Creative Agency Success Show

By Summit Virtual CFO by Anders

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 n... more

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FAQs about Creative Agency Success Show:

How many episodes does Creative Agency Success Show have?

The podcast currently has 148 episodes available.

Creative Agency Success Show episodes:

April 27, 2021Developing Systems to Scale Your Business with David Jenyns (Part 2)
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 with changes in business systems

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
David's website - davidjenyns.com
...more
32min
April 16, 2021Developing Systems to Scale Your Business with David Jenyns (Part 1)
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 started
Key practices to adopt for better business systems

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
David's website - davidjenyns.com
...more
25min
March 22, 2021Pulse of the Industry with Tom Beck
“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 Agency Tracking Study by SoDA
High-level understanding of the Pricing Models as presented in SoDA's research findings

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
SoDa website - www.sodaspeaks.com
...more
36min
March 11, 2021Establish Smarter Ways of Working for you and your Clients with Bill.Com
"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 - [email protected]
Bill.com website - www.bill.com
...more
29min
February 23, 2021Choosing Vendors with Jake Grimm
"In our industry, we're always looking at what can save time and what's not going to break down all the time” - Jody Grunden
The finer details of this episode
Understanding your company's needs to find the right solution for you
How to choose the best vendor for your company
Things to consider before saying "yes" to a vendor
How Summit CPA Group weeds out all proposals to find the best one

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
...more
29min
February 09, 2021Exploring Video Marketing Strategies to Grow Your Business
Quote
“If you want to be a big business that continues to grow with some scale, then you need to learn how to use these.” - Stephen Pope
The finer details of this episode
How video helps you connect to your audience
Why it's important to incorporate a video marketing strategy into your social media and other marketing efforts in general
How to be comfortable in video
Tips on getting your very first video done

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
Email Stephen - [email protected]
...more
37min
February 03, 2021Financing with QuickFee
Quote
“One of the partners there was sharing that their firm no longer has an overdraft thanks to using our payment plans” - Bruce Coombes

The finer details of this episode
What is QuickFee
What are the three payment solutions offered by QuickFee
Advantages of using QuickFee
How it helped firms collect payments faster
How QuickFee can help enhance your relationship with your client

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
QuickFee - https://quickfee.com/
...more
32min
December 14, 2020Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group
Quote
“Let’s build the plan and plug the engineers into the plan instead of the other way around.” - Casey Cobb

The finer details of this episode
How the beginning of this client relationship changed the way we pitched
Casey’s amazing backstory and how a virtual CFO was able to help him through challenging times
The 80/20 rule, Parkinson's Law, and how Casey implemented them into his business idea
How Casy found his blue ocean strategy

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
Email Casey - [email protected]
...more
38min
November 23, 2020The Importance of Team Retreats with Zach Montroy and Lillian Hocevar
Quote
“Taking this time and investment in your team will show dividends in the future.” - Zach

The finer details of this episode
How to choose the right venues, restaurants, and activities for the group
Tips for structuring the content of your company retreat
Balancing team-building and business development activities
Choosing the right location for your retreat
The importance of working with the right team to organize your retreat
Budgeting and forecasting to cover your retreat financially

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
Contact Lily - [email protected]
...more
35min
November 09, 2020R&D Tax Credit
Quote
“This applies to more agencies than not, and if you don’t ask you are not going to receive.” - Dave Danic

The finer details of this episode
The four parts of qualifying for the R&D tax credit
What if you are a Canadian-based company with USA operations?
Things that might exclude you from the tax credit
Extra steps you can take to make sure you get the credit
How to find a tax accountant who can help you qualify for the R&D credit
The amount of money you could save with the R&D credit

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions/comments- [email protected]
...more
28min

FAQs about Creative Agency Success Show:

How many episodes does Creative Agency Success Show have?

The podcast currently has 148 episodes available.