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
Dec 28, 2021 • 31min
Best Advice for Remote First Companies
"Just do it. It's one of those things that if you think about it and you try and make it perfect it never will be. No one working in the office will ever be perfect. So (it's always) come out of your comfort zone and step into the risky area and go remote. You just have to do it." - Jody Grunden The finer details of this episode :What to consider and what to prepare for before going remoteHow to start and how to maintain a remote workplaceWhat helped Summit CPA Group? (Tools, processes, people management)People management strategies Summit CPA Group implemented - what works and what doesn't Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
Dec 13, 2021 • 30min
Organization Reinvention with Fabiaan van Vrekhem
"Today, it's about rethinking your business model to adjust to new societal needs because society has evolved, science has evolved, what makes sense and what doesn't make sense in society has evolved and will further evolve." - Fabiaan van Vrekhem The finer details of this episode :Definition of Organization ReinventionWhat approach you need to take when reinventing your organization?What questions to ask and consider before reinventing your organization?The difference between a roadblock and a wrong turnHow organization reinvention impacts people management Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Email Fabiaan - fabiaan.van.vrekhem@accordgroup.bePurchase Fabiaan's book on Amazon - Disruption@Work
Nov 29, 2021 • 28min
Cloud-based Forecasting with Jirav
"This is another really great thing about using an online platform like this - you could have a support person who has never seen your model be able to figure out what's going on in like five or 10 minutes versus like taking all afternoon to figure it out in an Excel." - Martin Zych The finer details of this episode :What is Jirav? How does Jirav help Summit CPA serve our clients better?Why did Summit CPA decide to move to Jirav?How Jirav helps Summit CPA as a cloud-based forecasting solutionWhat are Jirav's features that will make you consider shifting to a cloud-based forecasting solution?Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Jirav website -www.jirav.com
Nov 15, 2021 • 36min
The Great Resignation Part 2
"You have got to understand everyone on your team's unique ability and best and highest contribution and put that to work. Create a place where they can make a meaningful contribution given their motivations and their unique abilities." - Zach MontroyThe finer details of this episode :What to consider if you want to keep your peopleUnderstanding the needs and motivations of peopleCompensation and benefits - how important benefits come into playHow personalization of benefits has helped Summit CPAEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
Nov 1, 2021 • 30min
The Great Resignation
"We're seeing it all across different disciplines, all different types of employment and what we're finding is that people are quitting - and that really started from probably I'd say January and still continuing on through today - where they're quitting for all kinds of reasons" - Jody GrundenThe finer details of this episode What is "The Great Resignation"?What are the reasons behind this phenomenon?What companies can do to take the employee retention to the next level?Finding candidates, the evaluation process and preventing no-shows.Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
Oct 18, 2021 • 33min
Value-Based Pricing with Geraldine Carter
"In order to get at value for your clients, it's helpful to think of the three questions that you can. Why now, why me and why this way. " - Geraldine CarterThe finer details of this episode What is Value-Based Pricing?Why digital agencies should consider Value-Based PricingWhat questions to ask when pricing your services according to valueEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net She Thinks Big website - www.shethinksbigcoaching.com
Oct 6, 2021 • 35min
What Eating Kale Taught Geraldine Carter About the Accounting Profession
"When I look at the accounting profession, same thing, super well-educated well-trained putting in lots of years licensed, and all that. Do they suffer sometimes from the same kind of, let's just say blinders, because they're so well-trained and thinking that the solution has to be complicated and nobody else could possibly come up with it that they walked right past easy solutions." - Geraldine Carter The finer details of this episode What are the 3 main challenges that CPAs and CPA firms usually experience?The kale story and its analogy to the accounting professionFinding simple solutions to pivot your current services and address the challenges that stunt your growth Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net She Thinks Big website - www.shethinksbigcoaching.comSmart Strategy for CPAs - www.smartstrategyforcpas.com
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/
