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.
Creative Agency Success Show
Understanding Pipeline Metrics
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info@summitcpa.net (Summit Virtual CFO by Anders)
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Episode 7
“It’s important that the amount you have in your pipeline varies based on what your future outlook looks like.” - Jamie Nau
The finer details of this episode
- How often you should look at pipeline metrics
- The different parts of the pipeline that can be measured and controlled
- The three inputs that should be evaluated regularly
- How to calculate Recognized Revenue and why that’s important
- Why looking ahead 3 months is the best way to look at pipeline metrics
- The formula to calculate the percent capacity
- How the pipeline metrics fit into the other numbers in your business
Episode resources
- Summit CPA website - www.summitcpa.net
- Email us with questions/comments- vcfo@summitcpa.net