Creative Agency Success Show

"One thing I'm seeing is a lot more confidence from distributed teams that still value in-person connection and are wanting to create a really memorable experience." - Lily Hocevar The finer details of this episode : What has changed in the travel landscape since 2020?  The impact of location choice, planning ahead, and culture in planning and pricing What important things you shoul...

" Just because things are going well doesn't mean they can't be better. So that's what we try to live by. " - Robert Minkler Jr.  The finer details of this episode : The merger story of Summit CPA and Anders How the merger benefits both Summit CPA and Anders What stakeholders should expect with the merger Episode resources Summit CPA website - www.summitcpa.net Email us wi...

"Going to the Bureau events was well...One, it's a lot of fun. There's always something to do. And two, they're just a great learning experience. It was great training.  " - Ashley Vaughn The finer details of this episode : How did Ashley adapt coming from a tax background to providing consulting and Virtual CFO services to digital agencies How attending the Bureau of Digi...

"We have to realize that we speak this technical language riddled with acronyms, that when our audience isn't like us, we need to find a way to translate it into plain English. So there's understanding." - Peter Margaritis  The finer details of this episode : How to connect and become relatable when discussing technical terms with clients Tips and tricks to remember when commun...

"Sometimes we get so caught up in the sales and the revenue side of the business that we take our eye off some of the cost side of the business... You know, one of the phrases we use is that 'revenue hides mistakes or revenue hides problems'. So if your revenue has been growing, your cash has been good there still might be some opportunity to trim your costs" - Greg Wallis The...

"Where we provide a lot of value and solve a lot of problems is when clients have made it past startup and then that growth stage, they're starting to realize they can't keep all the numbers in their head anymore." - Courtney DeRonde The finer details of this episode : Who is Courtney DeRonde? What does TDT CPAs and Advisors do? What similarities and differences does TDT CPAs a...

"Honestly, the way we've structured our kickoff call week. 80% of the kickoff call, just letting the CFO and the client kind of start to have those conversations, which is huge. We listen and we hear the things that are most important to them." - Lydia Rapp The finer details of this episode : What are we doing now that we haven't done before? Why you should have a client onboar...

"This information is really important for us in terms of organizing and planning our podcast going into 2022. So we wanted to let the listeners know what 2022 is going to look like." - Jamie Nau The finer details of this episode : What are the top performing podcasts episodes on the Virtual CPA Success Show in 2021? What three topics drive more podcast downloads? Why did these topics per...

"The end of curiosity is that understanding and it's engagement. And if we get to that and then we're going to increase our quality of interactions with our internal stakeholders and with our teammates, we're going to increase the quality of the service we provide to our clients because we are fully engaged. We are better understanding who, who they are and what they want.&quot...

"Just do it. It's one of those things that if you think about it and you try and make it perfect it never will be. No one working in the office will ever be perfect. So (it's always) come out of your comfort zone and step into the risky area and go remote. You just have to do it." - Jody Grunden   The finer details of this episode : What to consider and what to prepare for befo...

"Today, it's about rethinking your business model to adjust to new societal needs because society has evolved, science has evolved, what makes sense and what doesn't make sense in society has evolved and will further evolve." - Fabiaan van Vrekhem   The finer details of this episode : Definition of Organization Reinvention What approach you need to take when reinventing your or...

"This is another really great thing about using an online platform like this -  you could have a support person who has never seen your model be able to figure out what's going on in like five or 10 minutes versus like taking all afternoon to figure it out in an Excel." - Martin Zych   The finer details of this episode : What is Jirav? How does Jirav help Summit CPA serve our client...

"You have got to understand everyone on your team's unique ability and best and highest contribution and put that to work. Create a place where they can make a meaningful contribution given their motivations and their unique abilities." - Zach Montroy The finer details of this episode : What to consider if you want to keep your people Understanding the needs and motivations of peopl...

"We're seeing it all across different disciplines, all different types of employment and what we're finding is that people are quitting - and that really started from probably I'd say January and still continuing on through today - where they're quitting for all kinds of reasons" - Jody Grunden The finer details of this episode  What is "The Great Resignation&quo...

"In order to get at value for your clients, it's helpful to think of the three questions that you can. Why now, why me and why this way. " - Geraldine Carter The finer details of this episode  What is Value-Based Pricing? Why digital agencies should consider Value-Based Pricing  What questions to ask when pricing your services according to value Episode resources Summit CPA website...

“In terms of passionate, absolutely essential as there's a rule in the practice of thought leadership, that your audience will never be more interested in your topic than you. So you have to choose something that you're going to be excited to talk about for the next five or 10 years.” -  - Bill Sherman   The finer details of this episode  What is thought leadership? What questions should...

“Make it easy for them to say yes and dont make it anything about making money. Make it about making connections and launching the ship in a direction with the right people where everybody understands that this is about getting better together.” - Carl Smith   The finer details of this episode  What does Bureau of Digital do? How did they start this community? How to manage members of the communit...

"I think being in my role one of the things I've seen is the fact that we haven't had this conference for a full year. I think it definitely affects the morale" - Jamie Nau The finer details of this episode  Difference between Director and CFO retreat and why it's important to have both Purpose and benefits of team retreats Process of organizing team retreats Impact of tea...

"I really think what Summit has created, and Jody and Adam have created together is something unique; and also is something that should be looked at by other companies and replicated with how they treat their employees and creating that connection in a very remote working environment" - Lillian Hocevar The finer details of this episode  Postmortem discussion of the Director's Retrea...

"It's actually easy to be cheap and it's easy to be a generalist. It's relatively hard to be narrow because you have to take that leap of faith and suspend your disbelief that you'll be pigeonholed into only working with a specific kind of client or selling a specific kind of product" - Dev Basu The finer details of this episode  What is Powered by Search? How does it...

“We were built to a certain kind of project, that they weren't looking from us anymore. We had to really reshape the firm and it was a really painful moment. So we really had to learn and step back.” - Tiffany Farriss   The finer details of this episode  Growth as an outcome of success not as a metric The challenges that influenced the changes for Palantir How long does it take to create a 36...

Quote “That's what systems do. They enable you to solve problems once, and then the business over can move over to the next problem which should be a higher level” - David Jenyns   The finer details of this episode  The need for a Business Systems Champion in your organization How systems shape business cultures The impact and change systems bring to a business  Getting your teams onboard wit...

Quote “All the business owners that I chat with, every single one of them, I don't think we'd ever had a discussion where we haven't come to the conclusion that business systems are important.” - David Jenyns The finer details of this episode  Why business systems are important How SYSTEMology is different from process improvement practices What business owners should do to get star...

“Certainly, confidence never recovered to the levels that we would see. And even most of the members that I talked with, who even ended having a good year, expressed that it was volatile and uncertain throughout the year.” - Tom Beck The finer details of this episode  What's going on in the Digital Marketing Agency industry? What industry trends emerged over the past year Overview of the 2020...

"You have an opportunity to digitally transform your clients' life." - Pete Potsos The finer details of this episode  What is Bill.com? How Bill.com  helped Summit CPA revolutionize their processes Features  can help you and your clients How you can improve your own practice using the Bill.com platform Episode resources Summit CPA website - www.summitcpa.net Email us with questions...