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
Sep 20, 2021 • 32min
Building Communities and Learning From Your Peers
“Make it easy for them to say yes and dont make it anything about making money. Make it about making connections and launching the ship in a direction with the right people where everybody understands that this is about getting better together.” - Carl Smith The finer details of this episode What does Bureau of Digital do? How did they start this community?How to manage members of the community that are competitors or in the same market?What you need to do/prepare to start your own communityHow to build a community of highly engaged professionals and retaining the membersEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netBureau of Digital website - www.bureauofdigital.com
Sep 7, 2021 • 34min
Exploring New Marketing Channels to Reach More Leads
“The thing is, you kind of have to find your groove there. It doesn't happen just overnight.” - Stephen Pope The finer details of this episode Which marketing channel should you consider for your firm? Understanding your audience and making sure you have a clear messageThe concept of virality and creating content that resonates All about TikTok and the impact of social media and video marketing Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netSGPLabs - www.sgplabs.com/
Aug 23, 2021 • 28min
Finding Your Niche & Becoming a Thought Leader
“In terms of passionate, absolutely essential as there's a rule in the practice of thought leadership, that your audience will never be more interested in your topic than you. So you have to choose something that you're going to be excited to talk about for the next five or 10 years.” - - Bill Sherman The finer details of this episode What is thought leadership?What questions should you ask yourself before you start?Steps you need to take before you launch your brand's thought leadershipThought leadership and its correlation to passion, relevance and responsibilityEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netThought Leadership Leverage website - https://thoughtleadershipleverage.com/
Aug 11, 2021 • 1min
Planning Memorable Company Retreats for Remote Companies (Part 2 Live from Las Vegas)
"I think being in my role one of the things I've seen is the fact that we haven't had this conference for a full year. I think it definitely affects the morale" - Jamie NauThe finer details of this episode Difference between Director and CFO retreat and why it's important to have bothPurpose and benefits of team retreatsProcess of organizing team retreatsImpact of team retreats to employee moraleDifference of team retreats for remote vs. non-remote companiesEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
Jul 28, 2021 • 34min
Planning Memorable Company Retreats for Remote Companies (Part 1)
"I really think what Summit has created, and Jody and Adam have created together is something unique; and also is something that should be looked at by other companies and replicated with how they treat their employees and creating that connection in a very remote working environment" - Lillian HocevarThe finer details of this episode Postmortem discussion of the Director's RetreatWhen to include family members in company retreatsSelecting the perfect location for retreats that include family membersUltimate goal of company retreatsWhat are the 6 Working Geniuses? How did Summit use this information to help teamsEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
Jul 16, 2021 • 30min
Everything you Need to Know About Cannabis Accounting with Andrew Hunzicker
"The House today introduced a bill to fully decriminalize Cannabis. So, we're moving quickly both state front and federally and we actually saw this with CBD and Hemp legalize completely in 2018. So, there's a decent chance Cannabis will go down this path as well.” - Andrew Hunzicker The finer details of this episode Who and what does Andrew Hunzicker of Dope CFO do?Cannabis Industry as a nicheOpportunities available in the Cannabis IndustryTips and reminders for CPAs and CPA firm owners who are interested to serve this nicheEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netAlliance Virtual Offices website - www.alliancevirtualoffices.com
Jul 1, 2021 • 28min
Tax Lessons Learned with Dave Danic
“Building a team that is eager to dive into some of these multi-state tax issues is one of our lessons”- Dave Danic The finer details of this episode How Summit CPA Group Tax Department is set upShifts that Summit CPA Group made internally the past two years under the Tax DepartmentWhat a does a Tax Manager do?What changes did Summit CPA Group do when managing clients Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netEmail Dave Danic- ddanic@summitcpa.net
Jun 14, 2021 • 34min
Deep Dive with Virtual CFO Client Tiffany Farriss of Palantir
“We were built to a certain kind of project, that they weren't looking from us anymore. We had to really reshape the firm and it was a really painful moment. So we really had to learn and step back.” - Tiffany Farriss The finer details of this episode Growth as an outcome of success not as a metricThe challenges that influenced the changes for PalantirHow long does it take to create a 360 shift within the organizationHow a virtual CFO was able to help them through challenging times Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netPalantir website - www.palantir.net
Jun 2, 2021 • 32min
Developing Systems to Scale Your Business with David Jenyns (Part 2)
“That's what systems do. They enable you to solve problems once, and then the business over can move over to the next problem which should be a higher level” - David Jenyns The finer details of this episode The need for a Business Systems Champion in your organizationHow systems shape business culturesThe impact and change systems bring to a businessGetting your teams onboard with changes in business systems Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netDavid's website - davidjenyns.com
May 17, 2021 • 25min
Developing Systems to Scale Your Business with David Jenyns (Part 1)
“All the business owners that I chat with, every single one of them, I don't think we'd ever had a discussion where we haven't come to the conclusion that business systems are important.” - David JenynsThe finer details of this episode Why business systems are importantHow SYSTEMology is different from process improvement practicesWhat business owners should do to get startedKey practices to adopt for better business systemsEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netDavid's website - davidjenyns.com
