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
Jul 13, 2022 • 42min
Culture as a Success and Performance Driver with Serena Shoup
"I want to build a certain culture. I wanna make sure that everyone is on board with our values from the very beginning. So even in the interview process, we talk about our values and make sure that the questions we're asking will enable people to answer based on their values. And then, just how they interact with us throughout the interview process can say a lot too" - Serena Shoup The finer details of this episode :Who is Serena Shoup? What does the Ambitious Bookkeeper do? What hiring practices help them hire based on culture fit?How did culture play a role in the growth of her company? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Reach out to Serena Shoup - www.ambitiousbookkeeper.com/
Jun 23, 2022 • 33min
How Autoreview Adds Value to Your Financial Reviews
"I always go in with a little skepticism just because there's a lot of tools out there and they can be great, or they can flop and not really do much. But, I did see some value in the Autoreview demo that they gave us. It definitely had features that you can't get just out of QuickBooks and it is in an easy-to-read self-organizing format" - Alyssa Colf The finer details of this episode :What is Autoreview? What does it do? Who is it for?Features of Autoreview that has helped our teamsBenefits and best practices while using the tool Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
Jun 9, 2022 • 41min
How to Survive Your First 100 Days as a Virtual CFO with Greg Wallis
"The quality of the people (and), the quality of the technology has just made my ability to step in and be successful a whole lot easier." - Greg Wallis The finer details of this episode :What is it like shifting to a virtual CFO role? How did Greg's experience help him adjust?What do you need to consider and think about before going virtual or moving to a 100% remote firm?Tips for professionals interested to join Summit CPA, A Division of Anders CPAs + Advisors, or offer their own Virtual CFO services Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
May 31, 2022 • 41min
Speed Dating with Credits and Incentives
"It's very important to look at all these tax-saving opportunities." - Randy Crabtree The finer details of this episode :What are the different credits and incentives available to business owners?What should accountants take into consideration when giving their clients advice?What should you know about the R&D and Employee Retention Credit? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Email Randy Crabtree - Randy.Crabtree@tri-merit.com
May 17, 2022 • 39min
Building the Firm of the Future with Anders
"From my perspective, when I look at what businesses need today, I think it's absolutely positioned for massive growth." - Dave Hartley The finer details of this episode :What does the future look like for Summit after the merger with Anders?What does the firm of the future look like?What value will the merger bring to our clients? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
Apr 26, 2022 • 41min
Why Networking on LinkedIn is More Important Now Than Ever With Donna Serdula
"When you showcase your best, you attract the best." - Donna Serdula.The finer details of this episode :Why is LinkedIn an essential tool to grow your network?Practical tips build your brand on LinkedIn.Understanding your purpose on LinkedIn and using your purpose to achieve success. Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions at cpa@summitcpa.net Vision Board Media - https://visionboardmedia.com/
Apr 18, 2022 • 38min
Summit CPA has Joined Anders!
" Just because things are going well doesn't mean they can't be better. So that's what we try to live by. " - Robert Minkler Jr. The finer details of this episode :The merger story of Summit CPA and AndersHow the merger benefits both Summit CPA and AndersWhat stakeholders should expect with the mergerEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Summit CPA Group to Merge with Anders CPA + Advisors
Apr 6, 2022 • 39min
How to Communicate With Your Clients in Plain English with Peter Margaritis
"We have to realize that we speak this technical language riddled with acronyms, that when our audience isn't like us, we need to find a way to translate it into plain English. So there's understanding." - Peter Margaritis The finer details of this episode :How to connect and become relatable when discussing technical terms with clientsTips and tricks to remember when communicating with clients from different industriesImportance of communicating clearly to achieve a common goal Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net The Accidental Accountant website - www.petermargaritis.com/
Mar 21, 2022 • 31min
Lessons Learned in Client Onboarding
"Honestly, the way we've structured our kickoff call week. 80% of the kickoff call, just letting the CFO and the client kind of start to have those conversations, which is huge. We listen and we hear the things that are most important to them." - Lydia Rapp The finer details of this episode :What are we doing now that we haven't done before?Why you should have a client onboarding process in placeWhat are the important things to consider when building an onboarding client? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
Mar 8, 2022 • 30min
Clubhouse for Accountants with Larry D. West III
"Do it. Don't hesitate. Just jump into it." - Larry D. West III The finer details of this episode :What is Clubhouse? How Larry D. West III used this platform and created opportunities for his businessHow to get startedHow Clubhouse can help you add value as a thought leader for your audienceEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Precision Business Strategies website - www.pb-strategies.com
