142 Epizód

  1. Mastering the Art of Agency Growth: Lessons from Brad Farris

    Közzétéve: 2025. 01. 06.

  2. 2024 Year in Review

    Közzétéve: 2024. 12. 30.

  3. Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon

    Közzétéve: 2024. 12. 17.

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

    Közzétéve: 2024. 12. 02.

  5. Navigating Mergers and Acquisitions in Creative Agencies with Jonathan Baker

    Közzétéve: 2024. 11. 18.

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

    Közzétéve: 2024. 11. 04.

  7. Spooktacular Showdown: A Halloween Movie Draft Special

    Közzétéve: 2024. 10. 31.

  8. The Best Strategies for Nurturing Client Relationships with Adam Kurzawa

    Közzétéve: 2024. 10. 21.

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

    Közzétéve: 2024. 10. 07.

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

    Közzétéve: 2024. 09. 23.

  11. The Most Essential Tips for Personal Branding on LinkedIn with Donna Serdula

    Közzétéve: 2024. 09. 09.

  12. "How Can Agencies Achieve Better Alignment Between Sales and Project Management?:" with Rachel Gertz

    Közzétéve: 2024. 08. 26.

  13. VCFO Deep Dive: Jason Swenk

    Közzétéve: 2024. 08. 12.

  14. Scale Your Agency and Build a Strong Community with Jason Swenk

    Közzétéve: 2024. 07. 29.

  15. VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett

    Közzétéve: 2024. 07. 15.

  16. VCFO Deep Dive

    Közzétéve: 2024. 07. 11.

  17. A Deep Dive into Leadership, Problem Solving, and Team Engagement with J. Scott

    Közzétéve: 2024. 07. 01.

  18. Navigating Digital Marketing Trends: Insights from Industry Events with Hannah Hood

    Közzétéve: 2024. 06. 17.

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

    Közzétéve: 2024. 06. 03.

  20. Sales 'Snacks' for Creative Agencies

    Közzétéve: 2024. 05. 20.

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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.

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