Creative Agency Success Show

Summit Virtual CFO by Anders
  • 4,8 (9)
  • ENTREPRENARIAT
  • DEUX FOIS PAR MOIS
Creative Agency Success Show

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. -5 J

    Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon

    In this episode, the hosts engage with Tom Conlon, founder of North Street Creative, to discuss his entrepreneurial journey and the cyclical nature of business. Tom shares insights on the challenges of running a creative agency, emphasizing the importance of adaptability and timely decision-making. He recounts the impact of economic cycles on business operations and the significance of maintaining strong banking relationships. The conversation also covers the role of structured operating systems like EOS in achieving strategic goals and the necessity of financial visibility. The episode concludes with reflections on media influences and the enduring value of print publications.

    35 min

  2. 2 DÉC.

    From Clicks to Conversions: The Power of Retargeting in Digital Marketing with Zaid Ammari

    Jamie and Jody chat with Zaid Ammari from PPC Masterminds to explore advanced marketing strategies. Zaid shares his journey from a bank job to founding his own agency, emphasizing the importance of data analytics and retargeting in paid advertising. He explains how retargeting works, its psychological impact, and common mistakes businesses make. The discussion also covers the value of quality leads, the pros and cons of hiring freelancers versus agencies, and the necessity of effective client communication. Zaid offers practical insights to enhance marketing efforts and drive business success.

    36 min

  3. 18 NOV.

    Navigating Mergers and Acquisitions in Creative Agencies with Jonathan Baker

    Jonathan Baker, Practice Lead for Punctuation, joins Hannah and Jamie as they delve into the intricacies of mergers and acquisitions (M&A) within the creative agency sector. They emphasize the importance of preparation and understanding the M&A landscape, and Jonathan shares his expertise in helping small to mid-sized marketing firms navigate M&A processes. Key topics include the significance of maintaining clean financial records, current market trends, and valuation factors. This episode offers valuable insights for agency owners considering M&A.

    29 min

  4. 4 NOV.

    Unlocking Exit Readiness: How to Prepare Your Agency for a Successful Sale with Phil Daniels

    Jamie and Jody discuss mergers and acquisitions (M&A) with Phil Daniels from Seasoned Advisors. Phil shares his extensive experience in M&A, highlighting the importance of exit readiness, motivations for selling, and the evolving dynamics of purchase agreements. He emphasizes the need for early planning, clean financial records, and understanding buyer types, including private equity and strategic buyers. The episode offers valuable insights for agency owners considering a sale, encouraging strategic preparation to achieve successful outcomes.

    36 min

  5. 31 OCT.

    Spooktacular Showdown: A Halloween Movie Draft Special

    Creative Agency Success Show

    47 min

  6. 21 OCT.

    The Best Strategies for Nurturing Client Relationships with Adam Kurzawa

    In this episode of "The Creative Agency Success Show," the hosts, Jamie and Jody, engage in a dynamic conversation with guest Adam Kurzawa, who leads business development for North America at Infinium. The discussion centers on effective business development strategies for creative agencies, emphasizing the importance of leveraging existing client relationships and enhancing outreach efforts. Adam shares practical tips on upselling, outbound relationship building, and the significance of industry knowledge. The episode also touches on hiring for business development roles, highlighting the value of soft skills and industry experience. The conversation concludes with a light-hearted discussion about horror movies, adding a personal touch to the professional insights shared.

    41 min

  7. 7 OCT.

    Using a Forecast for Growth: A 2019 Episode About One Client’s Growth Revisited

    In this episode of the Creative Agency Success Show, hosts Jamie and Tom revisit a 2019 discussion about a client experiencing significant growth. They explore how the client navigated the pandemic's challenges, emphasizing the importance of dynamic forecasting over static budgeting. The conversation highlights the client's journey from $10 million in 2019 to $22 million in 2023, the shift to centralized decision-making, and the adoption of new sales leadership. Key takeaways include the necessity of regular forecasting updates, prioritizing key initiatives, and the benefits of maintaining open communication to drive business growth.

    20 min

  8. 23 SEPT.

    Strategies for Business Owners to Leverage Podcast Guest Appearances with Julie Fry

    Julie Fry, Founder of Your Expert Guest, joins Hannah to discusses how podcasting can enhance visibility, credibility, and networking opportunities. Julie shares her background, the services her agency offers, and personal anecdotes, emphasizing the benefits of podcasting for business growth. The episode concludes with tips for becoming an effective podcast guest.

    27 min
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À propos

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.

Informations

  • Création
    Summit Virtual CFO by Anders
  • Années d’activité
    2019 - 2024
  • Épisodes
    139
  • Classification
    Tous publics
  • Copyright
    © 2023 Summit Virtual CFO by Anders
  • Site web de l’émission
    Creative Agency Success Show

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