Shows
Creative Agency Success ShowAmplifying Human Potential In Your Business with AI SupportYou don’t need more hands—you need better tools. For service-based small business owners, AI can lift the burden of repetitive tasks, helping your team do more of what moves the needle In this episode of The Creative Agency Success Show, we sit down with Ed Krystosik, Co-Founder of RAC Projects AI, to unpack the real-world strategies for integrating AI into small businesses. From streamlining workflows to navigating compliance risks, Ed shares how AI can support your people, sharpen your processes, and fuel sustainable growth. Key Takeaways:Supp...
2025-08-2042 min
The Modern CPA Success ShowSafeBooks AI: How AI is Shaping the Future of Small Business CFOs? With Ahikam KaufmanIn today's rapidly evolving financial landscape, small business CFOs are navigating complexities that demand more than spreadsheets and manual processes.In this episode of The Modern CPA Success Show, Ahikam Kaufman, co-founder and CEO of SafeBooks AI, explains how AI is transforming financial operations, enhancing data integrity, and streamlining decision-making. With over 20 years of experience in Fintech and corporate finance, Ahikam shares practical insights on using technology to elevate CFO strategies beyond traditional boundaries.From automating transaction monitoring to strengthening financial data governance, Ahikam discusses real-world solutions that empower CFOs to focus on s...
2025-05-1342 minThe Modern CPA Success ShowPreparing Your Business for SaleWhen the time comes to consider selling, it’s easy to feel buried in uncertainty and daily chaos. How do you prepare your business for sale?In this episode, Tom Wadelton and Adam Hale from Summit Virtual CFO by Anders walk you through what it really takes to prepare your business for sale. They share straightforward insights into how to think beyond putting out daily fires and start making strategic moves that increase the value of your business. Adam and Tom break down key valuation metrics like EBITDA, what buyers are...
2025-04-1543 minCreative Agency Success ShowWhat's a Maturity Model Anyway?Creative Agency Success Show (Episode 144): “A maturity model isn't a report card, it's about understanding where your decision-making capabilities are.” - Jamie NauIn this episode of The Creative Agency Success Show, Jamie Nau and Jody Grunden pull back the curtain on how small business owners can move from just getting by to truly thriving. They’ve spent the last eight months crafting a maturity model designed to help you assess where your business stands in five key areas: cash management, forecasting, profitability, sales outlook, and financial reporting.
2025-04-0824 minThe Modern CPA Success ShowHow CPA.com Revolutionized CAS with Amy BridgesMany firms find themselves delivering outsourced accounting but struggling to break into true advisory work. In this episode of The Modern CPA Success Show, Amy Bridges, Senior Manager of CAS Professional Services at CPA.com, shares how firms like yours can build a thriving CAS practice that’s scalable, efficient, and impactful.Amy's journey into the world of CAS is anything but ordinary. With a background in mathematics, software, and education, she brings a unique perspective to how firms can leverage technology and str...
2025-04-0141 minCreative Agency Success ShowMastering the Art of Agency Growth: Lessons from Brad FarrisEpisode Title:Mastering the Art of Agency Growth: Lessons from Brad FerrisEpisode Summary:In this episode of "The Creative Agency Success Show," hosts engage with Brad Farris from Anchor Advisors, a seasoned expert with over 20 years in the marketing and creative agency space. The discussion centers on scaling agency businesses, highlighting the importance of strategic hiring, financial planning, and maintaining cash reserves. Brad shares insights on the differences between consulting and coaching, emphasizing the empowerment of agency owners to find their own solutions. Success stories and challenges are discussed, offering practical advice...
2025-01-0633 minCreative Agency Success Show2024 Year in ReviewEpisode Title: 2024 Year in ReviewEpisode Notes:In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member."It’s super common for us to go into a conference and have someone say, "Hey, I love that podcast you’re on." It’s really cool, and we really enjoy it." – Jody GrundenThe finer details of this epis...
2024-12-3037 minThe Modern CPA Success Show2024 Year in ReviewIn our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member."If we have the ability to make our clients feel like heroes, that’s a complete home run. For me, that was very impactful and has changed the way we present things." – Tom WadeltonThe finer details of this episode:Personal anecdotes and reflections on podcasting experiences.Highlights of me...
2024-12-3037 minCreative Agency Success ShowRiding the Entrepreneurial Rollercoaster: Insights from Tom ConlonEpisode Title:Riding the Entrepreneurial Rollercoaster: Insights from Tom ConlonEpisode Summary:In this episode, the hosts engage with Tom Conlon, founder of North Street Creative, to discuss his entrepreneurial journey and the cyclical nature of business. Tom shares insights on the challenges of running a creative agency, emphasizing the importance of adaptability and timely decision-making. He recounts the impact of economic cycles on business operations and the significance of maintaining strong banking relationships. The conversation also covers the role of structured operating systems like EOS in achieving strategic goals and the necessity...
2024-12-1734 minThe Modern CPA Success ShowWhy Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level!Title:Why Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level!Quote:"My clients had and still have amazing reputations in what they do. Most of them don't need huge numbers of new clients; it's more about reputation management and keeping the marketing ticking over." -Chantal CorneliusSummary:In this episode of the Modern CPA Success Show, the host and Tom Walton, a virtual CFO at Anders CPA and Advisors, engage with Chantal Cornelius, founder of Appletree Marketing and author of "Stand Out Strategies."...
2024-12-0946 minCreative Agency Success ShowFrom Clicks to Conversions: The Power of Retargeting in Digital Marketing with Zaid Ammari“The good thing about retargeting is that most of the sales don't actually come from people clicking on the ad. They come from people seeing the ad and then either Googling the company or typing in the URL in the browser.” – Zaid Ammari The finer details of this episode:Marketing strategies focused on paid advertising and retargeting.The significance of understanding data analytics in marketing.Explanation of retargeting and its psychological impact on consumers.Common mistakes businesses make in retargeting campaigns.The importance of lead quality over quantity in marketing efforts.The role of Google A...
2024-12-0235 minThe Modern CPA Success ShowHow Can Effective Cash Flow Management Transform Your Business?"As an owner of a business, it’s really nice to have control, knowing what’s coming in, what’s going out, and how much cash I have." -Adam HaleSummary:In this episode of the Modern CPA Success Show, hosts Tom and Adam discuss their firm's cash flow management service. They highlight the critical role of cash flow in business health, distinguishing it from financial forecasting. Their service includes a 13-week cash flow forecast, regular cash flow meetings, and detailed tracking of accounts receivable and payable. Emphasis is placed on the importance of reconciling bank a...
2024-11-2511 minCreative Agency Success ShowNavigating Mergers and Acquisitions in Creative Agencies with Jonathan Baker“We try to help the sellers understand what the buyer's long-term vision is, what changes they expect to make, and over what period of time, because all of these things have implications on the business but also on emotions.” – Jonathan Baker The finer details of this episode:Overview of mergers and acquisitions (M&A) in the creative agency sector.Importance of preparation for agency owners considering M&A.Insights on valuation factors influencing agency sales.Discussion on the current M&A landscape and market trends.The significance of maintaining clean financial records for M&A readi...
2024-11-1828 minCreative Agency Success ShowFrom Clicks to Conversions: The Power of Retargeting in Digital Marketing with Zaid Ammari“The good thing about retargeting is that most of the sales don't actually come from people clicking on the ad. They come from people seeing the ad and then either Googling the company or typing in the URL in the browser.” – Zaid Ammari The finer details of this episode:Marketing strategies focused on paid advertising and retargeting.The significance of understanding data analytics in marketing.Explanation of retargeting and its psychological impact on consumers.Common mistakes businesses make in retargeting campaigns.The importance of lead quality over quantity in marketing efforts.The role of Google A...
2024-11-1835 minThe Modern CPA Success ShowDefining Service Packages: A Comprehensive Guide for Modern Accounting Firms"If you want to understand your pricing, I need to know what your service packages are. If you want to understand how you're going to onboard a client, I need to know what your service package is." - Adam HaleThe finer details of this episode:● Importance of service packages for accounting firms, focusing on clarity in offerings, pricing, and alignment with target client segments to enhance relevance and value.● Structuring service packages using a "small, medium, large" model to cater to different client needs, manage resources, and improve client onboarding and communication.
2024-11-1117 minCreative Agency Success ShowUnlocking Exit Readiness: How to Prepare Your Agency for a Successful Sale with Phil Daniels“It's never too early to start planning because you never know when that end is going to be. Operate with optimism. There's a lot of activity that's really unprecedented in the industry right now, and I think for the years ahead, it's going to be very good for agency owners who build really solid, predictable, nice operating practices.” – Phil Daniels The finer details of this episode:Overview of mergers and acquisitions (M&A) in the agency sector.Insights on exit readiness for agency owners.Discussion of motivations for agency owners considering a sale.Current trends i...
2024-11-0436 min
The Young CPA Success ShowHow is Anders Recruiting Transforming the Landscape for Young Accountants? With Trey Meier“One thing that I love so much about this firm is that you've got the resources and the leadership to back you up when it comes to trying something new.” – Trey Meier The finer details of this episode:Current state of recruiting at Anders accounting firmFirm's growth and expansion beyond St. LouisStrategies for attracting entry-level and experienced professionalsImportance of company culture and professional development opportunitiesAdaptability to remote work and creating a welcoming environmentNetworking and relationship-building initiatives for young professionalsDifferences in recruiting strategies for various candidate experience levelsEmphasis on personal attention and treating employees as individu...
2024-11-0437 minThe Modern CPA Success ShowHow Client Accounting Services Are Redefining the Role of Accountants in Business Growth"They swapped out ‘accounting’ for ‘advisory’ in CAS, but I still believe it’s 'client accounting and advisory services.' At scale, especially with small businesses, it’s hard to separate the two. You need a foundational understanding of their accounting model to help architect it in a way that truly tells their story." – Adam Hale The finer details of this episode:The shift from compliance work to advisory roles in accounting.Differences between traditional accounting firm structures and mature CAS practices.Importance of leveraging resources and delegating tasks within accounting firms.Financial metrics and profitabili...
2024-10-2821 minCreative Agency Success ShowThe Best Strategies for Nurturing Client Relationships with Adam Kurzawa”When I think about sales, it's really nurturing relationships and manufacturing opportunities. That is your job all day, every day.” - Adam KurzawaThe finer details of this episode:Insights on business development strategies for creative agencies.Emphasis on nurturing existing client relationships for agency growth.Discussion on effective outreach efforts and relationship-building in sales.Importance of hiring for business development roles, focusing on soft skills and industry knowledge.Strategies for identifying growth opportunities within current clients.Challenges and considerations in the hiring process for sales positions.The significance of maintaining personal connections in business.Epis...
2024-10-2140 minThe Modern CPA Success ShowUnlocking Profitability: Embrace Advisory Services and Client-Centric Solutions with Simon Severino“If you're only working in the business, you're doing it wrong. Cut your activities in half. You have to free up time to think about the business, to work on the business.” – Simon SeverinoThe finer details of this episode:• Transition from traditional tax-based practices to advisory-oriented services in accounting.• Challenges faced by accounting firms in defining and marketing their services.• Importance of understanding client needs and delivering tailored solutions.• Decoupling time from value in professional services to enhance profitability.• Strategies for effectively packaging and pricing advisory services.• The role of marketing in diffe...
2024-10-1444 minCreative Agency Success ShowUsing a Forecast for Growth: A 2019 Episode About One Client’s Growth Revisited“Having a strong forecasting process really should make it easier to eliminate things—like knowing if the seventh project is really one of the top seven things we need to do to hit our goals.” – Tom Wadelton “When you build a budget, you're creating a plan for the next year, and then things happen. No one really expects a pandemic to happen, but things do happen. The question is, how do you adjust?” – Jamie Nau The finer details of this episode:Importance of dynamic forecasting over static budgetingClient's growth journey and challenges d...
2024-10-0719 minThe Modern CPA Success ShowMastering Excel: Essential Skills and Strategies to Boost Efficiency with Jeff Lenning“I love Excel. It's helped me save so much time over the years, and when I began thinking about Excel more like an employee that I can delegate stuff to, it helped me save an incredible amount of time.” – Jeff LenningThe finer details of this episode:• Strategies for leveraging Excel to improve efficiency• Continuous learning and development in Excel• Common pitfalls and challenges in Excel usage• Mindset shift from "if" to "how" in using Excel• Role of AI in enhancing Excel skills• Structure and offerings of Excel University• Key Excel functions and...
2024-09-3041 minCreative Agency Success ShowStrategies for Business Owners to Leverage Podcast Guest Appearances with Julie FryImportance of podcasting for business ownersEnhancing visibility and credibility through podcast appearancesNetworking opportunities provided by podcastingRole of podcast guest booking agencies in facilitating appearancesContent repurposing strategies for maximizing podcast impactOvercoming imposter syndrome in podcastingEngaging team members in podcasting for brand representationProcess of working with a podcast guest booking agencyPersonal anecdotes and experiences related to travel and confidenceResources for preparing to be an effective podcast guest Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletterDigital Dollars and Cents: A Virtual CFO’s Pl...
2024-09-2326 minThe Modern CPA Success ShowTips for Building a Firm Worth Growing: Ideal Clients and Strong Networks with Michael Clarke“The smartest people in the world know where their expertise ends and someone else's begins. We all need to understand that because if we're on the right team, everybody wins.” – Michael ClarkeThe finer details of this episode:• Transitioning from individual-centric practices to sustainable business models in professional services.• Importance of teamwork and collaboration among professionals serving the same clients.• Common mistakes made by professional service providers in managing their firms.• Strategies for building trust and effective communication with clients.• The significance of understanding and targeting ideal clients for growth.• The role of support st...
2024-09-1646 minCreative Agency Success ShowThe Most Essential Tips for Personal Branding on LinkedIn with Donna Serdula“If you sit down and really make sure that your profile resonates and is truly you, it feels good, and you smile. Ultimately, you become a person who doesn't have to look for a job. Jobs find you. You become a person whose phone rings because there are opportunities, because people know you, remember you, have worked with you, and they want to work with you again.”—Donna Serdula The finer details of this episode:Importance of personal branding on LinkedInShift in perception of the platformChallenges of creating and maintaining a professional presenc...
2024-09-0949 minThe Modern CPA Success ShowNavigating the Complexities of Financial Planning for Business Owners with Adam Koós“Procrastination is a huge problem, but the bigger problem is the lack of awareness of the need for owners to start planning now, whether you're selling in three years or 13 years.” – Adam Koós The finer details of this episode:Financial strategies for clients with appreciated propertiesChallenges faced by business owners in managing real estate assets and company structuresTax implications of selling a business and recasting financialsImportance of proactive financial planning and business transition for business owners Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have quest...
2024-09-0246 minCreative Agency Success Show"How Can Agencies Achieve Better Alignment Between Sales and Project Management?:" with Rachel Gertz"Alignment is going in the same direction, fighting for the same things, and looking at the same big picture together.” – Rachel GertzThe finer details of this episode:● Importance of project management and operations in digital agencies and creative studios● Challenges in project management and the need for alignment between sales and project management● Solutions to improve communication and alignment between departments● Importance of understanding client goals and business objectives during the sales process● Concept of time in the sales process and optimizing operations for long-term efficiency● The three questions of project...
2024-08-2637 minThe Modern CPA Success ShowRedefining Financial Planning and Reporting for Small Businesses and Startups with Blagoja Hamamdjiev“The reason I started Modeliks is because it took me three weeks to create a proper financial model in Excel for every new client. With our predefined financial model template, you have that handed to you on a plate.” – Blagoja HamamdjievThe finer details of this episode:Discussion about business planning and financial reporting software for startups and small businessesMain features of Modeliks software, including financial planning, budgeting, and advisory servicesImportance of driver-based financial planning and its impact on business resultsCost-effectiveness and pre-defined financial model templates by industry within the softwareIntegration of financial tables and charts...
2024-08-1948 minCreative Agency Success ShowVCFO Deep Dive: Jason Swenk“Standing out is great, but conversion is crucial.” – Jason Swenk It’s hard to build a business if you don’t invest in systems.” – Jason Swenk The finer details of this episode:Analysis and insights on building a strong email listSales cycle and close percentageUnique marketing strategiesImportance of systems in building a successful businessConcept of "land and expand"Effectiveness of email marketing campaignsProviding quick financial statements with industry comparisonImportance of creativity and innovation in marketing strategies Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Love our content...
2024-08-1232 minThe Modern CPA Success ShowStrategies for Revolutionizing Client-Centered Financial Advisory with Tyson Ray“The total relationship is about making life better for the client, focusing on what they need in the next 6 to 12 months, and helping them prioritize their financial decisions.” –Tyson RayThe finer details of this episode:The concept of the "total relationship" in financial planningThe importance of understanding clients' short-term goals and concernsThe role of wealth advisors in understanding clients' motivations and aspirationsProactive planning and collaboration between financial advisors, CPAs, and attorneysEducating clients about tax planning, investment decisions, and trade-offsSeeking deeper, more fulfilling connections beyond just financial mattersEpisode resources:Summit Virtual CFO by And...
2024-08-0545 minCreative Agency Success ShowScale Your Agency and Build a Strong Community with Jason Swenk“As you're building your business, you're building your agency, you're going to realize that there's some prospects that are just not right. You have to go through that Vegas buffet and get sick and food poisoning because you overate and you ate a lot of the bad shit and you tell yourself, ‘I'm not going to eat those raw craw legs anymore.’” -Jason Swenk The finer details of this episode:Jason Swenk's journey from agency owner to consultant and mastermind leaderImportance of knowing target audience and sales process for agency successValue of creating a community...
2024-07-2937 minThe Modern CPA Success ShowThe Partner Every Firm Needs: Simplifying Business Startup and Compliance with Nellie AkalpEpisode Notes:“Our mission is to educate, inspire, and support accountants, financial advisors, and CFOs who are representing a client with a need for any type of entity filings, entity setup, entity expansion, or payroll tax registration services.” – Nellie AkalpThe finer details of this episode:Services offered by CorpNet and their benefits for accountants and clientsChallenges faced by accountants in providing comprehensive services to their clientsImportance of accountants offering entity filings, setup, expansion, and payroll tax registration servicesCorpNet’s partner program and its benefits for accountantsManaging compliance requirements for clients' business entitiesBenefits of outso...
2024-07-2253 minCreative Agency Success ShowVCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett“After almost 20 years of doing that nonstop, I started to lose myself a little bit. I started to wonder, is this what I want to do for the next chapter of my life? Is there something else out there for me? When I looked around in corporate America, what I realized and what I saw was that there were a lot of people like me. I really wanted to get off autopilot. I felt like nobody in my life was getting the best part of me.” – Traci Barrett The finer details of this episode:
2024-07-1543 minCreative Agency Success ShowVCFO Deep DiveEpisode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletterDigital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddc Timestamps:The podcasting journey (00:00:14)Jamie recounts the evolution of the podcast, from its humble beginnings to its current loyal listener base. Introduction of the new podcast format (00:01:04)Jamie introduces the n...
2024-07-1109 minThe Modern CPA Success ShowNavigating Work-Life Balance: A Candid Conversation on Stress in the Workplace with Joey Kinney“In the American workplace, 80% of workers feel stress on the job, and nearly half say they need help in learning how to manage stress. If your people are stressed and they're not talking to you about it, that's a clue that you need to change something in your organization.” – Joey KinneyThe finer details of this episode:●Stress management in the workplace and at home●Challenges of setting boundaries and prioritizing tasks in work-life balance●Impact of stress on personal lives and managing competing interests●Role of leaders in addressing recu...
2024-07-0836 minCreative Agency Success ShowA Deep Dive into Leadership, Problem Solving, and Team Engagement with J. Scott“Shifting from advocacy to inquiry is really important, and I think most leaders today are probably advocacy heavy because it's the model that we see most.” – J. Scott The finer details of this episode:Importance of leading the way in marketing and working with clientsTransforming high-potential individuals into high-functioning teamsRationalizing tasks and initiatives to align with customer satisfaction, team member satisfaction, and profitabilityChange management and involving stakeholders in driving changeApproach to problem-solving and decision-making in leadershipBalancing advocacy and inquiry in leadership and marketingInvolving team members in leadership meetings and problem-solving process Episode...
2024-07-0133 minThe Modern CPA Success ShowHow Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?“Your Spidey sense has to be high during onboarding. If you start to sense frustration from the client, there might be something else that you need to dig into. I might send them a quick note and say, ‘hey, do you mind if we talk tonight?’ and I offer up my cell phone number. I've never had a client abuse it. In fact, as you start to build those relationships, they'll text you just like your friends; they don't talk business. It's really important that you establish that relationship and that connection.” – Adam HaleThe finer details of...
2024-06-2430 minCreative Agency Success ShowNavigating Digital Marketing Trends: Insights from Industry Events with Hannah Hood“Clients don’t want to ask us for new ideas; they want us to come to them with new ideas.” Hannah HoodThe finer details of this episode:● Shortening of the sales cycle indicating a positive shift in the industry● Trend of clients seeking specialized services from agencies● Emphasis on the need for agencies to specialize and market their expertise effectively● Importance of being proactive in presenting new ideas to clients and pricing services based on value● Significance of building trust with clients and maintaining long-term relationships● Communication of the value of age...
2024-06-1720 minThe Modern CPA Success ShowStrategies for Setting Boundaries and Managing Scope in Advisory Work with Chris Papin“Spending time onboarding can be tough for firms because it's not billable, but it is probably more important for the value proposition.” – Chris PapinThe finer details of this episode:Scoping, setting boundaries, and having next step conversations with clientsSubscription-based model and building slack into engagementsManaging scope creep in advisory workImpact of economic changes on client needsAligning client and firm expectationsImplementing change orders for additional servicesOnboarding and spending time on non-billable activitiesEpisode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest...
2024-06-1044 minCreative Agency Success ShowUnleashing the Power of Delegation: HR Insights and Leadership Strategies with Vicky BrownEpisode Notes:“Delegation is challenging; it requires a lot of thought process and a lot of preparation. But you shouldn’t try to do everything on your own; use your team. Delegation is about giving them enough information so that they know what the end goal is.” Vicky BrownThe finer details of this episode:Importance of supporting managers and helping them grow their leadership skillsChallenges of delegation and setting boundaries in leadership rolesEmphasis on teamwork and collaboration within a businessCreating a culture of trust and open communication within the organizationUnderstanding implications of being a mult...
2024-06-0334 minThe Modern CPA Success ShowThe Most Powerful Accounting Tool That You’re Not Using with Jeff Bartsch“These aren't just numbers; numbers represent things that people care about, and when you start thinking about it that way, that's when you get clients who stay with you for life.” –Jeff BartschThe finer details of this episode:Importance of storytelling and communication skills in the accounting industryStrategic use of storytelling, empathy, and understanding deeper motivations of clients in the context of financial numbers and business strategyThe role of communication skills in human connection, client retention, team management, and business growthThe core outcome of storytelling as human connection and building trust Episode...
2024-05-2745 minCreative Agency Success ShowSales 'Snacks' for Creative AgenciesSales is the engine of any agency, but oftentimes it's the hardest part to grow and scale when you move from a founder-centric shop to a full marketing organization. The clips in this episode offer some of the best pieces of advice our hosts of the Creative Agency Success Show have gathered, provided to you in bite-sized form, so that you can digest and try your favorites. The finer details of this episode:Who makes a good salesperson? -- with Diane HelbigHow to warm up your cold calls -- with Nikki RauschWhat to do w...
2024-05-2044 minThe Modern CPA Success ShowCrafting Financial Narratives: Strategies for Storytelling in Accounting with Soufyan Hamid“Telling the story behind the figures is not about compliance; it's about triggering an action in the heads of business owners.” –Soufyan HamidThe finer details of this episode:Importance of storytelling in financePractical tips for effective financial communicationTransforming financial data into compelling narratives Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCheck out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/https://soufbp.com/ Timestamp...
2024-05-1345 minCreative Agency Success ShowPipeline Meetings: Why A CFO Helps Agencies Accelerate Growth with Hannah Hood“As a little bit of contextual background for our listeners, if you don't already know, as a part of the suite of meetings and services that we offer our clients, we are in what we call our pipeline meeting. During these meetings and throughout our client relationship, we stress the importance of knowing your data. At the end of the day, you absolutely need to be looking at your data and understanding the story that it tells you about where your agency currently is. Having conversations with my clients so that I can really dive into what the data is...
2024-05-0628 minThe Modern CPA Success ShowMaking Sense of Law Firm Metrics with "Judicial Dollars and Cents," with John Scott“The accounting profession historically has been like taking a trip with an atlas that’s 10 years out of date. However, today, what we can do with modern accounting and advisory services is much like the Waze app or Google Maps; you're getting instantaneous data that will tell you ‘Up ahead there's a roadblock and here's a workaround.’ This real-time info keeps you on track with your financial forecast. You can't make any business decisions on historical information; you must have current information and be able to look forward so that you can make good decisions and stay on track to reach...
2024-04-2944 minCreative Agency Success ShowDigital Agency Growth: From Infancy through Adolescence to Maturity with Karla Santi“I'm the CEO. I'm not a CFO, but I was acting as one. It was not my favorite part of running a company because math doesn't excite me like it does some of you. I can do it, and I think I did it pretty well. But it was invaluable to be able to have your firm come in and take a look at how we've been running the company and just to get the reassurance of, 'You guys are good, you're not doing things wrong.' You've been able to come in and tweak things and make it ev...
2024-04-2238 minThe Modern CPA Success ShowUnlocking Growth and Integration: Benefits of Nearshoring in Mexico with Martin Moll“We did a lot of due diligence; we landed on Guadalajara, Mexico not only because of time zone, cultural assimilation, and a direct flight from the west coast but its citizens are highly educated, so there's a big pool of talented individuals working there.” – Martin MollThe finer details of this episode:Discussion of nearshoring and its benefits for accounting firmsDifferences between nearshoring in Mexico and offshoring in IndiaChallenges and advantages of nearshoring, including nurturing and training nearshore team membersExperiences with offshore teams and challenges faced when working with teams in IndiaImportance of critical thinking and cu...
2024-04-1540 minCreative Agency Success ShowWhy Attending Events is Good for Business with Jay Owen“You want to be around people who are better than you – more talented, more experienced; go and soak it in. The places where I find the most growth for myself and my agency is where I’m around other people, and we’re just sharing ideas.” – Jay Owen The finer details of this episode:● Jay’s journey of agency ownership and hosting events● Why attending events is good for networking, business growth, and personal growth ● Building a successful agency without sacrificing self and family Episode resources:● Summit Virtual C...
2024-04-0833 minThe Modern CPA Success ShowMastering the Art of Onboarding: Why Even Small CPA Firms Should Invest“At the end of the day, it's first impressions. If you get a flat tire those first couple of weeks, it’s just going to really resonate through the entire relationship. You're never going to be able to win back that trust." -Adam Hale The finer details of this episode:● Importance of onboarding for CPA firms● Setting clear expectations and creating a process for onboarding● Activities involved in the onboarding process (accounting discovery, advisory discovery)● Role of project management and client success managers in onboarding● Significance of...
2024-04-0116 minCreative Agency Success ShowHow Agency Owners Can Work Less and Earn More with Karl Sakas“When you start the agency, everyone expects you to be the contact. But you probably don't want to do that forever. Maybe initially you delegate implementation work, the subject matter expert stuff, or project management. Then you probably want to delegate account management stuff. Usually you're still doing client strategy, at least in the early to mid-days.The idea here is you're like, ‘Hey, so-and-so is great. They are your account manager. They're your day-to-day contact.’ They're running the, say, the monthly call or every other call. But you're still the client strategist. You're involved at the beginn...
2024-03-2537 minThe Modern CPA Success ShowSales Pipeline Analysis with Adam and Tom: How to Lead Revenue Forecasting Meetings“The pipeline meeting delivers so much value; it's a strategic conversation around the best way to allocate resources.” – Adam Hale The finer details of this episode:Need for accurate data in pipeline managementStrategic implications of pipeline meetingsChallenges of waiting percentages in pipeline managementMethods for evaluating and forecasting pipeline opportunitiesTools and strategies for pipeline managementAdvice for looking forward and utilizing pipeline management Timestamps:Pipeline Management (00:00:44)Importance of understanding sales cycle, activities creating pipeline, and strategic implications of pipeline meetings. Data Analysis and Forecasting (00:02:47)Evaluatin...
2024-03-1819 minCreative Agency Success ShowUnmanage Your Agency: A Conversation with Agency Agile's Jack Skeels“Managers are far more costly than we realize. The more managing you have going on, the lower the overall productivity of the organization. Leadership matters, don't get me wrong, but agencies are managed to success.” – Jake Skeels The finer details of this episode:Challenges of managing a growing agency or service-based businessImpact of management structures on productivityConcept of matrix managing and its effects on innovation and productivityImportance of financial management and productivity in achieving higher profit margins for agencies Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Love...
2024-03-1151 minThe Modern CPA Success ShowESG Consulting: How Accountants Can Advise on Environmental, Social and Governance Initiatives with Kai Gray“ESG is not a measure of ‘good company versus bad company.’ ESG is a collection of roughly 200 different metrics around environmental, social, and government governance data. The way I look at ESG is, it's a measure of transparency; how much information do I have to make an informed decision about a company?” – Kai Gray The finer details of this episode:The changing landscape of ESG adoption and its extension to smaller companiesRegulations and disclosures required by federal agencies for government contractsOpportunities for the accounting profession in the ESG field Episode resources:Summit Vir...
2024-03-0455 minThe Modern CPA Success ShowAttract and Retain Accountants Amid a CPA Shortage: A Conversation with Cory GaymanThe finer details of this episode:Challenges of finding and retaining CPAsStrategies for attracting and retaining talentHiring local talent vs. offshoring Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCheck out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/https://jcgcpafirm.com/https://www.linkedin.com/in/jcgcpa/
2024-02-1948 minThe Modern CPA Success ShowCash Balance Plans: Maximizing Client Tax Savings with David PodellThe finer details of this episode:Ideal clients for tax savings and retirement planning strategies, including cash balance plansFlexibility and tailoring of retirement plans to client's financial situationMaximizing contributions to reduce tax liabilities and increase retirement savingsStrategic planning and minimizing disruption in retirement savings strategies Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCheck out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/https://www.linkedin.com/in/bbconsultants/https://busi...
2024-02-0545 minThe Modern CPA Success ShowDrive Success in Your Accounting Firm Through Storytelling with Jeff Bartsch“I believe that business thrives when it's driven by human connection. And that human connection happens when you take ordinary messages and elevate them into something extraordinary. And you can do the exact same thing in business; you can take what some people might consider ordinary and connect humanity to it—driving business results in the process.” – Jeff BartschThe finer details of this episode:Importance of storytelling in engaging clients in the accounting industryApplications of storytelling in client interactions, team communication, and marketingThe importance of incorporating personal stories to engage clients Episode r...
2024-01-2242 minThe Modern CPA Success ShowMail Call: Answering Your Onboarding Questions with Jamie Nau and Joey Kinney“Don't let the needs of the present get in the way from the needs of the future. Build that future, invest now, and it'll pay for itself in the long run.” – Joey Kinney The finer details of this episode:Importance of training and developing the advisory mindsetChallenges of merging existing processes during onboardingBuilding relationships and personal connections with clients Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCheck out the Vi...
2024-01-0850 minThe Young CPA Success ShowFirst Annual Summit Virtual CFO Holiday Movie Draft"Home Alone is a family movie, and nothing is more important during Christmas than your family." – Jamie NauEpisode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitiesFacebook - https://www.facebook.com/vcfobyandersTwitter - https://twitter.com/vcfobyandersTikTok - https://www.tiktok.com/@vcfobyandersInstagram- https://www.instagram.com/vcfobyanders/LinkedIn - https://www.linkedin.com/company/1258494/admin/YouTube - https://www.youtube.com/@vcf...
2023-12-2045 minThe Modern CPA Success ShowThe Power of AI to Reshape the Accounting Landscape with Kyle Geers“I don't necessarily think that AI is going to replace accountants, but the accountants who use AI are going to really succeed.” – Kyle GeersThe finer details of this episode:Time-saving opportunities for AI in accounting, particularly in data entry and bookkeepingTechnical work and incorporation of AI in complex areasImportance of maintaining a review process when using AI, especially for accuracy and confidentiality Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpas...
2023-12-1148 minThe Modern CPA Success ShowBenefits of Adding Outsourced Executive Services to Your Firm with Gina Cotner“A lot of people wonder if they can afford an executive assistant. So, let’s say that you have an executive assistant whom you delegate ten hours of work to every week. How would you spend those ten hours? What high-level work could you get done? I think we're all willing to work a hard day. But then, we want to go home satisfied and fulfilled. It’s about quality of life.” - Gina CotnerThe finer details of this episode:Discussion of “delegate and elevate” and the types of tasks that can be delegatedDifferences between executive as...
2023-11-2745 minThe Modern CPA Success ShowMastering Conflict Resolution in the Workplace with Carol Bowser“A complaint is nothing more than a request in disguise. If we approach it from a place of curiosity and hear what they have to say, that's where the conflict resolution comes in; that's where the trust comes.” – Carol BowserThe finer details of this episode:Challenges of establishing trust and rapport without in-person interactionsShifting from blaming to a curiosity mindsetAsking questions to understand changes in behaviorExploring underlying requests in complaints Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a gue...
2023-11-1348 minThe Modern CPA Success ShowImplementing Systems to Transform Your Firm with Josh Fonger“The systems of your business are already there. The work is already happening. We help you get better at the work by standardizing and optimizing it. We're going to revolutionize little pieces of your business one at a time, and that’s what make the difference.” – Josh FongerThe finer details of this episode:Focus on the problem of being too busy and not having systems in place to work on the businessImportance of putting the principles into practice and working with diverse clientsGoal of helping businesses become more productive and effective through systematic strategiesImportance of havin...
2023-10-3042 minThe Modern CPA Success ShowHelping Non-finance Professionals Utilize Cash Flow Forecasting with Terrell Turner“There are a lot of emotions tied to money. If you don't have a good forecast or good roadmap of what to expect from the business journey you're about to go on, your emotions are going to be all over the place.” -Terrell TurnerThe finer details of this episode:Importance of effective communication and understanding financial metrics for non-finance professionalsBridging the gap between accounting and non-finance professionals in law firmsImportance of cash-flow forecasting for law firmsEvolution of forecasting tools and the importance of real-time updatesLeveraging outside resources and networking for fresh ideas Epi...
2023-10-1656 minThe Modern CPA Success ShowWhat Every Advisor Should Know About the Cannabis Industry with Guillermo RodriguezThe finer details of this episode:Obstacles faced by cannabis businesses, such as banking and expense reportingOverview of the cannabis industry and its various sectors Importance of forecasting for cannabis businessesMetrics valuable for retailers in the cannabis spaceEpisode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCheck out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/Virtual CFO services for the cannabis industry: https://anderscpa.com/virtual-cfo-cannabis/
2023-10-0248 minThe Modern CPA Success ShowRevolutionize Your Firm's Business Solutions with Alex Sonkin“I started working with CPA firms and law firms and realized that there's a huge disconnect out there, and the same thing is happening with family offices. As a result, we figured out how to become that connection point and how to bridge the gap between the best firms in the country and then the best tax attorneys, the best specialists, and the best resources out there.” - Alex SonkinThe finer details of this episode:Services provided by Virtual Family Office, including tax elimination and cost-reduction strategiesIntroduction to the Virtual Family Office model and its...
2023-09-1844 minThe Modern CPA Success ShowNiche Down, Price Up with Geraldine Carter“One of the pros of niching is that it facilitates being able to dial in your process and create more consistent results for your clients. And when your results for your clients are more consistent, it becomes much easier to advocate, to articulate, the value that you're creating, and you get more confident in your ability to deliver those results because you've systematized it and you've seen it again and again.” Geraldine CarterThe finer details of this episode:Advice on navigating the difficult conversation of firing clients and the potential benefits of focusing on a ni...
2023-09-0447 minThe Modern CPA Success ShowUnlocking the ROI of Advisory Services with Roger Knecht“That five-minute explanation of your ingenious tax strategy that you gave your client was the combination of your experience–school, studying, training, conferences; all of these things culminate into that five-minute answer, so give yourself credit where it's due. You're a professional and deserve that value.” - Roger KnechtThe finer details of this episode:The three core services in accounting firms: accounting and bookkeeping, tax planning and preparation, and CFO and advisoryEmpowering accounting professionals to recognize their worth and valuePermission and clarity in transitioning to an advisory role Episode resources:Summit V...
2023-08-2147 minCreative Agency Success ShowEmbracing Asynchronous Communication with Laïla von AlvenslebenEpisode Notes:“Synchronous time is not always used wisely and people are really having meeting fatigue or feeling like they're not productive in meetings.” - Laïla von AlvenslebenThe finer details of this episode:The benefits of asynchronous communication in distributed teamsUtilizing asynchronous communication to manage workload and availabilityOvercoming pushback against asynchronous communicationEpisode resources:Summit Virtual CFO by Anders website – summitcpa.netEmail us with questions or if you’d like to be a guest on the show – vcpasuccessshow@anderscpa.comlailavon*Laïla is no longer working at Mural.
2023-07-3140 minThe Modern CPA Success ShowCultivating a Sales Mindset with Mike Meilinger“You have to care about your clients and how you can help them. Then, you have to have the confidence to communicate to the client–not by bragging on yourself but just by believing in yourself.” - Mike MeilingerThe finer details of this episode:Client Retention and referralsThe Importance of mindsetFollowing a Sales process Episode resources:Summit Virtual CFO by Anders website – summitcpa.netIf you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCPA Firm Greenville SC | Accounting Tax Services (meilinger.us)
2023-07-2448 minCreative Agency Success ShowPick Me: How to Stand Out in the Competitive RFP Process with Lauren Minors"Everyone's hungry’ everybody is out there trying to catch those leads. We've seen a ton of RFPs go out recently, and one thing we're seeing is that a lot of clients are not going right back with the incumbent. We've been invited to a lot of dances where the incumbents weren't part of the equation or were eliminated quickly because they're looking for new blood. So that really tells you that the RFP process is going to become more and more competitive." - Lauren MinorsThe finer details of this episode:The slow pipeline and increased co...
2023-07-2433 minCreative Agency Success ShowTop Agency Performance Metrics with David C. Baker"Building a solid cash cushion is super important to any successful business and to any marketing firm out there." - David C. BakerThe finer details of this episode:Different approaches to financial managementThe importance of financial planning and forecasting Building a solid cash cushion Episode resources:Summit Virtual CFO by Anders website – summitcpa.netEmail us with questions or if you’d like to be a guest on the show – vcpasuccessshow@anderscpa.comBusiness Insight for Expert Marketing Firms (davidcbaker.com)David C. Baker | LinkedIn
2023-07-1728 minCreative Agency Success ShowForecasting as a Team Sport with Tom O’Neill"We focus not only on what a project manager would think, but how we can give that project manager a wider-angle view that they'd have if they were a COO, CEO, or CFO, so that when they're making decisions closer to the business, they're doing it with the perspective that's outside of their point of view. Because, overall, I believe that forecasting as a team is going to change your business." Tom O’Neill The finer details of this episode:The importance of a wider-angle viewDefining a methodology for consistent delivery of productized services, rather than mic...
2023-07-1038 minThe Modern CPA Success ShowOffering Virtual CFO Services in the Cannabis Industry with Guillermo Rodriguez“The cannabis industry is really pushing forward to help people have their own freedom to choose their path to well-being through non-conventional medicine. I decided I really wanted to be a part of that.” - Guillermo Rodriguez The finer details of this episode:Importance of having a strong why in pursuing a particular industryThe unique requirement in the industry to capture customer informationTrends and hurdles in the cannabis industry Episode resources:Summit Virtual CFO by Anders website – summitcpa.netIf you have questions or would like to be a guest on the show, emai...
2023-07-1043 minCreative Agency Success ShowAdapting to a Hybrid Work Environment with Tammy Bjelland"The companies that are going to succeed in the long term, or even in the next five years, are going to be the ones that are thinking right now about how they can question the way that they're working right now and see how they might be able to adapt to become more resilient, flexible, and adaptable." - Tammy BjellandThe finer details of this episode:Why some companies are failing to adapt to hybrid work Shifting to async communicationTools for successful hybrid workEpisode resources:Summit Virtual CFO by Anders website – summitcpa.netEmail us...
2023-07-0337 minThe Modern CPA Success ShowTransform Your Business Model: Implementing After-Action Reviews and Creating a Value Proposition with Ron Baker (Part 2)“Good businesses have customers. Great businesses have fans. Incredible businesses have audiences." - Ron BakerThe finer details of this episode:Using metrics to continuously improve service delivery and set up key predictive indicators to test hypothesesSetting boundaries with clients and educating them on what is reasonable in terms of communication and response timeImportance of delivering results as a professional, rather than just charging for time or tasks Episode resources:Summit Virtual CFO by Anders website – summitcpa.netIf you have questions or would like to be a guest on the show, email...
2023-06-2652 minCreative Agency Success ShowBusiness Coaching, Staying Relevant, Achieving Success: Insight from Pinnacle Business Guides Founder Greg Cleary"The marketplace is always changing, and you have to be willing to change with it." - Greg ClearyThe finer details of this episode:The changing models of training and coaching businessesThe importance of having a toolbox of tools for success in today's fast-paced world.The importance of constantly evolving and improving tools to stay ahead in businessEpisode resources:Summit Virtual CFO by Anders website – summitcpa.netEmail us with questions or if you’d like to be a guest on the show – vcpasuccessshow@anderscpa.comGregory Cleary | Leadership Team CoachClick here to preorder Greg's new bo
2023-06-261h 03Creative Agency Success Show5 Pillars of Business Success: Insights from Pinnacle Business Guide Peter Van Nest"I love working with a team that wants to climb the mountain together–from the CEO to the janitor; we're all in it together and if we do it right, we can all celebrate success when it comes.” -Peter Van NestThe finer details of this episode:The importance of finding the right people and putting them in the right placeThe role of a strong management team in putting KPIs in place to manage business cycles and performance The importance of understanding industry vernacular and targetsEpisode resources:Summit Virtual CFO by Anders website – summitc...
2023-06-1942 minCreative Agency Success ShowBuilding an Enduring Business: The Three Pillars of Success with Natalie Eckdahl"I think it's really important to have a clear vision and mission for your business and to communicate that effectively to your team and your clients.” - Natalie Eckdahl The finer details of this episode:Lifecycle of a client: Importance a great onboarding experience and checking in with clients to maintain a good relationshipThe three pillars of building an enduring business: enjoyable, profitable, and sustainableManaging cash flow and who’s responsible for it Episode resources:Summit Virtual CFO by Anders website – summitcpa.netEmail us with questions or if you’d like to be a guest...
2023-06-0537 minThe Modern CPA Success ShowAdding Virtual CFO Services to Your Firm with Katina Peters“When moving to offering virtual CFO services, there was a mindset shift that really helped us recognize our own value. Now we're at the place where we have a definition, structure, and the ability to align ourselves with potential clients and their needs.” - Katina PetersThe finer details of this episode:Conveying value and building trust in sales conversationsExploring niche marketsDefining and improving processes when adding virtual CFO services to your firm Episode resources:Summit CPA website – www.summitcpa.netFor questions or if you would like to be a guest on the s...
2023-05-0146 minThe Modern CPA Success ShowThe Role of a Virtual CFO in the Transportation + Logistics Industry with Dan Rutherford“Most often, I think forecasting in the transportation and logistics industry is looking at the next thing. There's a lot of opportunity for business owners to look at forecasting the way Summit does, which is a wider range than just the next “one thing.” Having a forecast with some reality behind it is especially imperative in an industry like this that is highly capital intensive.” –Dan RutherfordThe finer details of this episode:Accounting challenges in the transportation and logistics industryForecasting and planning for success Key Performance Indicators (KPIs) in the industry Episode resou...
2023-04-1741 minThe Modern CPA Success ShowHow to Offer Virtual CFO Services to Law Firms with John Scott“Typically, lawyers are focused on what is right in front of them. They think if they do good work that's right in front of them, then good things will happen. And, sometimes they do, but you can enhance that if you focus on what the value drivers are for the business.” -John C. ScottThe finer details of this episode:The role of a CFO in growing law firms Cash flow management and forecasting for law firms Benefits of flat-fee billing vs. hourly billing Episode resources:Summit CPA website – www.summitcpa.netEmail u...
2023-04-0345 minCreative Agency Success ShowHow to Know Your Company Needs a Virtual CFO with James Enney"It's amazing to watch their creative process in the agency space, they generally are very skilled at what they do (but) it's the financial piece that mystifies them, somewhat. And, even if they understand it, many of them have a very solid understanding, they don't have the tools that we have, and they don't have the backgrounds that we have. Were some things may be a little bit more obvious, so it'd be able to bring them ideas." - James EnneyThe finer details of this episode :What are the signs a business owner should k...
2022-06-1532 minThe Modern CPA Success ShowHow to Survive Your First 100 Days as a Virtual CFO with Greg Wallis"The quality of the people (and), the quality of the technology has just made my ability to step in and be successful a whole lot easier." - Greg Wallis The finer details of this episode :What is it like shifting to a virtual CFO role? How did Greg's experience help him adjust?What do you need to consider and think about before going virtual or moving to a 100% remote firm?Tips for professionals interested to join Summit CPA, A Division of Anders CPAs + Advisors, or offer their own Virtual CFO services Episode resourcesS...
2022-06-0940 minCreative Agency Success ShowBuilding the Firm of the Future with Anders"From my perspective, when I look at what businesses need today, I think it's absolutely positioned for massive growth." - Dave Hartley The finer details of this episode :What does the future look like for Summit after the merger with Anders?What does the firm of the future look like?What value will the merger bring to our clients? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - vcfo@summitcpa.net
2022-05-2538 minThe Modern CPA Success ShowBuilding the Firm of the Future with Anders"From my perspective, when I look at what businesses need today, I think it's absolutely positioned for massive growth." - Dave Hartley The finer details of this episode :What does the future look like for Summit after the merger with Anders?What does the firm of the future look like?What value will the merger bring to our clients? Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net
2022-05-1738 minThe Modern CPA Success ShowSummit CPA has Joined Anders!" Just because things are going well doesn't mean they can't be better. So that's what we try to live by. " - Robert Minkler Jr. The finer details of this episode :The merger story of Summit CPA and AndersHow the merger benefits both Summit CPA and AndersWhat stakeholders should expect with the mergerEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net Summit CPA Group to Merge with Anders CPA + Advisors
2022-04-1937 minCreative Agency Success ShowSummit CPA has Joined Anders!" Just because things are going well doesn't mean they can't be better. So that's what we try to live by. " - Robert Minkler Jr. The finer details of this episode :The merger story of Summit CPA and AndersHow the merger benefits both Summit CPA and AndersWhat stakeholders should expect with the mergerEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - vcfo@summitcpa.net Summit CPA Group to Merge with Anders CPA + Advisors
2022-04-1237 minThe Modern CPA Success ShowDeep Dive with Virtual CFO Client Tiffany Farriss of Palantir“We were built to a certain kind of project, that they weren't looking from us anymore. We had to really reshape the firm and it was a really painful moment. So we really had to learn and step back.” - Tiffany Farriss The finer details of this episode Growth as an outcome of success not as a metricThe challenges that influenced the changes for PalantirHow long does it take to create a 360 shift within the organizationHow a virtual CFO was able to help them through challenging times Episode resourcesSummit CPA website...
2021-06-1434 minCreative Agency Success ShowDeep Dive with Virtual CFO Client Tiffany Farriss of Palantir“We were built to a certain kind of project, that they weren't looking from us anymore. We had to really reshape the firm and it was a really painful moment. So we really had to learn and step back.” - Tiffany Farriss The finer details of this episode Growth as an outcome of success not as a metricThe challenges that influenced the changes for PalantirHow long does it take to create a 360 shift within the organizationHow a virtual CFO was able to help them through challenging times Episode resourcesSummit CPA website...
2021-05-1034 minThe Modern CPA Success ShowThe Future of Virtual CFO Services with Rick Telberg of CPA TrendlinesQuote“If we write about what people are talking about, then people are going to talk about what we write about.” - Rick TelbergThe finer details of this episode How Rick curated his content for CPA TrendlinesTrends in the Virtual CFO spaceWhat could potentially hold CPA firms back from going virtualWhy you should seriously consider offering VCFO work considering the current landscapeWhat type of firm is best for offering VCFO servicesBenefits of hiring a project manager to do our client onboarding at Summit CPA Episode resourcesSummit CPA website - www...
2021-01-0427 minThe Modern CPA Success ShowDeep Dive with Virtual CFO Client Casey Cobb of Ricochet GroupQuote“Let’s build the plan and plug the engineers into the plan instead of the other way around.” - Casey Cobb The finer details of this episode How the beginning of this client relationship changed the way we pitchedCasey’s amazing backstory and how a virtual CFO was able to help him through challenging timesThe 80/20 rule, Parkinson's Law, and how Casey implemented them into his business ideaHow Casy found his blue ocean strategy Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.ne...
2020-12-2138 minCreative Agency Success ShowDeep Dive with Virtual CFO Client Casey Cobb of Ricochet GroupQuote“Let’s build the plan and plug the engineers into the plan instead of the other way around.” - Casey Cobb The finer details of this episode How the beginning of this client relationship changed the way we pitchedCasey’s amazing backstory and how a virtual CFO was able to help him through challenging timesThe 80/20 rule, Parkinson's Law, and how Casey implemented them into his business ideaHow Casy found his blue ocean strategy Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - vcfo@summitcpa.ne...
2020-12-1437 minThe Modern CPA Success ShowDeep Dive with Virtual CFO Client Greg Bear of Bear GroupQuote“We were growing, I was wearing a lot of hats, and I started to realize our finances should be doing better.” - Greg Bear The finer details of this episode How Bear Group got started and their experience as a remote company Their process of hiring a CFO How Summit CPA has helped Bear Group to uplevel their business New financial management tricks Greg learned during the onboarding process Bear Group’s financial workflow Factors that attributed to fast cash growth for The Bear Group What to consider if your business is looking to h...
2020-10-1924 minCreative Agency Success ShowDeep Dive with Virtual CFO Client Greg Bear of Bear GroupQuote“We were growing, I was wearing a lot of hats, and I started to realize our finances should be doing better.” - Greg Bear The finer details of this episode How Bear Group got started and their experience as a remote company Their process of hiring a CFO How Summit CPA has helped Bear Group to uplevel their business New financial management tricks Greg learned during the onboarding process Bear Group’s financial workflow Factors that attributed to fast cash growth for The Bear Group What to consider if your business is looking to h...
2020-10-1224 minCreative Agency Success Show4 Most Common CFO TopicsQuote“The most important thing is to build a short-term cash flow forecast to know what you are working with.” - Jamie Nau The finer details of this episode Cash flow - the most common issues we help our clients with as CFOs What factors could contribute to your cash flow issues Preparing your firm for taxes Ownership issues and how we handle them with our clients Things to consider about partnerships before jumping into it How to plan for growth Episode resourcesSummit CPA website - www.summitcpa.net...
2020-07-1624 minThe Modern CPA Success ShowBest Books to Make You a Better CFOQuote“It’s impossible to have all these experiences yourself, so you get that from reading books.” - Adam Hale The finer details of this episode How The E-Myth Revisited laid the framework that Jody used to set up Summit CPAHow Getting Things Done can help accountants and CFOs stay organized and on top of their workHow Summit CPA uses The 4 Disciplines of ExecutionTips for how you can develop strong reading habits Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netThe E-Myth Rev...
2020-05-1222 minThe Modern CPA Success ShowThe Virtual CFO ProcessQuote“If you really want to grow your firm and scale your practice, you have to have a process.” - Adam Hale The finer details of this episode What it was like in the early days of Summit CPAHow Summit CPA uses the 80/20 rule to embrace creativity with clients while also keeping solid systems behind the scenesTools we use to standardize our systemsWhat our processes look like at Summit CPAHow creating videos is the best way to standardize processesHow to standardize meetings without being too rigidHow standardizing and recording systems helps in onboardi...
2020-02-0330 minThe Modern CPA Success ShowTax Integration with Virtual CFO ServicesQuote“Taxes are a natural fit with any kind of CPA services you provide.” - Adam Hale The finer details of this episode How the tax services fit in with the other Virtual CFO services at Summit CPAWhy we don’t lead with tax servicesWhy CPA firms should departmentalize their tax workWhy taxes should be a small part of your CPA firmThe tax strategy we use with our Virtual CFO clientsHow we are going to continue to improve our tax services in the futureWhy doing taxes for Virtual CPA clients improves th...
2020-01-2125 minThe Modern CPA Success ShowTips for Selling Virtual CFO Services“For us, it’s about a long-term relationship. It’s about being a part of our client’s business for years to come, not just about cranking out one tax return.” - Adam Hale The finer details of this episode How we sell our services through education.Why you should give away as much information as possible to your client base.How to position yourself as the subject matter expert.Why finding a niche is valuable.What to consider when choosing your ideal client.What the Summit CPA sales process looks like.How Summit C...
2020-01-0630 minCreative Agency Success ShowWhat is a Virtual CFO and when should you hire one?“Many times, it’s the last thing they want to deal with, but they know things could go so much further if they had the proper staff. The back of the napkin doesn’t work anymore.” - Michelle LesifkoThe finer details of this episodeHow Summit CPA helped coin the term “Virtual CFO”Traditional bookkeeping and accounting vs. Summit CPAShould you hire a full-time CFO?How Summit CPA uses forecasting to hit milestones and goalsMichelle takes a closer look into cash flowThe three types of services Summit CPA offersWhen should business owners start reaching out for help?...
2019-10-2927 min