The Modern CPA Success Show

How to Master Cash Flow With AI and Value Pricing with Mark Wickersham


Listen Later

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 use AI to do more with less.  

Mark explains the psychology of price anchoring and how firm owners can frame their value so clients see it clearly. He also makes the case for why AI makes value pricing non-negotiable because when AI cuts delivery time, hourly billing cuts revenue right along with it. From there, Mark walks through how to start with agentic AI without getting overwhelmed and how to keep the human connection strong while using AI in advisory work.

Firm owners who are tired of tight cash flow, long hours, and pricing that feels like a ceiling will find real, actionable direction in this episode. Press play on How to Master Cash Flow With AI and Value Pricing with Mark Wickersham.

Episode resources:

● Website: https://anderscpa.com/ 

● If you have questions or would like to be a guest on the show, email us at [email protected] 

● Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/   

Quotes

  • Mark Wickersham:  “AI lets firms create more value for clients in less time, which means stronger margins and healthier cash flow.”
  • Tom Wadelton: “If AI helps us spend less time explaining numbers and more time advising clients, that’s where the real value starts.”

Mark Wickersham is a mentor to over 400 accountants at Value Pricing Academy Ltd. With over 30 years in accounting, he built and sold his own firm, authored multiple books on value pricing, and has spent 25 years teaching firm owners how to price for value, not time. Today he mentors nearly 600 accountants on using AI to automate work, boost productivity, and move up the value curve.

LI: https://www.linkedin.com/in/markwickersham1/?isSelfPro 


Value pricing: SkoolValue Pricing Academy

AI and ChatGPT: SkoolAI Community

AI Academy: SkoolAI Academy

Mark's eBook: The-ai-communityThe 5 AI Tools Smart Accountants Are Using — Free eBook      

The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

Website: https://www.buzzsprout.com/2458888  

Facebook: https://www.facebook.com/AndersCPA 

LinkedIn: https://www.linkedin.com/company/anders-cpa/ 

Instagram: https://www.instagram.com/anderscpa/ 

YouTube: https://www.youtube.com/@andersvcfo 

Tom Wadelton is a Partner and Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions.

Website: https://anderscpa.com/about/your-anders-team/#thomas-d-wadelton 

LinkedIn: https://www.linkedin.com/in/tomwadelton/ 

   






...more
View all episodesView all episodes
Download on the App Store

The Modern CPA Success ShowBy Summit Virtual CFO by Anders

  • 5
  • 5
  • 5
  • 5
  • 5

5

9 ratings


More shows like The Modern CPA Success Show

View all
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

74 Listeners

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business by Mike Michalowicz

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

83 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Accounting Today Podcast by Accounting Today

Accounting Today Podcast

74 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

422 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,469 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

347 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

257 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

44 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

The Unique CPA by Randy Crabtree, CPA

The Unique CPA

23 Listeners

Creative Agency Success Show by Summit Virtual CFO by Anders

Creative Agency Success Show

9 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

26 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

59 Listeners

Who's Really the BOSS? by Marcus Dillon, Rachel Dillon

Who's Really the BOSS?

11 Listeners