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
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
Dec 7, 2020 • 38min
How To Hold An Effective Meeting with Tom Barrett
Quote“A lot of meetings are ruled by too many subjective opinions and egos, so it’s important to bring in actual objective measures of progress.” - Tom Barrett The finer details of this episode Where Summit CPA has been and where we are going with our meetingsWhat makes a good meetingWhy people hate meetings so muchHow to prevent team members from being distracted during meetingsHealthy conflict and how that can be a good thing in meetingsCreating a meeting agenda and why that is absolutely necessaryThe power in naming your meetingsThe IDS structure and how you can use it to talk through issuesThe role of meeting moderators and why you need one Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
Nov 16, 2020 • 36min
The Importance of Team Retreats with Zach Montroy and Lillian Hocevar
Quote“Taking this time and investment in your team will show dividends in the future.” - Zach The finer details of this episode How to choose the right venues, restaurants, and activities for the group Tips for structuring the content of your company retreat Balancing team-building and business development activities Choosing the right location for your retreat The importance of working with the right team to organize your retreat Budgeting and forecasting to cover your retreat financially Episode resourcesSummit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Contact Lily - lillian@traveluxeofficial.com
Nov 2, 2020 • 31min
Getting the Right People into the Right Seats with Tom Barrett
Quote“The key to keeping employees happy is to get the right people on the bus, the wrong people off the bus, and the right people in the right seats.” - Tom Barrett The finer details of this episode How to keep your employees happy Using accountability charts to get everyone into “the right seat” Processes for transitioning and onboarding employees into their roles Making sure that everyone gets into seats that fit their strengths Seeing people’s potential for leadership or supervising Tips for the interview process to assess potential new team members The importance of solidifying your company values when it comes to getting teammates into the right seat Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions/comments- cpa@summitcpa.net
