『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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  • Advisory Skills for CPAs: Moving from Bookkeeping to CFO Services with Hannah Hood

    Advisory Skills for CPAs: Moving from Bookkeeping to CFO Services with Hannah Hood
    2026/07/21

    Most accounting firms have the talent to deliver real CFO-level advisory work. They just have not built the path to get there.

    In this episode, Tom Wadelton sits down with Hannah Hood, VCFO Principal at Anders, to talk about what it actually takes to grow accounting talent from senior accountant to trusted CFO. Hannah has lived the full journey from bookkeeper to controller in industry, to VCFO Principal at one of the fastest-growing advisory practices in the country.

    You’ll hear how Hannah made the mindset shift from doing the work to advising on it, why staying in the weeds is the most common trap for newly promoted CFOs, and how weekly cash flow conversations can become one of the most powerful advisory touchpoints a firm offers small business clients.

    For any firm owner thinking about building stronger teams, pricing subscription services, or moving clients up the advisory value curve, this episode delivers the blueprint.

    Press play on Advisory Skills for CPAs: Moving from Bookkeeping to CFO Services and hear what intentional firm growth looks like from the inside.

    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

    • Hannah Hood: "We are selling trust to our clients more than we are selling accounting work."
    • Tom Wadelton: "The best value in advisory comes from asking really good questions, not from telling the client what you already know."

    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://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/

    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 Partner and 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/

    Hannah Hood is a VCFO Principal at Anders, leading practice operations, onboarding, capacity planning, and team development for the Virtual CFO division. With 20 years of accounting experience spanning bookkeeping, controllership, and public accounting, Hannah brings a ground-level understanding of what it takes to grow accounting professionals into high-performing advisory practitioners. She also co-hosts the Young CPA Success Show.

    Website: https://anderscpa.com/about/your-anders-team/hannah-c-hood/

    LinkedIn: https://www.linkedin.com/in/hannahchood/
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    46 分
  • Future-Proof Your Business Before AI Wins with Tom Wadelton and Adam Hale

    Future-Proof Your Business Before AI Wins with Tom Wadelton and Adam Hale
    2026/07/07

    The accounting profession is opening up. The firm owners who see that clearly right now are the ones who will come out ahead.

    Tom Wadelton and Adam Hale share key takeaways from the LEA (Leading Edge Alliance) North American Regional Conference 2026, one of the top CPA firm conferences in the industry. They cover what the profession's biggest thinkers are saying about where accounting firms are headed. Tom and Adam discuss how large firms are quietly shifting their workforce offshore and upskilling those teams to handle higher-level advisory work.

    You’ll hear why the traditional apprenticeship model is breaking down and what it means for hiring, training, and the future of intern classes at CPA firms. On the AI front, Tom and Adam go beyond the hype. They talk about using AI to improve client deliverables, how meeting transcripts and AI-generated summaries are changing financial storytelling, and why human expertise still has a clear edge over AI knowledge alone.

    Tune in to the full episode of Future-Proof Your Business Before AI Wins with Tom Wadelton 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: "Double down on your value proposition. In any big seismic shift, that is where you should be spending your time."
    • Tom Wadelton: "When information becomes abundant, trust becomes scarce. That is where firm owners have to step up."

    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://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/

    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 Partner and 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 Virtual CFO Practice Leader 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
  • How to Master Cash Flow With AI and Value Pricing with Mark Wickersham

    How to Master Cash Flow With AI and Value Pricing with Mark Wickersham
    2026/06/09
    AI is shrinking the time it takes to do accounting work and for firm owners still billing by the hour, it is quietly shrinking their revenue, too. Mark Wickersham, mentor to over 400 accountants at Value Pricing Academy Ltd, tackles the two skills separating profitable accounting firms from overworked ones: value pricing and AI. Mark has spent 25 years teaching accountants how to stop trading hours for dollars. He has also spent the last few years showing nearly 600 accountants how to use AI to do more with less. Mark explains the psychology of price anchoring and how firm owners can frame their value so clients see it clearly. He also makes the case for why AI makes value pricing non-negotiable because when AI cuts delivery time, hourly billing cuts revenue right along with it. From there, Mark walks through how to start with agentic AI without getting overwhelmed and how to keep the human connection strong while using AI in advisory work.Firm owners who are tired of tight cash flow, long hours, and pricing that feels like a ceiling will find real, actionable direction in this episode. Press play on How to Master Cash Flow With AI and Value Pricing with Mark Wickersham.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/ QuotesMark Wickersham: “AI lets firms create more value for clients in less time, which means stronger margins and healthier cash flow.”Tom Wadelton: “If AI helps us spend less time explaining numbers and more time advising clients, that’s where the real value starts.”Mark Wickersham is a mentor to over 400 accountants at Value Pricing Academy Ltd. With over 30 years in accounting, he built and sold his own firm, authored multiple books on value pricing, and has spent 25 years teaching firm owners how to price for value, not time. Today he mentors nearly 600 accountants on using AI to automate work, boost productivity, and move up the value curve.LI: https://www.linkedin.com/in/markwickersham1/?isSelfPro Value pricing: SkoolValue Pricing AcademyAI and ChatGPT: SkoolAI CommunityAI Academy: SkoolAI AcademyMark's eBook: The-ai-communityThe 5 AI Tools Smart Accountants Are Using — Free eBook 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 Partner and 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/
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    46 分
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