Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 2 chart positions in 2 markets.
By chart position
- 🇺🇸US · Management#1615K to 30K
- 🇰🇪KE · Management#171500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
2.8K to 17K🎙 ~2x weekly·149 episodes·Last published 3d ago - Monthly Reach
Unique listeners across all episodes (30 days)
5.5K to 33K🇺🇸91%🇰🇪9% - Active Followers
Loyal subscribers who consistently listen
2.2K to 13K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
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Recent guests
Recent episodes
How to Master Cash Flow With AI and Value Pricing with Mark Wickersham
Jun 9, 2026
46m 06s
Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter
May 26, 2026
49m 05s
The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver
May 12, 2026
49m 21s
Smarter Capacity Planning For Growing CPA Firms with Terrell Turner
Apr 28, 2026
56m 19s
People You Should Know: Ryan Lazanis
Apr 15, 2026
49m 11s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/9/26 | How to Master Cash Flow With AI and Value Pricing with Mark Wickersham | AI is shrinking the time it takes to do accounting work and for firm owners still billing by the hour, it is quietly shrinking their revenue, too. Mark Wickersham, mentor to over 400 accountants at Value Pricing Academy Ltd, tackles the two skills separating profitable accounting firms from overworked ones: value pricing and AI. Mark has spent 25 years teaching accountants how to stop trading hours for dollars. He has also spent the last few years showing nearly 600 accountants how to u... | 46m 06s | ||||||
| 5/26/26 | Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter | You built your CPA firm from the ground up. So why does it feel like it is running you instead of the other way around? Geraldine Carter, Founder and Business Coach at Geraldine Carter LLC, talks about what it really takes for CPA and accounting firm owners to stop overworking, start charging what they are worth, and design a firm that fits the life they want. Geraldine has spent a decade coaching accountants out of the burnout trap and she brings the no-nonsense, practical framework to... | 49m 05s | ||||||
| 5/12/26 | The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver | AI is already here. If you are still billing by the hour and running your team on timesheets, you are building on a foundation that is cracking fast. Blake Oliver, Founder and CEO of Earmark and one of Accounting Today’s top 100 most influential people, talks about the billing revolution happening right now in accounting. Blake breaks down why the billable hour is the root of inefficiency in accounting firms, how AI agents are replacing routine staff work, and what the future of fixed-f... | 49m 21s | ||||||
| 4/28/26 | Smarter Capacity Planning For Growing CPA Firms with Terrell Turner✨ | capacity planningCPA firms+3 | Terrell Turner | TLTurner GroupCPA | — | capacity planningCPA firms+4 | — | 56m 19s | |
| 4/15/26 | People You Should Know: Ryan Lazanis | Still trying to grow your firm by working more hours? That approach has a ceiling. Ryan Lazanis, CPA and founder of Future Firm, shares what he learned building and selling an online accounting firm from scratch, and why most firm owners stay stuck running a practice instead of a business. You will hear why clarity on what you actually want comes first, why your service packages need to sell a transformation instead of a task list, and how to price based on value without relying on timesheets... | 49m 11s | ||||||
| 4/1/26 | People You Should Know: Ron Baker | Still pricing by the hour? You are limiting your cash flow. Ron Baker, founder of VeraSage Institute and co-founder of THRESHOLD, talks about why the billable hour fails business owners and what to do instead. You’ll hear why pricing is a core skill, why mindset blocks change, and why most firms stay stuck even when better models exist. Learn how fixed pricing removes surprises and builds trust. Offering options increases revenue and strengthens decision-making. You’ll also see h... | 53m 10s | ||||||
| 3/3/26 | Build Cash Flow Freedom Through Leadership with Scotty Scarano | If you want cash flow freedom, you cannot separate money from leadership. Your revenue, team performance, pricing power, and long-term stability all reflect how you lead. Scotty Scarano, Rapping Custodian at Accounting High, shares how he is reshaping how people view accounting, financial literacy, and career development. Listen to how to Build Cash Flow Freedom Through Leadership. Resources: ● Website: https://anderscpa.com/ ● If you have questions or would like to be a guest on... | 46m 36s | ||||||
| 2/17/26 | Preparing Your Business Finances for What’s Next with Daniel Hood | You can’t afford to plan your finances based on how things used to work. Cash flow pressure, pricing changes, technology shifts, and new reporting demands are forcing business owners to think ahead instead of reacting late. Daniel Hood, Editor in Chief of Accounting Today, on where business finance is heading and what small business owners should prepare for now. You learn how advisory services, value-based pricing, AI, staffing changes, and long-term financial planning affect your cash flow ... | 49m 29s | ||||||
| 2/3/26 | Stability Over Scale: A Smarter Way to Build a Business That Lasts with Chad Davis | Running a business is more than putting out fires and checking boxes. Thinking like an owner changes how you make decisions and lead your team. Chad Davis, co-founder at LiveCA LLP & AutomationTown.io, joins the conversation to explore what it truly means to behave like a business owner. You'll hear real talk on financial ownership, setting priorities, letting go of control, and why emotional detachment can lead to better decisions. Chad breaks down how to step into a leadership mindset, ... | 53m 04s | ||||||
| 1/13/26 | People You Should Know: Randy Crabtree | As a small business owner, you wear a lot of hats and it’s easy to feel like the pressure never stops. Randy Crabtree, Co-Founder of Tri-Merit Specialty Tax Professionals, shares lessons that push you to rethink how you run your finances. He talks about passion, problem solving, and building systems that help you get better cash flow, and long‑term stability for your business. You’ll hear how he reshaped his career and his thinking helps business owners improve tax planning and adapt to... | 46m 52s | ||||||
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| 12/9/25 | How to Behave Like a Business Owner with Chris Papin | Being the boss doesn’t automatically make you a business owner. Running a business requires you to think differently, act strategically, and lead with clarity. Chris Papin, CPA, Attorney & Business Advisor at Papin Speaks, talks about what it really means to behave like a business owner. From facing hard truths about failed marketing to balancing emotional attachment with accountability, Chris shares how small business owners can shift their mindset and take ownership at a higher level. H... | 52m 06s | ||||||
| 10/13/25 | Recruiting for CPA Firms with Will Spengler | Bringing in the right people can transform your CPA firm. Hiring is a strategic move that drives your growth. If you're looking to make smarter hiring decisions, this episode is for you. Will Spengler, founder of Frederick Fox, shares how his team finds strong controller and finance candidates in markets like Dallas, and what firms should do to stay competitive. You’ll get insights into how recruiting agencies work, what mistakes firms make when hiring, why public accounting backgrounds are s... | 43m 57s | ||||||
| 9/15/25 | Mastering the Vital Core of Profit-Focused Accounting | If your numbers feel disconnected from your decisions, it’s time to change that. Profit-Focused Accounting helps you align operations so you can stop guessing and start leading with confidence. Discover a clear roadmap to financial maturity with the five pillars of profit-focused accounting. Learn how to build cash flow that supports growth, know why accurate and timely reporting must come first, and how objective self-assessments, from Ad Hoc to Optimized give you and your advisor clarity on... | 51m 15s | ||||||
| 8/11/25 | How AI-Powered Digits Provide Real-Time Finance Clarity for Small Businesses | You started your business to grow, not to get stuck in spreadsheets. Today, smart tools make it easier than ever to stay ahead. In this episode of The Modern CPA Success Show, we sit down with Jeff Seibert, CEO and co-founder of Digits, to explore how AI is transforming small business finance. We cover how Digits uses machine learning to automate up to 93% of bookkeeping, how their proprietary ledger gives you deep real-time analytics, and how their dashboards and reporting tools make it easy... | 36m 46s | ||||||
| 5/13/25 | SafeBooks AI: How AI is Shaping the Future of Small Business CFOs? With Ahikam Kaufman | In today's rapidly evolving financial landscape, small business CFOs are navigating complexities that demand more than spreadsheets and manual processes. In this episode of The Modern CPA Success Show, Ahikam Kaufman, co-founder and CEO of SafeBooks AI, explains how AI is transforming financial operations, enhancing data integrity, and streamlining decision-making. With over 20 years of experience in Fintech and corporate finance, Ahikam shares practical insights on using technology to ... | 42m 06s | ||||||
| 4/15/25 | Preparing Your Business for Sale | When the time comes to consider selling, it’s easy to feel buried in uncertainty and daily chaos. How do you prepare your business for sale? In this episode, Tom Wadelton and Adam Hale from Summit Virtual CFO by Anders walk you through what it really takes to prepare your business for sale. They share straightforward insights into how to think beyond putting out daily fires and start making strategic moves that increase the value of your business. Adam and Tom break down key valuation m... | 43m 44s | ||||||
| 4/1/25 | How CPA.com Revolutionized CAS with Amy Bridges | Many firms find themselves delivering outsourced accounting but struggling to break into true advisory work. In this episode of The Modern CPA Success Show, Amy Bridges, Senior Manager of CAS Professional Services at CPA.com, shares how firms like yours can build a thriving CAS practice that’s scalable, efficient, and impactful. Amy's journey into the world of CAS is anything but ordinary. With a background in mathematics, software, and education, she brings a unique perspective to h... | 41m 08s | ||||||
| 12/30/24 | 2024 Year in Review | In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member. "If we have the ability to make our clients feel like heroes, that’s a complete home run. For me, that was very impactful and has changed the way we present things." – Tom Wadelton The finer deta... | 37m 34s | ||||||
| 12/9/24 | Why Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level! | Title: Why Did the Accountant Cross the Road? To Connect with Clients on a Deeper Level! Quote: "My clients had and still have amazing reputations in what they do. Most of them don't need huge numbers of new clients; it's more about reputation management and keeping the marketing ticking over." -Chantal Cornelius Summary: In this episode of the Modern CPA Success Show, the host and Tom Walton, a virtual CFO at Anders CPA and Advisors, engage with Chantal Cornelius, founder of Appletree Market... | 46m 48s | ||||||
| 11/25/24 | How Can Effective Cash Flow Management Transform Your Business? | "As an owner of a business, it’s really nice to have control, knowing what’s coming in, what’s going out, and how much cash I have." -Adam Hale Summary: In this episode of the Modern CPA Success Show, hosts Tom and Adam discuss their firm's cash flow management service. They highlight the critical role of cash flow in business health, distinguishing it from financial forecasting. Their service includes a 13-week cash flow forecast, regular cash flow meetings, and detailed tracking of accounts... | 11m 16s | ||||||
| 11/11/24 | Defining Service Packages: A Comprehensive Guide for Modern Accounting Firms | "If you want to understand your pricing, I need to know what your service packages are. If you want to understand how you're going to onboard a client, I need to know what your service package is." - Adam Hale The finer details of this episode: ● Importance of service packages for accounting firms, focusing on clarity in offerings, pricing, and alignment with target client segments to enhance relevance and value. ● Structuring service packages using a "small, medium, large" model to cater t... | 17m 32s | ||||||
| 10/31/24 | Spooktacular Showdown: A Halloween Movie Draft Special | In this special episode of The Modern CPA Success Show, four speakers with Halloween-themed personas—Jamie Nightmare, Hannah Hexed Hood, Adam Haunted Hale, and Joey Killing Kenny—engage in a lively draft-style discussion about their favorite Halloween movies. Jamie, the enthusiastic host, sets the stage and outlines the draft rules. Hannah humorously admits her limited horror movie experience, while Adam and Joey share their deep knowledge and personal anecdotes. The conversation is filled wi... | 47m 12s | ||||||
| 10/28/24 | How Client Accounting Services Are Redefining the Role of Accountants in Business Growth | "They swapped out ‘accounting’ for ‘advisory’ in CAS, but I still believe it’s 'client accounting and advisory services.' At scale, especially with small businesses, it’s hard to separate the two. You need a foundational understanding of their accounting model to help architect it in a way that truly tells their story." – Adam Hale The finer details of this episode: The shift from compliance work to advisory roles in accounting.Differences between traditional accounting firm structures... | 21m 13s | ||||||
| 10/14/24 | Unlocking Profitability: Embrace Advisory Services and Client-Centric Solutions with Simon Severino | “If you're only working in the business, you're doing it wrong. Cut your activities in half. You have to free up time to think about the business, to work on the business.” – Simon Severino The finer details of this episode: • Transition from traditional tax-based practices to advisory-oriented services in accounting. • Challenges faced by accounting firms in defining and marketing their services. • Importance of understanding client needs and delivering tailored solutions. • Deco... | 44m 16s | ||||||
| 9/30/24 | Mastering Excel: Essential Skills and Strategies to Boost Efficiency with Jeff Lenning | “I love Excel. It's helped me save so much time over the years, and when I began thinking about Excel more like an employee that I can delegate stuff to, it helped me save an incredible amount of time.” – Jeff Lenning The finer details of this episode: • Strategies for leveraging Excel to improve efficiency • Continuous learning and development in Excel • Common pitfalls and challenges in Excel usage • Mindset shift from "if" to "how" in using Excel • Role of AI in enhancing Excel skills • St... | 41m 46s | ||||||
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Chart Positions
2 placements across 2 markets.
Chart Positions
2 placements across 2 markets.