Creative Agency Success Show

A podcast by Summit Virtual CFO by Anders - Mondays

Categories:

131 Episodes

  1. Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group

    Published: 14/12/2020
  2. The Importance of Team Retreats with Zach Montroy and Lillian Hocevar

    Published: 23/11/2020
  3. R&D Tax Credit

    Published: 09/11/2020
  4. Getting the Right People into the Right Seats with Tom Barrett

    Published: 27/10/2020
  5. Deep Dive with Virtual CFO Client Greg Bear of Bear Group

    Published: 12/10/2020
  6. Summit CPA employees Angie Douglas & Mikala Page talk about traveling while working remotely

    Published: 21/09/2020
  7. EOS with Tom Barrett

    Published: 07/09/2020
  8. Delegation Tips with Emily Morgan from Delegate Solutions

    Published: 24/08/2020
  9. Client Spotlight with Matt Westgate of Lullabot

    Published: 10/08/2020
  10. Financial Meeting Cadence with Kristen Reinking

    Published: 31/07/2020
  11. 4 Most Common CFO Topics

    Published: 16/07/2020
  12. Deep Dive into Gross Profit with Nicole Carlton

    Published: 01/07/2020
  13. Deep Dive - Average Bill Rate and Write Downs

    Published: 15/06/2020
  14. PPP Loan Forgiveness (Update), What Business Owners Need to Know

    Published: 02/06/2020
  15. Hiring Assessments with Zach Montroy

    Published: 19/05/2020
  16. PPP Loan Forgiveness

    Published: 05/05/2020
  17. Using A Forecast During Difficult Times

    Published: 21/04/2020
  18. Using A Forecast for Growth

    Published: 06/04/2020
  19. Tax Considerations for Creative Agencies

    Published: 23/03/2020
  20. Distributed Working Models

    Published: 20/03/2020

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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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