Advisory Skills for CPAs: Moving from Bookkeeping to CFO Services with Hannah Hood
| Hosted by Tom Wadelton and Hannah Hood
The Modern CPA Success Show: Episode 155
Most accounting firms have the talent to deliver real CFO-level advisory work. They just have not built the path to get there.
In this episode, Tom Wadelton sits down with Hannah Hood, VCFO Principal at Anders, to talk about what it actually takes to grow accounting talent from senior accountant to trusted CFO. Hannah has lived the full journey from bookkeeper to controller in industry, to VCFO Principal at one of the fastest-growing advisory practices in the country.
You’ll hear how Hannah made the mindset shift from doing the work to advising on it, why staying in the weeds is the most common trap for newly promoted CFOs, and how weekly cash flow conversations can become one of the most powerful advisory touchpoints a firm offers small business clients.
For any firm owner thinking about building stronger teams, pricing subscription services, or moving clients up the advisory value curve, this episode delivers the blueprint.
Press play on Advisory Skills for CPAs: Moving from Bookkeeping to CFO Services and hear what intentional firm growth looks like from the inside.
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