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.
Podcasting since 2019 • 153 episodes
Creative Agency Success Show
Latest Episodes
Why Most Service Businesses Struggle to Grow Profitably with Al Zdenek
Growth can feel lighter when your business starts working with you, not against you.In this episode, Al Zdenek, Executive Chair of CakeClub, breaks down why most service-based businesses struggle with profitability, cash flow m...
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34:30
How AI Can Give You Back 80% of Your Time with Greg Boone
Time is one of the most valuable assets in a service-based business. Yet many owners and teams spend most of their week searching for information, copying data, formatting documents.In this episode, Greg Boone, CEO at Walk West...
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40:47
Why Half Your Marketing Budget Feels Wasted (And How to Fix It) with Jeff Greenfield
When leads feel inconsistent and results do not match the spend, the problem is rarely effort. The problem is visibility, measurement, and knowing what actually drives growth.In this episode, Jeff Greenfield, CEO of Provalytics...
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38:30
Stop Carrying the Weight Alone: Build Systems That Free You with Steven Ness
A well-built service business creates momentum instead of pressure. With the right systems in place, you allow growth to happen without burning out.In this episode, Steven Ness, founder of Lighting the Way Leadership, explains ...
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40:20
How to Protect Your Margins Before the Sale Begins with Albert Banks
Many service-based business owners win deals, deliver great work, and still struggle with margins.In this episode, Albert Banks breaks down how service-based businesses can protect margins before work even starts. You get a cle...
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35:07