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Summit Virtual CFO by Anders
The Modern CPA Success ShowEpisodes
Summit Virtual CFO by Anders
The Modern CPA Success Show
1 person rated this podcast
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Episodes of The Modern CPA Success Show
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“Spending time onboarding can be tough for firms because it's not billable, but it is probably more important for the value proposition.” – Chris PapinThe finer details of this episode:Scoping, setting boundaries, and having next step conversat
“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 BartschThe finer details of this episode:Importance of st
“Telling the story behind the figures is not about compliance; it's about triggering an action in the heads of business owners.” –Soufyan HamidThe finer details of this episode:Importance of storytelling in financePractical tips for effective f
“The accounting profession historically has been like taking a trip with an atlas that’s 10 years out of date.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
“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 w
“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
“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 managementStrategic implications of pipelin
“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 in
The finer details of this episode:Challenges of finding and retaining CPAsStrategies for attracting and retaining talentHiring local talent vs. offshoring Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you
The finer details of this episode:Ideal clients for tax savings and retirement planning strategies, including cash balance plansFlexibility and tailoring of retirement plans to client's financial situationMaximizing contributions to reduce tax
“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 tak
“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
“I don't necessarily think that AI is going to replace accountants, but the accountants who use AI are going to really succeed.” – Kyle GeersThe finer details of this episode:Time-saving opportunities for AI in accounting, particularly in data
“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 don
“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 BowserThe finer details o
“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 ma
“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 TurnerThe finer details
The finer details of this episode:Obstacles faced by cannabis businesses, such as banking and expense reportingOverview of the cannabis industry and its various sectors Importance of forecasting for cannabis businessesMetrics valuable for retai
“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 ga
“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 articu
“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
“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 RauschTh
“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 MeilingerThe finer details of this episode
“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 detail
“Good businesses have customers. Great businesses have fans. Incredible businesses have audiences." - Ron BakerThe finer details of this episode:Using metrics to continuously improve service delivery and set up key predictive indicators to test
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