123 avsnitt

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.

Creative Agency Success Show Summit Virtual CFO by Anders

    • Näringsliv

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.

    Unleashing the Power of Delegation: HR Insights and Leadership Strategies with Vicky Brown

    Unleashing the Power of Delegation: HR Insights and Leadership Strategies with Vicky Brown

    Vicky Brown, HR consultant and Founder of Idomeneo Enterprises, joins Jamie and Jody to discuss all things HR, especially the art of delegation at the leadership level. The conversation explores the challenges of managing a team, the necessity of trust and communication, and the complexities of multi-state employment. Vicky also shares insight on building a successful business culture and effectively managing a team.

    • 34 min
    Sales 'Snacks' for Creative Agencies

    Sales 'Snacks' for Creative Agencies

    We know that sales is one of the biggest challenges for any agency and also an opportunity to do something differently. On the Creative Agency Success Show, we've hosted guests with deep expertise in all aspects of sales. In this special episode, we bring together from of our favorite clips, full of actionable insights you can try out immediately.

    • 44 min
    Pipeline Meetings: Why A CFO Helps Agencies Accelerate Growth with Hannah Hood

    Pipeline Meetings: Why A CFO Helps Agencies Accelerate Growth with Hannah Hood

    Don’t miss the episode as Jamie and Hannah Hood, Virtual CFO with Summit Virtual CFO by Anders, pull back the curtain on the pipeline meetings they conduct with clients. They discuss the current state of the agency industry, extended sales cycles, slower lead generation, and the challenge of clients wanting more for less. They give insight into advice they offer to clients, such as data analysis and strategic planning, including whitespace analysis to identify service gaps and potential areas of focus. They also talk about investing in the company during slow periods, such as using cash reserves to improve marketing strategies and processes. Additionally, they highlight the value of tapping into team members' hidden potential and ensuring cross-departmental communication for better client outcomes.

    • 28 min
    Digital Agency Growth: From Infancy through Adolescence to Maturity with Karla Santi

    Digital Agency Growth: From Infancy through Adolescence to Maturity with Karla Santi

    Karla Santi, CEO of Blend Interactive, joins Jamie and Jody to discuss her journey in web design and development since the 1990s and the growth of her agency since its founding in 2005. They explore the agency's focus on complex projects for sectors like healthcare and finance, and Karla's strategic business management, including seeking financial management help and integrating AI into web development. The conversation also covers the importance of empowering employees, Karla's role as a mentor, and the parallels between mentoring in business and sports. Additionally, the value of professional relationships, attending industry events, the evolution of accounting events, and the benefits of advisory boards are highlighted, emphasizing vulnerability, honesty, and the impact of diverse perspectives on success.

    • 38 min
    Why Attending Events is Good for Business with Jay Owen

    Why Attending Events is Good for Business with Jay Owen

    Jay Owen, Founder and CEO of Business Builders (also answers to Chief Visionary), joins this episode with insightful wisdom of agency ownership and the power of attending events. Jamie, Jody, and Jay discuss how they met through agency events, and Jay’s upcoming Agency Builders Retreat in St. Augustine, Florida this month. Whether you need the courage to attend your first agency event, get back into the events scene, or just simply need a reminder to get one on the calendar, this episode is for you!

    • 33 min
    How Agency Owners Can Work Less and Earn More with Karl Sakas

    How Agency Owners Can Work Less and Earn More with Karl Sakas

    Agency owners often get to a sticking point where their growth slows but it feels like they're working more than ever. Hosts Jamie Nau and Jody Grunden sit down and talk with agency consultant Karl Sakas to find out how he gets clients through that plateau. He starts by asking owners one question: Are you making a lifestyle agency or preparing for a sale? From there, he guides his clients through a process to streamline marketing agency operations so that owners are able to 'Work Less and Earn More,' (also the title of Sakas' new book).

    • 37 min

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