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
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
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
