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.

06/17/2026

A bigger agency is not automatically a better life.

Jay Owen has spent nearly three decades building a marketing agency, and he is clear about the harder part of growth: making money while still protecting your marriage, your kids, your relationships, and your life outside the company.

If you are building an agency and trying to define what success really looks like, watch the full episode with Jay Owen. URL in comments.

06/16/2026

The future of agency growth is not just AI. It is AI and real human connection working together.

Jay Owen says agency leaders need to think in two directions at once: highly autonomous and AI driven, but still deeply human. Your tools may get faster, but the relationships, trust, rooms, and communities around your business still matter.

If you are trying to build an agency that can grow without losing the human side, watch the full episode with Jay Owen. URL in comments.

06/15/2026

A new AI tool built for accounting launches every week. Most of them aren't worth the tab they open in your browser.

Mark Wickersham, mentor to over 400 accountants at Value Pricing Academy Ltd., cuts through the fact that accounting-specific tools have their place, but most firm owners are chasing specialized software before mastering the general platforms already at their fingertips.

The gap isn't in the tools available. It's in the foundational ability to use them well.

Don’t miss the full episode of The Modern CPA Success Show. URL in comments!

06/12/2026

AI can produce a sharp, detailed financial summary in seconds. That's exactly why sending it straight to the client is such a costly mistake.

Mark Wickersham is direct on this point: generating an AI report and emailing it to a client doesn't just miss the mark. It actively devalues the work. Advisory is about the conversation.

Clients need to experience the thinking, not just receive the output. The right move is to let AI do the heavy research in the background, then deliver the insight face-to-face or through a personal video walkthrough.

Hear how to put AI in its proper place. Listen to the full episode. URL in comments!

06/11/2026

AI feels overwhelming for a lot of business owners right now. New tools appear every day, and most people don’t know where to begin.

Mark Wickersham, mentor to over 400 accountants at Value Pricing Academy Ltd., created a growing AI community where accountants and firm owners can ask questions, learn together, and explore practical ways to use AI in real business situations.

Small steps with AI today can create major productivity gains, stronger systems, and better financial decision-making tomorrow.

Start learning how AI can support business growth. Tune in to the full episode of How to Master Cash Flow With AI and Value Pricing with Mark Wickersham.

URL in comments!

06/10/2026

The right pricing strategy can completely transform how clients see your value.

Mark Wickersham reveals that one of the strongest principles in pricing psychology is anchoring. Clients naturally compare prices in their minds before deciding if something feels expensive or reasonable.

He explains that when businesses position their services against the cost of hiring a full-time CFO or building an internal team, clients begin seeing the value differently.

Watch the full episode of How to Master Cash Flow With AI and Value Pricing with Mark Wickersham. URL in comments!

06/09/2026

Most business owners think fixed fees automatically mean better pricing. But that’s not always true.

Mark Wickersham, mentor to over 400 accountants at Value Pricing Academy Ltd., explains that many firms moved away from hourly billing and started offering flat monthly fees. While that’s a positive step, he believes true value pricing goes far beyond simply estimating hours upfront.

Mark shares that real value pricing focuses on outcomes, transformation, and the impact a service creates for the client. Businesses that understand this shift often build stronger cash flow, healthier margins, and better long-term client relationships.

Tune in to How to Master Cash Flow With AI and Value Pricing with Mark Wickersham to hear the full conversation. URL in comments!

06/08/2026

AI shows up in agencies in more than one way.

Rob Harr breaks it into three useful categories: operational efficiency, delivering work products, and putting AI directly into work products that clients can touch. That simple framework helps agency owners think more clearly about where AI actually fits.

If your AI strategy still feels vague, start here. Watch the full episode.

06/05/2026

AI exploration and AI ex*****on need different rules. Rob Harr shares how Sparkbox uses an expedition team for messy exploration, then creates a real project once an idea shows business value. That separation keeps experimentation alive without letting promising tools turn into chaos.

If your agency is trying to balance innovation with control, this framework is worth stealing. Watch the full episode.

06/04/2026

Your team will not innovate if they only feel safe sharing wins. Rob Harr explains why AI momentum needs more than one-off experiments. If your team is trying new tools, they need space to demo what works, talk about what failed, and learn without fear of looking wrong.

Innovation cannot happen without failure, especially when the technology is changing this fast. Watch the full episode.

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

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