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:

October 27, 2020Getting the Right People into the Right Seats with Tom Barrett
Quote
“The key to keeping employees happy is to get the right people on the bus, the wrong people off the bus, and the right people in the right seats.” - Tom Barrett

The finer details of this episode
How to keep your employees happy
Using accountability charts to get everyone into “the right seat”
Processes for transitioning and onboarding employees into their roles
Making sure that everyone gets into seats that fit their strengths
Seeing people’s potential for leadership or supervising
Tips for the interview process to assess potential new team members
The importance of solidifying your company values when it comes to getting teammates into the right seat

Episode resources

Summit CPA website - www.summitcpa.net
Email us with questions/comments- [email protected]
...more
31min
October 12, 2020Deep Dive with Virtual CFO Client Greg Bear of Bear Group
Quote
“We were growing, I was wearing a lot of hats, and I started to realize our finances should be doing better.” - Greg Bear

The finer details of this episode
How Bear Group got started and their experience as a remote company
Their process of hiring a CFO
How Summit CPA has helped Bear Group to uplevel their business
New financial management tricks Greg learned during the onboarding process
Bear Group’s financial workflow
Factors that attributed to fast cash growth for The Bear Group
What to consider if your business is looking to hire a CFO

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions/comments- [email protected]
...more
25min
September 21, 2020Summit CPA employees Angie Douglas & Mikala Page talk about traveling while working remotely
Quote
“Scope out the wifi situation before you arrive somewhere. The worst workweeks have been when I had to use my phone hotspot to work.” - Mikala Paige

The finer details of this episode
Angie and Mikala’s stories and how they joined Summit CPA
Tips for creating a remote/travel lifestyle
Things to research before moving to a new location
How Angie worked from a van
Having a social life when you work remotely and travel
Challenges and advantages of working remotely and traveling
Equipment you will need for remote work

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
...more
29min
September 07, 2020EOS with Tom Barrett
Quote
“The time you spend on EOS tools, you are going to save that time and more in the long run.” - Tom Barrett

The finer details of this episode
How to determine if your organization needs EOS
The process of implementing EOS
Advantages of working with an EOS implementer
The six key components of EOS
Setting priorities using the EOS model

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
Navigate the Journey - https://navigatethejourney.com/
...more
29min
August 24, 2020Delegation Tips with Emily Morgan from Delegate Solutions
Quote
“We need to be committed to the boring stuff in our business because it is the backbone of how everything runs.” - Emily Morgan

The finer details of this episode
Tips for small businesses on delegating their admin tasks
Advantages of having a virtual assistant
How to start delegating some of your admin work in your business
How to get comfortable letting go of tasks in your business
What the day-to-day looks like working with a virtual assistant

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
Delegate Solutions - https://www.delegatesolutions.com/
...more
28min
August 10, 2020Client Spotlight with Matt Westgate of Lullabot
Quote
“Intentionally fostering serendipity in a distributed company will help keep isolation at bay.” - Matt Westgate

The finer details of this episode
What brought Matt to Summit CPA
Why Lullabot decided to become a distributed company
The benefits of working with a distributed team
Maintaining company culture when your team is distributed
The evolution of the Lullabot leadership team
How Matt pulled his company out of financial hardship
Creating psychological safety in your company culture

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]
Lullabot - https://www.lullabot.com/
...more
35min
July 31, 2020Financial Meeting Cadence with Kristen Reinking
Quote
“If you don’t have the gross profit to support the bottom line, then you aren’t going to have a bottom line.” - Kristen Reinking

The finer details of this episode
The three meetings every organization should have about their finances
How often to have meetings about your finances
Using the IDS model in your financial meetings
Who is normally in each meeting
How the size of your organization affects the frequency of financial meetings

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions/comments- [email protected]
...more
28min
July 16, 20204 Most Common CFO Topics
Quote
“The most important thing is to build a short-term cash flow forecast to know what you are working with.” - Jamie Nau

The finer details of this episode
Cash flow - the most common issues we help our clients with as CFOs
What factors could contribute to your cash flow issues
Preparing your firm for taxes
Ownership issues and how we handle them with our clients
Things to consider about partnerships before jumping into it
How to plan for growth

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions/comments- [email protected]
Forecasting for Growth - https://www.summitcpa.net/blog/forecasting-for-growth
...more
25min
July 01, 2020Deep Dive into Gross Profit with Nicole Carlton
Quote
“We split out the different types of profit in order to focus our conversations.” - Jamie Nau

The finer details of this episode
What “cost of goods” means for agencies and media companies
How to separate your production costs on your payroll
The most common conversations we have with our clients about gross profit
Hiring contractors vs employees and how that affects your gross profit

Episode resources
Summit CPA website - www.summitcpa.net
Email us with questions/comments- [email protected]
...more
27min
June 15, 2020Deep Dive - Average Bill Rate and Write Downs
Quote
“It’s important to understand your company before setting your average bill rate. You might have an advantage if you can charge less and make more.” - Jody Grunden

The finer details of this episode
When it’s ok to lower your average bill rate
How to use your average bill rate for pricing
The importance of having a project manager involved in the sales conversation
The difference between a standard bill rate and an average bill rate
How to maintain your desired average bill rate
Calculating fixed fee projects into the average bill rate

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.