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The Modern CPA Success ShowAuthor: Summit Virtual CFO by Anders
Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients?Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs Advisors, interview industry-leading experts to share knowledge, as well as Adams experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more. Language: en Genres: Business, Education, How To, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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2024 Year in Review
Episode 136
Monday, 30 December, 2024
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 WadeltonThe 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 TimestampsJodi's Reflection on Past Guests (00:18:18)Jodi shares memorable moments from past podcast episodes, including insights from John and Zeta Marion.Podcasting Resolutions and Christmas Lists (00:19:03)The speakers discuss their podcasting resolutions and what they want for Christmas.Brett's Conference Experience (00:19:50)Brett reflects on the impact of their podcast during conferences and the joy of audience interactions.Tom's Podcasting Goals (00:21:26)Tom shares his aspirations for exploring storytelling and AI in future podcast episodes.Hannah's Community Focus (00:23:33)Hannah emphasizes the importance of creating a fun and inviting atmosphere through their podcast.Brett on Cannabis Regulation (00:26:00)Brett discusses the challenges cannabis businesses face due to IRS regulation 280E and its implications.Christine's Personal Listening Goals (00:31:26)Christine aims to minimize distractions while listening to podcasts to enhance her engagement with the content.Gift-Giving Preferences (00:30:00)Brett a
