『The Modern CPA Success Show』のカバーアート

The Modern CPA Success Show

The Modern CPA Success Show

著者： Summit Virtual CFO by Anders
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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.© 2026 The Modern CPA Success Show マネジメント マネジメント・リーダーシップ 経済学
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  • Why Smaller CPA Firms Have the AI Advantage with Joey Kinney and Adam Hale

    Why Smaller CPA Firms Have the AI Advantage with Joey Kinney and Adam Hale
    2026/09/01

    Most accounting firm owners assume the big, PE-backed players have an unbeatable head start on AI.

    In this state-of-the-industry conversation, Joey Kinney, Virtual CFO at Anders, pinch-hits for Tom Wadelton and sits down with Adam Hale, Partner at Anders, for an unscripted look at where AI is actually changing accounting advisory work right now. Fresh off a live Basis AI conference with the top 100 firms in the room, Adam explains why smaller, faster-moving firms may have more room to close the gap than anyone expects. From there, the conversation covers what happens when clients start showing up with their own AI-built financial analysis, why tracking 50 KPIs is the same as tracking none, how the COO role is quietly folding into the CFO seat, and why Adam believes the traditional CPA firm staffing pyramid is about to flip into a diamond.

    They also get into an honest conversation about trust: what it actually takes for a young, AI-fluent advisor to be believed in the room. If you're trying to figure out how AI changes your firm's pricing, staffing, and advisory model over the next year, this episode is a working session, not a keynote. ▶️ Why Smaller CPA Firms Have the AI Advantage with Joey Kinney and Adam Hale.

    Episode resources:
    ● Website:     https://anderscpa.com/
     ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com
    ● Check out the Virtual CFO Playbook Course:     https://anderscpa.com/virtual-cfo-services/vcfo-playbook/

    Quotes:

    • Adam Hale: "One of the biggest takeaways is they're not very far ahead either, in this entire space. Smaller firms really have an opportunity here to make up a lot of ground."
    • Joey Kinney: "If you're tracking 50 KPIs, you're tracking no KPIs, because you don't have any KPIs at 50."

    About the Hosts

    Joey Kinney, CPA, pinch-hits as host for this episode. He's a Virtual CFO at Anders. Coming from an accounting family, Joey began learning about basic accounting principles from his parents as a teen. From there, he continued to build his experience by taking on a variety of roles in the accounting and financial industry. Joey enjoys helping business owners navigate the ever-changing business landscape. He loves being a trusted advisor who can help his clients achieve their personal and professional goals.

    LinkedIn: https://www.linkedin.com/in/joey-kinney-cpa-60658188/

    Adam Hale, CPA, Partner and Managing Director of Advisory at Anders, is dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses.

    Website: https://anderscpa.com/about/your-anders-team/#adam-hale
    LinkedIn: https://www.linkedin.com/in/adamhalecpa/

    Tom Wadelton is out this episode, back next time.

    About the Show

    The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

    Website: https://www.buzzsprout.com/2458888
    Facebook: https://www.facebook.com/AndersCPA
    LinkedIn: https://www.linkedin.com/company/anders-cpa/
    Instagram: https://www.instagram.com/anderscpa/
    YouTube: https://www.youtube.com/@andersvcfo

    #VirtualCFO #AccountingAI #CPAFirmGrowth
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    44 分
  • How to Build a CPA Firm That Attracts Buyers with Brannon Poe

    How to Build a CPA Firm That Attracts Buyers with Brannon Poe
    2026/08/18
    Most CPA firm owners know their revenue. Far fewer know how a buyer would value the business behind it.Brannon Poe, founder of Poe Group Advisors, joins Tom Wadelton and Adam Hale to break down the factors that make an accounting practice more attractive to buyers. After working on hundreds of CPA firm sales and acquisitions, Brannon has seen which operational decisions strengthen value and which ones create risk during a transition. He explains why profitability and owner dependency are the two metrics firm owners should watch most closely. He also shares why virtual firms can attract a wider buyer pool, why headline offers can be misleading, how niches and technology influence value only when they improve results, and what owner hours reveal about the strength of the team. Tune in now and hear insights that shift the way you think about building a firm that's ready to sell. ▶️How to Build a CPA Firm That Attracts Buyers with Brannon Poe. Episode resources:● Website: https://anderscpa.com/● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com● Check out the Virtual CFO Playbook Course:https://anderscpa.com/virtual-cfo-services/vcfo-playbook/● Explore Poe Group Advisors: https://poegroupadvisors.com/● Email Poe Group Advisors: info@poegroupadvisors.comQuotesBrannon Poe: “The things that you can control are the profitability of the practice and the owner dependency.”Adam Hale: “It is about creating that competitive market, not just for the best price, but the best fit.”Brannon Poe founded Poe Group Advisors and has been guiding accounting practice transitions since 2003. He pioneered the firm's consulting-based approach, now known as The Seamless Succession™. He began his career as an auditor at Ernst & Young, then spent several years in auditing and tax preparation at the regional firm Elliott, Davis & Company, before becoming a shareholder in a family-owned business and a founding shareholder in a manufacturing startup.He's the author of "Accountant's Flight Plan: Best Practices for Today's Firms" (published by the AICPA and CPA Canada) and "How to Prepare Your CPA Firm for Sale," among other books. He speaks regularly at national and regional accounting conferences and hosts The Accountant's Flight Plan Podcast.Brannon Poe, has been helping accounting firm owners navigate major transitions since 2003, pioneering the firm's consulting-based approach known as The Seamless Succession™. Visit poegroupadvisors.com to learn more, email him at info@poegroupadvisors.com, or connect with him on LinkedIn. Learn More About Poe Group Advisors:Instagram: https://www.instagram.com/poegroup/Facebook: https://www.facebook.com/PoeGroupAdvisors/#X: https://x.com/poegroupadvisorYoutube: https://www.youtube.com/channel/UCniu-SWqezXDabYtGMXK9IwLinkedIn: https://www.linkedin.com/company/poe-group-advisors/The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://www.buzzsprout.com/2458888 Facebook: https://www.facebook.com/AndersCPA LinkedIn: https://www.linkedin.com/company/anders-cpa/ Instagram: https://www.instagram.com/anderscpa/ YouTube: https://www.youtube.com/@andersvcfo Tom Wadelton is a Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions.Website: https://anderscpa.com/about/your-anders-team/#thomas-d-wadelton LinkedIn: https://www.linkedin.com/in/tomwadelton/ Adam Hale, CPA, is a Partner and Managing Director of Advisory at Anders, dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses. Website: https://anderscpa.com/about/your-anders-team/#adam-hale LinkedIn: https://www.linkedin.com/in/adamhalecpa/
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    52 分
  • How AI Is Forcing Accounting Firms to Rethink Pricing with Shawn Yeager

    How AI Is Forcing Accounting Firms to Rethink Pricing with Shawn Yeager
    2026/08/04
    AI is changing more than the speed of accounting work. It is changing what firms can sell and how clients measure value.Shawn Yeager, founder of Upshift, joins Tom Wadelton and Adam Hale to discuss how AI is reshaping pricing and service design across professional services. After three decades commercializing emerging technology, including work on Microsoft’s first browser team, Shawn now helps firms turn AI from an internal efficiency project into a commercial strategy.Shawn explains why the billable hour as a unit of value is changing, how firms can separate routine work from judgment and trust, and why advisory should be packaged around specific outcomes rather than broad labels. He also shares a four-quadrant approach for reviewing service lines, a product-market fit process for testing new offers, and why firms should build their context and workflows instead of chasing every new AI tool.Accounting firm owners concerned about margin compression, commoditization, or where to invest next will find practical direction in this episode. Tune in to How AI Is Forcing Accounting Firms to Rethink Pricing with Shawn Yeager.Episode resources:● Website: https://anderscpa.com/● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com● Check out the Virtual CFO Playbook Course:https://anderscpa.com/virtual-cfo-services/vcfo-playbook/QuotesShawn Yeager: “Billing by the hour will likely outlive us all, for good or bad, but the billable hour as a unit of value is forever changed.”Adam Hale: “I think now we’ve got to move from insights to action.”Shawn Yeager is the founder of Upshift, where he helps professional services firms commercialize AI. He has spent three decades commercializing emerging technology, beginning on Microsoft’s first browser team and continuing through cloud infrastructure, IoT, digital payments, and AI. Along the way, he has generated more than $300 million in revenue and now advises founders and startup boards.Learn more about Upshift and explore their free assessment and pricing calculator at upshiftco.com. LI: https://www.linkedin.com/in/shawnyeager/The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://www.buzzsprout.com/2458888 Facebook: https://www.facebook.com/AndersCPA LinkedIn: https://www.linkedin.com/company/anders-cpa/ Instagram: https://www.instagram.com/anderscpa/ YouTube: https://www.youtube.com/@andersvcfo Tom Wadelton is a Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions.Website: https://anderscpa.com/about/your-anders-team/#thomas-d-wadelton LinkedIn: https://www.linkedin.com/in/tomwadelton/ Adam Hale, CPA, is a Partner and Managing Director of Advisory at Anders dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses. Website: https://anderscpa.com/about/your-anders-team/#adam-hale LinkedIn: https://www.linkedin.com/in/adamhalecpa/
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    49 分
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