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.

09/02/2026

The org chart every CPA firm has been built on for decades is about to flip.

Adam Hale explains that the traditional pyramid, a wide base of junior staff supporting a narrow group of partners, isn't going to hold. "It could very easily be an inverted pyramid, or maybe even a diamond shape," he says, as more of the work at every level shifts toward advisory. The reason is coming straight from clients, not the tech: "Chat's not challenging you."

Watch the full episode of The Modern CPA Success Show. URL in comments!

09/01/2026

The firms with the biggest AI budgets are not as far ahead as you think.

Adam Hale just got back from a live Basis AI conference packed with the top 100 accounting firms, and the biggest surprise wasn't the technology. It was how little of a head start the PE-backed players actually have. "One of the biggest takeaways is they're not very far ahead either in this entire space. Smaller firms really have an opportunity here to make up a lot of ground," Adam says.

Joey Kinney adds the real reason why: "They're so spread out across so many different things that it's going to be difficult for them to implement. A small practice can just hit the ground running."

Catch the full episode of The Modern CPA Success Show. URL in comments!

08/31/2026

The ideas business is really the failure business.

Scot Keith says great creative work requires an environment where people can say what they really think. Most ideas will not be the winner, and that is the point. You keep working through the misses until the one killer idea shows up.

If you want a more honest look at how strong creative work gets made, watch the full episode with Scot Keith. URL in comments.

08/28/2026

The wrong client is still the wrong client.

Scot Keith compares ONE23WEST to a really good sushi restaurant. If someone wants what the agency does well, great. But if they want something completely different, the answer is not to reshape the whole business just to win the work.

If you are trying to get clearer about who your agency is for, watch the full episode with Scot Keith. URL in comments.

08/27/2026

More hours do not always mean better work.

Jamie Nau talks about diminishing returns, and Scot Keith shares how he learned where his best thinking window actually is. For Scot, the deep work happens early, with quiet, coffee, and focus. After a certain point in the day, he knows he is better at reacting than creating.

If your agency still treats long hours like a badge of honor, watch the full episode with Scot Keith. URL in comments.

08/26/2026

A foosball table does not create agency culture.

Jamie Nau and Scot Keith talk about what actually makes people want to work somewhere. It is not the coolest office or the perk that looks good on a recruiting page. It is whether the people, expectations, and way of working actually make sense every day.

If you want to build a better agency culture, watch the full episode with Scot Keith. URL in comments.

08/25/2026

You do not need a fancy office to build serious agency momentum.

Scot Keith shares how ONE23WEST started with laptops, phones, internet, ideas, and sweat instead of expensive offices and unnecessary debt. The model was simple: keep overhead low and put the money into talent.

If you are building an agency and deciding where the money should go first, watch the full episode with Scot Keith. URL in comments.

08/24/2026

Owner hours can expose how dependent a CPA firm is on its founder.

Brannon Poe explains that buyers look at the owner's role, workload, and the amount of preparation and review the team can handle independently. He has seen highly profitable firms where owners work around 500 hours a year, compared with practices where the owner remains involved in nearly everything.

Reducing owner dependency starts with stronger delegation, leadership depth, and the right team. Watch the full episode of How to Build a CPA Firm That Attracts Buyers with Brannon Poe to learn what owner hours can reveal about firm value. URL in comments!

08/21/2026

A niche does not make a CPA firm more valuable just because it has a label.

Brannon Poe explains that specialization becomes attractive when it produces faster growth, stronger pricing, and healthier margins. He makes the same point about technology: a strong tech stack only goes so far if the firm is still underpricing work or managing the team poorly.

Buyers are paying attention to the business results behind the strategy. Tune in to How to Build a CPA Firm That Attracts Buyers with Brannon Poe for the full conversation. URL in comments!

08/20/2026

The biggest number in a CPA firm offer is not always the amount the seller receives.

Brannon Poe explains that private equity deals may include cash at close, performance targets, rollover equity, and other conditions that affect the final outcome. A 10x or 15x headline offer only represents what could be realized if everything goes well.

Firm owners need to evaluate the complete deal, not just the headline multiple. Watch the full episode of How to Build a CPA Firm That Attracts Buyers with Brannon Poe before taking a headline valuation at face value. URL in comments!

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