『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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  • 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
  • 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
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