The Modern CPA Success Show: Who It's For and Who Sponsors It

Est. audience: 200
Cadence: Every two weeks
Latest: 2026-10-27
By: Summit Virtual CFO by Anders
Based on: 12 recent episodes

Covers: Virtual CFO service delivery, fixed-fee billing models, AI adoption in accounting, firm valuation, and practice management.
For: Accounting firm owners and CPAs looking to scale and offer virtual CFO services.
Best for: CPA firm owners wanting to transition to advisory services and improve profitability.
Skip if: General consumers or individuals seeking personal tax and finance advice.

Start with

No Timesheets, Fixed Fees, and a Concierge CPA Model with Jason Ackerman: Explains how to transition an accounting firm to fixed-price billing without timesheets.
Advisory Skills for CPAs: Moving from Bookkeeping to CFO Services with Hannah Hood: Covers how to develop staff skills to move from bookkeeping to high-value CFO advisory.
How to Build a CPA Firm That Attracts Buyers with Brannon Poe: Breaks down factors that make an accounting practice valuable and attractive to potential buyers.

Summarised by AI from 12 recent episodes. Audience estimate and Apple rating from Podscan, checked 2026-11-03; treat the estimate as a guide and ask the show for its own numbers. Prices are not included. Report a mistake.