The Modern CPA Success Show

Hosted by Summit Virtual CFO by Anders

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Aug 2026

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

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August 18, 202651 min

How to Build a CPA Firm That Attracts Buyers with Brannon Poe

Most CPA firm owners know their revenue. Far fewer know how a buyer would value the business behind it. Brannon Poe, founder of Poe Group Advisors, joins Tom Wadelton and Adam Hale to break down the factors that make an accounting practice more attractive to buyers. After working on hundreds of CPA firm sales and acquisitions, Brannon has seen which operational decisions strengthen value and which ones create risk during a transition. He explains why profitability and owner dependency are the two metrics firm owners should watch most closely. He also shares why virtual firms can attract a wider buyer pool, why headline offers can be misleading, how niches and technology influence value only when they improve results, and what owner hours reveal about the strength of the team. Tune in now and hear insights that shift the way you think about building a firm that's ready to sell. ▶️ How to Build a CPA Firm That Attracts Buyers with Brannon Poe. 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/ ● Explore Poe Group Advisors: https://poegroupadvisors.com/ ● Email Poe Group Advisors: info@poegroupadvisors.com Quotes Brannon Poe: “The things that you can control are the profitability of the practice and the owner dependency.” Adam Hale: “It is about creating that competitive market, not just for the best price, but the best fit.” Brannon Poe founded Poe Group Advisors and has been guiding accounting practice transitions since 2003. He pioneered the firm's consulting-based approach, now known as The Seamless Succession™. He began his career as an auditor at Ernst & Young, then spent several years in auditing and tax preparation at the regional firm Elliott, Davis & Company, before becoming a shareholder in a family-owned business and a founding shareholder in a manufacturing startup. He's the author of "Accountant's Flight Plan: Best Practices for Today's Firms" (published by the AICPA and CPA Canada) and "How to Prepare Your CPA Firm for Sale," among other books. He speaks regularly at national and regional accounting conferences and hosts The Accountant's Flight Plan Podcast. Brannon Poe, has been helping accounting firm owners navigate major transitions since 2003, pioneering the firm's consulting-based approach known as The Seamless Succession™. Visit poegroupadvisors.com to learn more, email him at info@poegroupadvisors.com , or connect with him on LinkedIn . Learn More About Poe Group Advisors: Instagram: https://www.instagram.com/poegroup/ Facebook: https://www.facebook.com/PoeGroupAdvisors/# X: https://x.com/poegroupadvisor Youtube: https://www.youtube.com/channel/UCniu-SWqezXDabYtGMXK9Iw LinkedIn: https://www.linkedin.com/company/poe-group-advisors/ 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-anders-team/#thomas-d-wadelton LinkedIn: https://www.linkedin.com/in/tomwadelton/ Adam Hale, CPA, is a Partner and Managing Director of Advisory at Anders, dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses. Website: https://anderscpa.com/about/your-anders-team/#adam-hale LinkedIn: https://www.linkedin.com/in/adamhalecpa/

August 4, 202648 min

How AI Is Forcing Accounting Firms to Rethink Pricing with Shawn Yeager

AI is changing more than the speed of accounting work. It is changing what firms can sell and how clients measure value. Shawn Yeager, founder of Upshift, joins Tom Wadelton and Adam Hale to discuss how AI is reshaping pricing and service design across professional services. After three decades commercializing emerging technology, including work on Microsoft’s first browser team, Shawn now helps firms turn AI from an internal efficiency project into a commercial strategy. Shawn explains why the billable hour as a unit of value is changing, how firms can separate routine work from judgment and trust, and why advisory should be packaged around specific outcomes rather than broad labels. He also shares a four-quadrant approach for reviewing service lines, a product-market fit process for testing new offers, and why firms should build their context and workflows instead of chasing every new AI tool. Accounting firm owners concerned about margin compression, commoditization, or where to invest next will find practical direction in this episode. Tune in to How AI Is Forcing Accounting Firms to Rethink Pricing with Shawn Yeager. 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 Shawn Yeager: “Billing by the hour will likely outlive us all, for good or bad, but the billable hour as a unit of value is forever changed.” Adam Hale: “I think now we’ve got to move from insights to action.” Shawn Yeager is the founder of Upshift, where he helps professional services firms commercialize AI. He has spent three decades commercializing emerging technology, beginning on Microsoft’s first browser team and continuing through cloud infrastructure, IoT, digital payments, and AI. Along the way, he has generated more than $300 million in revenue and now advises founders and startup boards. Learn more about Upshift and explore their free assessment and pricing calculator at upshiftco.com . LI: https://www.linkedin.com/in/shawnyeager/ 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-anders-team/#thomas-d-wadelton LinkedIn: https://www.linkedin.com/in/tomwadelton/ Adam Hale, CPA, is a Partner and Managing Director of Advisory at Anders dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses. Website: https://anderscpa.com/about/your-anders-team/#adam-hale LinkedIn: https://www.linkedin.com/in/adamhalecpa/

July 21, 202645 min

Advisory Skills for CPAs: Moving from Bookkeeping to CFO Services with Hannah Hood

Most accounting firms have the talent to deliver real CFO-level advisory work. They just have not built the path to get there. In this episode, Tom Wadelton sits down with Hannah Hood, VCFO Principal at Anders, to talk about what it actually takes to grow accounting talent from senior accountant to trusted CFO. Hannah has lived the full journey from bookkeeper to controller in industry, to VCFO Principal at one of the fastest-growing advisory practices in the country. You’ll hear how Hannah made the mindset shift from doing the work to advising on it, why staying in the weeds is the most common trap for newly promoted CFOs, and how weekly cash flow conversations can become one of the most powerful advisory touchpoints a firm offers small business clients. For any firm owner thinking about building stronger teams, pricing subscription services, or moving clients up the advisory value curve, this episode delivers the blueprint. Press play on Advisory Skills for CPAs: Moving from Bookkeeping to CFO Services and hear what intentional firm growth looks like from the inside. 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 Hannah Hood: "We are selling trust to our clients more than we are selling accounting work." Tom Wadelton: "The best value in advisory comes from asking really good questions, not from telling the client what you already know." 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://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/ 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 Partner and 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-anders-team/#thomas-d-wadelton LinkedIn: https://www.linkedin.com/in/tomwadelton/ Hannah Hood is a VCFO Principal at Anders, leading practice operations, onboarding, capacity planning, and team development for the Virtual CFO division. With 20 years of accounting experience spanning bookkeeping, controllership, and public accounting, Hannah brings a ground-level understanding of what it takes to grow accounting professionals into high-performing advisory practitioners. She also co-hosts the Young CPA Success Show. Website: https://anderscpa.com/about/your-anders-team/hannah-c-hood/ LinkedIn: https://www.linkedin.com/in/hannahchood/

July 7, 202648 min

Future-Proof Your Business Before AI Wins with Tom Wadelton and Adam Hale

The accounting profession is opening up. The firm owners who see that clearly right now are the ones who will come out ahead. Tom Wadelton and Adam Hale share key takeaways from the LEA (Leading Edge Alliance) North American Regional Conference 2026, one of the top CPA firm conferences in the industry. They cover what the profession's biggest thinkers are saying about where accounting firms are headed. Tom and Adam discuss how large firms are quietly shifting their workforce offshore and upskilling those teams to handle higher-level advisory work. You’ll hear why the traditional apprenticeship model is breaking down and what it means for hiring, training, and the future of intern classes at CPA firms. On the AI front, Tom and Adam go beyond the hype. They talk about using AI to improve client deliverables, how meeting transcripts and AI-generated summaries are changing financial storytelling, and why human expertise still has a clear edge over AI knowledge alone. Tune in to the full episode of Future-Proof Your Business Before AI Wins with Tom Wadelton and Adam Hale. 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 Adam Hale: "Double down on your value proposition. In any big seismic shift, that is where you should be spending your time." Tom Wadelton: "When information becomes abundant, trust becomes scarce. That is where firm owners have to step up." 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://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/ 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 Partner and 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-anders-team/#thomas-d-wadelton LinkedIn: https://www.linkedin.com/in/tomwadelton/ Adam Hale, CPA, is a Partner and Virtual CFO Practice Leader at Anders, dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses. Website: https://anderscpa.com/about/your-anders-team/#adam-hale LinkedIn: https://www.linkedin.com/in/adamhalecpa/

June 9, 202646 min

How to Master Cash Flow With AI and Value Pricing with Mark Wickersham

AI is shrinking the time it takes to do accounting work and for firm owners still billing by the hour, it is quietly shrinking their revenue, too. Mark Wickersham, mentor to over 400 accountants at Value Pricing Academy Ltd, tackles the two skills separating profitable accounting firms from overworked ones: value pricing and AI. Mark has spent 25 years teaching accountants how to stop trading hours for dollars. He has also spent the last few years showing nearly 600 accountants how to use AI to do more with less. Mark explains the psychology of price anchoring and how firm owners can frame their value so clients see it clearly. He also makes the case for why AI makes value pricing non-negotiable because when AI cuts delivery time, hourly billing cuts revenue right along with it. From there, Mark walks through how to start with agentic AI without getting overwhelmed and how to keep the human connection strong while using AI in advisory work. Firm owners who are tired of tight cash flow, long hours, and pricing that feels like a ceiling will find real, actionable direction in this episode. Press play on How to Master Cash Flow With AI and Value Pricing with Mark Wickersham. 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 Mark Wickersham: “AI lets firms create more value for clients in less time, which means stronger margins and healthier cash flow.” Tom Wadelton: “If AI helps us spend less time explaining numbers and more time advising clients, that’s where the real value starts.” Mark Wickersham is a mentor to over 400 accountants at Value Pricing Academy Ltd. With over 30 years in accounting, he built and sold his own firm, authored multiple books on value pricing, and has spent 25 years teaching firm owners how to price for value, not time. Today he mentors nearly 600 accountants on using AI to automate work, boost productivity, and move up the value curve. LI: https://www.linkedin.com/in/markwickersham1/?isSelfPro Value pricing: SkoolValue Pricing Academy AI and ChatGPT: SkoolAI Community AI Academy: SkoolAI Academy Mark's eBook: The-ai-communityThe 5 AI Tools Smart Accountants Are Using — Free eBook 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 Partner and 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-anders-team/#thomas-d-wadelton LinkedIn: https://www.linkedin.com/in/tomwadelton/

May 26, 202649 min

Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter

You built your CPA firm from the ground up. So why does it feel like it is running you instead of the other way around? Geraldine Carter, Founder and Business Coach at Geraldine Carter LLC, talks about what it really takes for CPA and accounting firm owners to stop overworking, start charging what they are worth, and design a firm that fits the life they want. Geraldine has spent a decade coaching accountants out of the burnout trap and she brings the no-nonsense, practical framework to prove it. What she saw when she looked under the hood of accounting practices was a familiar pattern: massive AR balances, too many low-paying clients, long nights, and a business that was technically successful but genuinely exhausting to run. Stop saying yes to everything and start building the firm you deserve. Tune in the full episode of Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter. 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 Geraldine Carter: "The better we get at defining what is in bounds and what is out, the easier it becomes to police your own packages." Tom Wadelton: "Clearly defining what is included and not included in your engagement makes it easier to hold boundaries when clients ask for more." Adam Hale: "The real challenge is learning how to qualify clients better so you’re not constantly put in a position to say yes to the wrong things." Geraldine Carter is the Founder of Geraldine Carter LLC and a business coach who has spent a decade helping overworked accountants, CPAs, and EAs redesign their firms so they can work fewer hours at higher prices — with clients they actually enjoy. With a background in engineering and entrepreneurship, Geraldine brings a systems-oriented, problem-solving approach to the very specific challenges that accounting firm owners face: scope creep, underpricing, over-servicing, burnout, and the struggle to say no. Website: https://geraldine-carter.com/ LI: https://www.linkedin.com/in/geraldine-carter/ IG: https://www.instagram.com/geraldinecartercpacoach/ 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://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/ 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 Partner and 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-anders-team/#thomas-d-wadelton LinkedIn: https://www.linkedin.com/in/tomwadelton/ Adam Hale, CPA, is a Partner and Virtual CFO Practice Leader at Anders, dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses. Website: https://anderscpa.com/about/your-anders-team/#adam-hale LinkedIn: https://www.linkedin.com/in/adamhalecpa/

May 12, 202649 min

The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver

AI is already here. If you are still billing by the hour and running your team on timesheets, you are building on a foundation that is cracking fast. Blake Oliver, Founder and CEO of Earmark and one of Accounting Today’s top 100 most influential people, talks about the billing revolution happening right now in accounting. Blake breaks down why the billable hour is the root of inefficiency in accounting firms, how AI agents are replacing routine staff work, and what the future of fixed-fee and subscription billing looks like for small and mid-sized CPA firms. Blake Oliver did not take the traditional accounting route. He started as a musician, stumbled into bookkeeping, and became one of the earliest cloud accounting adopters in the U.S. — the second bookkeeper certified on Xero in the country. If you want to stay ahead and build a firm that thrives in the next decade, this is the episode to press play on. Tune in to The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver. 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 Blake Oliver: "Timesheets are the root of all evil in accounting. It creates a culture of inefficiency and resistance to change." Tom Wadelton: "You could probably double your revenue with the existing team. That is real money. Not cutting headcount, but growing without needing more people to do it." Adam Hale: “If I see you are working too much, I am going to be asking what is wrong. Your job is to push work down, use technology, and stretch your reach." Blake Oliver is the Founder and CEO of Earmark, the app that lets CPAs and accounting professionals earn free continuing professional education by listening to podcasts. A CPA and one of Accounting Today's top 100 most influential people in the profession, Blake started his career as a musician before building one of the first cloud-based bookkeeping practices in the U.S. and becoming the second Xero-certified bookkeeper in the country. Website: https://www.blakeoliver.com/ LI: https://www.linkedin.com/in/blaketoliver/ YT: https://www.youtube.com/@BlakeTOliver Connect with Earmark: LI: https://www.linkedin.com/company/earmarkcpe/ 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://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/ Facebook: https://www.facebook.com/AndersCPA LinkedIn: https://www.linkedin.com/company/anders-cpa/ Instagram:

April 28, 202656 min

Smarter Capacity Planning For Growing CPA Firms with Terrell Turner

Your CPA firm is growing but is your team growing with it? Terrell Turner, co-founder of TLTurner Group, talks about how growing CPA firms can take control of their capacity. Terrell shares the exact framework his firm uses to measure workload, standardize processes, and know with confidence when to add more clients without overwhelming the team. Terrell brings a manufacturing mindset to accounting, mapping out every step of the client service process and measuring how long each step takes. That discipline gave his 11-person firm clarity on capacity that most accounting firms never reach. If your firm is growing but capacity feels like a ceiling, this episode will help you break through. Hit play on Smarter Capacity Planning For Growing CPA Firms with Terrell Turner. 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 Terrell Turner: "Since 70% of our recurring work is on the bookkeeping side, it functions a little bit more like a manufacturing line." Tom Wadelton: "When you invest that time doing internal reviews before client meetings, it's worth it." Jody Grunden: "We get paid as owners to make decisions. We don't get paid as owners to put in hours." Terrell Turner is the co-founder of TLTurner Group, a firm specializing in bookkeeping and CFO services for law firms. With a background in Fortune 500 financial management and a passion for translating complex financial information into clear business decisions, Terrell has built a niche-focused firm that uses a process-driven, capacity-first approach to client service and team management. LI: https://www.linkedin.com/in/terrellturner/ FB: https://www.facebook.com/terrell.turner.7/ IG: https://www.instagram.com/terrell_a_turner/ Connect with TLTurner Group: LI: https://www.linkedin.com/company/tlturnergroup/ 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://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/ 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 Partner and Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning fin

April 15, 202649 min

People You Should Know: Ryan Lazanis

Still trying to grow your firm by working more hours? That approach has a ceiling. Ryan Lazanis, CPA and founder of Future Firm, shares what he learned building and selling an online accounting firm from scratch, and why most firm owners stay stuck running a practice instead of a business. You will hear why clarity on what you actually want comes first, why your service packages need to sell a transformation instead of a task list, and how to price based on value without relying on timesheets. Learn why the human experience is what clients value most in an era of automation, and how defining your purpose early changes every decision you make after that. This episode gives you a practical framework for building a firm that gives you freedom and growth. Tune in to People You Should Know: Ryan Lazanis and start designing the business you actually want. 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 - Ryan Lazanis: "I've never had a client come to me and say they're leaving their accountant because they're not doing monthly depreciation on their fixed assets. We're listing a checklist in a package that has zero value to the client." - Adam Hale: "Lack of intentionality is one of the biggest missteps of most small business owners. They just think if they work really hard, they'll achieve these things. That's just not possible without a concrete vision." - Tom Wadelton: "If I'm doing all those things, when I take time off, those things stop or get broken. And now I'm working on vacation." - Ryan Lazanis: "The firms that are going to be more human are the ones that are going to win in the end. People still want to deal with people." Ryan Lazanis is a CPA and the founder of Future Firm, a coaching company that helps accounting firm owners unlock freedom and growth in their businesses. He previously founded Zen Accounting, one of North America's earliest online accounting firms, which he scaled from scratch to acquisition in five years. Ryan's weekly newsletter reaches over 10,000 firm leaders with strategies for building modern, scalable, and systematized firms. Newsletter: futurefirm.co/newsletter 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 Partner and 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 operati

April 1, 202653 min

People You Should Know: Ron Baker

Still pricing by the hour? You are limiting your cash flow. Ron Baker, founder of VeraSage Institute and co-founder of THRESHOLD, talks about why the billable hour fails business owners and what to do instead. You’ll hear why pricing is a core skill, why mindset blocks change, and why most firms stay stuck even when better models exist. Learn how fixed pricing removes surprises and builds trust. Offering options increases revenue and strengthens decision-making. You’ll also see how AI is reducing billable work and forcing businesses to rethink how they charge. This episode gives you a clear shift in thinking. Tune in to People You Should Know: Ron Baker and challenge the way you price before it limits your growth. 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 Ron Baker: "The billable hour creates a poor customer experience. Clients don’t want surprises, they want clarity upfront." Tom Wadelton: "If we rethink pricing and value, the entire profession could look completely different in a short time." Adam Hale: "Value-based pricing is a mindset shift. Once firms embrace it, everything from growth to client relationships improves." Jody Grunden: "Moving away from hourly billing forced a complete rethink of how services are packaged." Ron Baker is the founder of VeraSage Institute and co-founder of THRESHOLD. A globally recognized thought leader in value pricing, business model innovation, and the future of professional firms. As the host of The Soul of Enterprise and author of multiple influential books, Ron has spent decades challenging the status quo, especially the reliance on billable hours. LI: https://www.linkedin.com/in/ronbaker1/ Connect with THRESHOLD: LI: https://www.linkedin.com/company/thresholdnow/ 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: