The Young CPA Success Show: Episode 19 Don’t miss this dynamic conversation about the accounting industry and growing up with the internet. Jesse Rubenfeld, Founder of FinOptimal, and Tom Zehentner, Director of Growth and Product for FinOptimal, join Joey and Hannah as they reminisce about the early days of internet music, draw parallels to the evolution of accounting software, and share personal career experiences. Jesse talks about founding FinOptimal and its focus on automating accounting processes. The grou ..read more

                       The Modern CPA Success Show: Episode 118 John Scott, Anders CPAs + Advisors Partner, Tax, and Virtual CFO, joins Tom and Adam, to discuss Summit Virtual CFO’s services for the legal industry and John’s recently launched book, "Judicial Dollars and Cents.” They discuss John's background, the unique financial aspects of law firms, and the importance of data and metrics in scaling businesses. John explains the benefits of specialized financial services for law firms and stresses the importance of understanding cas ..read more

The power of podcasting is undeniable. Podcasting can serve as a lead generation tool, brand building engine, and a community development tactic. We’ve seen these results from our own podcasts. Just last week, one of our Virtual CFOs told us that another CPA had referred an unhappy client to Summit Virtual CFO by Anders after listening to our Modern CPA Success Show ..read more

                       The Young CPA Success Show: Episode 18 Hannah and Joey are joined by Carol Bowser, Founder and Owner of Conflict Management Strategies, to discuss the vital topic of conflict resolution in the accounting industry. As a former employment lawyer turned conflict-resolution expert, Carol discusses the importance of empathy, understanding cultural norms, and the emotional aspects of conflict—while also offering practical advice on handling conflicts and feedback.     Intro (00:00:00) - Welcome to the Youn ..read more

The accounting world is in the midst of a licensed CPA shortage unlike any we’ve ever experienced. It’s simple: Not enough people are entering the profession and going through the rigors of obtaining a CPA license. The 150-hour license requirement, alongside the difficulty of the licensing exams, are now seen as a roadblock to attracting more licensed accountants.  There’s some light on the horizon. State legislators in Minnesota, for example, are now entertaining a bill that would lower the 150-hour requirement and introduce alternatives to obtaining credits — including professional exp ..read more

                       The Modern CPA Success Show: Episode 117 Adam and Tom welcome Martin Moll, President of Cadencia, to discuss the concept of nearshoring in Mexico for accounting firms. They explore Martin's transition from law to accounting and his experiences with establishing nearshore operations in Guadalajara, Mexico—highlighting the city's educated workforce and cultural fit. The episode covers the advantages of nearshoring vs. offshoring, such as reduced language barriers, better technology integration, and alignment of t ..read more

Onboarding: It’s all about first impressions ..read more

                       The Young CPA Success Show: Episode 17 Kyle Geers, Co-founder and CEO of Zeroed-In Consulting, joins Hannah and Joey to explore the dynamic world of accounting. They share personal anecdotes about starting businesses and the shift from traditional accounting roles to consulting. Kyle recounts his transition from audit to advisory services, emphasizing the need for diverse skills and the importance of asking “why” to understand the business side of accounting. The conversation also covers the challenges of caree ..read more

For a young CPA, transitioning from accounting student to accountant can be a challenging experience. Along with all the professional changes that come with taking a full-time job comes a shift in identity. What we do impacts how we view ourselves, and our self-perception influences our identity.  ..read more

                       The Modern CPA Success Show: Episode 116 Tom and Adam discuss the critical role of onboarding in accounting firms. They highlight the necessity of a structured approach to make a strong initial impression on new clients. Adam advocates for setting explicit expectations and developing a systematic onboarding procedure, while Tom details activities like accounting and advisory discovery. They explore the contributions of project management and client success managers in streamlining the onboarding experience. The ..read more