Creative Agency Success Show

Creative Agency Success Show

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Creative Agency Success Show episodes

  • Run Your Business Like You're Ready to Sell

    "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 finer details of this episode :

    • What does it mean to run your business like you're ready to sell it? Views from a financial perspective and a decisions perspective
    • What you need to consider before selling
    • The role of forecasting in decision making
    • Different business scenarios before selling
    • Different acquisition types
       

    Episode resources

    35 min
  • How Courtney DeRonde Empowers Business Owners for Greater Financial Success

    "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 and Advisors have with Summit CPA Group?
    • How does these similarities and differences benefit their clients?
       

    Episode resources

    34 min
  • Lessons Learned in Client Onboarding

    "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 onboarding process in place
    • What are the important things to consider when building an onboarding client?
       

    Episode resources

    31 min
  • Virtual CPA Success Show's Best of 2021

    "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 perform well? 
       

    Top 10 Episodes:

    1. Developing a Growth Marketing Strategy with Dev Basu
    2. Developing Systems to Scale Your Business with David Jenyns (Part 1)
    3. Developing Systems to Scale Your Business with David Jenyns (Part 2)
    4. Deep Dive with Virtual CFO Client Tiffany Farriss of Palantir
    5. Pulse of the Industry with Tom Beck
    6. Value-Based Pricing with Geraldine Carter
    7. Financing with QuickFee
    8. Establish Smarter Ways of Working for you and your Clients with Bill.Com
    9. The Great Resignation
    10. Planning Memorable Company Retreats for Remote Companies (Part 1)
       

    Episode resources

    11 min
  • Developing a Team of Constant Learners

    "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." - Josh Jeans

    The finer details of this episode :

    • What having curiosity means to Summit CPA Group?
    • In the hiring process, what are Summit CPA's best practices that help qualify candidates who imbibes the core value curiosity?
    • How is curiosity a learned skill and how do we hone it?
    • How does curiosity contribute to developing a team of constant learners?

     

    Episode resources

    30 min
  • Best Advice for Remote First Companies

    "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 before going remote
    • How to start and how to maintain a remote workplace
    • What helped Summit CPA Group? (Tools, processes, people management)
    • People management strategies Summit CPA Group implemented - what works and what doesn't

     

    Episode resources

    31 min
  • Organization Reinvention with Fabiaan van Vrekhem

    "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 organization?
    • What questions to ask and consider before reinventing your organization?
    • The difference between a roadblock and a wrong turn
    • How organization reinvention impacts people management

     

    Episode resources

    29 min
  • Cloud-based Forecasting with Jirav

    "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 clients better?
    • Why did Summit CPA decide to move to Jirav?
    • How Jirav helps Summit CPA as a cloud-based forecasting solution
    • What are Jirav's features that will make you consider shifting to a cloud-based forecasting solution?

     

    Episode resources

    • Summit CPA website - www.summitcpa.net
    • Email us with questions - [email protected] 
    • Jirav website -www.jirav.com
    28 min
  • The Great Resignation Part 2

    "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 people
    • Compensation and benefits - how important benefits come into play 
    • How personalization of benefits has helped Summit CPA 

     

    Episode resources

    36 min
  • The Great Resignation

    "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"?
    • What are the reasons behind this phenomenon?
    • What companies can do to take the employee retention to the next level?
    • Finding candidates, the evaluation process and preventing no-shows.

    Episode resources

    30 min

About Creative Agency Success Show

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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…