The Modern CPA Success Show on Steno.fm

The Modern CPA Success Show

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...

Tue, April 15, 2025
Preparing Your Business for Sale
When 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 really looking for, and how documenting your business’s financial story today can add real dollars to your sale price down the road. You'll also hear real talk about succession planning, seller financing, and how to remove yourself from the center of your business so it runs smoothly without you. Tune in now and start building a business that’s ready for whatever comes next. ▶️ Preparing Your Business for Sale 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.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Quotes Tom Wadelton: "Having clear financial benchmarks and industry comparisons can significantly enhance the perceived value of your business when preparing it for sale." Adam Hale - “To effectively prepare for a sale, businesses must proactively document their financial narratives and regularly track unusual items, ensuring clarity when potential buyers examine financial statements.” _________________________________________________________________________________________ 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://the-modern-cpa-success-show.simplecast.com/ Facebook: https://www.facebook.com/vcfobyanders Linkedin: https://www.linkedin.com/company/vcfobyanders/ Instagram: https://www.instagram.com/vcfobyanders </
Tue, April 01, 2025
How CPA.com Revolutionized CAS with Amy Bridges
Many 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 structured methodologies to optimize their services. At CPA.com, she has played a pivotal role in shaping the CAS landscape, helping firms implement frameworks that streamline their offerings and improve client outcomes. Tune in now to hear actionable strategies and learn how CPA.com is shaping the future of Client Advisory Services! ▶️ How CPA.com Revolutionized CAS with Amy Bridges 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.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Quotes Amy Bridges - “Initially, we focused on cloud-based accounting, but CAS has evolved significantly. Now, CPA.com is helping firms transition from basic bookkeeping to proactive, valuable advisory services.” Tom Wadelton: "The educational tools provided by CPA.com ensure firms can deliver consistent advisory services, reducing confusion and enhancing client satisfaction." _________________________________________________________________________________________ Amy Bridges is a seasoned professional in practice development, curriculum design, and client advocacy within the accounting industry. As a Senior Manager of Practice Development at CPA.com, she plays a pivotal role in shaping educational programs that empower CPAs for the digital age. With expertise in assessment, learning strategy, and client training, she leads the development of the Client Advisory Services (CAS) Roadmap Workshop. Her passion for innovation and strategic enablement has been instrumental in revolutionizing CAS at CPA.com. Website: https://www.cpa.com/ Facebook: https://www.facebook.com/CPAdotcom Youtube: https:
Mon, December 30, 2024
2024 Year in Review
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. "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 Wadelton The finer details of this episode: Personal anecdotes and reflections on podcasting experiences. Highlights of memorable podcast episodes and guests.. Resolutions and goals for the upcoming year in podcasting. 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.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Timestamps: Timestamps by PodSqueezeWelcome to the Modern CPA Success Show (00:00:00) Introduction to the podcast's mission and focus on accounting insights. Jodi's Productivity Comment (00:00:22) Jodi humorously notes low productivity due to the team gathering for the podcast. Brett Congratulates Indiana University (00:00:48) Brett celebrates Indiana University's sports victory while discussing online gambling. Introduction of Christine (00:01:38) Jodi introduces Christine, highlighting her contributions to the podcast team. Minna Joins the Team (00:04:11) Minna shares her background and new role in the podcast. Podcast Ranking Discussion (00:04:48) Discussion about the podcast ranking as number four among accounting firms. Minna's Podcasting Resolution (00:05:46) Minna expresses her goal to improve scheduling for future podcast episodes. Brett's Podcast Experience (00:07:01) Brett shares insights from his podcast, "The Cannabis Access Show," and its educational value. Hannah's Favorite Episode (00:10:07) Hannah reflects on her favorite episode featuring guests from analytics discussing AI and innovation. Tom's Storytelling Insights (00:13:44) Tom discusses the importance of storytelling in consulting and how it relates to clients. Jodi's Favorite Moments (00:16:12) Jodi shares her enjoyment of hosting the podcast and connecting with guests. Podcast Episode Timestamps Jodi's Reflection on Past Guests (00:18:18) Jodi shares memorable moments from past podcast episodes, including insight
Mon, December 09, 2024
Why 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 Cornelius Summary : 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." The discussion centers on innovative marketing strategies for accounting firms, emphasizing the importance of emotional connections in client relationships. Chantal shares her unique journey into marketing and introduces her five standout strategies: certainty, connection, contribution, growth, and significance. The episode highlights the need for understanding client emotions, gathering feedback, and tailoring marketing messages to resonate emotionally, ultimately fostering stronger client relationships. Finer Details : Innovative marketing strategies for accounting firms Importance of emotional connections in client relationships Chantal Cornelius's journey into marketing and her expertise Concept of "standout strategies" for business differentiation Five key emotional strategies: Certainty, Connection, Contribution, Growth, and Significance The role of client feedback in improving services Challenges of soliciting client feedback in the accounting industry Importance of specialization and niche marketing for businesses Practical tips for implementing emotional marketing strategies Resources for further learning, including Chantal's books and tools for identifying standout 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.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ ● Take Chantal's StandOut Strategies test: https://appletreeuk.com/take-the-test/ ● Check out Chantal's book "StandOut Strategies" : https://appletreeuk.com/products/stand-out-strategies/ Timestamps : Welcome to the Modern CPA Success Show (00:00:00) Int
Mon, November 25, 2024
How 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 Hale Summary : 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 accounts, maintaining communication, and ensuring accountability. The episode underscores how these practices help business owners stay informed, manage expenses, and make proactive financial decisions. Finer details of this episode : Importance of cash flow for businesses Distinction between financial forecasting and cash flow management Overview of the cash flow management service offered by the firm Benefits of regular cash flow meetings for business owners Process of tracking cash inflows and outflows Role of bank account reconciliation in cash flow management Structure and efficiency of cash flow meetings Importance of communication and accountability in financial processes Best practices for handling invoices and payments Proactive approach to collections and managing outstanding invoices 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.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Timestamps : Introduction to the Podcast (00:00:00) The host introduces the Modern CPA Success Show and its mission to support accounting firms. Discussion on Cash Flow Service (00:00:22) Tom and Adam begin discussing the cash flow service offered by their firm. Importance of Cash Flow (00:00:35) Adam emphasizes the critical nature of cash flow for business survival and its management. Distinction Between Cash Flow Services (00:01:01) Adam explains the difference between financial forecasting and the cash flow management service. Overview of Cash Flow Management (00:01:56) Adam discusses the detailed aspects of cash flow management, including tracking income and expenses. Weekly Cash Flow Meetings (00:02:35) Tom highlights the value of weekly meetings for business owners to monitor cash flow.
Mon, November 11, 2024
Defining 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 Hale The 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. ●Overcoming challenges in creating service packages, including transitioning existing clients, ensuring pricing transparency, and utilizing technology like AI tools for development. 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.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Timestamps Welcome to the Modern CPA Success Show (00:00:00) Introduction to the podcast's mission and focus on innovative accounting insights. Discussion on Service Packages (00:00:22) Tom and Adam explain the importance of service packages for CAS and CFO services. Clarity in Deliverables (00:00:50) Emphasis on the need for clarity in service delivery through defined service packages. Marketing and Client Attraction (00:01:51) Aligning service packages with target client demographics for effective marketing. Access and Time Considerations (00:02:46) Discussion on the importance of access frequency in determining service package pricing. Team Understanding of Packages (00:04:48) How defined packages help team members understand client onboarding and service delivery. Pricing and Scope Management (00:05:04) The role of service packages in managing client expectations and pricing structures. Refining Onboarding Processes (00:06:40) Importance of revisiting service packages during onboarding to clarify responsibilities. Promoting the Virtual CFO Playbook (00:07:02) Advertisement for the Virtual CFO Playbook and its benefits for accounting firms. Psychology of Package Creation (00:07:44) Discussion on why many firms hesitate to create service packages and how to overcome this. Overcoming Writer's Block (00:08:39) Tom and Adam share insights on getting started with service package development. Client-Centric Package Development (00:10:05) Strategies for brainstorming and organizing service packages based on client needs. Learning from Ot
Thu, October 31, 2024
Spooktacular Showdown: A Halloween Movie Draft Special
In this special episode of The Modern CPA Success Show, four speakers with Halloween-themed personas—Jamie Nightmare, Hannah Hexed Hood, Adam Haunted Hale, and Joey Killing Kenny—engage in a lively draft-style discussion about their favorite Halloween movies. Jamie, the enthusiastic host, sets the stage and outlines the draft rules. Hannah humorously admits her limited horror movie experience, while Adam and Joey share their deep knowledge and personal anecdotes. The conversation is filled with playful banter and passionate debates as they each select and defend their top horror film picks, creating an engaging and entertaining Halloween-themed episode.
Mon, October 28, 2024
How 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 profitability considerations in CAS practices. The concept of selling access rather than time in service pricing. The role of regular meetings in managing client expectations and scope creep. Adoption of a corporate-like structure for improved efficiency and adaptability. The impact of a subscription model on client relationships and service delivery. Strategies for accounting firms to remain competitive in a changing industry. 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.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Timestamps: Welcome and Introduction (00:00:00) The host introduces the podcast and its mission to provide insights for accounting firms. Overview of CAS (00:00:22) Tom and Adam discuss Client Accounting Services (CAS) and advisory services, highlighting their significance. Defining CAS (00:00:46) Adam explains the evolution of CAS from "Client Accounting Services" to "Client Accounting and Advisory Services." Importance of Accounting in CAS (00:01:02) Adam emphasizes understanding accounting models for effective advisory services, especially for small businesses. Traditional vs. CAS Structures (00:01:52) Discussion on differences between traditional accounting firms and mature CAS practices, focusing on corporate structure. Leveraging Resources in CAS (00:02:06) Adam talks about the importance of leveraging resources and delegating tasks for scaling CAS practices. Transitioning from Traditional Models (00:03:29) Tom shares challenges faced by accounting firms transitioning from traditional models to more scalable structures. Financial Metrics in CAS (00:04:35) Adam discusses financial metrics, contrasting traditional firm profitability with CAS models and their structures. Understanding Profit Margins (00:06:19) Tom and Adam anal
Mon, October 14, 2024
Unlocking 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 Severino The 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 differentiating accounting firms in a competitive landscape. • Implementing structured approaches like "Strategy Sprints" for business growth. • Identifying operational constraints and improving processes for better service delivery. • Building long-term client relationships to foster loyalty and satisfaction. • Emphasizing the need for continuous improvement and agile responses to market demands. 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.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ ● Check out Strategy Sprints here: https://www.strategysprints.com/ Timestamps: Introduction to the Podcast (00:00:00) Overview of the podcast's mission to provide insights on accounting firms' growth and innovation. Guest Introduction (00:00:22) Co-host introduces Simon Severino, highlighting his expertise and the challenges accounting firms face. Simon's Background (00:01:29) Simon shares his non-linear career path, emphasizing his passion for market strategy and problem-solving. Transitioning to Advisory Services (00:03:09) Discussion on the shift from tax-based practices to advisory services in accounting firms. Decoupling Time from Value (00:05:14) Simon explains the importance of separating time spent from the value delivered to clients. Client Example: Cash Flow Reporting (00:06:15) Illustration of how an accounting firm expanded services and improved profitability through automation. Challenges in Changing Mindsets (00:08:54) Discussion on the difficulty accountants face in shifting their perception of time-based billing. High Margins of Advisory Services (00:09:31) Simon highlights the significant profit margins in advisory services compared to traditional services. Understanding Entrepreneurial Needs (00:10:51) Exploration of what entrepreneur
Mon, September 30, 2024
Mastering 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 Lenning The 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 features for accountants • Real-world applications and case studies using Excel • Importance of presentation skills in Excel reporting 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.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ ● Connect with Jeff here: https://www.linkedin.com/in/jefflenning/ ● Check out Excel University here: https://www.excel-university.com/tips Timestamps: Introduction to the Episode (00:00:00) Overview of the podcast's mission to provide insights on innovative tools and strategies in accounting. Guest Introduction (00:00:22) Tom introduces Jeff, a Microsoft MVP and founder of Excel University, highlighting his career background. Why Excel University? (00:01:18) Jeff explains his passion for Excel and how it transformed his workflow efficiency. Continuous Improvement in Excel (00:02:27) Discussion on the iterative process of optimizing Excel workbooks for efficiency and accuracy. The "Last Year" Trap (00:04:06) Jeff addresses how accountants often stick to familiar methods without seeking improvements. Mindset Shift in Excel Usage (00:05:53) Jeff shares his approach of asking "how" instead of "if" when automating tasks in Excel. Learning with AI Tools (00:07:00) Jeff discusses the benefits of using AI to enhance Excel skills and troubleshoot formulas. Excel University Experience (00:09:02) Overview of the structured learning approach at Excel University, focusing on sequential knowledge building. Continuing Education Credits (00:11:44) Information on CPE credits offered through Excel University’s programs. Focus on Presentation Skills (00:12:11) Discussion on improving both functionality and presentation of Excel reports for better client communication. Charting in Excel (00:14:16) Tom and Jeff discuss the challenges of formatting charts in Excel for effective presenta
Mon, September 16, 2024
Tips 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 Clarke The 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 staff in enhancing client relationships and operational efficiency. • The concept of “trust compression” and its impact on client onboarding and retention. • Emphasizing education and clear communication in the advisory process. • The value of networking and continuous learning for professional development. 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.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ ● Connect with Michael here: ● Check Protection Point Advisors out here: https://www.protectionpointadvisors.com/advisors/team/mike-clarke/ Timestamps: Welcome and Introduction (00:00:00) The host introduces the podcast and its mission to provide insights for accounting firms. Guest Introduction (00:00:22) Adam shares his thoughts on the upcoming discussion with guest Michael Clarke and his book. Michael Clarke's Career Journey (00:01:40) Michael discusses his background in the insurance industry and the founding of Protection Point Advisors. Overview of "A Firm Worth Building" (00:03:03) Michael explains the motivation behind his book and the lessons learned from his mistakes. Transitioning from Individual Practice to Business (00:04:13) Michael emphasizes the importance of moving from individual-centered practices to sustainable business models. Building Relationships with Other Professionals (00:06:03) Michael highlights the value of collaboration between professionals to enhance client service. Common Mistakes in Firm Management (00:09:21) Michael identifies key mistakes professionals make, such as being the center of their practice. Practical Lessons in the Book (00:12:12) Adam asks Michael to share one crucial lesson from his book on managing professional firms. Understanding Trust Comp
Mon, September 02, 2024
Navigating 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 properties Challenges faced by business owners in managing real estate assets and company structures Tax implications of selling a business and recasting financials Importance 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 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://vcfoplaybook.summitcpa.net/ Connect with Adam here: https://www.linkedin.com/in/adamkoos/ Check out Libertas Wealth here: http://www.LibertasWealth.com Timestamps: The introduction (00:00:00) The hosts introduce the podcast and its mission, providing insights on accounting strategies and innovative tools. Adam's career story (00:00:55) Adam shares his unconventional career journey from pre-med to becoming a financial advisor and the founding of Libertas Wealth Management Group. Services provided by Libertas (00:04:45) Adam discusses Libertas' services, including financial planning, retirement planning, exit planning for business owners, and working with working professionals. Financial strategies for clients with appreciated properties (00:07:26) Adam explains the 1031 exchange and passive real estate investing as a solution for clients with appreciated properties who want to avoid active management and taxes. Liquidity and risk management in passive real estate investing (00:13:51) The discussion explores the liquidity and risk management aspects of passive real estate investing, including spreading risk by investing in multiple properties. Impact of COVID-19 on commercial real estate (00:15:39) Adam discusses the potential impact of COVID-19 on commercial real estate, including lease expirations and mortgage debt held at community banks. Elevate your firm with a virtual CFO playbook (00:16:36) An advertisement for a comprehensive online series to create and deliver scalable CFO services. Real estate and business ownership (00:17:18) Discussion on the strategy of keeping the building and retaining an income stream after retire
Mon, August 19, 2024
Redefining 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 Hamamdjiev The finer details of this episode: Discussion about business planning and financial reporting software for startups and small businesses Main features of Modeliks software, including financial planning, budgeting, and advisory services Importance of driver-based financial planning and its impact on business results Cost-effectiveness and pre-defined financial model templates by industry within the software Integration of financial tables and charts with pitch decks and business plans Efficiency and time-saving benefits of using the software for financial modeling and planning Dashboard functionality, including tracking financial progress and accessing various charts User experience and flexibility of the software, including multi-user collaboration and planned AI integration Levels of support provided by Modeliks, including customer support and live sessions with screen sharing 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Check out Modeliks, here: www.modeliks.com Timestamps: The introduction (00:00:00) The hosts introduce the podcast and its mission, setting the stage for the upcoming episode. Guest Introduction and Background (00:01:48) The hosts introduce Blagoja Hamamdjiev, CEO and founder of Modeliks, and discuss his personal and professional background. Global Nature of Modeliks (00:04:22) Blagoja discusses the global footprint of Modeliks, including the location of their team and their incorporation in Ireland. Using Modeliks for Financial Planning and Advisory Services (00:07:51) Blagoja explains how Modeliks can be used for creating financial plans, pitch decks, and business plans, including its applications for advisory services. Driver-Based Financial Planning (00:11:32) Blagoja delves into the concept of driver-based financial planning and its importance in managing and improving businesses. Integration of Financials with Pitch Deck and Business Plan (00:16:29) Discussion on how Modeliks integrates financials with pitch decks and business plans, providing a unique and
Mon, August 05, 2024
Strategies 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 Ray The finer details of this episode: The concept of the "total relationship" in financial planning The importance of understanding clients' short-term goals and concerns The role of wealth advisors in understanding clients' motivations and aspirations Proactive planning and collaboration between financial advisors, CPAs, and attorneys Educating clients about tax planning, investment decisions, and trade-offs Seeking deeper, more fulfilling connections beyond just financial matters 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Connect with Tyson here: https://www.linkedin.com/in/tysonray/ Check out Form Wealth Advisors here: https://formwealth.com/ Tyson’s resources mentioned in the episode: https://totalrelationship.com/moderncpa Timestamps: The welcome and introduction (00:00:00) Introduction to the podcast and the mission of providing insights for accounting firms. Guest introduction and perspective (00:00:30) Discussion about the unique perspective of the guest, Tyson Ray, and the value he brings to the audience. Introduction to the show and guest (00:00:53) The host and guest host introduce themselves and welcome the audience to the show. Tyson Ray's background and mission (00:01:19) Tyson Ray introduces himself, his role, and his mission to help clients and the community. The total relationship and client value (00:02:43) Discussion about the importance of understanding the client's needs and building a valuable relationship. Expanding services and expertise (00:03:40) Tyson Ray's decision to expand his expertise and focus on business exit planning. The Total Relationship book (00:05:05) Introduction to the book "The Total Relationship" and its focus on client relationships and communication. Client-focused planning approach (00:06:31) Explanation of the three parts of the total relationship: life plan, wealth plan, and care plan. Client relationship parallels (00:08:10) Discussion about the sim
Mon, July 22, 2024
The Partner Every Firm Needs: Simplifying Business Startup and Compliance with Nellie Akalp
Episode 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 Akalp The finer details of this episode: Services offered by CorpNet and their benefits for accountants and clients Challenges faced by accountants in providing comprehensive services to their clients Importance of accountants offering entity filings, setup, expansion, and payroll tax registration services CorpNet’s partner program and its benefits for accountants Managing compliance requirements for clients' business entities Benefits of outsourcing business filings and compliance tasks for accountants 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Connect with Nellie here: https://www.linkedin.com/in/nellieakalp/ Check out CorpNet here: https://www.corpnet.com/ Timestamps: Introduction to podcast (00:00:00) Introduction to the podcast, mission statement, and topics covered. Overview of CorpNet.com services (00:00:58) Introduction to CorpNet.com and its services for accountants and their clients. Nellie Akalp's entrepreneurial journey (00:01:18) Nellie Akalp shares her entrepreneurial journey and the vision behind CorpNet.com. Challenges faced by accountants (00:05:06) Discussion on the challenges accountants face in offering comprehensive services to their clients. Benefits of CorpNet.com partner program (00:11:09) Explanation of the benefits of CorpNet.com's partner program for accountants. Core services offered by CorpNet.com (00:17:14) Description of the core services provided by CorpNet.com, including business filings, compliance, and payroll tax registration. Impact of COVID-19 on CorpNet.com (00:19:22) Discussion on the increased demand for services during COVID-19, particularly regarding payroll registration in multiple states. Differences in starting a company in the past and present (00:22:26) Comparison of the entrepreneurial experience in the past and present, including the challenges and differences in market entry. Client consultation and advice (00:24:29) Disc
Mon, July 08, 2024
Navigating 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 Kinney The 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 recurring structural problems contributing to stress 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ For more on David Allen’s Getting Things Done® approach mentioned in the episode, check out the Modern CPA Success Show’s episode with Tom and David Allen: https://podcasts.apple.com/us/podcast/getting-things-done-with-david-allen/id1485035727?i=1000595997191 Timestamps: The podcast introduction (00:00:00) Introduction to the podcast and its purpose. Discussing the intention of merging podcasts (00:00:33) Exploring the idea of merging podcasts to create intentional opportunities for audiences to interact. The impact of stress in the workplace (00:01:04) Exploring the impact of stress on individuals in the workplace and the need for stress management. Challenges in managing work-life balance (00:03:07) Challenges in compartmentalizing work and home life, and the evolving understanding of work-life balance. Statistics on workplace stress (00:04:52) Statistics on workplace stress, including the percentage of workers feeling stress and the need for stress management. Personal experience with stress and its impact on health (00:06:00) Personal experience with stress-related health issues and the impact on blood pressure. Impact of stress on decision-making and anxiety (00:09:20) The impact of stress on decision-making, anxiety triggers, and external locus of control. Managing conflicting priorities and setting boundaries (00:14:31) Strategies for managing conflicting priorities, setting boundaries, and learning to say no. Practical tips for stress management (00:16:02) Practical tips for stress management, including exercise, meditation, and acknowledging anxiety. Defining Boundaries (00:18:01) Discusses set
Mon, June 24, 2024
How 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 Hale The finer details of this episode: Importance of formalized onboarding processes Building strong client relationships Leveraging support resources for successful onboarding Significance of discovery in the onboarding process Building relationships with clients and internal team members Leadership and collaboration in ancillary roles Leveraging resources and coaching relationships for career progression Effective communication and collaboration within the team and with clients Tailoring services to meet specific client needs Utilizing available resources for ongoing success 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Connect with us on LinkedIn: https://www.linkedin.com/company/vcfobyanders/, https://www.linkedin.com/in/adamhalecpa/ , https://www.linkedin.com/in/joey-kinney-cpa-60658188/ Timestamps: Welcome to the Modern CPA Success Show (00:00:00) Introduction to the podcast and its mission to provide insights on accounting innovations. Background of Onboarding (00:00:58) Discussion on the formalization of the onboarding process and its importance for client success. Discovery Process in Onboarding (00:04:28) Importance of the discovery process in understanding client's financial status and needs. Elevate Your Firm with a Virtual CFO Playbook (00:05:08) Promotion of a comprehensive online series for providing scalable CFO services. CFO's Perspective on Discovery (00:06:19) Insight into the CFO's perspective on client discovery and understanding their business goals. Building Relationships in Onboarding (00:09:26) Tips for building relationshi
Mon, June 10, 2024
Strategies 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 Papin The finer details of this episode: Scoping, setting boundaries, and having next step conversations with clients Subscription-based model and building slack into engagements Managing scope creep in advisory work Impact of economic changes on client needs Aligning client and firm expectations Implementing change orders for additional services Onboarding and spending time on non-billable activities 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://www.papincpa.com/ https://www.linkedin.com/in/chrispapin/ Timestamps: The Introduction (00:00:00) Introducing the podcast and its mission to provide insights on accounting strategies and services. Chris Papin's Background (00:00:56) Chris Papin shares his journey and the motivation behind his multi-disciplinary approach to accounting, law, and insurance. Ethical Trust Advisor (00:04:24) Chris discusses the importance of ethical trust advisor pillars and the difference between scope and boundaries in client relationships. Scope and Boundaries (00:06:45) The discussion delves into the approach to defining tasks and boundaries in accounting services, emphasizing the need for flexibility and communication. Strategic Advisor and Boundaries (00:13:18) Chris explains the role of a strategic advisor and the ongoing conversation needed to establish and maintain boundaries with clients. Client Communication and Education (00:17:02) The conversation revolves around the challenges of communicating technical accounting concepts to clients and the importance of client education and trust-building. The slippery slope of advisory work (00:20:32) Discussion on the challenges of defining boundaries and managing scope creep in advisory work. Talking about talking about it (00:21:48) Emphasizing the need for action and the impact of missed deadlines on client behavior. Value and hard conversations (00:25:00) Exploring the importance of adding value, having opinions, and asking tough questions in client meetings. Client expectation
Mon, May 27, 2024
The 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 Bartsch The finer details of this episode: Importance of storytelling and communication skills in the accounting industry Strategic use of storytelling, empathy, and understanding deeper motivations of clients in the context of financial numbers and business strategy The role of communication skills in human connection, client retention, team management, and business growth The core outcome of storytelling as human connection and building trust 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Jeff Bartsch is the founding communication strategist at Story Greenlight, which empowers accounting advisors to attract and keep their ideal advisory clients. With over 20 years of experience in the entertainment industry and client coaching, Jeff has helped shape content for clients including ABC, NBC, Disney, Apple, Netflix, and many others. Jeff has been recognized as a Top 30 thought leader in the accounting advisory world, and his commentary has been featured in publications including Accounting Today, the Associated Press, Time Magazine, and USA Today. He believes that the power of story is within reach of everyone, and that human connection is everything.Connect with Jeff at https://www.storygreenlight.com/moderncpa/ Timestamps: Introduction (00:00:00) Welcoming listeners to the podcast and discussing the upcoming conversation with Jeff Bartsch. Demystifying Storytelling (00:00:22) The importance of storytelling in becoming a better communicator and advisor in the accounting industry. Jeff Bartsch's Background (00:02:00) Jeff Bartsch introduces himself, highlighting his background in communication strategy and thought leadership coaching, including his experience in Hollywood. The Power of Storytelling (00:03:49) Jeff Bartsch shares a personal experience about the transformative power of storytelling and its impact on human connection. Transition to Accounting Industry (00:05:51) Jeff Bartsch explains his transition from Hollywood to working with the accounting industry, emphasizing the importance of human connection and trust-building in the accounting pr
Mon, May 13, 2024
Crafting 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 Hamid The finer details of this episode: Importance of storytelling in finance Practical tips for effective financial communication Transforming 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://soufbp.com/ Timestamps: Introduction to Financial Storytelling (00:00:00) Discussion on the importance of storytelling in finance and challenges faced by finance professionals. Practical Tips for Effective Financial Communication (00:01:46) Introducing the guest, Soufyan Hamid, and his background in financial storytelling and finance. Challenges Faced in Financial Storytelling (00:02:55) Soufyan shares his personal experience and challenges faced in financial storytelling. Reverse the Narrative Concept (00:07:29) Explaining the concept of "reverse the narrative" in financial storytelling and its impact on communicating financial information effectively. Adopting Financial Storytelling (00:12:35) Challenges in adopting financial storytelling, including the struggle to leave out details and focus on the main message. Practicing Effective Presentation and Public Speaking (00:15:19) Tips for effective presentation and public speaking in financial storytelling, including the importance of practice and engaging the audience. Adapting Financial Communication to Small Group Discussions (00:21:14) Discussion on adapting financial communication to small group discussions and the importance of anticipating questions and reactions. Visual Aids in Financial Communication (00:23:31) Discussion on the use of visual aids like dashboards and graphs in financial communication and their role in supporting the narrative. Adapting Visuals for Effective Storytelling (00:24:37) The importance of visually adapting graphs and charts to focus on specific points and guide the audience's attention in financial storytelling. Preparation and Structuring for Effective Financial Communication (00:27:12) The significance of preparation, structuring the message, and using visuals to guide the audience's attention in financial presentations. The Four St
Mon, April 29, 2024
Making 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 your goals.” –John Scott The finer details of this episode: Importance of thought leadership in the accounting and legal professions John's experience with a law firms’ growth and scaling based on data and metrics Discussion and insights from John's book, “Judicial Dollars and Cents,” on understanding cash needs and working capital for businesses, including law firms Unique elements of serving law firms and the complexities of partner compensation plans The significance of data-driven decision-making in business management 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Get the book: https://home.virtualcfo.cpa/johnscott Timestamps: The Introduction (00:00:00) Introduction to the podcast and its mission. Discussing Thought Leadership and Writing a Book (00:00:22) Adam and Tom discuss the value of thought leadership and the process of writing a book. John's Background and Experience (00:01:45) John Scott introduces himself and discusses his experience working with law firms and the collaboration between Anders and Summit. Scaling a Law Firm (00:02:58) John shares a story of an entrepreneurial attorney scaling his business and the focus on data and metrics. Inspiration for Writing the Book (00:04:06) John explains the inspiration behind his book, “Judicial Dollars and Cents,” and the need to provide guidance for attorneys in managing their finances. Unique Elements of Serving Law Firms (00:07:32) Discussion on the unique financial aspects of law firms, including trust accounts and fee structures. Forecasting and Real-Time Data (00:05:55) John uses an analogy to emphasize the importance of real-time data in financial forecasting
Mon, April 15, 2024
Unlocking 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 Moll The finer details of this episode: Discussion of nearshoring and its benefits for accounting firms Differences between nearshoring in Mexico and offshoring in India Challenges and advantages of nearshoring, including nurturing and training nearshore team members Experiences with offshore teams and challenges faced when working with teams in India Importance of critical thinking and cultural differences in offshore work Challenges of finding talent and benefits of outsourcing for smaller firms Importance of building a strong bond with the offshore team and treating them as an extension of the firm 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://www.cadencia.io/ Timestamps: Introduction (00:00:00) Introduction to the podcast and its mission to provide insights on accounting and related topics. Martin Moll's Career Story (00:00:54) Martin Moll shares his career journey from being a lawyer to becoming the president of Cadencia, emphasizing his experience with CPA firms and offshore operations. Choosing Guadalajara for Nearshoring (00:03:58) Martin explains the decision-making process behind choosing Guadalajara, Mexico, as a nearshore location, considering factors such as education, economy, and safety. Cultural Assimilation and Language Barrier (00:06:47) Discussion on the importance of cultural assimilation and the differences in exposure to tech stacks between nearshore locations like Mexico and offshore locations like India. Benefits of Nearshoring and Staff Integration (00:10:51) Martin highlights the benefits of nearshoring, emphasizing the potential for highly motivated and well-educated professionals and the integration of nearshore team members with the onshore firm. Advertisement for Virtual CFO Playbook (00:08:24) An advertisement for the Virtual CFO Playbook, offering essential tools for creating and delivering scalable CFO services. Comparative Analysis of Offshoring and Nearshoring (00:15:39) Comparison of offshoring and nearshoring, focusing on the
Mon, April 01, 2024
Mastering 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 ongoing evaluation and improvement of the onboarding process ● Impact of successful onboarding on long-term client relationships 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.com ● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Timestamps: The importance of onboarding (00:01:07) Adam discusses the importance of onboarding and setting expectations for new clients, emphasizing the need for a structured process. Discovery meetings and setting client expectations (00:02:21) Tom explains the process of accounting and advisory discovery meetings, setting specific dates for deliverables, and aligning on priorities with the client. Organizing work and project management (00:05:51) Adam suggests organizing the team to focus on one area together, emphasizing the need for a solid process and project management for effective onboarding. Client communication and feedback (00:08:04) The importance of setting communication policies and feedback loops with clients during the onboarding process is discussed, ensuring clear expectations are established. Role of a project manager and client success manager (00:11:02) The role of a project manager in organizing the onboarding process and the importance of a client success manager for communication and issue resolution are highlighted. Continual improvement of onboarding process (00:15:59) The discussion emphasizes the continual evolution and improvement of the onboarding process to ensure a positive initial impression for clients.
Mon, March 18, 2024
Sales 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 management Strategic implications of pipeline meetings Challenges of waiting percentages in pipeline management Methods for evaluating and forecasting pipeline opportunities Tools and strategies for pipeline management Advice 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) Evaluating committed projects, analyzing potential opportunities, and using historical data for forecasting. Operational and Financial Alignment (00:03:36) Bringing finance, operations, and pipeline management together in meetings, and using pipeline data as guardrails for improvement. Strategic Resource Planning (00:09:49) Evaluating the impact of big contracts on pipeline size, considering the need for increased resources, and the role of finance in decision-making. Shortening Sales Cycle (00:12:21) Advising on ways to shorten the sales cycle, improving sales efficiency, and the relationship between sales cycle length and pipeline size. Challenges of Waiting Percentages (00:14:59) Disadvantages of waiting percentages in pipeline management and the preference for categorizing deals into simple buckets. Pipeline conversation for service-based clients (00:18:00) Discussion on tools and strategies for service-based and project-based clients, including sales, pricing, and seasonality. Strategic implications of pipeline management (00:19:20) Importance of pipeline management for advising clients and looking forward, and the various ways it can help businesses. Conclusion and call to action (00:19:36) Promotion of the podcast's website for more tips and strategies for achieving success in the accounting industry. 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/
Mon, March 04, 2024
ESG 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 companies Regulations and disclosures required by federal agencies for government contracts Opportunities for the accounting profession in the ESG field 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://www.esgmotive.com https://www.linkedin.com/in/kaigray/
Mon, February 19, 2024
Attract and Retain Accountants Amid a CPA Shortage: A Conversation with Cory Gayman
The finer details of this episode: Challenges of finding and retaining CPAs Strategies for attracting and retaining talent Hiring 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://jcgcpafirm.com/ https://www.linkedin.com/in/jcgcpa/
Mon, February 05, 2024
Cash Balance Plans: Maximizing Client Tax Savings with David Podell
The finer details of this episode: Ideal clients for tax savings and retirement planning strategies, including cash balance plans Flexibility and tailoring of retirement plans to client's financial situation Maximizing contributions to reduce tax liabilities and increase retirement savings Strategic 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://www.linkedin.com/in/bbconsultants/ https://businessbenefitsconsultants.com/ https://census-form.com/tax-strategy-form/
Mon, January 22, 2024
Drive 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 Bartsch The finer details of this episode: Importance of storytelling in engaging clients in the accounting industry Applications of storytelling in client interactions, team communication, and marketing The importance of incorporating personal stories to engage 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Story Greenlight is a coaching company that helps accounting executive and advisors become confident, memorable communicators and thought leaders. Connect with Jeff at https://www.storygreenlight.com/ or hello@storygreenlight.com .
Mon, January 08, 2024
Mail 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 mindset Challenges of merging existing processes during onboarding Building 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/
Mon, December 11, 2023
The 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 Geers The finer details of this episode: Time-saving opportunities for AI in accounting, particularly in data entry and bookkeeping Technical work and incorporation of AI in complex areas Importance 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 mcpasuccessshow@anderscpa.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://www.zeroed-inconsulting.com/ https://www.linkedin.com/in/kylegeers/
Mon, November 27, 2023
Benefits 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 Cotner The finer details of this episode: Discussion of “delegate and elevate” and the types of tasks that can be delegated Differences between executive assistants and virtual assistants Importance of communication expectations and finding the right communication channels Pricing models and considerations when choosing an executive assistant service 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://athenaexecutiveservices.com/ https://www.linkedin.com/in/athenaea/
Mon, November 13, 2023
Mastering 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 Bowser The finer details of this episode: Challenges of establishing trust and rapport without in-person interactions Shifting from blaming to a curiosity mindset Asking questions to understand changes in behavior Exploring 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 guest on the show, email us at mcpasuccessshow@anderscpa.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://conflictmanagementstrategies.com/ https://www.linkedin.com/in/carol-bowser/
Mon, October 30, 2023
Implementing 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 Fonger The finer details of this episode: Focus on the problem of being too busy and not having systems in place to work on the business Importance of putting the principles into practice and working with diverse clients Goal of helping businesses become more productive and effective through systematic strategies Importance of having a systems mindset, clear vision, and documented procedures 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://wtsenterprises.com/ https://www.linkedin.com/in/joshfonger/
Mon, October 16, 2023
Helping 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 Turner The finer details of this episode: Importance of effective communication and understanding financial metrics for non-finance professionals Bridging the gap between accounting and non-finance professionals in law firms Importance of cash-flow forecasting for law firms Evolution of forecasting tools and the importance of real-time updates Leveraging outside resources and networking for fresh ideas 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ www.TLTurnerGroup.com https://www.linkedin.com/in/terrellturner/
Mon, October 02, 2023
What Every Advisor Should Know About the Cannabis Industry with Guillermo Rodriguez
The finer details of this episode: Obstacles faced by cannabis businesses, such as banking and expense reporting Overview of the cannabis industry and its various sectors Importance of forecasting for cannabis businesses Metrics valuable for retailers in the cannabis space 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ Virtual CFO services for the cannabis industry: https://anderscpa.com/virtual-cfo-cannabis/
Mon, September 18, 2023
Revolutionize 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 Sonkin The finer details of this episode: Services provided by Virtual Family Office, including tax elimination and cost-reduction strategies Introduction to the Virtual Family Office model and its benefits for accessing global resources Discussion on the challenges of navigating the tax code and the disconnect between top CPA firms and tax strategies How CPAs with specialized tax knowledge differentiate themselves from other players in the financial service industry 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://vfohub.com/ https://www.linkedin.com/in/alexsonkin/
Mon, September 04, 2023
Niche 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 Carter The finer details of this episode: Advice on navigating the difficult conversation of firing clients and the potential benefits of focusing on a niche market Creating packages or tiers of services to provide options and avoid one-size-fits-all pricing The importance of finding a niche market and understanding pain points to effectively communicate value and serve 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://geraldinecarter.com/ Download Geraldine’s Master Value Creation Checklist for free! https://geraldinecarter.com/value https://www.linkedin.com/in/geraldine-carter/
Mon, August 21, 2023
Unlocking 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 Knecht The finer details of this episode: The three core services in accounting firms: accounting and bookkeeping, tax planning and preparation, and CFO and advisory Empowering accounting professionals to recognize their worth and value Permission and clarity in transitioning to an advisory role 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.com Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/ https://universalaccountingschool.com/ Roger Knecht | LinkedIn
Mon, August 07, 2023
Selling for Accountants with Nikki Rausch
“Selling is actually something you do with people. It's a collaboration. Your objective of sales is not to try to convince people to buy from you; that's where you get into that place that feels uncomfortable and manipulative.” - Nikki Rausch The finer details of this episode: Utilizing your network to make connections Creating curiosity in sales calls Improving communication with sales techniques Episode resources: Summit Virtual CFO by Anders website – summitcpa.net If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com Sales Training and Mentoring Specialists | Professional Sales Trainer (yoursalesmaven.com)
Mon, July 24, 2023
Cultivating 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 Meilinger The finer details of this episode: Client Retention and referrals The Importance of mindset Following a Sales process Episode resources: Summit Virtual CFO by Anders website – summitcpa.net If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com CPA Firm Greenville SC | Accounting Tax Services (meilinger.us)
Mon, July 10, 2023
Offering 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 industry The unique requirement in the industry to capture customer information Trends and hurdles in the cannabis industry Episode resources: Summit Virtual CFO by Anders website – summitcpa.net If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com Virtual CFO Services for Cannabis - Anders CPA
Mon, June 26, 2023
Transform 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 Baker The finer details of this episode: Using metrics to continuously improve service delivery and set up key predictive indicators to test hypotheses Setting boundaries with clients and educating them on what is reasonable in terms of communication and response time Importance of delivering results as a professional, rather than just charging for time or tasks Episode resources: Summit Virtual CFO by Anders website – summitcpa.net If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com VeraSage Institute
Mon, June 12, 2023
Transforming Your Business: The Power of Subscription-Based Models with Ron Baker (Part 1)
“We need to move away from pricing services and we need to start pricing what's really important, which is the relationship and transformations." - Ron Baker The finer details of this episode: Time sheets vs after-action reviews Guiding transformations and monetizing relationships rather than charging for scope changes Understanding a subscription-based model and how it differs from traditional-pricing models Episode resources: Summit CPA website – summitcpa.net If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com VeraSage Institute
Mon, May 29, 2023
The Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney
“Without the foundation of a good onboarding process, it's going to be very hard to have each client make sure that they're hitting all those deliverables because every client is a little bit different.” - Joey Kinney The finer details of this episode: Identifying client pain points during onboarding The value of an onboarding specialist in standardizing processes Setting expectations for onboarding Episode resources: Summit CPA website – summitcpa.net If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com
Mon, May 15, 2023
Maximizing Automation in the Accounting Industry with Jesse Rubenfeld
We partner with CFO-services firms and CPA firms that want to focus on the advisory angle. We don't necessarily want to provide advisory services, but we want to give our partners a strong foundation of bookkeeping and accounting. We're focused on using automation to improve the accounting system, and that helps our partners, the CFO-services firms and the outsource CPAs, that are really the advisors to their clients. But you have to have the bookkeeping and the accounting there in order to provide the advisory piece. We want to be the wind beneath their wings.” - Jesse Rubenfeld The finer details of this episode: Accounting workflows: automation assisted vs. automation Outsourcing accounting tasks to increase efficiency Software tools that help with automation Episode resources: Summit CPA website – summitcpa.net If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com FinOptimal | Homepage
Mon, May 01, 2023
Adding 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 Peters The finer details of this episode: Conveying value and building trust in sales conversations Exploring niche markets Defining and improving processes when adding virtual CFO services to your firm Episode resources: Summit CPA website – www.summitcpa.net For questions or if you would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com. Virtual CPA providing vCFO Services | PJS & Co. CPAs (pjscpas.com)
Mon, April 17, 2023
The 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 Rutherford The finer details of this episode: Accounting challenges in the transportation and logistics industry Forecasting and planning for success Key Performance Indicators (KPIs) in the industry Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net
Mon, April 03, 2023
How 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. Scott The 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.net Email us with questions – cpa@summitcpa.net John Scott, CPA | Tax Partner | Anders CPAs + Advisors
Mon, March 20, 2023
Understanding the Silicon Valley Bank Issue: What Small Business Owners Need to Know
Episode Notes: “Any business, whether it's startup, tech, any business across the board, should really have a strategy of diversification of the funds that they don't particularly need on a 90-day basis to a six-month basis. If they've got that cash flow, let's start to diversify the rest of those funds.” –Paul Rhea The finer details of this episode: Risk vs. Reward: Diversifying funds for optimal returns Exploring strategies for diversifying excess cash Bank protection strategies for business owners Bank security and diversification strategies Episode resources: Summit CPA website – summitcpa.net Email us with questions – cpa@summitcpa.net
Mon, March 20, 2023
Top 5 Marketing Mistakes CPA Firms Make with Matthew Banker
“I've talked to a lot of firms who say that they can't take on new business between February and April. I think that's a mistake because that's when business owners are feeling the most pain around their financials, so that's when they most need help and want to talk to someone. But they'll often just turn off the marketing during those months. So, that's the best time to be connecting with potential clients because that's when they're feeling the need most acutely.” – Matthew Banker The finer details of this episode: The importance of understanding your customers and what they need Creating a clear and consistent message that resonates with your customers Viewing marketing as an investment and working with a knowledgeable marketing partner Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net Marketing for Accounting Firms - Benchmark Growth Marketing
Mon, March 06, 2023
Finding Joy in Accounting: Nearshore Outsourcing, Taxes, and Franchising with Kristen Keats
“Your mission should be bigger than you can do in your lifetime, but you should never lose sight of it as your North Star. Any decision that we make or any of the things that we’re doing, we ask the question, ‘Is this going to further the joy?’ The joy is interacting with your clients and really feeling like you're making a difference. I want to bring joy to both sides—accountants and clients. How can we make it more positive for both? We do so by finding solutions for our clients’ pain points.” – Kristen Keats The finer details of this episode: Nearshore vs. offshore outsourcing Solving pain points for clients Solving staffing issues with Cadencia Helping accountants start their own firm through a franchising option Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net Cadencia Breakaway Bookkeeping & Advising (breakawayba.com) Sherwood Tax & Accounting
Mon, February 20, 2023
Outsourced HR Solutions with John Baldino
“If an organization views human resources as the “HR police” that only values and enforces compliance, it's a disservice not only to HR as a discipline, but to each employee's experience of what work ought to be like.” – John Baldino The finer details of this episode: Career mapping vs. one career map Human resources as a service, not a department Boomerang employees and adding skillsets for opportunities Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net Human Resources Outsourced, and more. - Humareso
Mon, February 06, 2023
Scaling and Selling: Is Your Firm Ready for a Broker? With Brannon Poe
“Ideally, we like to work with clients three to five years before they sell. A lot of times people come to me, and they say, ‘How much is my practice worth?’ I give them my understanding of that value. And if they don't like that value, then they've got time to work on that because sometimes owners need to get their practice in a better position so they could sell for a better price.” - Brandon Poe The finer details of this episode: Pruning for growth Getting your firm ready to sell Understanding the benefits of a broker when planning your exit Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net Accounting Practice Sales – Buy or Sell | Poe Group Advisors
Mon, January 23, 2023
Getting Things Done® with David Allen
“GTD® doesn't deliver a solution; it delivers hope. How much people want to take advantage of that is up to them. GTD® and implementing these best practices—capture, clarify, organized, reflect, and engage—of how you get stuff under control in your life and work, they don't give you more time. They give you more room. What you do with that room is unique to you.” – David Allen The finer details of this episode: • Meeting management and setting boundaries for back-to-back meetings • The need for GTD® in a team environment—not just individually • The importance of setting and understanding what your priorities are Episode resources: • Summit CPA website – summitcpa.net • Email us with questions – vcfo@summitcpa.net • Getting Things Done® – https://gettingthingsdone.com/
Mon, January 09, 2023
Divvy: Empower Spending Using Simple Controls With Zac Heinz
“Divvy is a software company first. And then we found that we had to tie a card into it. It’s the web application; it's the mobile application; it's the Divvy Smart credit card. What's nice about this is that it's one integrated solution. You don't have to go find a card solution and then buy a software to lay over the top of it and vice versa. You don't need to find a software that you really like and then have to go find a card that might work into it.” – Zac Heniz The finer details of this episode: How Divvy empowers both business owners and employees to manage spending Creating virtual and one-time-use cards to offer further security parameters Spend and expense transactions with ease using Divvy Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net Divvy – https://getdivvy.com/
Mon, December 26, 2022
Top 3 Ways to Build Client Relationships With Hannah Hood
Episode Notes “The top three things that people can do to build client relationships would be take a posture of people over profit, to follow through and follow up, and to remember going into those relationships that, it's not about you. Take yourself out of the equation first and understand your client's goals.” – Hannah Hood The finer details of this episode: Understanding your personality and how to work with different personality types Establishing relationships built on trust and transparency How to implement Hannah’s three tips to improve and build client relationships Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net
Mon, December 12, 2022
Optimize Planning Using PlanGuru with Christian Wielage
“We've designed a pretty flexible tool. It’s turnkey when you need it to be, like determining cashflow. We've got some really cool stuff in the pipeline right now from a development perspective and KPIs.” -Christian Wielage The finer details of this episode: How using a software planning tool like PlanGuru helps advisors/CFOs make sound business decisions Tools and resources offered by PlanGuru Why today’s firms need PlanGuru to stay relevant and offer real-time solutions Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net PlanGuru | Business Budgeting Software, Business Planning Software
Mon, November 28, 2022
Pre-IPO and Financial Planning With Aaron Rubin
Episode Notes “It’s time to bring in an expert if you are leaving your role at a pre-IPO company. Also, when the IPO happens, it can a little tricky, especially if they have some of the more complex kinds of contracts, so you’re going to want to get some help on it.” – Aaron Rubin The finer details of this episode: Learn options to offer clients when it comes to pre-IPO tax issues as it relates to stock options How to advise a client and seek specialized help as they navigate the IPO journey Understand services that clients might need post IPO, such as wealth management Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net Aaron Rubin – wrpwealth.com
Mon, November 14, 2022
Three Tips to Prevent Burnout With Iralma Pozo
“I care about our profession, and I know that we're always busy. Especially as we're doing advisory work, tax planning, and things that are more forward thinking, there's no stop. You have to make sure that you're managing yourself and helping others to avoid burnout. You have to be very proactive.” – Iralma Pozo The finer details of this episode: Self-awareness: Take an assessment to understand and analyze personal traits about yourself so that you can learn how to thrive in work environments Self-care: Implements things into your daily routine that charge your battery Communicating and setting boundaries: Let coworkers and clients know up front what they can expect from working with you Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net
Mon, October 31, 2022
What You Need To Know About Annual Planning
“We're not talking about the forecasting meeting. We're talking about an annual planning meeting where we hit the brakes and see what last year looked like. Then we evaluate what the current year-to-date looks like and realign on big-picture goals as needed”– Adam Hale The finer details of this episode: Starting a conversation with clients about annual planning and the benefit of using it as a benchmark for the next calendar year Setting a cadence and schedule for customizing a strategize plan for the client What the annual planning process is and tools that can be implemented to create it The importance of aligning your client's financial goals and their business goals Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net
Mon, October 17, 2022
An Easy Solution For Data Storytelling with Pragadish Kalaivanan
“Big data is a thing right now. Everybody has tons of data, but it's not really useful information. I know for us and our clients and accountants everywhere, we've become storytellers. There's a lot of cool reports that we want to have for ourselves in order to understand and tell the story, but we've got to be able to push that information out and get it to the users. ”– Adam Hale The finer details of this episode: How analytic software can help you see data trends for your client's business Being able to understand data storytelling as a tool for clients How analytic tools can help generate useful reports, while also reducing human errors Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net Toucan Toco - Guided Analytics for Business Users
Mon, October 03, 2022
Quiet Quitting with Chris Williams and Josh Jeans
Episode Notes “Long before COVID, people were feeling frustrated, particularly younger people who were feeling like the market was leaving them behind. Then, along came COVID, which completely shook the entire job market. And it sent people home to sit on their couch and think about themselves and what they're doing. The pandemic shook the market and caused there to be some realization on the part of the employees that maybe they weren't getting everything out of this bargain.” – Chris Williams The finer details of this episode: How to navigate the current marketplace for employment opportunities Being able to reflect on current employment circumstances and understand alternative options How to stop compromising personal situations for the sake of a career Being able to cultivate a good leadership team Episode resources: Summit CPA website – www.summitcpa.net Email us with questions – cpa@summitcpa.net Chris Williams – clwill.com
Mon, September 19, 2022
Financial Tools for Remote Companies
In this episode, Jamie Nau, our host and Summit CPA's Director of Virtual CFO, sits down with Adam Hale, Partner at Anders CPAs + Advisors, and Jake Grimm, Summit CPA's Director of Technology, to discuss financial tools for remote and distributed companies. If you are a business owner of a fully distributed company, this episode is for you! Jamie, Adam, and Jake discuss must-have tools to implement in your remote business to help it run efficiently and grow it to the next level. The finer details of this episode : How to choose the best technology for your remote business How to leverage technology in a remote world Being a business owner or member of leadership of a remote business Being a fully distributed, start-up company and implementing the right tools to run your business Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Mon, September 05, 2022
Overcoming Awkward, Winning Clients, and Influencing People With Monica Parkin
"I'm just authentic me. When I meet people, I don't talk about me and what I can do for you and what I do for a living. Ask questions about other people, like: Why are you here? What made you wanna do this business? What can you offer? Who can I connect you to? It's adding value to other people. And one thing I've figured out is people notice people who notice them. Simple little things like giving someone else a shout out or sharing their post or saying, "Hey, I saw you the other day. That was great." It's bringing that sense of community into everything you do." - Monica Parkin The finer details of this episode : How to choose something that you're passionate about How to contribute to your community in order for your business to thrive Being a good listener and asking intentional questions Being authentic when building your brand and networking Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Monica Parkin - Courtenay Mortgage Specialist | Monica Parkin, Mortgage Specialist
Mon, August 22, 2022
How to Manage Change and Thrive in it with Douglas Fergusson
"I think a lot of it has to be started through exploration because if we don't start with a mindset around exploration and learning...If we're just changing for the sake of changing, then we really, we're not coming from an informed perspective." - Douglas Ferguson The finer details of this episode : The mindset and behavior that is essential to change management in an organization What do businesses need to do? What strategies should they put in place? How important is having a culture of curiosity? How should change management need to change as the company gets larger? Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Voltage Control website - voltagecontrol.com
Wed, August 10, 2022
The Future of CPE with Blake Oliver
"I think CPE is also one of those things that's kind of stagnated in our profession. Going to webinars, going to in-person seminars... it's just old-fashioned, it's inconvenient. People do things on their phones now. So why can't we learn on our phones on demand, wherever we are, whenever we want." - Blake Oliver The finer details of this episode : What is the future of the accounting profession? What are the traditional ways of doing things in the industry that hinder growth? What is Earmark CPE? How can it help professionals complete their CPE? Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Earmark website - https://earmarkcpe.com/ Contact Blake - blake@earmarkcpe.com
Thu, July 28, 2022
How Technology and Insights Influence a Restaurant's Success with Bo Davis
"I think the heart of it is (that) there's a lot of value in automation so that you can provide value-added and not have to deal with typing in sales entries everyday or the minutiae that comes with this" - Bo Davis The finer details of this episode : What does MarginEdge do? How does a robust back-office technology support the restaurant's success? How do insights and report tools help the production and decision-makers? Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net MarginEdge website - www.marginedge.com/
Wed, July 13, 2022
Culture as a Success and Performance Driver with Serena Shoup
"I want to build a certain culture. I wanna make sure that everyone is on board with our values from the very beginning. So even in the interview process, we talk about our values and make sure that the questions we're asking will enable people to answer based on their values. And then, just how they interact with us throughout the interview process can say a lot too" - Serena Shoup The finer details of this episode : Who is Serena Shoup? What does the Ambitious Bookkeeper do? What hiring practices help them hire based on culture fit? How did culture play a role in the growth of her company? Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Reach out to Serena Shoup - www.ambitiousbookkeeper.com/
Thu, June 23, 2022
How Autoreview Adds Value to Your Financial Reviews
"I always go in with a little skepticism just because there's a lot of tools out there and they can be great, or they can flop and not really do much. But, I did see some value in the Autoreview demo that they gave us. It definitely had features that you can't get just out of QuickBooks and it is in an easy-to-read self-organizing format" - Alyssa Colf The finer details of this episode : What is Autoreview? What does it do? Who is it for? Features of Autoreview that has helped our teams Benefits and best practices while using the tool Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Thu, June 09, 2022
How 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 resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Tue, May 31, 2022
Speed Dating with Credits and Incentives
"It's very important to look at all these tax-saving opportunities." - Randy Crabtree The finer details of this episode : What are the different credits and incentives available to business owners? What should accountants take into consideration when giving their clients advice? What should you know about the R&D and Employee Retention Credit? Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Email Randy Crabtree - Randy.Crabtree@tri-merit.com
Tue, May 17, 2022
Building 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 resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Tue, April 26, 2022
Why Networking on LinkedIn is More Important Now Than Ever With Donna Serdula
"When you showcase your best, you attract the best." - Donna Serdula. The finer details of this episode : Why is LinkedIn an essential tool to grow your network? Practical tips build your brand on LinkedIn. Understanding your purpose on LinkedIn and using your purpose to achieve success. Episode resources Summit CPA website - www.summitcpa.net Email us with questions at cpa @summitcpa.net Vision Board Media - https://visionboardmedia.com/
Mon, April 18, 2022
Summit 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 Anders How the merger benefits both Summit CPA and Anders What stakeholders should expect with the merger Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Summit CPA Group to Merge with Anders CPA + Advisors
Wed, April 06, 2022
How to Communicate With Your Clients in Plain English with Peter Margaritis
"We have to realize that we speak this technical language riddled with acronyms, that when our audience isn't like us, we need to find a way to translate it into plain English. So there's understanding." - Peter Margaritis The finer details of this episode : How to connect and become relatable when discussing technical terms with clients Tips and tricks to remember when communicating with clients from different industries Importance of communicating clearly to achieve a common goal Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net The Accidental Accountant website - www.petermargaritis.com/
Mon, March 21, 2022
Lessons Learned in Client Onboarding
"Honestly, the way we've structured our kickoff call week. 80% of the kickoff call, just letting the CFO and the client kind of start to have those conversations, which is huge. We listen and we hear the things that are most important to them." - Lydia Rapp The finer details of this episode : What are we doing now that we haven't done before? Why you should have a client onboarding process in place What are the important things to consider when building an onboarding client? Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Tue, March 08, 2022
Clubhouse for Accountants with Larry D. West III
"Do it. Don't hesitate. Just jump into it." - Larry D. West III The finer details of this episode : What is Clubhouse? How Larry D. West III used this platform and created opportunities for his business How to get started How Clubhouse can help you add value as a thought leader for your audience Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Precision Business Strategies website - www.pb-strategies.com
Mon, February 21, 2022
Modern CPA Success Show's Best of 2021
"As a CPA firm, we're big into numbers, we're big into data. And, we do look at this data to try to determine what our future topics are going to be and how to make sure that our podcasts are hitting the audience." - Jamie Nau The finer details of this episode : What are the top performing podcasts episodes on the Modern CPA Success Show in 2021? What three topics drive more podcast downloads? Why did these topics perform well? Top 10 Episodes: The Future of Virtual CFO Services with Rick Telberg of CPA Trendlines The Playbook That Inspired the Growth of Oberlander & Co. Developing Systems to Scale Your Business with David Jenyns (Part 1) Adapting in the Age of Automation with David Bergstein Deep Dive with Virtual CFO Client Tiffany Farriss of Palantir Finding Your Niche & Becoming a Thought Leader Tax Lessons Learned with Dave Danic Exploring New Marketing Channels to Reach More Leads Exploring Video Marketing Strategies to Grow Your Business How Octavia Conner Made Her Clients Say Yes to Profits Episode resources Summit CPA website - www.summitcpa.net Email us with questions - vcfo@summitcpa.net
Mon, February 07, 2022
Developing A Team Of Constant Learners
"The end of curiosity is that understanding and it's engagement. And if we get to that and then we're going to increase our quality of interactions with our internal stakeholders and with our teammates, we're going to increase the quality of the service we provide to our clients because we are fully engaged. We are better understanding who, who they are and what they want." - Josh Jeans The finer details of this episode : What having curiosity means to Summit CPA Group? In the hiring process, what are Summit CPA's best practices that help qualify candidates who imbibes the core value curiosity? How is curiosity a learned skill and how do we hone it? How does curiosity contribute to developing a team of constant learners? Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Mon, January 24, 2022
How Andrew Tucker Found The Perfect Course To Grow His CPA Firm
"Back in November I was able to unveil practice executive, which is really something I created almost entirely from scratch based on the Summit Model and what I've been able to experience from you guys over the last few months." - Andrew Tucker The finer details of this episode : Practice Executive LLC and how Andrew Tucker started his practice How he applied what he learned from the Virtual CFO Playbook Course to grow his clients from scratch Becoming a thought-leader in the dental industry Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Tue, December 28, 2021
Best Advice for Remote First Companies
"Just do it. It's one of those things that if you think about it and you try and make it perfect it never will be. No one working in the office will ever be perfect. So (it's always) come out of your comfort zone and step into the risky area and go remote. You just have to do it." - Jody Grunden The finer details of this episode : What to consider and what to prepare for before going remote How to start and how to maintain a remote workplace What helped Summit CPA Group? (Tools, processes, people management) People management strategies Summit CPA Group implemented - what works and what doesn't Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Mon, December 13, 2021
Organization Reinvention with Fabiaan van Vrekhem
"Today, it's about rethinking your business model to adjust to new societal needs because society has evolved, science has evolved, what makes sense and what doesn't make sense in society has evolved and will further evolve." - Fabiaan van Vrekhem The finer details of this episode : Definition of Organization Reinvention What approach you need to take when reinventing your organization? What questions to ask and consider before reinventing your organization? The difference between a roadblock and a wrong turn How organization reinvention impacts people management Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Email Fabiaan - fabiaan.van.vrekhem@accordgroup.be Purchase Fabiaan's book on Amazon - Disruption@Work
Mon, November 29, 2021
Cloud-based Forecasting with Jirav
"This is another really great thing about using an online platform like this - you could have a support person who has never seen your model be able to figure out what's going on in like five or 10 minutes versus like taking all afternoon to figure it out in an Excel." - Martin Zych The finer details of this episode : What is Jirav? How does Jirav help Summit CPA serve our clients better? Why did Summit CPA decide to move to Jirav? How Jirav helps Summit CPA as a cloud-based forecasting solution What are Jirav's features that will make you consider shifting to a cloud-based forecasting solution? Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Jirav website - www.jirav.com
Mon, November 15, 2021
The Great Resignation Part 2
"You have got to understand everyone on your team's unique ability and best and highest contribution and put that to work. Create a place where they can make a meaningful contribution given their motivations and their unique abilities." - Zach Montroy The finer details of this episode : What to consider if you want to keep your people Understanding the needs and motivations of people Compensation and benefits - how important benefits come into play How personalization of benefits has helped Summit CPA Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Mon, November 01, 2021
The Great Resignation
"We're seeing it all across different disciplines, all different types of employment and what we're finding is that people are quitting - and that really started from probably I'd say January and still continuing on through today - where they're quitting for all kinds of reasons" - Jody Grunden The finer details of this episode What is "The Great Resignation"? What are the reasons behind this phenomenon? What companies can do to take the employee retention to the next level? Finding candidates, the evaluation process and preventing no-shows. Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Mon, October 18, 2021
Value-Based Pricing with Geraldine Carter
"In order to get at value for your clients, it's helpful to think of the three questions that you can. Why now, why me and why this way. " - Geraldine Carter The finer details of this episode What is Value-Based Pricing? Why digital agencies should consider Value-Based Pricing What questions to ask when pricing your services according to value Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net She Thinks Big website - www.shethinksbigcoaching.com
Wed, October 06, 2021
What Eating Kale Taught Geraldine Carter About the Accounting Profession
"When I look at the accounting profession, same thing, super well-educated well-trained putting in lots of years licensed, and all that. Do they suffer sometimes from the same kind of, let's just say blinders, because they're so well-trained and thinking that the solution has to be complicated and nobody else could possibly come up with it that they walked right past easy solutions." - Geraldine Carter The finer details of this episode What are the 3 main challenges that CPAs and CPA firms usually experience? The kale story and its analogy to the accounting profession Finding simple solutions to pivot your current services and address the challenges that stunt your growth Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net She Thinks Big website - www.shethinksbigcoaching.com Smart Strategy for CPAs - www.smartstrategyforcpas.com
Mon, September 20, 2021
Building Communities and Learning From Your Peers
“Make it easy for them to say yes and dont make it anything about making money. Make it about making connections and launching the ship in a direction with the right people where everybody understands that this is about getting better together.” - Carl Smith The finer details of this episode What does Bureau of Digital do? How did they start this community? How to manage members of the community that are competitors or in the same market? What you need to do/prepare to start your own community How to build a community of highly engaged professionals and retaining the members Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Bureau of Digital website - www.bureauofdigital.com
Tue, September 07, 2021
Exploring New Marketing Channels to Reach More Leads
“The thing is, you kind of have to find your groove there. It doesn't happen just overnight.” - Stephen Pope The finer details of this episode Which marketing channel should you consider for your firm? Understanding your audience and making sure you have a clear message The concept of virality and creating content that resonates All about TikTok and the impact of social media and video marketing Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net SGPLabs - www.sgplabs.com/
Mon, August 23, 2021
Finding Your Niche & Becoming a Thought Leader
“In terms of passionate, absolutely essential as there's a rule in the practice of thought leadership, that your audience will never be more interested in your topic than you. So you have to choose something that you're going to be excited to talk about for the next five or 10 years.” - - Bill Sherman The finer details of this episode What is thought leadership? What questions should you ask yourself before you start? Steps you need to take before you launch your brand's thought leadership Thought leadership and its correlation to passion, relevance and responsibility Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Thought Leadership Leverage website - https://thoughtleadershipleverage.com/
Wed, August 11, 2021
Planning Memorable Company Retreats for Remote Companies (Part 2 Live from Las Vegas)
"I think being in my role one of the things I've seen is the fact that we haven't had this conference for a full year. I think it definitely affects the morale" - Jamie Nau The finer details of this episode Difference between Director and CFO retreat and why it's important to have both Purpose and benefits of team retreats Process of organizing team retreats Impact of team retreats to employee morale Difference of team retreats for remote vs. non-remote companies Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Wed, July 28, 2021
Planning Memorable Company Retreats for Remote Companies (Part 1)
"I really think what Summit has created, and Jody and Adam have created together is something unique; and also is something that should be looked at by other companies and replicated with how they treat their employees and creating that connection in a very remote working environment" - Lillian Hocevar The finer details of this episode Postmortem discussion of the Director's Retreat When to include family members in company retreats Selecting the perfect location for retreats that include family members Ultimate goal of company retreats What are the 6 Working Geniuses? How did Summit use this information to help teams Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Fri, July 16, 2021
Everything you Need to Know About Cannabis Accounting with Andrew Hunzicker
"The House today introduced a bill to fully decriminalize Cannabis. So, we're moving quickly both state front and federally and we actually saw this with CBD and Hemp legalize completely in 2018. So, there's a decent chance Cannabis will go down this path as well.” - Andrew Hunzicker The finer details of this episode Who and what does Andrew Hunzicker of Dope CFO do? Cannabis Industry as a niche Opportunities available in the Cannabis Industry Tips and reminders for CPAs and CPA firm owners who are interested to serve this niche Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Alliance Virtual Offices website - www.alliancevirtualoffices.com
Thu, July 01, 2021
Tax Lessons Learned with Dave Danic
“Building a team that is eager to dive into some of these multi-state tax issues is one of our lessons”- Dave Danic The finer details of this episode How Summit CPA Group Tax Department is set up Shifts that Summit CPA Group made internally the past two years under the Tax Department What a does a Tax Manager do? What changes did Summit CPA Group do when managing clients Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Email Dave Danic- ddanic@summitcpa.net
Mon, June 14, 2021
Deep 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 metric The challenges that influenced the changes for Palantir How long does it take to create a 360 shift within the organization How a virtual CFO was able to help them through challenging times Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Palantir website - www.palantir.net
Wed, June 02, 2021
Developing Systems to Scale Your Business with David Jenyns (Part 2)
“That's what systems do. They enable you to solve problems once, and then the business over can move over to the next problem which should be a higher level” - David Jenyns The finer details of this episode The need for a Business Systems Champion in your organization How systems shape business cultures The impact and change systems bring to a business Getting your teams onboard with changes in business systems Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net David's website - davidjenyns.com
Mon, May 17, 2021
Developing Systems to Scale Your Business with David Jenyns (Part 1)
“All the business owners that I chat with, every single one of them, I don't think we'd ever had a discussion where we haven't come to the conclusion that business systems are important.” - David Jenyns The finer details of this episode Why business systems are important How SYSTEMology is different from process improvement practices What business owners should do to get started Key practices to adopt for better business systems Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net David's website - davidjenyns.com
Mon, May 03, 2021
How Octavia Conner Made Her Clients Say Yes to Profits
"In order to generate profit the correct way you need to have cash flow in your business...So one of the ways that we help our business owners is that we tell them 'The ultimate goal is for you to say yes to profits.'” - Octavia Conner The finer details of this episode Say Yes To Profit and Octavia's amazing backstory How she defined what needed to be done to scale her business What challenges she faced and how she overcame it Tried and tested tips to build your own VCFO services Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Alliance Virtual Offices website - www.alliancevirtualoffices.com
Mon, April 19, 2021
How to Build a Flexible, Engaged, and Successful Workplace with Frank Cottle
"The one word that every major employer, or every major business, or governmental entity is using right now is agility. They started using that in 2017, 2018, 2019, they started using the word but they weren't taking action and that's the big difference” - Frank Cottle The finer details of this episode Deep dive into the difference of the workforce through the years What the new normal looks like for the workforce Redefining the purpose of an office New workforce models and options for businesses Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Alliance Virtual Offices website - www.alliancevirtualoffices.com
Wed, April 07, 2021
The Playbook That Inspired the Growth of Oberlander & Co.
"I feel like we're colleagues, so you know it's like a real firm and we work together and they help us a lot besides actually taking the course that has helped us a lot in setting the framework."- Jacob Oberlander The finer details of this episode How the VCFO Playbook Course influenced Oberlander & Co. Highlighting the practices that Oberlander & Co. adopted Importance of implementing a solid Onboarding process and Pipeline Meetings The Impact of Switching to Value-Based Pricing Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Oberlander & Co. website - www.oberlanderandco.com/ Show Less
Mon, March 29, 2021
Choosing Vendors with Jake Grimm
"In our industry, we're always looking at what can save time and what's not going to break down all the time” - Jody Grunden The finer details of this episode Understanding your company's needs to find the right solution for you How to choose the best vendor for your company Things to consider before saying "yes" to a vendor How Summit CPA Group weeds out all proposals to find the best one Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net
Mon, March 15, 2021
Adapting in the Age of Automation with David Bergstein
"I think the future of accounting is automation and advisory services." - David Bergstein The finer details of this episode Understanding the importance of automation and innovation Process of choosing the best platforms to automate processes Why moving to the cloud is the way forward for CPA firms How to add value through advisory Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Bergstein CPA website - www.bergsteincpa.com/
Wed, March 03, 2021
Establish Smarter Ways of Working for you and your Clients with Bill.Com
Quote "You have an opportunity to digitally transform your clients' life." - Pete Potsos The finer details of this episode What is Bill.com? How Bill.com helped Summit CPA revolutionize their processes Features can help you and your clients How you can improve your own practice using the Bill.com platform Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Bill.com website - www.bill.com
Mon, February 15, 2021
Exploring Video Marketing Strategies to Grow Your Business
Quote “If you want to be a big business that continues to grow with some scale, then you need to learn how to use these.” - Stephen Pope The finer details of this episode How video helps you connect to your audience Why it's important to incorporate a video marketing strategy into your social media and other marketing efforts in general How to be comfortable in video Tips on getting your very first video done Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net Email Stephen - stephen@sgplabs.com
Wed, February 03, 2021
Financing with QuickFee
Quote “One of the partners there was sharing that their firm no longer has an overdraft thanks to using our payment plans” - Bruce Coombes The finer details of this episode What is QuickFee What are the three payment solutions offered by QuickFee Advantages of using QuickFee How it helped firms collect payments faster How QuickFee can help enhance your relationship with your client Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa @summitcpa.net QuickFee - https://quickfee.com/
Mon, January 04, 2021
The Future of Virtual CFO Services with Rick Telberg of CPA Trendlines
Quote “If we write about what people are talking about, then people are going to talk about what we write about.” - Rick Telberg The finer details of this episode How Rick curated his content for CPA Trendlines Trends in the Virtual CFO space What could potentially hold CPA firms back from going virtual Why you should seriously consider offering VCFO work considering the current landscape What type of firm is best for offering VCFO services Benefits of hiring a project manager to do our client onboarding at Summit CPA Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Connect with Rick - cpatrendlines.com
Mon, December 21, 2020
Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group
Quote “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 pitched Casey’s amazing backstory and how a virtual CFO was able to help him through challenging times The 80/20 rule, Parkinson's Law, and how Casey implemented them into his business idea How Casy found his blue ocean strategy Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Email Casey - casey@projectricochet.com
Mon, December 07, 2020
How To Hold An Effective Meeting with Tom Barrett
Quote “A lot of meetings are ruled by too many subjective opinions and egos, so it’s important to bring in actual objective measures of progress.” - Tom Barrett The finer details of this episode Where Summit CPA has been and where we are going with our meetings What makes a good meeting Why people hate meetings so much How to prevent team members from being distracted during meetings Healthy conflict and how that can be a good thing in meetings Creating a meeting agenda and why that is absolutely necessary The power in naming your meetings The IDS structure and how you can use it to talk through issues The role of meeting moderators and why you need one Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net
Mon, November 16, 2020
The Importance of Team Retreats with Zach Montroy and Lillian Hocevar
Quote “Taking this time and investment in your team will show dividends in the future.” - Zach The finer details of this episode How to choose the right venues, restaurants, and activities for the group Tips for structuring the content of your company retreat Balancing team-building and business development activities Choosing the right location for your retreat The importance of working with the right team to organize your retreat Budgeting and forecasting to cover your retreat financially Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Contact Lily - lillian@traveluxeofficial.com
Mon, November 02, 2020
Getting the Right People into the Right Seats with Tom Barrett
Quote “The key to keeping employees happy is to get the right people on the bus, the wrong people off the bus, and the right people in the right seats.” - Tom Barrett The finer details of this episode How to keep your employees happy Using accountability charts to get everyone into “the right seat” Processes for transitioning and onboarding employees into their roles Making sure that everyone gets into seats that fit their strengths Seeing people’s potential for leadership or supervising Tips for the interview process to assess potential new team members The importance of solidifying your company values when it comes to getting teammates into the right seat Episode resources Summit CPA website - www.summitcpa.net Email us with questions/comments- cpa@summitcpa.net
Mon, October 19, 2020
Deep Dive with Virtual CFO Client Greg Bear of Bear Group
Quote “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 hire a CFO Episode resources Summit CPA website - www.summitcpa.net Email us with questions/comments- cpa@summitcpa.net
Tue, October 06, 2020
Small Business Loans
Quote “I have the ability to play financial offense for clients, getting them the cash they need to continue to grow.” - Dan Kalis The finer details of this episode How to create good relationships with your bank Keeping your business in a good financial position The three C’s of lending The importance of building your business credit profile What to do when you don’t have the capital to grow your business When you should borrow from a bank and when you should go a different route Creative ways to meet your business’s cash needs Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net
Mon, September 28, 2020
Summit CPA employees Angie Douglas & Mikala Page talk about traveling while working remotely
Quote “Scope out the wifi situation before you arrive somewhere. The worst workweeks have been when I had to use my phone hotspot to work.” - Mikala Paige The finer details of this episode Angie and Mikala’s stories and how they joined Summit CPA Tips for creating a remote/travel lifestyle Things to research before moving to a new location How Angie worked from a van Having a social life when you work remotely and travel Challenges and advantages of working remotely and traveling Equipment you will need for remote work Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net
Mon, September 14, 2020
Family Office Integration with VCFO Services with Michael Frost from Heritage
Quote “You have four professionals under one roof, so if you can’t genuinely respect and understand everyone’s industry, you are going to have a hard time implementing family services into your office” - Michael Frost The finer details of this episode Why bringing in a family office may be a good compliment to what you are doing as a VCFO Where to start with moving towards a family office The relationship the CPA firm has with the other professionals How building a family office creates a better client experience How professionals are able to serve each other within a family office Best practices for onboarding a client onto a family practice Questions to ask to determine if someone is going to be a successful partner Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net
Mon, August 31, 2020
EOS with Tom Barrett from Navigate the Journey
Quote “The time you spend on EOS tools, you are going to save that time and more in the long run.” - Tom Barrett The finer details of this episode How to determine if your organization needs EOS The process of implementing EOS Advantages of working with an EOS implementer The six key components of EOS Setting priorities using the EOS model Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Navigate the Journey - https://navigatethejourney.com/
Mon, August 17, 2020
Delegation Tips with Emily Morgan from Delegate Solutions
Quote “We need to be committed to the boring stuff in our business because it is the backbone of how everything runs.” - Emily Morgan The finer details of this episode Tips for small businesses on delegating their admin tasks Advantages of having a virtual assistant How to start delegating some of your admin work in your business How to get comfortable letting go of tasks in your business What the day-to-day looks like working with a virtual assistant Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Delegate Solutions - https://www.delegatesolutions.com/
Thu, August 06, 2020
Client Spotlight with Matt Westgate of Lullabot
Quote “Intentionally fostering serendipity in a distributed company will help keep isolation at bay.” - Matt Westgate The finer details of this episode What brought Matt to Summit CPA Why Lullabot decided to become a distributed company The benefits of working with a distributed team Maintaining company culture when your team is distributed The evolution of the Lullabot leadership team How Matt pulled his company out of financial hardship Creating psychological safety in your company culture Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Lullabot - https://www.lullabot.com/
Thu, July 23, 2020
Special Guest Justin Hatch of Reach Reporting
Quote “Every metric tells you what button you need to push to make yourself more profitable.” - Justin Hatch The finer details of this episode What Reach Reporting does for its clients How Summit CPA found Reach Reporting and why it is so important to us Why visual, simple reports are such important tools for CPA firms How you can get Reach Reporting set up in your firm Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Reach Reporting - https://www.reachreporting.com/
Tue, July 07, 2020
Cash Flow Tools with Justin Pulgrano of Finagraph
Quote “Cash flow tools allow you to help every client with short term forecasting.” - Justin Pulgrano The finer details of this episode Why cash flow is a critical piece of data to collect for your business What makes Finagraph a great tool for measuring cash flow What the setup of Finagraph looks like The disadvantages of accrual statements Why you should manage cash flow using a tool instead of a spreadsheet What is next for Finagraph Why cash is so important in these times Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Finagraph - https://www.finagraph.com/ Contact Justin - justin@finagraph.com
Thu, June 25, 2020
Onboarding a New Employee with Zach Montroy
Quote “The three legs of the stool are culture, tech and tools, and client backgrounds.” - Adam Hale The finer details of this episode How to communicate your core values with a new employee The process for teaching new employees the tools and systems What the schedule looks like for a new employee during their first weeks Providing real-time feedback to new employees Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net
Mon, June 08, 2020
Hiring Assessments with Zach Montroy
Quote “We are trying to learn about a candidate, know how they are going to fit into the culture, and know how they are going to do the job in a very small amount of time.” - Zach The finer details of this episode How Summit CPA has struggled in the past with hiring The hiring assessments that Zach introduced to Summit CPA Why Emotional Intelligence is such an important factor in a potential employee How the EQ assessment works and how to read the results The Kolbe assessment and how to use it in your hiring process Episode resources Summit CPA website - www.summitcpa.net Email us with questions/comments- cpa@summitcpa.net Zach’s Website - https://navigatethejourney.com/
Mon, May 25, 2020
PPP Loan Forgiveness
Quote “Don’t try to game the system with these. The government is going to be really scrutinizing the details with this.” - Jody Grunden The finer details of this episode Which expenses are included in loan forgiveness What you should do if your business uses contractors How to approach documentation What you need to know about the regulations and guidelines The timing and process to obtain forgiveness How to work with any loan that isn’t forgiven Do you need to pay taxes on the loan forgiveness? Episode resources Summit CPA website - www.summitcpa.net Email us with questions/comments- cpa@summitcpa.net
Tue, May 12, 2020
Best Books to Make You a Better CFO
Quote “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 CPA How Getting Things Done can help accountants and CFOs stay organized and on top of their work How Summit CPA uses The 4 Disciplines of Execution Tips for how you can develop strong reading habits Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net The E-Myth Revisited, Michael E Gerber Getting Things Done, David Allen The 4 Disciplines of Execution
Mon, April 27, 2020
Using JetPack Workflow for project management with David Cristello
Quote “Project management tools are built for a defined sprint of work, but there is a big gap in recurring client management tools.” - David Cristello The finer details of this episode David’s background and how he started JetPack Workflow Why JetPack Workflow is a valuable project management tool for CPA firms How to set up JetPack Workflow in your firm When a firm begins to migrate into JetPack Workflow Why JetPack Workflow is more effective than other project management tools How JetPack Workflow has moved the needle on Summit CPA’s gross profit The best way for smaller firms to adapt to a JetPack Workflow Summit CPA’s approach to maintaining their JetPack Workflow What new things are coming from JetPack Workflow in the future Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net JetPack Workflow - https://jetpackworkflow.com/
Wed, April 15, 2020
PPP vs EIDL
Quote “For the clients that are really hit hard, if they are completely shut down, the Employee Retention Credit might be a good move for them.” - Adam Hale The finer details of this episode Should you apply for the PPP or EIDL? What you can do for businesses that are shut down for the foreseeable future Your responsibility as a CPA in this crisis How we are approaching COVID-19 with our clients Forecasting tips to help clients work through the near future Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net
Mon, March 30, 2020
How to Help Your Clients Through Difficult Times
Quote “Times are different now with COVID-19, but these are conversations we need to have when the economy is doing really well.” - Adam Hale The finer details of this episode What conversations you want to be having with your clients during difficult times How to approach making a plan with your clients to get them back on track How to have difficult conversations with clients Why weekly meetings with a CFO can help businesses survive a rough patch Talking through layoffs, furlows, and pay cuts with your clients What you can do for your clients during the COVID-19 crisis Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net
Fri, March 20, 2020
Distributed Working Models
Quote “Creating a dedicated space for your work is one of the most essential things you can do when working from home.” - Adam Hale The finer details of this episode How Summit CPA became a virtual company Work from home tips from the Summit CPA team Perks of working from home Our favorite tools for working online How this can actually be a blessing in disguise for your company How to support yourself and your coworkers through this quarantine period How virtual teams can support business growth even better than in-person teams Episode resources Summit CPA website - www.summitcpa.net Email us with questions/comments- cpa@summitcpa.net Secoco - https://www.sococo.com/ LastPass - https://www.lastpass.com/ Sharepoint - https://products.office.com/en-us/sharepoint/collaboration Boxcryptor - https://www.boxcryptor.com/en/
Mon, March 16, 2020
Onboarding A New Client
Quote “Every good client relationship we’ve had with Summit CPA started out positive from the very beginning.” - Adam Hale The finer details of this episode How Summit CPA approaches the onboarding process Why we have a team designated for onboarding new clients (and why we charge extra fees) The keys to a successful onboarding process Expectations we always set with our clients Best practices for communicating with clients Who is involved in onboarding? What are the roles to fill? How long onboarding takes for us and what the timeline looks like Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net
Mon, March 02, 2020
Structuring client meetings for success
Quote “You don’t need a silver bullet every time you meet with your client” - Jamie Nau The finer details of this episode How to prepare yourself and your client for your meetings How Summit CPA has done this in the past and how we do it now The core meetings that you need to have with your client Conversations that are important to have in your meetings How to decide and communicate who should be in each meeting What the meetings look like for each service your CPA firm offers How long your meetings should be and how frequently you should hold meetings Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net
Mon, February 17, 2020
Marketing Your CPA Firm
Quote “The marketing for Summit CPA is focused on building relationships. ” - Kelly Schuknecht The finer details of this episode How to choose which priorities to focus on when marketing your CPA firm Why good marketing is education-based and why you shouldn’t be afraid to “give out too much information” How to determine if a marketing tactic is effective or not How to leverage the different social media platforms for brand awareness Leveraging the team at your CPA firm for a strong marketing strategy How to choose the right tools for marketing your business Tools we use at Summit CPA to make our marketing easier Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Hubspot - hubspot.com Canva - canva.com Later - later.com
Mon, February 03, 2020
The Virtual CFO Process
Quote “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 CPA How Summit CPA uses the 80/20 rule to embrace creativity with clients while also keeping solid systems behind the scenes Tools we use to standardize our systems What our processes look like at Summit CPA How creating videos is the best way to standardize processes How to standardize meetings without being too rigid How standardizing and recording systems helps in onboarding new team members Why you should be careful about over-standardizing Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Jetpack - https://jetpackworkflow.com/
Tue, January 21, 2020
Tax Integration with Virtual CFO Services
Quote “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 CPA Why we don’t lead with tax services Why CPA firms should departmentalize their tax work Why taxes should be a small part of your CPA firm The tax strategy we use with our Virtual CFO clients How we are going to continue to improve our tax services in the future Why doing taxes for Virtual CPA clients improves the overall client experience Why it is so much easier to do taxes for Virtual CFO clients Episode resources Summit CPA website - www.summitcpa.net Email us with questions- cpa@summitcpa.net
Mon, January 06, 2020
Tips 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 CPA’s sales process is unique and why it works so well. Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net
Tue, December 31, 2019
How accounting firms can keep up with technology
“One of our strengths as a firm is that we are not afraid to move on to the next best software.” - Jamie Nau The finer details of this episode The different types of software that Jake and Adam learned about at Live 360, an IT conference they attended in Orlando. The software programs that Adam and Jake want to bring to the firm to upgrade how things work on the back end. The advantages of the Microsoft platform and what they think it will bring into the workspace. The advantage of Sharepoint and why the firm is moving in that direction. The logistics of how they got members of the team to the conference. The advantages of sending your team members to conferences. Episode resources Summit CPA - www.summitcpa.net Email us with questions - cpa@summitcpa.net Live 360 Tech Events - https://live360events.com/ Sharepoint - https://products.office.com/en-us/sharepoint/collaboration Pexcard - https://www.pexcard.com/
Wed, December 11, 2019
Why hiring is SO important
“We’re not just looking to hire someone with an accounting degree. Customer interaction is very important to us. ” - Zach Montroy The finer details of this episode The Summit CPA hiring process. Are passionate people driving HR? Culture, values, and EQi. The tough questions Summit asks in the interview process. How Summit CPA’s leadership team is involved in the process. Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net
Thu, November 28, 2019
Becoming the firm of the future
“They don’t feel like they have to guess while they grow. There’s a concrete plan.” - Jake Grimm The finer details of this episode Why Adam thinks Summit is the firm of today. What Summit CPA is doing with tech to be efficient. How to save 30 minutes a week per client The keys to evaluating tech tools. The Summit CPA tech stack. The power of forecasting. Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Bill.com - https://www.bill.com Expensify - https://www.expensify.com DiviPay - https://divipay.com JetPack Workflow - https://jetpackworkflow.com Trello - https://trello.com/en-US G Suite - https://gsuite.google.com
Tue, November 19, 2019
How we built our team using a distributed model
“If they’re not willing to get on camera, then they likely won’t be a good prospect.” - Jody Grunden The finer details of this episode What is a distributed model and terms used to describe it. How Summit CPA became distributed. The logistics of working from home. The tools used to support a distributed model. Why in-person events are important. Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net Sococo
Tue, October 22, 2019
How we bootstrapped the firm of the future
“If we want to make an impact in the industry, if we want to change the way everyone is thinking, then we have to get our peers to do the same.” - Adam Hale The finer details of this episode Jody and Adam share how they got into the accounting industry What Jody wanted to differently when starting Summit CPA Moving from an hourly model to value-based pricing and achieving a negative AR The type of services that Summit CPA provides to clients How Summit CPA helps accountants go virtual What role does core values play in the organization Episode resources Summit CPA website - www.summitcpa.net Email us with questions - cpa@summitcpa.net

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