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...
Author
Summit Virtual CFO by Anders
Category
Latest episode
Jun 30, 2026
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
Adapt or Fall Behind: The New Rules of Business Growth with Rachel Ody 30.06.2026 33:22
The rules of business growth are changing faster than ever. The businesses that adapt will find new opportunities. The ones that resist change risk falling behind. In this episode, Rachel Ody, Project Management Operations Consultant and Coach at Hello Rachel, talks about what it takes to grow a service-based business in today’s rapidly shifting environment. You’ll hear why the project management...
The Future of Agency Growth Is Human and AI-Driven with Jay Owen 16.06.2026 36:22
The future of agency growth is not just more automation. It is also a more human connection. In this episode, Jay Owen, CEO of Business Builders, joins Jamie Nau to talk about agency community, event strategy, thought leadership, organic growth, and the practical ways AI is changing how agency owners work. Jay shares the story behind Agency Builders Retreat, why in-person connection matters more i...
How Agency Owners Can Make AI a Team Sport with Rob Harr 02.06.2026 31:25
AI adoption gets risky when agency owners move faster than their teams can follow. In this episode, Rob Harr, co-founder and President of Sparkbox, joins Jamie Nau and Tom Wadelton to talk about AI, agency operations, leadership, team adoption, innovation, and business model change. You will hear why AI cannot stay trapped with the owner, how internal communities help teams experiment safely, and...
The Hard Truth About Rebranding and Growth with Amy Maxwell 19.05.2026 32:26
When your messaging, positioning, and systems stay aligned, you create clarity, trust, and momentum for the next stage of growth. In this episode, Amy Maxwell, Founder and Creative Director at Maxwell Design Co, breaks down the hard truth about rebranding, business growth, brand strategy, thought leadership, positioning, operational systems, and scaling a service-based business. You’ll hear practi...
Why Most Webinars Fail to Convert and the Two-Step Signup Fix That Changes Everything with Logan Lyles 21.04.2026 34:11
You put in the work to plan a webinar and still walk away with no sales calls booked, no pipeline, and no clear path forward. In this episode, Logan Lyles, Founder of DemandShift, shares his proven webinar strategy for B2B service-based businesses that want to generate leads, book sales calls, and build pipelines without turning their webinars into a hard sell. You’ll learn how to fix the two bigg...
How to Systemize Your Business and Multiply Impact with Kenny Harper 07.04.2026 40:30
When your processes are structured and your team knows what to do next, you gain time and improve performance. In this episode, Kenny Harper, Growth Coach at Growth Amplifiers, shares how to systemize your business, simplify operations, and multiply impact using scalable systems, repeatable processes, and a proven framework. You’ll learn how to move from custom work to standardized workflows, shif...
Why Most Service Businesses Struggle to Grow Profitably with Al Zdenek 24.03.2026 34:30
Growth can feel lighter when your business starts working with you, not against you. In this episode, Al Zdenek, Executive Chair of CakeClub, breaks down why most service-based businesses struggle with profitability, cash flow management, financial planning, and sustainable growth. You learn how to manage cash flow, build cash reserves, improve pricing, make better financial decisions, and align y...
How AI Can Give You Back 80% of Your Time with Greg Boone 17.03.2026 40:47
Time is one of the most valuable assets in a service-based business. Yet many owners and teams spend most of their week searching for information, copying data, formatting documents. In this episode, Greg Boone, CEO at Walk West, explains how artificial intelligence, AI tools, automation, and agent workflows can give business owners back nearly 80% of their time. You learn how AI transforms market...
Why Half Your Marketing Budget Feels Wasted (And How to Fix It) with Jeff Greenfield 24.02.2026 38:30
When leads feel inconsistent and results do not match the spend, the problem is rarely effort. The problem is visibility, measurement, and knowing what actually drives growth. In this episode, Jeff Greenfield, CEO of Provalytics, breaks down why so many service-based businesses feel like half their marketing budget is wasted. You hear clear explanations around marketing measurement, attribution, G...
Stop Carrying the Weight Alone: Build Systems That Free You with Steven Ness 10.02.2026 40:20
A well-built service business creates momentum instead of pressure. With the right systems in place, you allow growth to happen without burning out. In this episode, Steven Ness, founder of Lighting the Way Leadership, explains how business owners can stop carrying the weight alone by building leadership systems, operational structure, and clear processes. The focus stays on delegation, accountabi...
How to Protect Your Margins Before the Sale Begins with Albert Banks 27.01.2026 35:07
Many service-based business owners win deals, deliver great work, and still struggle with margins. In this episode, Albert Banks breaks down how service-based businesses can protect margins before work even starts. You get a clear look at pricing strategy, value-based pricing, project profitability, cost awareness, negotiation tactics, and sales frameworks that help agencies and professional servi...
Stop Thinking Like a Freelancer—Start Earning Like a Founder with Jesse Gilmore 22.12.2025 37:41
Run your agency with clarity, confidence, and control. Many creative and marketing agency owners are closer to real growth than they realize. In this episode, Jesse Gilmore, CEO and founder of Niche in Control, breaks down the mindset and structure shifts that agency owners must make to achieve freedom, scalability, and financial success. He shares how to move from being the doer to being the lead...
Why Every Business Owner Should Think Like a Forensic Accountant with Clay Kniepmann 03.11.2025 35:12
As a business owner, you may trust your team, but that trust can blind you to the quiet financial risks inside your business. In this episode of The Creative Agency Success Show, we talk with Clay Kniepmann, manager in Forensic and Litigation at Anders, to share practical tips on balancing trust and control and how you can use simple steps to strengthen your internal processes. Key Takeaways: Wa...
Turn Publicity Into Profit: The PR Strategy That Works 20.10.2025 34:30
Imagine turning media attention into real business growth. For service-based small business owners, publicity is about turning visibility into profit. In this episode, Mickie Kennedy, founder of eReleases, shares exactly how you can use PR to grow your credibility and revenue. He explains how press releases, when done right, can open doors to media coverage, attract your ideal clients, and create...
Improve as an Agency Leader and 'Calm the Chaos' with Karl Sakas 29.09.2025 46:32
If you’re invisible online, you’re losing clients before they even know you exist. In today’s competitive market, your digital presence is your storefront. In this episode, Agency Consultant & Executive Coach Karl Sakas of Sakas & Company explains why being invisible online is costing you clients and what you can do to fix it. He shares practical strategies on leadership, delegation, and...
Amplifying Human Potential In Your Business with AI Support 20.08.2025 42:55
You don’t need more hands—you need better tools. For service-based small business owners, AI can lift the burden of repetitive tasks, helping your team do more of what moves the needle In this episode of The Creative Agency Success Show, we sit down with Ed Krystosik, Co-Founder of RAC Projects AI, to unpack the real-world strategies for integrating AI into small businesses. From streamlining wo...
What's a Maturity Model Anyway? 08.04.2025 24:57
Creative Agency Success Show (Episode 144): “A maturity model isn't a report card, it's about understanding where your decision-making capabilities are.” - Jamie Nau In this episode of The Creative Agency Success Show, Jamie Nau and Jody Grunden pull back the curtain on how small business owners can move from just getting by to truly thriving. They’ve spent the last eight months crafting...
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...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.