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The Modern CPA Success Show

The Modern CPA Success Show

Auteur(s): Summit Virtual CFO by Anders
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À propos de cet audio

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients?Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.© 2025 The Modern CPA Success Show Développement commercial et entrepreneuriat Entrepreneurship Gestion et leadership Économie
Épisodes
  • Recruiting for CPA Firms with Will Spengler
    Oct 13 2025

    Bringing in the right people can transform your CPA firm. Hiring is a strategic move that drives your growth. If you're looking to make smarter hiring decisions, this episode is for you.

    Will Spengler, founder of Frederick Fox, shares how his team finds strong controller and finance candidates in markets like Dallas, and what firms should do to stay competitive. You’ll get insights into how recruiting agencies work, what mistakes firms make when hiring, why public accounting backgrounds are still in high demand, and how remote work and compensation expectations are shifting the talent game. Tune in NOW! ▶️ Recruiting for CPA Firms with Will Spengler

    Episode resources:

    ● Website: https://anderscpa.com/

    ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com

    ● Check out the Virtual CFO Playbook Course:

    https://anderscpa.com/virtual-cfo-services/vcfo-playbook/


    Quotes

    • Will Spengler: "Small CPA firms must weigh the opportunity cost of time when positions remain unfilled. The potential growth, efficiency, and profitability lost often outweigh recruiter fees."
    • Tom Wadelton: "Remote work is now a differentiator. Firms that remain flexible and open to remote arrangements have access to a wider pool of talent."
    • Adam Hale: "In recruiting for CPA firms, candidates with public accounting experience, particularly in audit, are often preferred since that background provides exposure to diverse industries and scenarios."

    Will Spengler is a passionate leader in agency recruiting and the driving force behind Frederick Fox, a top-tier executive search community. As an innovator and entrepreneur, Will specializes in contractor solutions, direct hires, and retained executive search—delivering unmatched recruiting results for CPA firms and beyond. With a team of 45+ seasoned recruiters and over 610 active clients, he brings scale, speed, and strategy to every search.

    Website: https://frederickfox.com/

    FB: https://www.facebook.com/FrederickFoxGroup/

    LI: https://www.linkedin.com/in/william-spengler-2193433a/

    https://www.linkedin.com/company/frederick-fox/

    The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

    Website: https://www.buzzsprout.com/2458888

    Facebook: https://www.facebook.com/AndersCPA

    LinkedIn: https://www.linkedin.com/company/anders-cpa/

    Instagram: https://www.instagram.com/anderscpa/

    YouTube: https://www.youtube.com/@andersvcfo

    Tom Wadelton is a Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spa

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    44 min
  • Mastering the Vital Core of Profit-Focused Accounting
    Sep 15 2025

    If your numbers feel disconnected from your decisions, it’s time to change that. Profit-Focused Accounting helps you align operations so you can stop guessing and start leading with confidence.

    Discover a clear roadmap to financial maturity with the five pillars of profit-focused accounting. Learn how to build cash flow that supports growth, know why accurate and timely reporting must come first, and how objective self-assessments, from Ad Hoc to Optimized give you and your advisor clarity on where you stand. Take the first step toward profit clarity. Watch the episode today! ▶️ Mastering the Vital Core of Profit-Focused Accounting

    Episode resources:

    ● Website: https://anderscpa.com/

    ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com

    ● Check out the Virtual CFO Playbook Course:

    https://anderscpa.com/virtual-cfo-services/vcfo-playbook/


    Quotes

    • Jamie Nau: "A good forecast connects financial data with non-financial drivers, like customer acquisition or capacity limits."
    • Tom Wadelton: "Benchmarks give owners perspective. They reveal whether performance issues are company-specific or industry-wide."
    • Adam Hale: "Increasing enterprise value requires the owner to step back from daily operations and empower their team to take charge."


    Jamie Nau, CPA, Director of Virtual CFO Services/ Virtual CFO, is a seasoned financial expert with a deep understanding of business growth stages. Jaime has worked extensively with middle-market and large companies, providing key financial insights. His experience as an auditor has given him firsthand knowledge of how critical financial data is in strategic decision-making.


    Website: https://anderscpa.com/

    FB: https://www.facebook.com/vcfobyanders

    LI: https://www.linkedin.com/in/jamienau/

    https://www.linkedin.com/company/vcfobyanders/

    IG: https://www.instagram.com/vcfobyanders/

    YT: https://www.youtube.com/@vcfobyanders

    The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

    Website: https://www.buzzsprout.com/2458888

    Facebook: https://www.facebook.com/AndersCPA

    LinkedIn: https://www.linkedin.com/company/anders-cpa/

    Instagram: https://www.instagram.com/anderscpa/

    YouTube: https://www.youtube.com/@andersvcfo

    Tom Wadelton is a Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions.

    Website: https://anderscpa.com/about/your-ander

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    51 min
  • How AI-Powered Digits Provide Real-Time Finance Clarity for Small Businesses
    Aug 11 2025

    You started your business to grow, not to get stuck in spreadsheets. Today, smart tools make it easier than ever to stay ahead.

    In this episode of The Modern CPA Success Show, we sit down with Jeff Seibert, CEO and co-founder of Digits, to explore how AI is transforming small business finance. We cover how Digits uses machine learning to automate up to 93% of bookkeeping, how their proprietary ledger gives you deep real-time analytics, and how their dashboards and reporting tools make it easy to translate numbers into action.

    Key takeaways:

    • AI-first bookkeeping: Digits automates over 90% of transactions by using real-time bank, payroll, and invoice integrations.
    • Real-time reporting and dashboards: Digits replaces static spreadsheets with interactive, browser-based financials.
    • Perfect fit for small businesses: Digits is ideal for single-entity, U.S.-based businesses looking to ditch slow monthly closes.
    • Made for accountants too: Digits is designed to scale with accounting firms offering Virtual CFO services.
    • Roadmap ahead: Multi-entity and multi-currency, making Digits a true full-stack solution in the making.

    Start building your real-time finance clarity with Digits—listen to the episode today! ▶️How AI-Powered Digits Provide Real-Time Finance Clarity for Small Businesses

    Episode resources:

    ● Website: https://anderscpa.com/

    ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com

    ● Check out the Virtual CFO Playbook Course:

    https://anderscpa.com/virtual-cfo-services/vcfo-playbook/


    Quotes

    • Jeff Seibert - "Digits instantly learns from your transaction categorization, quickly achieving near-perfect accuracy in managing your financial data."
    • Tom Wadelton: "We often rely on dashboarding, but typically we need to separately log into accounting systems to identify specific vendor details behind variances."
    • Adam Hale - "In accounting, it's not about identifying a $10,000 variance. It's about understanding why that variance exists. That's where AI really needs to deliver."


    Jeff Seibert is the Co-Founder and CEO of Digits, a company revolutionizing accounting with real-time financial clarity and intuitive reporting. With over seven years at the helm, Jeff is reshaping how businesses experience bookkeeping and insights. He's also the host of Between Two Founders, where he shares the stories and strategies behind successful startups.


    Website: https://digits.com/

    LinkedIn: https://www.linkedin.com/in/jseibert/

    https://www.linkedin.com/company/digits-financial/

    X: https://x.com/jeffseibert

    https://x.com/digits


    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/AndersCPA

    LinkedIn: https://www.linkedin.com/company/anders-cpa/

    Instagram: https:

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    37 min
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