How do you stop being the expert who does everything and become the CEO who builds a scalable business?
In this episode of Expert In You, host Ann Carden sits down with Gabrielle Luoma, CPA and CEO of ModVentures, to discuss how professional service firms can adapt to AI, build modern fractional finance teams, and create systems that support sustainable growth. Gabrielle shares insights on moving beyond the day-to-day work, making smarter use of technology, and creating more freedom as a business owner.
In this episode, you’ll learn:
- How to transition from hands-on expert to business CEO
- Where AI and automation fit into modern financial services
- Why human expertise remains essential in a technology-driven industry
- How fractional finance teams can support business growth
- Why systems and processes are critical to scaling a firm
- How founders can let go of day-to-day responsibilities
- Ways to build a more scalable business that creates greater freedom
Key Moments:
00:00 Impact of AI on accounting
04:55 Role of a Modern CPA
07:46 Building cross-trained finance teams
11:46 Challenges with automating QuickBooks
15:00 Leveraging client referrals
18:25 Shifting from founder to CEO
21:13 Dealing with founder burnout
24:34 Client communication and company culture
28:58 Observing AI-generated content
30:18 Understanding cash flow vs. profit
35:17 Working with experienced experts
If you’re a consultant, professional service provider, or business owner looking to scale beyond your own expertise, this conversation offers practical perspectives on leadership, technology, and sustainable business growth.
Listen now to discover how to build a business that works for you, not one that depends on you for everything.
About the guest :
Gabrielle Luoma is a CPA, CEO, and founder of MOD Ventures, a financial advisory firm helping small business owners gain clarity and control over their finances. With a background in accounting and a passion for leadership, she specializes in transforming financial confusion into strategic insight. Gabrielle is known for her practical approach, helping CEOs understand their numbers, improve profitability, and build scalable businesses. She is also a speaker and content creator focused on empowering entrepreneurs to lead with confidence and make informed financial decisions.
How to connect Gabrielle:
Website: https://modventuresllc.com/
LinkedIn: https://www.linkedin.com/in/gabrielleluomacpa/
About the host:
Ann Carden is a highly sought-after Business Growth Consultant, Marketing Strategist, and #1 Bestselling Author, with over 41 years of experience helping small businesses, entrepreneurs, and coaches scale their success. As a Professional Speaker and three-time published author, Ann has coached and consulted hundreds of professionals across more than 80 industries.
Why Choose Ann Carden?
With a diverse background that spans over four decades, Ann has developed a deep understanding of what it takes to succeed in business growth, marketing strategies, and entrepreneurship. She spent 13 years in corporate management before launching her own businesses, where she thrived for 35 years. Ann’s entrepreneurial journey began out of financial necessity, and she successfully grew her first business to an international level - even before the Internet era.
Work with Ann Carden
If you're ready to take your business to the next level, Ann offers customized solutions to help you grow. Whether you’re a coach, consultant, or small business owner, Ann’s proven strategies can drive significant growth in revenue and market reach.
Get Free Resources:
➡️ Access Ann's Free Training: www.expertinyou.biz
➡️ Read the latest edition of Expert in You Magazine: https://expertinyoumagazine.com/magazine
Ready to grow your business? 📞 Book a strategy call today: https://acarden.com 🔗
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