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.

The Modern CPA Success Show
Claim This Podcastby Summit Virtual CFO by Anders
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Podcast Overview
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.
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Publishing Since
10/22/2019
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Recent Episodes

May 12, 2026
The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver
AI is already here. If you are still billing by the hour and running your team on timesheets, you are building on a foundation that is cracking fast. Blake Oliver, Founder and CEO of Earmark and one of Accounting Today’s top 100 most influential people, talks about the billing revolution happening right now in accounting. Blake breaks down why the billable hour is the root of inefficiency in accounting firms, how AI agents are replacing routine staff work, and what the future of fixed-f...

April 28, 2026
Smarter Capacity Planning For Growing CPA Firms with Terrell Turner
Host Terrell Turner, co-founder of TL Turner Group, shares a manufacturing-inspired framework for CPA firms to master capacity planning and confidently scale client services.

April 15, 2026
People You Should Know: Ryan Lazanis
Host Amanda Aguillard interviews Ryan Lazanis, CPA and founder of Future Firm, about building a scalable accounting business by selling transformations and valuing services.
151 total episodes available with 17 transcripts
Recent guests on The Modern CPA Success Show
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Scotty Scarano
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Ahikam Kaufman
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Amy Bridges
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Chantal Cornelius
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Adam Hale
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Hannah Hexed Hood
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Adam Haunted Hale
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Joey Killing Kenny
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