Summit Virtual CFO by Anders
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...
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Summit Virtual CFO by Anders
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Neueste Folge
27. Okt 2026
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Mastering the Art of Agency Growth: Lessons from Brad Farris 06.01.2025 33:03
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 agency businesses, highlighting the importance of strategic hiring, financi...
2024 Year in Review 30.12.2024 37:28
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 behind-the-scenes team member. "It’s super common for us to go into a conferen...
Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon 17.12.2024 34:37
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 agency, emphasizing the importance of adaptability and timely decision-making. H...
From Clicks to Conversions: The Power of Retargeting in Digital Marketing with Zaid Ammari 02.12.2024 35:59
“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 advertising and retargeting. The significance of understanding data analytics in mar...
Navigating Mergers and Acquisitions in Creative Agencies with Jonathan Baker 18.11.2024 28:34
“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) in the creative agency sector. Importance of preparation for agency...
Unlocking Exit Readiness: How to Prepare Your Agency for a Successful Sale with Phil Daniels 04.11.2024 36:22
“It's never too early to start planning because you never know when that end is going to be. Operate with optimism. There's a lot of activity that's really unprecedented in the industry right now, and I think for the years ahead, it's going to be very good for agency owners who build really solid, predictable, nice operating practices.” – Phil Daniels The finer details of th...
Spooktacular Showdown: A Halloween Movie Draft Special 31.10.2024 47:05
In this special episode of The Creative Agency Success Show, four speakers with Halloween-themed personas—Jamie Nightmare, Hannah Hexed Hood, Adam Haunted Hale, and Joey Killing Kenny—engage in a lively draft-style discussion about their favorite Halloween movies. Jamie, the enthusiastic host, sets the stage and outlines the draft rules. Hannah humorously admits her limited horror movie experience...
The Best Strategies for Nurturing Client Relationships with Adam Kurzawa 21.10.2024 40:59
”When I think about sales, it's really nurturing relationships and manufacturing opportunities. That is your job all day, every day.” - Adam Kurzawa The finer details of this episode: Insights on business development strategies for creative agencies. Emphasis on nurturing existing client relationships for agency growth. Discussion on effective outreach efforts and relationship-building in sal...
Using a Forecast for Growth: A 2019 Episode About One Client’s Growth Revisited 07.10.2024 19:45
“Having a strong forecasting process really should make it easier to eliminate things—like knowing if the seventh project is really one of the top seven things we need to do to hit our goals.” – Tom Wadelton “When you build a budget, you're creating a plan for the next year, and then things happen. No one really expects a pandemic to happen, but things do happen. The question is, how do you...
Strategies for Business Owners to Leverage Podcast Guest Appearances with Julie Fry 23.09.2024 26:35
Importance of podcasting for business owners Enhancing visibility and credibility through podcast appearances Networking opportunities provided by podcasting Role of podcast guest booking agencies in facilitating appearances Content repurposing strategies for maximizing podcast impact Overcoming imposter syndrome in podcasting Engaging team members in podcasting for brand representation Process of...
The Most Essential Tips for Personal Branding on LinkedIn with Donna Serdula 09.09.2024 49:49
“If you sit down and really make sure that your profile resonates and is truly you, it feels good, and you smile. Ultimately, you become a person who doesn't have to look for a job. Jobs find you. You become a person whose phone rings because there are opportunities, because people know you, remember you, have worked with you, and they want to work with you again.” —Donna Serdula The finer...
"How Can Agencies Achieve Better Alignment Between Sales and Project Management?:" with Rachel Gertz 26.08.2024 37:57
"Alignment is going in the same direction, fighting for the same things, and looking at the same big picture together.” – Rachel Gertz The finer details of this episode: ● Importance of project management and operations in digital agencies and creative studios ● Challenges in project management and the need for alignment between sales and project management ● Solutions to im...
VCFO Deep Dive: Jason Swenk 12.08.2024 32:34
“Standing out is great, but conversion is crucial.” – Jason Swenk It’s hard to build a business if you don’t invest in systems.” – Jason Swenk The finer details of this episode: Analysis and insights on building a strong email list Sales cycle and close percentage Unique marketing strategies Importance of systems in building a successful business Concept of "land and expand" Effective...
Scale Your Agency and Build a Strong Community with Jason Swenk 29.07.2024 37:36
“As you're building your business, you're building your agency, you're going to realize that there's some prospects that are just not right. You have to go through that Vegas buffet and get sick and food poisoning because you overate and you ate a lot of the bad shit and you tell yourself, ‘I'm not going to eat those raw craw legs anymore.’” -Jason Swenk The finer detail...
VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett 15.07.2024 43:52
“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 ge...
VCFO Deep Dive 11.07.2024 9:00
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 Timestamps: The podcasting journey...
A Deep Dive into Leadership, Problem Solving, and Team Engagement with J. Scott 01.07.2024 33:15
“Shifting from advocacy to inquiry is really important, and I think most leaders today are probably advocacy heavy because it's the model that we see most.” – J. Scott The finer details of this episode: Importance of leading the way in marketing and working with clients Transforming high-potential individuals into high-functioning teams Rationalizing tasks and initiatives to align with cust...
Navigating Digital Marketing Trends: Insights from Industry Events with Hannah Hood 17.06.2024 20:29
“Clients don’t want to ask us for new ideas; they want us to come to them with new ideas.” Hannah Hood The finer details of this episode: ● Shortening of the sales cycle indicating a positive shift in the industry ● Trend of clients seeking specialized services from agencies ● Emphasis on the need for agencies to specialize and market their expertise effectively ● Importanc...
Unleashing the Power of Delegation: HR Insights and Leadership Strategies with Vicky Brown 03.06.2024 34:22
Episode Notes: “Delegation is challenging; it requires a lot of thought process and a lot of preparation. But you shouldn’t try to do everything on your own; use your team. Delegation is about giving them enough information so that they know what the end goal is.” Vicky Brown The finer details of this episode: Importance of supporting managers and helping them grow their leadership skills Challeng...
Sales 'Snacks' for Creative Agencies 20.05.2024 44:14
Sales is the engine of any agency, but oftentimes it's the hardest part to grow and scale when you move from a founder-centric shop to a full marketing organization. The clips in this episode offer some of the best pieces of advice our hosts of the Creative Agency Success Show have gathered, provided to you in bite-sized form, so that you can digest and try your favorites. The finer details...
Pipeline Meetings: Why A CFO Helps Agencies Accelerate Growth with Hannah Hood 06.05.2024 28:45
“As a little bit of contextual background for our listeners, if you don't already know, as a part of the suite of meetings and services that we offer our clients, we are in what we call our pipeline meeting. During these meetings and throughout our client relationship, we stress the importance of knowing your data. At the end of the day, you absolutely need to be looking at your data and unde...
Digital Agency Growth: From Infancy through Adolescence to Maturity with Karla Santi 22.04.2024 38:50
“I'm the CEO. I'm not a CFO, but I was acting as one. It was not my favorite part of running a company because math doesn't excite me like it does some of you. I can do it, and I think I did it pretty well. But it was invaluable to be able to have your firm come in and take a look at how we've been running the company and just to get the reassurance of, 'You guys are good,...
Why Attending Events is Good for Business with Jay Owen 08.04.2024 33:28
“You want to be around people who are better than you – more talented, more experienced; go and soak it in. The places where I find the most growth for myself and my agency is where I’m around other people, and we’re just sharing ideas.” – Jay Owen The finer details of this episode: ● Jay’s journey of agency ownership and hosting events ● Why attending events is good for networking,...
How Agency Owners Can Work Less and Earn More with Karl Sakas 25.03.2024 37:00
“When you start the agency, everyone expects you to be the contact. But you probably don't want to do that forever. Maybe initially you delegate implementation work, the subject matter expert stuff, or project management. Then you probably want to delegate account management stuff. Usually you're still doing client strategy, at least in the early to mid-days. The idea here is you're...
Unmanage Your Agency: A Conversation with Agency Agile's Jack Skeels 11.03.2024 51:45
“Managers are far more costly than we realize. The more managing you have going on, the lower the overall productivity of the organization. Leadership matters, don't get me wrong, but agencies are managed to success.” – Jake Skeels The finer details of this episode: Challenges of managing a growing agency or service-based business Impact of management structures on productivity Concept of m...
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