States5 years ago

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