Creative Agency Success Show

“Think of us like bookkeepers for your non-financial data. We've essentially built QuickBooks for time tracking and project management data. It's an environment where we can more efficiently do this type of analysis and quality assurance.” – Marcel Petitpas 

The finer details of this episode:

• The importance of time tracking and data analysis 
• What is the right amount of data to track and study
• Structured versus unstructured data

Episode resources:

• Summit CPA website – summitcpa.net
• Email us with questions – [email protected]
• Marcel Petitpas | Agency Profitability Expert

“We got some really great results in terms of a lot of the things that we were kind of hypothesizing and wanted to see. Employee stress level went down and feelings of burnout went down by a magnitude of almost 20%. Personal satisfaction went up 25%.” – Morgan Witham

The finer details of this episode:

• How to pilot a four-day work week schedule
• What factors play a part in moving to a four-day work week
• Understanding the pros and cons of a four-day work week schedule, such as clients’ needs and employee performance

Episode resources:

• Summit CPA website – summitcpa.net
• Email us with questions – [email protected]
• COLAB – teamcolab.com
• Agency Example of a Reimagined, 4-Day Workweek in Action - COLAB (teamcolab.com)

Episode Notes:

“Everyone has Caveman Brain, and once you know how to harness it and focus it, you can be super successful.” – Dr. Jean Oursler 

The finer details of this episode:

• Understand what Caveman Brain is and how to put it to use for business success 
• Know who your target audience is and be able to easily identify them
• Close a new client with less follow-up

Resources:

• Summit CPA website – summitcpa.net
• Email us with questions – [email protected]
• Dr. Jean Oursler –cavemanbrain.com

“People don't want to make changes. And a lot of times, we've normalized using software that doesn't understand us and doesn't understand what we want out of it. We expect to have to adapt ourselves to software. At Enliven, we believe it shouldn’t be that way.” -Ian Robinson 

The finer details of this episode:

• The importance of creating processes and software that lasts 
• Gauging how employees interact with software and understanding their respective needs to complete their tasks 
• Understand how custom software can improve inefficiencies in your business 

Episode resources:

• Summit CPA website – summitcpa.net
• Email us with questions – [email protected]
• Ian Robinson – enlivenhq.com

“I came across this emotional appeal theory, and this is something that was developed in the sixties; there’s lots of research behind it. And essentially their thesis is, we are all motivated by one of four emotional needs, and that drives all our decisions in life—not just in your personal life, but your career, your hobbies, every single decision you make. This really resonated with me.” Sandy Gerber

The finer details of this episode:

• Learn which emotional magnet best suits you: Safety, achievement, value, or experience

• How to understand emotional magnetism in your life to experience better relationships  

• Being able to interact with others personally and professionally and meet their needs based on their emotional magnets

Episode resources:

Summit CPA website – summitcpa.net

 Email us with questions – [email protected]

 Sandy Gerber – sandygerber.com

“There are timeless concepts and universal principles that work in businesses across the board. At Pinnacle, we've taken this best-of-the-best approach and created a model with very specific tools and a process.”– Tom Barrett 

The finer details of this episode:

• How can the Pinnacle platform help businesses overcome obstacles and achieve better functionally? 
• How to leverage the Pinnacle system to grow your team with the right people
• Accessing tools and resources from Pinnacle’s “Endless Toolbox” to customize a growth plan for business
• How can a business operating system improve your business model? 

Episode resources:

• Summit CPA website –www.summitcpa.net
• Email us with questions – [email protected]
• Tom Barrett –pinnaclebusinessguides.com/guide/tom-barrett and navigatethejourney.com

“Long before COVID, people were feeling frustrated, particularly younger people who were feeling like the market was leaving them behind. Then, along came COVID, which completely shook the entire job market. And it sent people home to sit on their couch and think about themselves and what they're doing. The pandemic shook the market and caused there to be some realization on the part of the employees that maybe they weren't getting everything out of this bargain.” – Chris Williams 

The finer details of this episode:

• How to navigate the current marketplace for employment opportunities 
• Being able to reflect on current employment circumstances and understand alternative options
• How to stop compromising personal situations for the sake of a career 
• Being able to cultivate a good leadership team 

Episode resources:

• Summit CPA website –www.summitcpa.net
• Email us with questions – [email protected]
• Chris Williams – clwill.com

In this episode, Jamie Nau, our host and Summit CPA's Director of Accounting, sits down with Adam Hale, Partner at Anders CPAs + Advisors, and Jake Grimm, Summit CPA's Director of Technology, to discuss financial tools for remote and distributed companies. If you are a business owner of a fully distributed company, this episode is for you! Jamie, Adam, and Jake discuss must-have tools to implement in your remote business to help it run efficiently and grow it to the next level. 

The finer details of this episode :

• How to choose  the best technology for your remote business 
• How to leverage technology in a remote world 
• Being a  business owner or member of leadership of a remote business
• Being a fully distributed, start-up company and implementing the right tools to run your business

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected] 

"I'm just authentic me. When I meet people, I don't talk about me and what I can do for you and what I do for a living. Ask questions about other people, like: Why are you here? What made you wanna do this business? What can you offer? Who can I connect you to?

It's adding value to other people. And one thing I've figured out is people notice people who notice them. Simple little things like giving someone else a shout out or sharing their post or saying, "Hey, I saw you the other day. That was great."  It's bringing that sense of community into everything you do." - Monica Parkin

The finer details of this episode :

• How to choose something that you're passionate about
• How to contribute to your community in order for your business to thrive
• Being a good listener and asking intentional  questions
• Being authentic when building your brand and networking

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected] 
• Monica Parkin - Courtenay Mortgage Specialist | Monica Parkin, Mortgage Specialist

"When you showcase your best, you attract the best." - Donna Serdula.

The finer details of this episode :

• Why is LinkedIn an essential tool to grow your network?
• Practical tips build your brand on LinkedIn.
• Understanding your purpose on LinkedIn and using your purpose to achieve success.

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - cpa@summitcpa.net