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 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.
Episodes
Mentioned books
May 3, 2021 • 25min
How Octavia Conner Made Her Clients Say Yes to Profits
"In order to generate profit the correct way you need to have cash flow in your business...So one of the ways that we help our business owners is that we tell them 'The ultimate goal is for you to say yes to profits.'” - Octavia Conner The finer details of this episode Say Yes To Profit and Octavia's amazing backstory How she defined what needed to be done to scale her businessWhat challenges she faced and how she overcame itTried and tested tips to build your own VCFO servicesEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netAlliance Virtual Offices website - www.alliancevirtualoffices.com
Apr 19, 2021 • 34min
How to Build a Flexible, Engaged, and Successful Workplace with Frank Cottle
"The one word that every major employer, or every major business, or governmental entity is using right now is agility. They started using that in 2017, 2018, 2019, they started using the word but they weren't taking action and that's the big difference” - Frank Cottle The finer details of this episode Deep dive into the difference of the workforce through the yearsWhat the new normal looks like for the workforceRedefining the purpose of an office New workforce models and options for businesses Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netAlliance Virtual Offices website - www.alliancevirtualoffices.com
Apr 7, 2021 • 30min
The Playbook That Inspired the Growth of Oberlander & Co.
"I feel like we're colleagues, so you know it's like a real firm and we work together and they help us a lot besides actually taking the course that has helped us a lot in setting the framework."- Jacob OberlanderThe finer details of this episode How the VCFO Playbook Course influenced Oberlander & Co.Highlighting the practices that Oberlander & Co. adopted Importance of implementing a solid Onboarding process and Pipeline MeetingsThe Impact of Switching to Value-Based Pricing Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netOberlander & Co. website - www.oberlanderandco.com/ Show Less
Mar 29, 2021 • 28min
Choosing Vendors with Jake Grimm
"In our industry, we're always looking at what can save time and what's not going to break down all the time” - Jody GrundenThe finer details of this episode Understanding your company's needs to find the right solution for youHow to choose the best vendor for your companyThings to consider before saying "yes" to a vendorHow Summit CPA Group weeds out all proposals to find the best one Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
Mar 15, 2021 • 27min
Adapting in the Age of Automation with David Bergstein
"I think the future of accounting is automation and advisory services." - David Bergstein The finer details of this episode Understanding the importance of automation and innovationProcess of choosing the best platforms to automate processesWhy moving to the cloud is the way forward for CPA firmsHow to add value through advisoryEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netBergstein CPA website - www.bergsteincpa.com/
Mar 3, 2021 • 29min
Establish Smarter Ways of Working for you and your Clients with Bill.Com
Quote"You have an opportunity to digitally transform your clients' life." - Pete Potsos The finer details of this episode What is Bill.com?How Bill.com helped Summit CPA revolutionize their processesFeatures can help you and your clientsHow you can improve your own practice using the Bill.com platform Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netBill.com website - www.bill.com
Feb 15, 2021 • 36min
Exploring Video Marketing Strategies to Grow Your Business
Quote“If you want to be a big business that continues to grow with some scale, then you need to learn how to use these.” - Stephen PopeThe finer details of this episode How video helps you connect to your audienceWhy it's important to incorporate a video marketing strategy into your social media and other marketing efforts in generalHow to be comfortable in videoTips on getting your very first video done Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netEmail Stephen - stephen@sgplabs.com
Feb 3, 2021 • 31min
Financing with QuickFee
Quote“One of the partners there was sharing that their firm no longer has an overdraft thanks to using our payment plans” - Bruce Coombes The finer details of this episode What is QuickFeeWhat are the three payment solutions offered by QuickFeeAdvantages of using QuickFeeHow it helped firms collect payments fasterHow QuickFee can help enhance your relationship with your client Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netQuickFee - https://quickfee.com/
Jan 4, 2021 • 27min
The Future of Virtual CFO Services with Rick Telberg of CPA Trendlines
Quote“If we write about what people are talking about, then people are going to talk about what we write about.” - Rick TelbergThe finer details of this episode How Rick curated his content for CPA TrendlinesTrends in the Virtual CFO spaceWhat could potentially hold CPA firms back from going virtualWhy you should seriously consider offering VCFO work considering the current landscapeWhat type of firm is best for offering VCFO servicesBenefits of hiring a project manager to do our client onboarding at Summit CPA Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netConnect with Rick - cpatrendlines.com
Dec 21, 2020 • 39min
Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group
Quote“Let’s build the plan and plug the engineers into the plan instead of the other way around.” - Casey Cobb The finer details of this episode How the beginning of this client relationship changed the way we pitchedCasey’s amazing backstory and how a virtual CFO was able to help him through challenging timesThe 80/20 rule, Parkinson's Law, and how Casey implemented them into his business ideaHow Casy found his blue ocean strategy Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Email Casey - casey@projectricochet.com
