VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett Artwork

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.

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Creative Agency Success Show

VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett

July 15, 2024 • info@summitcpa.net (Summit Virtual CFO by Anders) • Episode 128

“After almost 20 years of doing that nonstop, I started to lose myself a little bit. I started to wonder, is this what I want to do for the next chapter of my life? Is there something else out there for me? When I looked around in corporate America, what I realized and what I saw was that there were a lot of people like me. I really wanted to get off autopilot. I felt like nobody in my life was getting the best part of me.” – Traci Barrett

The finer details of this episode:

Review and analysis of The Root of All Success with The Real Jason Duncan’s Beyond HGTV Success Featuring Traci Barrett
Emphasis on the unique thought of the episode
Exploration of success and life transitions
Importance of identifying the right client fit and company culture
Impact of generosity on business relationships and company culture
Transformational impact of Traci's strategic life mapping process
Appreciation for diverse perspectives on success from Jason Duncan's podcast

Episode resources:

Summit Virtual CFO by Anders website: https://www.summitcpa.net/
Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter
Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddc
Connect with Traci here: https://www.linkedin.com/in/tracischubertbarrett/
Check out Navigate the Journey here: https://www.navigatethejourney.com/
Check out Traci’s website here: https://www.tracischubertbarrett.com/
Catch the full episode here: https://www.therealjasonduncan.com/podcasts/the-root-of-all-success-with-the-real-jason-duncan/episodes/2148159261

Timestamps:

The unicorn (00:04:05)

Discussion on the most unique thought of the episode, focusing on success beyond money and titles.

Traci's journey (00:05:28)

Traci's transition from corporate world to entrepreneurship, and the realization of wanting more from life.

Defining success (00:08:03)

Traci's personal definition of success and the importance of using unique talents to have a positive impact.

Visionary vantage (00:13:12)

Discussion on identifying what one wants and why, and the journey to create a different and entrepreneurial company culture.

The client relationship dilemma (00:18:15)

Discussion on deciding whether to take on a lucrative project that doesn't align with company values.

Identifying the right client (00:19:44)

Exploring the importance of understanding if a client is the right fit for the team and the impact of a mismatched client-team relationship.

Learning from mistakes (00:21:29)

Reflecting on the consequences of trying to retain a client who mistreats the team and the importance of addressing such situations promptly.

Generosity and company culture (00:24:12)

Exploring the role of generosity in shaping company culture, fostering relationships, and creating a positive work environment.

The mic drop moment (00:34:55)

Reflecting on the significance of identifying personal motivations and goals, as well as the impact of building meaningful relationships in business.

The strategic life map (00:35