137 Episodio

  1. Unlocking Growth and Integration: Benefits of Nearshoring in Mexico with Martin Moll

    Pubblicato: 15/04/2024

  2. Mastering the Art of Onboarding: Why Even Small CPA Firms Should Invest

    Pubblicato: 01/04/2024

  3. Sales Pipeline Analysis with Adam and Tom: How to Lead Revenue Forecasting Meetings

    Pubblicato: 18/03/2024

  4. ESG Consulting: How Accountants Can Advise on Environmental, Social and Governance Initiatives with Kai Gray

    Pubblicato: 04/03/2024

  5. Attract and Retain Accountants Amid a CPA Shortage: A Conversation with Cory Gayman

    Pubblicato: 19/02/2024

  6. Cash Balance Plans: Maximizing Client Tax Savings with David Podell

    Pubblicato: 05/02/2024

  7. Drive Success in Your Accounting Firm Through Storytelling with Jeff Bartsch

    Pubblicato: 22/01/2024

  8. Mail Call: Answering Your Onboarding Questions with Jamie Nau and Joey Kinney

    Pubblicato: 08/01/2024

  9. The Power of AI to Reshape the Accounting Landscape with Kyle Geers

    Pubblicato: 11/12/2023

  10. Benefits of Adding Outsourced Executive Services to Your Firm with Gina Cotner

    Pubblicato: 27/11/2023

  11. Mastering Conflict Resolution in the Workplace with Carol Bowser

    Pubblicato: 13/11/2023

  12. Implementing Systems to Transform Your Firm with Josh Fonger

    Pubblicato: 30/10/2023

  13. Helping Non-finance Professionals Utilize Cash Flow Forecasting with Terrell Turner

    Pubblicato: 16/10/2023

  14. What Every Advisor Should Know About the Cannabis Industry with Guillermo Rodriguez

    Pubblicato: 02/10/2023

  15. Revolutionize Your Firm's Business Solutions with Alex Sonkin

    Pubblicato: 18/09/2023

  16. Niche Down, Price Up with Geraldine Carter

    Pubblicato: 04/09/2023

  17. Unlocking the ROI of Advisory Services with Roger Knecht

    Pubblicato: 21/08/2023

  18. Selling for Accountants with Nikki Rausch

    Pubblicato: 07/08/2023

  19. Cultivating a Sales Mindset with Mike Meilinger

    Pubblicato: 24/07/2023

  20. Offering Virtual CFO Services in the Cannabis Industry with Guillermo Rodriguez

    Pubblicato: 10/07/2023

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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.

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