Creative Agency Success Show

By Summit Virtual CFO by Anders

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Category: Entrepreneurship

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Subscribers: 2
Reviews: 0
Episodes: 142

Description

Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey. Since 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, has helped businesses and creative agencies across America and the globe by providing Virtual CFO Services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA firms with accounting outsourcing services and Virtual CFO consulting. This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune in bi-weekly as our hosts—Jamie Nau, Director + Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors—interview special guests to share knowledge in the digital and creative agency industry, as well as Jody’s experience as a service-based business owner and entrepreneur.

Episode Date
Mastering the Art of Agency Growth: Lessons from Brad Farris
Jan 06, 2025
2024 Year in Review
Dec 30, 2024
Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon
Dec 17, 2024
From Clicks to Conversions: The Power of Retargeting in Digital Marketing with Zaid Ammari
Dec 02, 2024
Navigating Mergers and Acquisitions in Creative Agencies with Jonathan Baker
Nov 18, 2024
Unlocking Exit Readiness: How to Prepare Your Agency for a Successful Sale with Phil Daniels
Nov 04, 2024
Spooktacular Showdown: A Halloween Movie Draft Special
Oct 31, 2024
The Best Strategies for Nurturing Client Relationships with Adam Kurzawa
Oct 21, 2024
Using a Forecast for Growth: A 2019 Episode About One Client’s Growth Revisited
Oct 07, 2024
Strategies for Business Owners to Leverage Podcast Guest Appearances with Julie Fry
Sep 23, 2024
The Most Essential Tips for Personal Branding on LinkedIn with Donna Serdula
Sep 09, 2024
"How Can Agencies Achieve Better Alignment Between Sales and Project Management?:" with Rachel Gertz
Aug 26, 2024
VCFO Deep Dive: Jason Swenk
Aug 12, 2024
Scale Your Agency and Build a Strong Community with Jason Swenk
Jul 29, 2024
VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett
Jul 15, 2024
VCFO Deep Dive
Jul 11, 2024
A Deep Dive into Leadership, Problem Solving, and Team Engagement with J. Scott
Jul 01, 2024
Navigating Digital Marketing Trends: Insights from Industry Events with Hannah Hood
Jun 17, 2024
Unleashing the Power of Delegation: HR Insights and Leadership Strategies with Vicky Brown
Jun 03, 2024
Sales 'Snacks' for Creative Agencies
May 20, 2024
Pipeline Meetings: Why A CFO Helps Agencies Accelerate Growth with Hannah Hood
May 06, 2024
Digital Agency Growth: From Infancy through Adolescence to Maturity with Karla Santi
Apr 22, 2024
Why Attending Events is Good for Business with Jay Owen
Apr 08, 2024
How Agency Owners Can Work Less and Earn More with Karl Sakas
Mar 25, 2024
Unmanage Your Agency: A Conversation with Agency Agile's Jack Skeels
Mar 11, 2024
Strategies for Growing Business Development in Creative Agencies with Goran Kovacevic
Feb 26, 2024
How Can A Business Coach Transform Your Agency's Success? With Russ Sorrells and Doug Tenpas
Feb 12, 2024
Streamlining the Proposal Process and Managing Scope for Creative Agencies with Joe Ardeeser
Jan 29, 2024
From Ballroom to Business: Choreographing Experiences for Success with Michael Johnson
Jan 15, 2024
Jody and Jamie’s 2023 Year in Review and What to Expect for 2024
Jan 02, 2024
Finding Balance in Life as an Entrepreneur with Coach Bob Shenefelt
Dec 18, 2023
Rethink Your Sales Approach with Diane Helbig
Dec 04, 2023
Best of 2023 from the Virtual CPA Success Show
Nov 20, 2023
Strategies for Managing Longer Sales Pipelines with Simon Severino
Nov 06, 2023
Recap and Takeaways from the SoDA Event in Mexico City
Oct 23, 2023
Unleashing the Power of Agency Marketing with Logan Lyles
Oct 09, 2023
Optimize Your SEO Strategy for Long-Term Success with Brandon Leibowitz
Sep 25, 2023
The Future of AI: Balancing Innovation and Ethical Considerations with Shanif Dhanani
Sep 11, 2023
The Power of Lean and Luxe with Crista Grasso
Sep 04, 2023
Balancing Creativity and Consistency in Business Systems with Josh Fonger
Aug 28, 2023
When I Niche, You Niche, We Niche with Logan Hoffman
Aug 21, 2023
Storytelling in Agencies: Connect, Inspire, and Transform with Jeff Bartsch
Aug 14, 2023
Rebranding Your Agency for Success with Todd Nienkerk
Aug 07, 2023
Embracing Asynchronous Communication with Laïla von Alvensleben
Jul 31, 2023
Pick Me: How to Stand Out in the Competitive RFP Process with Lauren Minors
Jul 24, 2023
Top Agency Performance Metrics with David C. Baker
Jul 17, 2023
Forecasting as a Team Sport with Tom O’Neill
Jul 10, 2023
Adapting to a Hybrid Work Environment with Tammy Bjelland
Jul 03, 2023
Business Coaching, Staying Relevant, Achieving Success: Insight from Pinnacle Business Guides Founder Greg Cleary
Jun 26, 2023
5 Pillars of Business Success: Insights from Pinnacle Business Guide Peter Van Nest
Jun 19, 2023
Unlocking the Power of Soft Skills and Why it Matters in Building Successful Teams with Dan White
Jun 12, 2023
Building an Enduring Business: The Three Pillars of Success with Natalie Eckdahl
Jun 05, 2023
AI's Influence on the Agency Industry: Disruption or Enhancement? With JP Holecka
May 29, 2023
The Future of Meetings and Events with Tommy Nolan
May 22, 2023
Productizing Services for Agency Growth with Ernesto Tagwerker
May 15, 2023
Fostering Human Connection Through Strategic Storytelling with Jeff Bartsch
May 08, 2023
Exploring Leadership Styles with Robert Jordan
May 01, 2023
Navigating The Challenges of Agency Life with Russel Dubree
Apr 24, 2023
Legal Strategies For Protecting Your Brand, Content, and Transactions with Sharon Toerek
Apr 10, 2023
Bootstrapping and Building a Portfolio of Agencies with JD Graffam
Mar 27, 2023
Understanding the Silicon Valley Bank Issue: What Digital Agencies Need to Know
Mar 20, 2023
"What if There's More?" with Traci Barrett
Mar 13, 2023
Outsourced HR Solutions with John Baldino
Feb 27, 2023
Get Agency Insight from Agency Outsight with Steve Guberman
Feb 13, 2023
Discover Why You Need Agile Leaders in Your Business with Chuck Mollor
Jan 30, 2023
Getting Things Done® with David Allen
Jan 16, 2023
Improve Your Hiring Strategy With Jamie Van Cuyk
Jan 02, 2023
Agency Profitability With Marcel Petitpas
Dec 19, 2022
Find Success With the 4-Day Work Week With Morgan Witham
Dec 05, 2022
Achieve Business Growth Using Your Caveman Brain with Dr. Jean Oursler
Nov 21, 2022
Improve Efficiency with Custom Software with Ian Robinson
Nov 07, 2022
Learn Emotional Magnetism with Sandy Gerber
Oct 24, 2022
Moving From EOS to Pinnacle with Tom Barrett
Oct 10, 2022
Quiet Quitting with Chris Williams and Josh Jeans
Sep 26, 2022
Financial Tools for Remote Companies
Sep 12, 2022
Overcoming Awkward, Winning Clients, and Influencing People With Monica Parkin
Sep 01, 2022
Why Networking on LinkedIn is More Important Now Than Ever with Donna Serdula
Aug 17, 2022
Lessons Learned in Client Onboarding
Aug 02, 2022
How to Manage Change and Thrive in it with Douglas Ferguson
Jul 20, 2022
Selling Creative Services with Danielle Hendricks of Pixo
Jun 28, 2022
How to Know Your Company Needs a Virtual CFO with James Enney
Jun 15, 2022
Top Challenges for Digital Agencies and How to Overcome Them with Carl Smith
Jun 02, 2022
Building the Firm of the Future with Anders
May 25, 2022
Current State of Travel for Team Retreats
May 03, 2022
Summit CPA has Joined Anders!
Apr 11, 2022
Experiencing Bureau of Digital Events with Ashley Vaughn
Mar 28, 2022
How to Communicate With Your Clients in Plain English with Peter Margaritis
Mar 17, 2022
Run Your Business Like You're Ready to Sell
Feb 28, 2022
How Courtney DeRonde Empowers Business Owners for Greater Financial Success
Feb 16, 2022
Lessons Learned in Client Onboarding
Jan 31, 2022
Virtual CPA Success Show's Best of 2021
Jan 26, 2022
Developing a Team of Constant Learners
Jan 19, 2022
Best Advice for Remote First Companies
Dec 21, 2021
Organization Reinvention with Fabiaan van Vrekhem
Nov 24, 2021
Cloud-based Forecasting with Jirav
Oct 12, 2021
The Great Resignation Part 2
Sep 29, 2021
The Great Resignation
Sep 15, 2021
Value-Based Pricing with Geraldine Carter
Sep 01, 2021
Finding Your Niche & Becoming a Thought Leader
Aug 18, 2021
Building Communities and Learning From Your Peers
Aug 05, 2021
Planning Memorable Company Retreats for Remote Companies (Part 2 Live from Las Vegas)
Jul 22, 2021
Planning Memorable Company Retreats for Remote Companies (Part 1)
Jul 07, 2021
Developing a Growth Marketing Strategy with Dev Basu
May 25, 2021
Deep Dive with Virtual CFO Client Tiffany Farriss of Palantir
May 10, 2021
Developing Systems to Scale Your Business with David Jenyns (Part 2)
Apr 27, 2021
Developing Systems to Scale Your Business with David Jenyns (Part 1)
Apr 16, 2021
Pulse of the Industry with Tom Beck
Mar 22, 2021
Establish Smarter Ways of Working for you and your Clients with Bill.Com
Mar 11, 2021
Choosing Vendors with Jake Grimm
Feb 23, 2021
Exploring Video Marketing Strategies to Grow Your Business
Feb 09, 2021
Financing with QuickFee
Feb 03, 2021
Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group
Dec 14, 2020
The Importance of Team Retreats with Zach Montroy and Lillian Hocevar
Nov 23, 2020
R&D Tax Credit
Nov 09, 2020
Getting the Right People into the Right Seats with Tom Barrett
Oct 27, 2020
Deep Dive with Virtual CFO Client Greg Bear of Bear Group
Oct 12, 2020
Summit CPA employees Angie Douglas & Mikala Page talk about traveling while working remotely
Sep 21, 2020
EOS with Tom Barrett
Sep 07, 2020
Delegation Tips with Emily Morgan from Delegate Solutions
Aug 24, 2020
Client Spotlight with Matt Westgate of Lullabot
Aug 10, 2020
Financial Meeting Cadence with Kristen Reinking
Jul 31, 2020
4 Most Common CFO Topics
Jul 16, 2020
Deep Dive into Gross Profit with Nicole Carlton
Jul 01, 2020
Deep Dive - Average Bill Rate and Write Downs
Jun 15, 2020
PPP Loan Forgiveness (Update), What Business Owners Need to Know
Jun 02, 2020
Hiring Assessments with Zach Montroy
May 19, 2020
PPP Loan Forgiveness
May 05, 2020
Using A Forecast During Difficult Times
Apr 21, 2020
Using A Forecast for Growth
Apr 06, 2020
Tax Considerations for Creative Agencies
Mar 23, 2020
Distributed Working Models
Mar 20, 2020
The Art of Cash Flow
Feb 24, 2020
Creating Recurring Revenue Streams
Feb 10, 2020
How to Prepare Your Business for a Recession
Jan 27, 2020
Forecasting: How to do it right
Jan 15, 2020
Understanding Pipeline Metrics
Jan 04, 2020
Financial Metrics: Net Income
Dec 26, 2019
Production Metrics: Effective Rate
Dec 05, 2019
Does your business have enough cash? Here’s what you need to know about cash flow management.
Nov 24, 2019
What is a Virtual CFO and when should you hire one?
Oct 29, 2019
How we help creative agencies grow
Oct 17, 2019
The Summit CPA Backstory
Sep 30, 2019