Anders Virtual CFO

10/16/2026

Your partners and your juniors can be in the same building and still never work together.

Christopher Burke HybridHero shares the story of a law firm whose partners all gathered in one area while the juniors sat as far away as possible. No interaction between the groups. "Well, how are you mentoring these guys?" Adam Hale sees the upside: once you can see that dynamic in the data, you can start moving people around and watch it shift.

Catch the full conversation on The Modern CPA Success Show. URL in comments!

10/15/2026

One floor out of four. 25% off real estate costs overnight.

Adam Hale asks Christopher Burke HybridHero what an owner should actually look at in the data. Chris starts with the accounting question: can you drop the cost? A medium-sized U.S. insurer looked at its usage, said "we're not using this," and sublet one of its four floors. "So it's all a game looking at that data and how is this whole thing being used."

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10/14/2026

At a big bank or insurer, the person buying workplace software isn't spending their own money. At an accounting firm, they are.

Tom Wadelton asks Christopher Burke HybridHero what problem people bring to him most often. His answer is blunt: "people just don't know what they're spending." For accountants and lawyers, where the owners are really paying the bills, that turns into very direct questions. More space or less? Where are the savings? How are we actually using it?

The full conversation is on The Modern CPA Success Show. URL in comments!

10/13/2026

Most firms walk into an office decision asking the wrong question.

Tom Wadelton says his biggest takeaway from this conversation with Christopher Burke HybridHero wasn't about square footage. It was about behavior: who sits together, what you want to happen when people come in, and being able to monitor it. He pictures the client who starts with one question and leaves with another: "I came in thinking, do I have the right kind of office space? And what it turned into was more, how do I really want my team to work?" Adam Hale made sure to note it only took Tom 45 minutes to get there.

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

10/05/2026

When AI does all the other work, what makes a CPA relevant against a FinTech with venture capital behind it?

Jody Padar's answer is one word: humanness. "It is going to be our humanness," she says, and argues the profession has two to three years, not twenty, to get young professionals up to real advisory skills before routine work disappears entirely.

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10/03/2026

10/02/2026

Better AI. Better dashboards. Better data. None of it is what's going to save your firm.

Tom Wadelton makes the case that no firm is going to win by out-teching a FinTech competitor. "Tons of people are going to come and say, I can give you better looking dashboards and data, but it's the person who's saying, yeah, but we'll have the conversation in the wisdom." The human connection is the part that's hard to replace.

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

10/01/2026

Nobody learns to fly by getting handed the controls and told to figure it out.

Adam Hale makes the case that advisory training should work the same way. "We have to move to more of a simulation, just like flight," he says, describing hands-on practice scenarios where junior staff can lead a mock client conversation and get graded on how they handle it, before they're ever in front of a real client.

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09/30/2026

The first time most CPAs have an uncomfortable pricing conversation with a client is live, with real money on the line.

Tom Wadelton raises the point on this episode: why would you never practice that call first? Jody Padar's answer is Navi, an AI you can rehearse against before the real meeting. "It's not another human, right? Like it's the AI you're practicing," she explains, and you can even give it personality traits to match the specific client you're prepping for.

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

09/29/2026

What if your next client call had a coach popping up in real time to tell you how you're doing?

That's the direction Jody Padar's company, XcelLabs, is building toward with Navi. Adam Hale floated the idea live on the show, asking if the software could work like an old-school partner holding up cue cards during a call. Jody's answer: "That's where we're going. That's totally on the roadmap." She describes an avatar giving real-time feedback on how you're showing up in the conversation, so you can adjust
before the call is even over.

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