Anders Virtual CFO

Anders Virtual CFO With strategic insight comes The Power to Dream Big

Anders Virtual CFO is a market-leading fractional CFO service provider that takes a profit-focused approach to accounting to support companies nationwide. Founded in 2002 as Summit CPA Group and merged in 2022 with Anders, this cutting-edge team helps businesses operate more profitably thanks to a proprietary Financial Maturity Model. Based on two decades of experience, this structured approach to

business growth shows owners where they are in their financial maturity and creates profit-focused milestones to get where they want to go.

06/03/2026

AI adoption does not start with a flashy new service line. It starts with the problems your team already knows.

Rob Harr says the first step is using tomorrow’s tech to solve yesterday’s problems. That means giving your team a safe way to experiment, fail, and find practical ways AI can make their current work better.
Before you chase the next big AI offer, start with the work your team already understands. Watch the full episode.

06/02/2026

Your biggest AI risk may not be the tool. It may be the gap between you and your team.

Rob Harr explains why many agency owners are racing ahead with AI while their delivery teams are still trying to catch up. That gap creates real risk when leaders start selling ideas their teams are not ready to deliver.

If you are leading an agency through AI adoption, this is the conversation to watch before you turn experimentation into client promises.

06/01/2026

The rules that grow every healthy business have always applied to accounting firms. The profession just spent years pretending otherwise.

Geraldine Carter, Business Coach and Founder of Geraldine Carter, LLC, says that the accounting world was in La La Land, denying that gravity applied to them. Now they're waking up and realizing those same principles work powerfully inside a CPA firm.

When accountants stop resisting and start applying, something shifts.

Share this with every accountant you know. Watch the full episode of The Modern CPA Success Show. URL in comments!

05/29/2026

Spending money on marketing before proving anyone wants your offer is like opening a restaurant without checking if people are hungry.

Geraldine Carter runs one litmus test with every client: can you give a lead magnet away for free on the internet? If the answer is no, no ad budget will fix it. The offer isn't valuable, the platform is wrong, or the audience doesn't exist the way you think. Fix that first.

Most accountants skip straight to paid social and wonder why nothing lands.

Stop guessing and start proving it works. Don’t miss the full episode. URL in comments!

05/28/2026

Nobody wins a game where nobody's calling the fouls.

Geraldine Carter is direct that if you define your packages, you have to police them. Your clients will not remember what's in and out of scope because to them, it's all one big bucket of things they don't want to touch. That's how people work.

For small business owners, a well-run accounting firm has no surprises, no bill creep, no awkward scope conversations.

Clients deserve an accountant who sets the rules and plays by them. Hear how it's done in the episode of Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter.

URL in comments!

05/27/2026

The word "yes" is costing your accountant and eventually, it costs you, too.

Geraldine Carter cuts straight that most accountants are people pleasers, and by the time they realize they should have said no, it's already out of their mouth. Her fix is engineering the no into the system before the pressure ever arrives.

Screen prospects with a form. Route calls to Calendly. Let the packages do the filtering.

Your finances deserve that kind of clarity. Get the full picture in Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter. URL in comments!

05/26/2026

The accounting profession just crossed a turning point and your finances are better for it.

Geraldine Carter, Business Coach and Founder of Geraldine Carter, LLC, watches the mindset completely reverse. Her clients now walk in already knowing their prices need to double or quadruple. They volunteer to cut their client rosters in half.

They say out loud, "I have twice as many clients as I need." Five years ago, that self-awareness didn't exist in this profession.

This shift matters to the industry because it means that accountants are finally building a practice that better serves their clients.

The future of accounting is already here. Tune in to Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter. URL in comments!

05/25/2026

A rebrand can go sideways fast when everyone's casting votes based on personal taste instead of actual strategy.

Amy Maxwell, Founder and Creative Director at Maxwell Design Co., has a clear rule that is to get your key decision-makers in the room early. When the right people help shape the direction from the start, you avoid the "I don't like it" moment after six months of work.

The goal is to get confident, not perfect. Present the strongest version you can stand behind, and then move forward.

If your last rebrand turned into a debate club, this episode will change how you run the next one. URL in comments!

05/22/2026

Not every brand problem needs a full overhaul. But how do you know which one you actually have?

Amy Maxwell uses two quick exercises to find out. First, the visual identity audit: she asks clients to bring five pieces of collateral their team uses every day. If they look like they came from five different companies, that's a brand problem. Second, the who-what-why exercise: ask three people who've heard
of you but haven't hired you yet to describe what you do in one sentence. If you get three different answers, that's a messaging problem.

Run these two exercises on your own brand this week, then watch the full episode to hear what Amy does next. URL in comments.

05/21/2026

A rebrand rarely comes out of nowhere. Something shifts and suddenly your brand can't keep up with where your business is going.

Amy Maxwell, Founder and Creative Director at Maxwell Design Co., has seen all the triggers: an outdated logo, a website that's stopped pulling traffic, a trade show booth that looks like it belongs in a different decade. But she's quick to point out that any one of those things can kick off a rebrand for the
wrong reasons if you're not careful.

Her real warning? 95% of companies have brand guidelines. Only 30% actually use them. A rebrand without a system behind it is just an expensive mood board.

If something in your business is pushing you toward a rebrand, don't move until you watch this episode. URL in comments!

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Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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