Creative Agency Success Show

Updated: 06 Jan 2025 • 143 episodes
the-virtual-cpa-success-show-for-creative-agencies.simplecast.com

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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Episode Title: Mastering the Art of Agency Growth: Lessons from Brad Ferris Episode Summary: In this episode of "The Creative Agency Success Show," hosts engage with Brad Farris from Anchor Advisors, a seasoned expert with over 20 years in the marketing and creative agency space. The discussion centers on scaling agenc

33 min
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30 Dec 2024 • EN

2024 Year in Review

Episode Title: 2024 Year in Review Episode Notes: In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behi

37 min
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Episode Title: Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon Episode Summary: In this episode, the hosts engage with Tom Conlon, founder of North Street Creative, to discuss his entrepreneurial journey and the cyclical nature of business. Tom shares insights on the challenges of running a creative

34 min
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“The good thing about retargeting is that most of the sales don't actually come from people clicking on the ad. They come from people seeing the ad and then either Googling the company or typing in the URL in the browser.” – Zaid Ammari   The finer details of this episode:Marketing strategies focused on paid advertisin

35 min
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“We try to help the sellers understand what the buyer's long-term vision is, what changes they expect to make, and over what period of time, because all of these things have implications on the business but also on emotions.” – Jonathan Baker   The finer details of this episode:Overview of mergers and acquisitions (M&A

28 min
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“The good thing about retargeting is that most of the sales don't actually come from people clicking on the ad. They come from people seeing the ad and then either Googling the company or typing in the URL in the browser.” – Zaid Ammari   The finer details of this episode:Marketing strategies focused on paid advertisin

35 min
00:00
35:59
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