Creative Agency Success Show

Summit Virtual CFO by Anders
  • 4.8 (9)
  • Entrepreneurship
  • Semimonthly

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.

  1. Oct 27

    Best Halloween Candy Ranked: The Ultimate Trick-or-Treat Candy Draft

    You know the candy you dig for first and the one you trade away before you get home. This year, the Anders Virtual CFO team drafted both. In this episode, Jamie Nau brings back the show’s holiday draft, this time for Halloween candy. Adam Hale, Partner and Managing Director of Advisory at Anders, Joey Kinney, Virtual CFO at Anders, Hannah Hood, VCFO Principal at Anders, and producer Roxanne Raynor go six rounds, snake style. Each drafter can also stick one rival with a candy they would rather leave in the bowl. Adam opens by handing Joey black licorice, and Jamie answers by giving Adam Good & Plenty. The picks set off debates over Sour Patch Kids flavors, full-size candy bar houses, and whether Now and Laters belong anywhere near your fillings. The episode wraps with a three-way trade and a vote to decide the winner. Key takeaways: Sabotage is part of the strategy. Every drafter gets one pick to stick a rival with a candy they don’t want, and Adam spends the first overall pick handing Joey black licorice.Black licorice still divides the room. Joey defends it by comparing it to root beer. Nobody else buys the argument.Rare can beat popular. Jamie wrote the draft criteria with Hot Tamales in mind, because finding them in your bag always felt like a win.Know your voters. Jamie closes his board with Mounds for the grandmas and Swedish Fish for the teenagers in his house.Good trades take three sides. Jamie, Joey, and Hannah close a three-way deal that moves Twizzlers, Smarties, and Hot Tamales.If you want to know who built the best Halloween bag, which candies got thrown back, and how a three-way trade comes together, tune in to the full episode of ▶️ The Great Halloween Candy Draft with Adam Hale, Joey Kinney, and Hannah Hood Find more podcast episodes on our website: https://anderscpa.com/learn/podcasts/ Episode resources: Anders Virtual CFO Services: https://anderscpa.com/virtual-cfo-services/all-vcfo-services/ Anders Creative Agency Services: https://anderscpa.com/industries/creative-agencies/ Love our content? Sign up for our newsletter: https://anderscpa.com/learn/ If you have questions or would like to be a guest on the show, email us at podcasts@anderscpa.com. Key Points:  00:00 Welcome and the rules of the Halloween candy draft  02:11 Adam uses the first pick to stick Joey with black licorice  04:25 Peanut M&M’s and the Sour Patch Kids flavor debate  06:19 Jamie lands Reese’s and gives Adam Good & Plenty  07:28 Nerds and a hoarded birthday party stash  10:17 Kit Kat, Twix, and eating both sides at once  11:28 Now and Laters and Jamie’s fear of the dentist  13:18 Milky Way, Smarties, and the odd number theory  15:11 Starburst jelly beans and the full-size candy bar house  17:48 Joey takes Hot Tamales off the board  23:21 Jamie plays to the grandma and teenage voters  28:58 Board recap and Adam’s early exit  33:27 The three-way trade Quotes Adam Hale: “You can’t trust somebody that likes black licorice.” Adam Hale: “It’s about maximum efficiency. Everything all at once.” Joey Kinney: “Who hurt y’all? Like, do you not like root beer? It’s the same flavor just in licorice.” Joey Kinney: “You can go higher. You can go low. But, you know, taste is forever.” Hannah Hood: “I don’t like black licorice either, but this is a little harsh.” Jamie Nau: “If I ever had hot tamales in my bag, it was like a celebration because you very rarely get them.” Adam Hale, CPA, is a Partner and Managing Director of Advisory at Anders, dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses. Connect with Adam Hale:  LI: https://www.linkedin.com/in/adamhalecpa/ Joey Kinney, CPA, is a Virtual CFO at Anders who helps business owners navigate an ever-changing business landscape. Coming from an accounting family, Joey started learning basic accounting principles from his parents as a teenager. Before moving into Virtual CFO work, he built his experience in tax, financial planning, and as a financial controller in commercial real estate. Joey is a graduate of Kansas State University and co-hosts the Young CPA Success Show. Connect with Joey Kinney:  LI: https://www.linkedin.com/in/joey-kinney-cpa-60658188/ Hannah Hood is a VCFO Principal at Anders, leading practice operations, onboarding, capacity planning, and team development for the Virtual CFO division. With 20 years of accounting experience spanning bookkeeping, controllership, and public accounting, Hannah brings a ground-level understanding of what it takes to grow accounting professionals into high-performing advisory practitioners. She also co-hosts the Young CPA Success Show. Connect with Hannah Hood:  Website: https://anderscpa.com/about/your-anders-team/hannah-c-hood/ LI: https://www.linkedin.com/in/hannahchood/ Learn More About Anders Virtual CFO:  Website: https://anderscpa.com/virtual-cfo-services/all-vcfo-services/ Website: https://anderscpa.com/industries/creative-agencies/ Jamie Nau, CPA, Director of Virtual CFO Services/ Virtual CFO, is a seasoned financial expert with a deep understanding of business growth stages. Jamie has worked extensively with middle-market and large companies, providing key financial insights. His experience as an auditor has given him firsthand knowledge of how critical financial data is in strategic decision-making. Connect with Jamie Nau:  LI: https://www.linkedin.com/in/jamienau/ The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, CPA, Director of Virtual CFO Services/Virtual CFO at Anders, the podcast dives into essential financial strategies for scaling creative agencies. Website: https://www.buzzsprout.com/2458889 FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/company/vcfobyanders/ IG: https://www.instagram.com/vcfobyanders YT: https://www.youtube.com/@vcfobyanders Join us for a free ethics webinar exploring what historic accounting and business scandals can still teach us about ethical decision-making today. Attendees can earn up to 2 CPE credits. Register now at anderscpa.com/news-events  #HalloweenCandyDraft #AgencyLeadership #CreativeAgencySuccess

  2. Oct 20

    Top Agency Trends from SoDA Prague on Trust, AI, and Talent with Mikala Page

    Every agency conference talks about AI. At SoDA Prague, the conversation that kept coming back was trust. In this episode, Mikala Page, Virtual CFO at Anders, joins Jamie Nau to recap their week at the SoDA event in Prague. They share why agencies are hiring senior talent over entry-level roles, why trust has become the theme driving agency growth, and how AI has shifted from writing and design to building full tools. Jamie breaks down the buy versus build question every agency now faces, and Mikala walks through their interactive breakout, where 10 agency volunteers shared real financial metrics to compare effective rates and capacity live. Key takeaways: Entry-level roles are disappearing. Agencies are hiring senior talent and outsourcing junior work, and many leaders now miss the fresh ideas new hires used to bring.Plan for tomorrow’s senior talent. If no one does the entry-level work today, agencies need a new path to build the experienced people they will need in 10 years.Trust is the new growth strategy. Clients hire agencies they already know, so trustworthy content and thought leadership shorten the sales process.AI is now a builder, not just a writer. The real question is which tools to buy at 70% of the way there and which to build at 100% and maintain yourself.If you want to keep up with agency trends, build the kind of trust that shortens your sales cycle, or decide what your team should build with AI, tune in to the full episode of ▶️ Top Agency Trends from SoDA Prague on Trust, AI, and Talent with Mikala Page Find more podcast episodes on our website: https://anderscpa.com/learn/podcasts/ Episode resources: Anders Virtual CFO Services: https://anderscpa.com/virtual-cfo-services/all-vcfo-services/ Anders Creative Agency Services: https://anderscpa.com/industries/creative-agencies/ Love our content? Sign up for our newsletter: https://anderscpa.com/learn/ Quotes Mikala Page: “Trustworthy content that people are putting out as agencies is just more important than ever.” Mikala Page: “We’re all in this. How can we learn from each other?” Jamie Nau: “It almost feels like whatever your imagination can come up with, AI can build for you.” Jamie Nau: “Creativity is such an asset that not all companies have.” Mikala began her career with Anders as a tax intern and has grown with the firm for more than eight years. She now serves as a Virtual CFO, partnering with founders and leadership teams, particularly in creative and marketing agencies. In this role, she helps bring clarity to financial data and guide confident business decisions. Mikala works closely with clients on budgeting and forecasting, revenue recognition and operational strategy. She translates complex financial information into practical insights that strengthen cash flow, improve profitability and support sustainable growth. She also shares her insight through webinars, workshops and industry events, offering practical financial guidance for growing businesses. Connect with Mikala Page:  IG: https://www.instagram.com/mikala_page/ LI: https://www.linkedin.com/in/mikala-page Learn More About Anders Virtual CFO: Website: https://anderscpa.com/virtual-cfo-services/all-vcfo-services/ Website: https://anderscpa.com/industries/creative-agencies/ The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, CPA, Director of Virtual CFO Services/Virtual CFO at Anders, the podcast dives into essential financial strategies for scaling creative agencies.  Website: https://www.buzzsprout.com/2458889 FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/company/vcfobyanders/ IG: https://www.instagram.com/vcfobyanders YT: https://www.youtube.com/@vcfobyanders Jamie Nau, CPA, is the Director of Virtual CFO Services and a Virtual CFO at Anders. As the show’s primary interviewer, he brings hands-on financial expertise to every stage of agency growth.  Website: https://anderscpa.com/ FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/in/jamienau/ IG: https://www.instagram.com/vcfobyanders/ YT: https://www.youtube.com/@vcfobyanders

  3. Sep 22

    How to Predict Your Ad Campaign's ROI Before You Spend a Dime with Skip Wilson

    Most businesses pour money into ads with no real idea what they will get back. Skip Wilson built a way to predict that answer before the first dollar goes out the door. In this episode, Skip Wilson, founder of DRAFT Media Partners, joins Jody Grunden and Tyler Bryant to discuss predictable ad spend, growing ad platform fragmentation, and the future of fractional CMOs. Skip shares how DRAFT predicts campaign performance, why rising platform minimums are driving outsourcing, how to focus on one vertical before expanding, and why your homepage may be your least important page. Key takeaways: Predictable ad spend: DRAFT uses landing page conversion rates and CPC benchmarks to forecast campaign performance.Ad platform fragmentation: Rising platform minimums are creating more opportunities for agencies that can manage multiple platforms.Fractional CMO growth: Fractional CMO work is one of DRAFT’s fastest growing use cases.Customer acquisition cost matters: Track the cost to acquire customers and aim for at least a 3:1 ROAS.If you are trying to make your ad spend more predictable, build a stronger fractional marketing model, or figure out which vertical to focus on first, tune in to the full episode of ▶️ How to Predict Your Ad Campaign's ROI Before You Spend a Dime with Skip Wilson Find more podcast episodes on our website: anderscpa.com/learn/podcasts/ Episode resources: DRAFT Media Partners website: draftmediapartners.comLove our content? Sign up for our newsletter: https://anderscpa.com/learn/Check out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/Quotes Skip Wilson: "The zombies always win."Skip Wilson: "It's your least important of all your pages."Jody Grunden: "You at least have to have 10% of your annualized revenue in the bank at all times."Skip Wilson began his advertising career at 16 as a copywriter, later moving into web design and entrepreneurship. His work in digital media led him to CNN Special Projects and Clear Channel Radio, where he helped build and expand its digital division before becoming Vice President of Digital Media at iHeartMedia. Skip later founded DRAFT Media Partners, an advertising execution company serving over 100 clients across four locations. A bestselling author and host of The Advertising Podcast, he continues to share practical insights on achieving predictable marketing results and improving business operations. DRAFT has also received recognition at the Innovation in Business MarTech Awards, including "Most Intuitive Software Developer" in 2023 and "Best Marketing Software Developer" this year. Connect with Skip Wilson: LI: https://www.linkedin.com/in/skipwilson Learn More About DRAFT Media Partners: Website: https://draftmediapartners.com/ The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders, the podcast dives into essential financial strategies for scaling creative agencies. For this episode, Tyler Bryant, CPA, Virtual CFO Controller at Anders, fills in as guest host. Website: https://www.buzzsprout.com/2458889 FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/company/vcfobyanders/ IG: https://www.instagram.com/vcfobyanders YT: https://www.youtube.com/@vcfobyanders Tyler Bryant, CPA, is a Virtual CFO Controller with Anders Virtual CFO. He works directly with creative agency clients as a hands-on financial partner, and this episode marks his debut as a host on the Creative Agency Success Show.  Website: https://anderscpa.com/ FB: https://www.facebook.com/vcfobyanders IG: https://www.instagram.com/vcfobyanders/ YT: https://www.youtube.com/@vcfobyanders Jody Grunden, CPA, Partner and Virtual CFO Practice Leader at Anders, introduced remote and virtual CFO services to the industry and is a founder-level voice on the show. Website: https://anderscpa.com/ FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/in/jodygrunden/ IG: https://www.instagram.com/vcfobyanders/ YT: https://www.youtube.com/@vcfobyanders

  4. Sep 8

    Why Every Agency Needs a Niche and a Fractional CMO Mindset: Switch's Richard Muscat Azzopardi

    Most agencies say they have a niche. Few actually built one after being told, in blunt terms, that they looked exactly like everyone else. In this episode, Richard Muscat Azzopardi joins Jamie Nau and Jody Grunden to discuss niching down, the fractional CMO model, and what it takes to become part of a client’s team rather than just another vendor. Rick shares how a single LinkedIn comment from industry expert David C. Baker pushed Switch to find its true positioning, how losing 70% of its business in one month during COVID forced a pivot to B2B, why his team never signs contracts longer than a month, and why Switch treats marketing and sales as one shared problem rather than two separate departments. Key takeaways: A blunt outside opinion can be the push an agency needs. One comment on LinkedIn was the catalyst for Switch to finally commit to a real niche instead of trying to serve everyone.Trust gets built in short cycles, not long ones. Switch never signs a contract longer than a month, which keeps the team accountable and keeps clients from feeling locked in.A fractional CMO role changes the entire client relationship. Rick's team asks clients business questions, not marketing questions, and handles the strategy internally.Marketing and sales should never be positioned against each other. The strongest agencies act as the bridge between the two instead of taking sides.If you are trying to build an agency with a real niche, stronger client trust, and a better relationship between marketing and sales, tune in to the full episode of ▶️ Why Every Agency Needs a Niche and a Fractional CMO Mindset: Switch's Richard Muscat Azzopardi Find more podcast episodes on our website: anderscpa.com/learn/podcasts/ Episode resources: Switch website: switch.com.mtLove our content? Sign up for our newsletter: https://anderscpa.com/learn/Check out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/Quotes Richard Muscat Azzopardi: "An industry is only boring if you're boring about it."Richard Muscat Azzopardi: "We want the meeting with Switch to be the best hour of your week."Richard Muscat Azzopardi: "Marketing results mean nothing unless you have sales."Richard Muscat Azzopardi is CEO of Switch, a Malta-based B2B communications agency he runs alongside his brother. Founded in 2004 as a traditional agency, Switch has spent the years since narrowing its focus onto founder-led B2B companies in the US and UK, working across complicated, technical industries where clarity and positioning make the biggest difference. Rick and his team of about 15 people, spread mostly across Europe, take on fractional CMO style roles for their clients, treating themselves as an extension of the client's own team rather than an outside vendor. Connect with Richard Muscat Azzopardi:  LI: https://www.linkedin.com/in/richardmuscatazzopardi/ Learn More About Switch:  Website: https://switch.com.mt IG: https://www.instagram.com/switchmalta/ FB: https://www.facebook.com/switchmt/ LI: https://mt.linkedin.com/company/switchmt The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders, the podcast dives into essential financial strategies for scaling creative agencies. Website: https://www.buzzsprout.com/2458889 FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/company/vcfobyanders/ IG: https://www.instagram.com/vcfobyanders YT: https://www.youtube.com/@vcfobyanders Jamie Nau, CPA, Director of Virtual CFO Services/ Virtual CFO, is a seasoned financial expert with a deep understanding of business growth stages. Jamie has worked extensively with middle-market and large companies, providing key financial insights. Website: https://anderscpa.com/ FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/in/jamienau/ IG: https://www.instagram.com/vcfobyanders/ YT: https://www.youtube.com/@vcfobyanders Jody Grunden, CPA, Partner and Virtual CFO Practice Leader at Anders, introduced remote and virtual CFO services to the industry and is a founder-level voice on the show. Website: https://anderscpa.com/ FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/in/jodygrunden/ IG: https://www.instagram.com/vcfobyanders/ YT: https://www.youtube.com/@vcfobyanders

  5. Aug 25

    How To Build a Top Ad Agency From a Garage: ONE23WEST's Founding Story with Scot Keith

    Creative agency growth gets harder when overhead, burnout, weak client fit, and unclear culture start shaping the business. In this episode, Scot Keith joins Jamie Nau to talk about creative agency growth, advertising agency culture, low-overhead operations, client fit, and why the best creative work often comes from failure. Scot shares how ONE23WEST started in a garage in 2013, why the agency chose a low overhead, high talent model, how culture is built through people instead of office perks, and why agency leaders need to know exactly who they are for. Key takeaways: A lean agency model can be a strategic advantage. Scot explains why ONE23WEST focused on laptops, phones, internet, ideas, sweat, and talent instead of expensive offices.Agency culture is built through people, not perks. A foosball table or cool office does not replace trust, collaboration, and a better way of working.More hours do not always mean better work. Jamie and Scot discuss diminishing returns, burnout, and the importance of knowing your best thinking window.Client fit matters. Scot explains why agencies need to know who they are for and avoid turning into something else just to win the wrong work.Creative work requires failure. In the ideas business, most ideas will not be the answer, but quantity helps lead to quality. If you are trying to build a creative agency with stronger culture, sharper client fit, and better creative work, tune in to the full episode of ▶️How To Build a Top Ad Agency From a Garage: ONE23WEST’s Founding Story with Scot Keith Find more podcast episodes on our website: anderscpa.com/learn/podcasts/ Episode resources: ●       Anders Virtual CFO website: anderscpa.com   ●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/     ●       Check out the Virtual CFO Playbook Course:   https://anderscpa.com/virtual-cfo-services/vcfo-playbook/      Quotes -Scot Keith: "The whole operating business model for this day is low overhead, high talent." -Scot Keith: "I don't mind working hard. I just hate working stupid." -Scot Keith: "When you're in the ideas business, you're really in the failure business." Scot Keith is the Founder and CEO of ONE23WEST, an idea and design collective that uses strategy and creativity to drive business results for its clients. Under his leadership, the agency was named Canada's Small Agency of the Year for both 2020 and 2021, reflecting its resilience, innovation, and quality of work through two of the toughest years in the industry's history. With 34 years of experience in communications, Scot has a proven track record of helping clients achieve their goals and grow their brands. He has also been a keynote speaker at the Cannes International Festival of Creativity, sharing his insights on the changing landscape of the industry. His main motivator is doing great work with great people, which is why he built ONE23WEST on a unique business model that redirects overhead savings into hiring the very best and most experienced talent. The agency works differently from most, with 16 working Creative Directors who do the actual work rather than just overseeing it, giving clients access to highly skilled talent and giving the team a diverse, collaborative environment. Connect with Scot Keith: LI: https://www.linkedin.com/in/scot-keith-9560125/ Learn More About ONE23WEST: Website: http://one23west.ca IG: https://www.instagram.com/123w.ca FB: https://www.facebook.com/onetwentythreewest/ The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders, the podcast dives into essential financial strategies for scaling creative agencies.   Website: https://www.buzzsprout.com/2458889     FB: https://www.facebook.com/vcfobyanders     LI: https://www.linkedin.com/company/vcfobyanders/    IG: https://www.instagram.com/vcfobyanders     YT: https://www.youtube.com/@vcfobyanders      Jamie Nau, CPA, Director of Virtual CFO Services/ Virtual CFO, is a seasoned financial expert with a deep understanding of business growth stages.  Jamie has worked extensively with middle-market and large companies, providing key financial insights.   Website: https://anderscpa.com/      FB: https://www.facebook.com/vcfobyanders   LI: https://www.linkedin.com/in/jamienau/   https://www.linkedin.com/company/vcfobyanders/   IG: https://www.instagram.com/vcfobyanders/   YT: https://www.youtube.com/@vcfobyanders

  6. Aug 11

    How Brands Build Trust with Podcasts with Roger Nairn

    Earning client trust is one of the hardest things a service-based business can do.  In this episode, Roger Nairn, Co-Founder and CEO at JAR Podcast Solutions, breaks down how brands use podcasting as a long-form trust-building engine  and why it works better than almost any other marketing channel available today. You'll hear how to measure podcast ROI beyond download numbers and why authentic storytelling is the one thing AI cannot replace. Whether you're a service-based business owner thinking about starting a podcast or trying to get more out of the one you already have, this episode is for you.  Key takeaways:  Every branded podcast needs a clear job. Before anything else, define what the podcast is meant to do.  The best branded podcasts don't sound like ads. Framework focuses on making a genuinely great podcast first.  Audience quality beats audience size every time. Target 80 to 85% listen-through rates rather than chasing raw download numbers.Grow your show through earned, owned, and paid channels simultaneously. Cross-promotion with aligned podcasts.Tune in to the full episode of How Brands Build Trust with Podcasts with Roger Nairn and get a clear, practical look at how to use podcasting to build trust, grow your audience, and turn long-form content into a real business asset.  Find more podcast episodes on our website: anderscpa.com/learn/podcasts/   Episode resources: ●       Anders Virtual CFO website: anderscpa.com   ●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/     ●       Check out the Virtual CFO Playbook Course:   https://anderscpa.com/virtual-cfo-services/vcfo-playbook/      Quotes -Roger Nairn: "Trust is earned in drips but lost in buckets. Podcast is a drip, but it is the best medium for building that trust."  -Hannah Hood: “Many podcasts deliver value over time, even when the ROI isn't immediately tied to revenue.” Roger Nairn is the Co-Founder and CEO of JAR Podcast Solutions, a global branded podcast agency working with brands like Amazon and lululemon. He helps brands turn podcasts into business assets and leads strategy and growth at JAR. Instagram: https://www.instagram.com/rogernairn/ Facebook: https://www.facebook.com/rogernairn/  LinkedIn: https://www.linkedin.com/in/rogernairn604/?isSelfProfile=false YouTube: https://www.youtube.com/watch?v=rut2SVKGDRI    JAR Podcast Solutions Website: https://jarpodcasts.com/  LinkedIn: https://www.linkedin.com/company/jar-podcasts/  YouTube: https://www.youtube.com/@jaraudio2392   Blog:  https://jaraudio.com/blog/  The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders, the podcast dives into essential financial strategies for scaling creative agencies.   Website: https://www.buzzsprout.com/2458889     FB: https://www.facebook.com/vcfobyanders     LI: https://www.linkedin.com/company/vcfobyanders/    IG: https://www.instagram.com/vcfobyanders     YT: https://www.youtube.com/@vcfobyanders      Hannah Hood, CPA is a Principal at Anders Virtual CFO, where she helps business owners gain financial clarity and make confident decisions that drive long-term growth. Having advanced from Senior Accountant to Virtual CFO and now Principal, Hannah brings hands-on experience in financial strategy, accounting, and business operations. Her background spans leadership roles in manufacturing, retail, and financial services, giving her a practical perspective on building strong client relationships. LI: https://www.linkedin.com/in/hannahchood/?isSelfProfile=false   Adam Hale, CPA, Partner and Managing Director of Advisory at Anders, dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses.  Website: https://anderscpa.com/about/your-anders-team/#adam-hale  LinkedIn: https://www.linkedin.com/in/adamhalecpa/

  7. Jul 28

    Med Tech Marketing with Rachel Knutton

    Most agency owners say they serve everyone. The ones building real, sustainable profit say the opposite.  In this episode, Rachel Knutton, CEO and Founder of Alluvia Studio, shares how she built a thriving niche agency in one of the most regulated and complex industries in the world: MedTech. You'll hear how her background inside hospital C-suites, operating rooms, and medical device sales became the foundation of everything her agency does today. Rachel also covers her conference strategy for LSI Life Science Intelligence events, how she built a referral network with investors and strategic partners, and why core values like Joy and Continuous Improvement are two of her most powerful business tools. Key takeaways: Deep industry experience. Rachel Knutton built Alluvia Studio on firsthand knowledge of hospital systems.Niching in a highly regulated industry. MedTech marketing requires understanding regulatory issues, reimbursement systems, and payer complexity.Conference strategy is a long game worth playing. Sit in sessions and generate media assets through sponsorships.Your best referral sources may not be your current clients. Most valuable relationships at industry events.Pitch deck expertise in the MedTech space. Ability to simplify complex data clearly.If your agency is still trying to be everything to everyone, this episode is your wake-up call. Tune in to the full episode of Med Tech Marketing with Rachel Knutton. Find more podcast episodes on our website: anderscpa.com/learn/podcasts/   Episode resources: ●       Anders Virtual CFO website: anderscpa.com   ●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/     ●       Check out the Virtual CFO Playbook Course:   https://anderscpa.com/virtual-cfo-services/vcfo-playbook/      Quotes -Rachel Knutton: "Once you identify your core values, you're going to attract the right clients, partners, and team members."  -Jamie Nau: "You're only as good as the work you've done, the people you've met, and the books you've read." Rachel Knutton is a medtech marketing strategist and founder of Alluvia Studio. She has 30+ years in healthcare and leads a 17-person team serving startups and global medtech brands. Rachel is the CEO and Founder of Alluvia Studio, a MedTech marketing agency based in Cookeville, Tennessee. With a background spanning hospital C-suite leadership, medical device launches, and direct device sales, Rachel brings rare, firsthand industry knowledge to every client engagement. Alluvia Studio specializes in branding, content development, and presentation design for medical device startups, investors, and large strategics in the life science space. LinkedIn: http://linkedin.com/rachelknutton Company: Alluvia Studio Website: http://www.alluviastudio.com  FB: https://www.facebook.com/alluviastudio/  LI: https://www.linkedin.com/company/alluviastudio/  IG: https://www.instagram.com/alluviastudio/?hl=en   The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders, the podcast dives into essential financial strategies for scaling creative agencies.   Website: https://www.buzzsprout.com/2458889     FB: https://www.facebook.com/vcfobyanders     LI: https://www.linkedin.com/company/vcfobyanders/    IG: https://www.instagram.com/vcfobyanders     YT: https://www.youtube.com/@vcfobyanders      Jamie Nau, CPA, Director of Virtual CFO Services/ Virtual CFO, is a seasoned financial expert with a deep understanding of business growth stages.  Jamie has worked extensively with middle-market and large companies, providing key financial insights.   Website: https://anderscpa.com/     FB: https://www.facebook.com/vcfobyanders    LI: https://www.linkedin.com/in/jamienau/    https://www.linkedin.com/company/vcfobyanders/   IG: https://www.instagram.com/vcfobyanders/  YT: https://www.youtube.com/@vcfobyanders

  8. Jul 14

    Legal Foundations That Actually Drive Agency Profit with Sharon Toerek

    The most profitable agencies do more than deliver great work.   In this episode, Sharon Toerek, Owner and Founder of Legal+Creative | Toerek Law, shares how legal foundations, intellectual property, agency contracts, AI risk management, marketing compliance, data privacy, value-based pricing, agency profitability, and business growth work together to strengthen your agency. You’ll learn why legal should be viewed as a profit generator, how agencies can manage AI-related risks, and what business owners need to do to protect and grow their firms in a rapidly changing market. Key takeaways: Legal foundation is a profit generator, not a cost center. Stop treating it as an expense.AI introduces new legal risks for agencies. Intellectual property ownership and data privacy require careful attention. Data privacy compliance is becoming more complex. Agencies must navigate varying state regulations. Contracts remain one of your most important business tools. Regular contract reviews help protect profitability.AI works best when paired with human expertise. Professional judgment still drives results.Learn how to turn legal strategy and smarter business decisions into a stronger, more profitable future. Tune in to the full episode of Legal Foundations That Actually Drive Agency Profit with Sharon Toerek. Find more podcast episodes on our website: anderscpa.com/learn/podcasts/   Episode resources: ●       Anders Virtual CFO website: anderscpa.com   ●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/     ●       Check out the Virtual CFO Playbook Course:   https://anderscpa.com/virtual-cfo-services/vcfo-playbook/      Quotes -Sharon Toerek: “Legal foundation for marketing service firms should be a profit generator, not a cost center.” -Jamie Nau: “The safest compliance strategy is often to follow the most conservative regulations.” -John C. Scott: “AI should handle repeatable tasks so professionals can focus on higher-value work.” Sharon Toerek is the Owner and Founder of Legal+Creative | Toerek Law, a law firm built exclusively for independent marketing and creative agencies. She specializes in intellectual property law, contract development and negotiation, marketing regulation compliance, and AI risk management for agency clients. Sharon is also the host of the Innovative Agency Podcast, a forward-looking resource for independent agency owners navigating innovation, business model evolution, and the future of the industry. Website: https://legalandcreative.com/  LI: https://www.linkedin.com/in/sharontoerek/?isSelfProfile=false   https://www.linkedin.com/company/legal-creative/   The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders, the podcast dives into essential financial strategies for scaling creative agencies.   Website: https://www.buzzsprout.com/2458889     FB: https://www.facebook.com/vcfobyanders     LI: https://www.linkedin.com/company/vcfobyanders/    IG: https://www.instagram.com/vcfobyanders     YT: https://www.youtube.com/@vcfobyanders      Jamie Nau, CPA, Director of Virtual CFO Services/ Virtual CFO, is a seasoned financial expert with a deep understanding of business growth stages.  Jamie has worked extensively with middle-market and large companies, providing key financial insights.   Website: https://anderscpa.com/      FB: https://www.facebook.com/vcfobyanders   LI: https://www.linkedin.com/in/jamienau/   https://www.linkedin.com/company/vcfobyanders/   IG: https://www.instagram.com/vcfobyanders/   YT: https://www.youtube.com/@vcfobyanders   John C. Scott, CPA, AEP, is a Partner in Tax and a leader in legal industry financial strategy by Anders. He helps law firms win high-stakes cases with smart strategy by delivering clear financial insights, identifying key performance indicators, and strengthening decision-making at every level. With deep expertise in estate planning and financial analysis, John works closely with attorneys and firm leaders to align financial goals with long-term business success and case readiness. His approach brings scalability, flexibility, and data-driven clarity to complex legal environments, helping firms stay focused, prepared, and competitive. Connect with John C. Scott: LI: https://www.linkedin.com/in/john-c-scott-cpa/  X: https://x.com/JohnScottCPA

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4.8
out of 5
9 Ratings

About

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.

Information

  • Creator
    Summit Virtual CFO by Anders
  • Years Active
    2019 - 2026
  • Episodes
    166
  • Rating
    Explicit
  • Copyright
    © 2026 Creative Agency Success Show
  • Show Website
    Creative Agency Success Show