Creative Agency Success Show

You put in the work to plan a webinar and still walk away with no sales calls booked, no pipeline, and no clear path forward.

In this episode, Logan Lyles, Founder of DemandShift, shares his proven webinar strategy for B2B service-based businesses that want to generate leads, book sales calls, and build pipelines without turning their webinars into a hard sell. You’ll learn how to fix the two biggest webinar mistakes, the registration rut and the conversion cliff, and how a two-step signup process helped Logan 5X his conversion rate from webinar registrants to booked sales calls. This episode gives you a clear, actionable framework for turning your next webinar into a real lead generation engine.

Key takeaways:

• Avoid the two webinar killers. Knowing which problem you have is the first step to fixing your webinar strategy.
• Use the two-step signup process to capture leads before the event. The two-step signup process captures interest right at registration.
• Make your CTA outcome-based, not ask-based. Framing your call to action around a clear outcome dramatically improves results.
• Design your survey to qualify and disqualify leads. Post-registration survey separates your ideal clients from those who aren’t ready yet.
• Balance brand and demand in every webinar. Your webinar should educate and build trust, but it also needs to drive pipeline.

Tune in now to ▶️The Pricing Strategy That Unlocks Real Profit Growth with Logan Lyles.

Find more podcast episodes on our website: anderscpa.com/learn/podcasts/  

Episode resources:

●       Anders Virtual CFO website: anderscpa.com  

●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/    

●       Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/     

Quotes

-Logan Lyles: “If your CTA and the prompt you’re giving someone to take the next step is only during the live event, you’re missing 65% of your swings.”

-Jody Grunden: "Webinars can educate your audience while also creating real opportunities for leads and clients."

Logan Lyles is the Founder of DemandShift, where he helps B2B brands turn underperforming webinars into consistent revenue drivers. After struggling with low conversions early in his career, Logan rebuilt his approach and increased webinar-driven sales calls by 5X. Today, he specializes in aligning content, offers, and conversion strategy to drive real pipeline. His Webinar Fast Track framework focuses on creating clear next steps that translate attention into profit.

Website: https://demandshift.co/ , https://demandshift.co/prompt 

LI: https://www.linkedin.com/in/loganlyles/  

FB: https://www.facebook.com/logan.lyles.96/    

DemandShift

LI: https://www.linkedin.com/company/demandshift/       

The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/

When your processes are structured and your team knows what to do next, you gain time and improve performance.

In this episode, Kenny Harper, Growth Coach at Growth Amplifiers, shares how to systemize your business, simplify operations, and multiply impact using scalable systems, repeatable processes, and a proven framework. You’ll learn how to move from custom work to standardized workflows, shift from service provider to trusted advisor, improve client relationships, build a coaching culture, and scale your service-based business without losing control or quality. 

You’ll also hear how Jody was featured on the Growth Amplifiers podcast, where deeper insights on building and scaling a successful firm are shared.

Key takeaways:

• Shift from service provider to advisor. Focusing on transformation increases value and improves client retention.
• Build a coaching culture inside your team. Encouraging questions and solutions reduces bottlenecks.
• Put the right people in the right roles. Aligning strengths with responsibilities leads to better performance.
• Follow a clear system for scaling. From vision to diagnosis, each step builds consistency and growth.
• Co-create solutions with clients. Working together to choose the best path leads to better decisions.

Tune in the full episode of ▶️How to Systemize Your Business and Multiply Impact with Kenny Harper.

Find more podcast episodes on our website: anderscpa.com/learn/podcasts/  

Episode resources:

●       Anders Virtual CFO website: anderscpa.com  

●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/    

●       Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/     

Quotes

-Kenny Harper: “A clear, documented plan strengthens both execution and client alignment."

-Jody Grunden: "Scale comes from systemizing most of your work while keeping flexibility where it matters."

Kenny Harper is a Growth Coach at Growth Amplifiers, helping service-based business owners systemize their operations and scale without burnout. Drawing from his experience building and running a marketing agency, Kenny now guides leaders to simplify complexity and focus on what truly drives impact. Through his Amplified Growth System, he helps firms align vision, team, and execution to create consistent, scalable results. 

Website: https://kennyharper.rocks/   

LI: https://www.linkedin.com/in/kennyharper/  

FB: https://www.facebook.com/kenny.w.harper/ 

IG: https://www.instagram.com/kennywharper/  

X: https://x.com/KennywHarper 

Growth Amplifiers

LI: https://www.linkedin.com/company/growthamplifiers/      

The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual

Growth can feel lighter when your business starts working with you, not against you.

In this episode, Al Zdenek, Executive Chair of CakeClub, breaks down why most service-based businesses struggle with profitability, cash flow management, financial planning, and sustainable growth. You learn how to manage cash flow, build cash reserves, improve pricing, make better financial decisions, and align your business goals with your personal financial goals. The focus is on profit strategy, cash flow systems, financial clarity, business growth, and building a service business that supports your lifestyle and long-term wealth.

Key takeaways:

• Cash flow is the foundation of survival. Most businesses fail because they do not track or manage cash flow properly.
• Breaking even is not enough. Break-even as covering expenses, paying yourself, and covering taxes.
• Build strong cash reserves and backup plans. Having 2 to 6 months access to lines of credit can protect your business during uncertainty.
• Pay yourself and diversify. Taking money out of your business reduces risk and increases long-term security.
• Use other people’s money strategically. Partnerships, private funding, and creative financing can support growth without draining your cash.

Tune in to the full episode of ▶️ Why Most Service Businesses Struggle to Grow Profitably with Al Zdenek.

Find more podcast episodes on our website: anderscpa.com/learn/podcasts/  

Episode resources:

●       Anders Virtual CFO website: anderscpa.com  

●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/    

●       Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/     

Quotes

-Al Zdenek: "Breaking even means covering expenses, paying yourself, handling taxes, and saving for the future."

-Jamie Nau: "Cash is the first thing we look at. Understanding reserves is critical for every business."

Al Zdenek is the Executive Chair of CakeClub and a seasoned entrepreneur with over 40 years of experience in wealth management and business growth. He is the bestselling author of Master Your Cash Flow and Master Your Business Cash Flow, where he teaches how to grow profitable businesses while living the life you want now. 

Website: https://alzdenek.com/ 

LI: https://www.linkedin.com/in/albertjzdenek/ 

FB: https://www.facebook.com/albertjzdenek/ 

X: https://x.com/alzdenek 

YT: https://www.youtube.com/channel/UCXCYeD34e-PybZQHwIvmLCA     

CakeClub

Website: https://www.cakeclubapp.com/  

FB: https://www.facebook.com/people/Cakeclub/61571930199558/  

LI: https://www.linkedin.com/company/cakeclubapp/  

IG:

Time is one of the most valuable assets in a service-based business. Yet many owners and teams spend most of their week searching for information, copying data, formatting documents.

In this episode, Greg Boone, CEO at Walk West, explains how artificial intelligence, AI tools, automation, and agent workflows can give business owners back nearly 80% of their time. You learn how AI transforms marketing, consulting, operations, and knowledge work by reducing manual work, improving research, accelerating analysis, and helping teams move faster with better insights. The conversation focuses on AI adoption, AI strategy, productivity, marketing technology, data analysis, AI agents, and practical ways to integrate AI into everyday business workflows.

Key takeaways:

• AI can eliminate massive time waste. Explains how knowledge workers spend 50–60% of their week searching for information.
• You can reclaim up to 80% of administrative work. AI can complete weeks of work in minutes by automating research and analysis.
• AI works best as a thinking partner. Using AI to instruct, analyze data, generate ideas, and support decision making.
• AI reveals insights hidden in your data. Businesses can analyze meeting transcripts, reports, and unstructured data.
• Training matters for AI adoption. Without guidance, employees may misuse tools or rely on basic features, leaving most of AI’s real value unused.

Tune in to the full episode of ▶️How AI Can Give You Back 80% of Your Time with Greg Boone.

Find more podcast episodes on our website: anderscpa.com/learn/podcasts/  

Episode resources:

●       Anders Virtual CFO by Anders website: anderscpa.com  

●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/    

●       Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/     

Quotes

-Greg Boone: "We get hyper-focused on the process of how we do things. AI doesn’t care about your process—it only cares about the outcome.”

-Jody Grunden: "Most firms struggle with growth because they rely on habits that worked when the company was smaller."

Greg Boone is the CEO of Walk West and a technology leader known for building high-performing teams that drive digital transformation. With decades of experience across leadership roles from director to CEO and advisor, Greg champions a people-first approach to business and innovation. His philosophy is simple: build great people first, and they will build a great company. Greg has led teams that served major brands including Charter, Panera Bread, Nascar, and Le Creuset while maintaining exceptional client loyalty. Today, he focuses on helping organizations leverage technology and AI to work smarter, unlock productivity, and give leaders back valuable time.

LI: https://www.linkedin.com/in/gregboone/

IG: https://www.instagram.com/greg.boone/  

YouTube: https://www.youtube.com/@AIVoiceorVictim 

Walk West

Website: https://walkwest.com/ 

FB: https://www.facebook.com/WalkWest

LI: https://www.linkedin.com/company/

When leads feel inconsistent and results do not match the spend, the problem is rarely effort. The problem is visibility, measurement, and knowing what actually drives growth.

In this episode, Jeff Greenfield, CEO of Provalytics, breaks down why so many service-based businesses feel like half their marketing budget is wasted. You hear clear explanations around marketing measurement, attribution, GA4 limits, impressions versus clicks, full-funnel marketing, privacy-driven data loss, AI-driven buyer journeys, and how attention, awareness, and timing impact revenue. The focus stays on fixing what feels broken so your marketing spend works harder.

Key takeaways:

• Clicks do not tell the full story. Last-click attribution hides the real impact of awareness, impressions, and upper-funnel marketing.
• Attention comes before conversion. You learn how marketing dollars first create attention and awareness before leads.
• GA4 shows behavior, not influence. Understanding what Google Analytics actually measures helps prevent bad budget decisions.
• Impressions matter more than most teams think. Tracking impressions over time reveals patterns that clicks alone will never show.
• Better measurement protects profit. Clear attribution helps you invest in the channels that truly move revenue.

Tune in to the full episode of ▶️Why Half Your Marketing Budget Feels Wasted (And How to Fix It) with Jeff Greenfield.

Find more podcast episodes on our website: anderscpa.com/learn/podcasts/  

Episode resources:

●       Anders Virtual CFO by Anders website: anderscpa.com  

●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/    

●       Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/     

Quotes

-Jeff Greenfield: "Most marketing decisions break because finance and marketing are looking at two different sets of numbers."

-Jody Grunden: "Business owners worry that focusing on one offer might hurt their brand but clarity often matters more than variety."

Jeff Greenfield is the CEO of Provalytics, a privacy-first attribution platform helping marketers prove impact in a post-cookie world. With over two decades in the industry, Jeff built one of the first multi-touch attribution (MTA) platforms, driving 15–25% ROI growth for major global brands. As shifting privacy laws upended traditional tracking, he saw the need for AI-driven, compliant solutions and launched Provalytics in 2022. Today, his team empowers marketers to make smarter budget decisions with accurate, future-proof insights. 

Website: https://provalytics.com/   

LI: https://www.linkedin.com/in/jeffgreenfield/ 

https://www.linkedin.com/company/provalytics/ 

The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders CPAs + Advisors, the podcast dives into essential financial strategies for scaling creative agencies.  

Website:

A well-built service business creates momentum instead of pressure. With the right systems in place, you allow growth to happen without burning out.

In this episode, Steven Ness, founder of Lighting the Way Leadership, explains how business owners can stop carrying the weight alone by building leadership systems, operational structure, and clear processes. The focus stays on delegation, accountability, financial clarity, team alignment, and systems that save time, energy, and money while supporting sustainable growth.

Key takeaways:

• Systems create freedom. Documented processes and repeatable systems give you back control of your time.
• Leadership starts with you. You learn why personal accountability at the top sets the tone for results across the entire business.
• Right people in the right seats. Seat ownership helps teams perform better without constant oversight.
• Delegation without abdication. Clear expectations allow you to step back without losing quality or momentum.
• Build a business that works without you. Systems reduce owner dependency so the company can grow.

Find more podcast episodes on our website: anderscpa.com/learn/podcasts/  

Episode resources:

●       Anders Virtual CFO by Anders website: anderscpa.com  

●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/    

●       Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/     

Quotes

-Steven Ness: "Systems save sanity, time, energy, and money. When you use them well, you stop making desperate decisions."

-Jody Grunden: "Most leaders brush it off until they’re asked to look at the impact they’re carrying home."

Steven Ness is the founder of Lighting the Way Leadership, where he helps leaders cut through business chaos with faith, structure, and a dose of tough love. With deep expertise in operations, training, B2B, retail, and sales, Steven equips teams to lead with clarity and purpose. His approach blends practical systems with people-first values reimagining business as People to People, not Business to Business. As a seasoned consultant, Steven is known for empowering leaders to grow personally and professionally. He’s on a mission to help organizations thrive through authentic leadership and strategic alignment.

Website: https://lightingthewayleadership.com/
Email: [email protected] 

LI: https://www.linkedin.com/in/stevenness/

IG: https://www.instagram.com/steven_ness_leadership/

X: https://x.com/StevenNessCoach  

FB: https://www.facebook.com/people/Lighting-the-Way-Leadership/61568990434856/

The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders CPAs + Advisors, the podcast div

Many service-based business owners win deals, deliver great work, and still struggle with margins.

In this episode, Albert Banks breaks down how service-based businesses can protect margins before work even starts. You get a clear look at pricing strategy, value-based pricing, project profitability, cost awareness, negotiation tactics, and sales frameworks that help agencies and professional services firms grow revenue without burning out their teams. The focus stays on setting every project up for success from day one.

Key takeaways:

• Use floor, table, and ceiling pricing. Learn how to set a pricing range that protects profit while giving flexibility in sales conversations.
• Move beyond hourly billing. Value-based and fixed-fee pricing create better alignment with clients.
• Anchor pricing with options. Offering multiple pricing options reframes the decision.
• Sell expertise, not tasks. Leading with discovery and strategy positions you as the expert.
• Know your true costs. Understanding fully loaded costs is non-negotiable if you want predictable margins.

Tune into the full episode of ▶️How to Protect Your Margins Before the Sale Begins.

Find more podcast episodes on our website: anderscpa.com/learn/podcasts/  

Episode resources:

●       Anders Virtual CFO by Anders website: anderscpa.com  

●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/    

●       Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/     

Quotes

-Albert Banks: "Strong margins start before the project begins. Preventative decisions in pricing and scoping protect profitability."

-Jody Grunden: "When you know your data, time, cost, and team mix, you can price consistently and still hit your margin targets."

Albert Banks is a seasoned agency founder turned consultant, helping businesses boost profitability through strategic pricing, operations, and sales frameworks. With over two decades of experience—including growing, merging, and selling his own agency—Albert now coaches leaders on setting value-based pricing and uncovering hidden risks before a deal even starts. He champions a diagnostic-first approach, ensuring clients position themselves as trusted experts rather than vendors. Albert’s practical systems help agencies increase margins and close better-fit clients.
LI: https://www.linkedin.com/in/albertbanks/ 

The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders CPAs + Advisors, the podcast dives into essential financial strategies for scaling creative agencies.  

Website: https://www.buzzsprout.com/2458889    

FB: https://www.facebook.com/vcfobyanders    

LI: https://www.linkedin.com/company/vcfobyanders/   

IG: https://www.

Run your agency with clarity, confidence, and control. Many creative and marketing agency owners are closer to real growth than they realize.

In this episode, Jesse Gilmore, CEO and founder of Niche in Control, breaks down the mindset and structure shifts that agency owners must make to achieve freedom, scalability, and financial success. He shares how to move from being the doer to being the leader, why perfectionism is holding you back, and how to build a business that thrives without you working 80-hour weeks. 

Key takeaways:

• The 80/20 rule for creativity. Learn how to systemize 80% of your operations so you can focus your creativity on the 20%.
• How to overcome perfectionism. Perfectionism keeps agency owners trapped. 
• Power of time audits. Discover how tracking your time for just seven days can expose hidden inefficiencies.  
• Value-based pricing beats hourly billing. Learn how value-based pricing helps agencies earn more while working less.
• How to go upmarket strategically. Agencies must move toward strategy-based offers and premium clients to stay competitive.

Tune into the episode of ▶️Stop Thinking Like a Freelancer—Start Earning Like a Founder.

Find more podcast episodes on our website: anderscpa.com/learn/podcasts/  

Episode resources:

●       Anders Virtual CFO by Anders website: anderscpa.com  

●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/    

●       Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/     

Quotes

-Jesse Gilmore: "Tracking time reveals hidden inefficiencies. Once you see where time really goes, you can start eliminating, automating, and delegating effectively."

-Jamie Nau: "An outside perspective helps agencies see what truly sets them apart, what you think is your strength might not be what clients value most."

Jesse Gilmore is the CEO and founder of Niche in Control, where he helps full-service creative and marketing agency owners scale their businesses while reclaiming their time and freedom. Through his Leverage for Growth program, Jesse guides agency leaders from being hands-on hustlers to confident CEOs who build scalable systems, attract high-value clients, and lead empowered teams. His proven methods have helped countless agency owners double revenue, increase profit margins, and reduce work hours all without sacrificing quality or balance.  

Website: https://www.nicheincontrol.com/     

FB: https://www.facebook.com/NicheInControl    

LI: https://www.linkedin.com/in/jessepgilmore/

https://www.linkedin.com/company/niche-in-control/     

IG: https://www.instagram.com/niche.in.control/    

X: https://x.com/ControlNiche  

TitTok: https://www.tiktok.com/@nicheincontrol  &

As a business owner, you may trust your team, but that trust can blind you to the quiet financial risks inside your business.  

In this episode of The Creative Agency Success Show, we talk with Clay Kniepmann, manager in Forensic and Litigation at Anders, to share practical tips on balancing trust and control and how you can use simple steps to strengthen your internal processes.

Key Takeaways:

• Watch for Red Flags: Delayed reports and lifestyle mismatches are warning signs.
• Balance Trust and Controls: Small businesses need clear internal controls.
• Simple Steps Matter: You don’t need complex systems.  
• Technology Has Limits: Prevention still relies on human judgment.
• Owner Involvement is Key: Owners must stay engaged.

Take practical steps to strengthen your business for lasting success. Tune into the episode of ▶️ Why Every Business Owner Should Think Like a Forensic Accountant with Clay Kniepmann.

Find more podcast episodes on our website: 

anderscpa.com/learn/podcasts/    

Episode resources:

●       Anders Virtual CFO by Anders website: anderscpa.com  

●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/  

●        Check out the Virtual CFO Playbook Course:  

anderscpa.com/virtual-cfo-services/vcfo-playbook/  

Quotes

• Clay Kniepmann - "Forensic accounting is like piecing a puzzle together. Each case is unique and requires careful analysis and adaptability."
• Jamie Nau: "Understanding your operational processes helps identify potential fraud risks more effectively than generic controls."

Clay Kniepmann is a manager in Forensic and Litigation at Anders, specializing in forensic accounting, fraud investigation, and litigation services. He’s known for making intricate financial issues easy to understand, giving leaders the clarity they need to make smarter decisions.   

Website: https://anderscpa.com/  

FB: https://www.facebook.com/AndersCPA  

LI: https://www.linkedin.com/in/claykniepmann/  

https://www.linkedin.com/company/anders-cpa/

IG: https://www.instagram.com/anderscpa/ 

The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders CPAs + Advisors, the podcast dives into essential financial strategies for scaling creative agencies.  

Website: https://www.buzzsprout.com/2458889    

Facebook: https://www.facebook.com/vcfobyanders   

Linkedin: https://www.linkedin.com/company/vcfobyanders/  

Instagram:

Imagine turning media attention into real business growth. For service-based small business owners, publicity is about turning visibility into profit.

In this episode, Mickie Kennedy, founder of eReleases, shares exactly how you can use PR to grow your credibility and revenue. He explains how press releases, when done right, can open doors to media coverage, attract your ideal clients, and create long-term financial success.  

Key takeaways:

• Why do most press releases fail? 97% of press releases generate no earned media and what separates the 3% that succeed.
• Press releases that actually work. Write story-based press releases that highlight real customer experiences.
• The difference between PR and ads. Ads push products, but PR builds trust.  
• How to define success. Success is generating real opportunities, partnerships, and revenue for your business.
• Practical PR strategies you can use. Proven tactics that small business owners can implement to stand out in their industry.

Tune into the episode of ▶️ Turn Publicity Into Profit: The PR Strategy That Works.

Find more podcast episodes on our website: anderscpa.com/learn/podcasts/  

Episode resources:

●       Anders Virtual CFO by Anders website: anderscpa.com  

●       Love our content? Sign up for our newsletter:  https://anderscpa.com/learn/    

●       Check out the Virtual CFO Playbook Course:  

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/     

Quotes

-Mickie Kennedy: ""Product and service launches are common, but they often miss the story. Add use cases and real client experiences to make it newsworthy."

-Jody Grunden: "PR isn’t just ads in disguise. It’s about telling stories that uncover opportunities to generate revenue for your company."

Mickie Kennedy is the founder of eReleases, a leading press release distribution service dedicated to helping small businesses, startups, and authors gain credibility and authority through strategic publicity. He has mastered the art of turning press releases into real profit and positioning brands as industry leaders.  Mickie’s proven system ensures businesses dominate the front page of Google and attract the recognition they deserve. Beyond PR, he is also a published poet, bringing creativity and perspective to every story he helps share.

Website: https://www.ereleases.com/    

FB: https://www.facebook.com/mickie.kennedy/

https://www.facebook.com/ereleases.press.release.distribution   

LI: https://www.linkedin.com/in/publicity/   

IG: https://www.instagram.com/ereleasespr/?hl=en  

X: https://x.com/ereleases/   

The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders CPAs + Advisors, the podcas