Creative Agency Success Show podcast

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.

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.

 

#143

What's a Maturity Model Anyway?

Creative Agency Success Show (Episode 144): “A maturity model isn't a report card, it's ab... more

08 Apr 2025

24 MINS

24:57

08 Apr 2025


#142

Mastering the Art of Agency Growth: Lessons from Brad Farris

Episode Title: Mastering the Art of Agency Growth: Lessons from Brad Ferris Episode Summar... more

06 Jan 2025

33 MINS

33:03

06 Jan 2025


#141

2024 Year in Review

Episode Title: 2024 Year in Review Episode Notes: In our year end wrap up: Jody, Brett, To... more

30 Dec 2024

37 MINS

37:28

30 Dec 2024


#140

Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon

Episode Title: Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon Episode ... more

17 Dec 2024

34 MINS

34:37

17 Dec 2024


#139

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

“The good thing about retargeting is that most of the sales don't actually come from peopl... more

02 Dec 2024

35 MINS

35:59

02 Dec 2024


#138

Navigating Mergers and Acquisitions in Creative Agencies with Jonathan Baker

“We try to help the sellers understand what the buyer's long-term vision is, what changes ... more

18 Nov 2024

28 MINS

28:34

18 Nov 2024


#137

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

“It's never too early to start planning because you never know when that end is going to b... more

04 Nov 2024

36 MINS

36:22

04 Nov 2024


#136

Spooktacular Showdown: A Halloween Movie Draft Special

In this special episode of The Creative Agency Success Show, four speakers with Halloween-... more

31 Oct 2024

47 MINS

47:05

31 Oct 2024


#135

The Best Strategies for Nurturing Client Relationships with Adam Kurzawa

”When I think about sales, it's really nurturing relationships and manufacturing opportuni... more

21 Oct 2024

40 MINS

40:59

21 Oct 2024


#134

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

“Having a strong forecasting process really should make it easier to eliminate things—like... more

07 Oct 2024

19 MINS

19:45

07 Oct 2024


#133

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

---Importance of podcasting for business owners ---Enhancing visibility and credibility th... more

23 Sep 2024

26 MINS

26:35

23 Sep 2024


#132

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

“If you sit down and really make sure that your profile resonates and is truly you, it fee... more

09 Sep 2024

49 MINS

49:49

09 Sep 2024


#131

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

"Alignment is going in the same direction, fighting for the same things, and looking at th... more

26 Aug 2024

37 MINS

37:57

26 Aug 2024


#130

VCFO Deep Dive: Jason Swenk

“Standing out is great, but conversion is crucial.” – Jason Swenk  It’s hard to build a bu... more

12 Aug 2024

32 MINS

32:34

12 Aug 2024


#129

Scale Your Agency and Build a Strong Community with Jason Swenk

“As you're building your business, you're building your agency, you're going to realize th... more

29 Jul 2024

37 MINS

37:36

29 Jul 2024


#128

VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett

“After almost 20 years of doing that nonstop, I started to lose myself a little bit. I sta... more

15 Jul 2024

43 MINS

43:52

15 Jul 2024


#127

VCFO Deep Dive

Episode resources: ---Summit Virtual CFO by Anders website: <a href='https://www.summitcpa... more

11 Jul 2024

09 MINS

09:00

11 Jul 2024


#126

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

“Shifting from advocacy to inquiry is really important, and I think most leaders today are... more

01 Jul 2024

33 MINS

33:15

01 Jul 2024


#125

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

“Clients don’t want to ask us for new ideas; they want us to come to them with new ideas.”... more

17 Jun 2024

20 MINS

20:29

17 Jun 2024


#124

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

Episode Notes: “Delegation is challenging; it requires a lot of thought process and a lot ... more

03 Jun 2024

34 MINS

34:22

03 Jun 2024


#123

Sales 'Snacks' for Creative Agencies

Sales is the engine of any agency, but oftentimes it's the hardest part to grow and scale ... more

20 May 2024

44 MINS

44:14

20 May 2024


#122

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

“As a little bit of contextual background for our listeners, if you don't already know, as... more

06 May 2024

28 MINS

28:45

06 May 2024


#121

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

“I'm the CEO. I'm not a CFO, but I was acting as one. It was not my favorite part of runni... more

22 Apr 2024

38 MINS

38:50

22 Apr 2024