142 Epizód

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

    Közzétéve: 2024. 05. 06.

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

    Közzétéve: 2024. 04. 22.

  3. Why Attending Events is Good for Business with Jay Owen

    Közzétéve: 2024. 04. 08.

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

    Közzétéve: 2024. 03. 25.

  5. Unmanage Your Agency: A Conversation with Agency Agile's Jack Skeels

    Közzétéve: 2024. 03. 11.

  6. Strategies for Growing Business Development in Creative Agencies with Goran Kovacevic

    Közzétéve: 2024. 02. 26.

  7. How Can A Business Coach Transform Your Agency's Success? With Russ Sorrells and Doug Tenpas

    Közzétéve: 2024. 02. 12.

  8. Streamlining the Proposal Process and Managing Scope for Creative Agencies with Joe Ardeeser

    Közzétéve: 2024. 01. 29.

  9. From Ballroom to Business: Choreographing Experiences for Success with Michael Johnson

    Közzétéve: 2024. 01. 15.

  10. Jody and Jamie’s 2023 Year in Review and What to Expect for 2024

    Közzétéve: 2024. 01. 02.

  11. Finding Balance in Life as an Entrepreneur with Coach Bob Shenefelt

    Közzétéve: 2023. 12. 18.

  12. Rethink Your Sales Approach with Diane Helbig

    Közzétéve: 2023. 12. 04.

  13. Best of 2023 from the Virtual CPA Success Show

    Közzétéve: 2023. 11. 20.

  14. Strategies for Managing Longer Sales Pipelines with Simon Severino

    Közzétéve: 2023. 11. 06.

  15. Recap and Takeaways from the SoDA Event in Mexico City

    Közzétéve: 2023. 10. 23.

  16. Unleashing the Power of Agency Marketing with Logan Lyles

    Közzétéve: 2023. 10. 09.

  17. Optimize Your SEO Strategy for Long-Term Success with Brandon Leibowitz

    Közzétéve: 2023. 09. 25.

  18. The Future of AI: Balancing Innovation and Ethical Considerations with Shanif Dhanani

    Közzétéve: 2023. 09. 11.

  19. The Power of Lean and Luxe with Crista Grasso

    Közzétéve: 2023. 09. 04.

  20. Balancing Creativity and Consistency in Business Systems with Josh Fonger

    Közzétéve: 2023. 08. 28.

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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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