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
Oct 22, 2019 • 30min
How we bootstrapped the firm of the future
“If we want to make an impact in the industry, if we want to change the way everyone is thinking, then we have to get our peers to do the same.” - Adam Hale The finer details of this episode Jody and Adam share how they got into the accounting industryWhat Jody wanted to differently when starting Summit CPAMoving from an hourly model to value-based pricing and achieving a negative ARThe type of services that Summit CPA provides to clientsHow Summit CPA helps accountants go virtualWhat role does core values play in the organizationEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
