Podcasts by The Virtual CPA Success Show for Creative Agencies

Learn Emotional Magnetism with Sandy Gerber from 2022-10-24T04:00

“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...

Moving From EOS to Pinnacle with Tom Barrett from 2022-10-10T04:00

“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 too...

Quiet Quitting with Chris Williams and Josh Jeans from 2022-09-26T12:00

“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 entir...

Financial Tools for Remote Companies from 2022-09-12T12:45

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...

Why Networking on LinkedIn is More Important Now Than Ever with Donna Serdula from 2022-08-17T15:20

"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?
• P...
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Production Metrics: Effective Rate from 2022-04-22T02:24:11.084801

“Measuring something and then consistently looking at it really helps you understand exactly how you’re doing.” - Jamie Nau 

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• Production...
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Understanding Pipeline Metrics from 2022-04-22T02:24:11.076242

“It’s important that the amount you have in your pipeline varies based on what your future outlook looks like.” - Jamie Nau

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• How...
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Using A Forecast for Growth from 2022-04-22T02:24:10.989176

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“You are not trying to just increase your top-line revenue. Your bottom line needs to be increasing too.” - Jody Grunden

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• H...
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PPP Loan Forgiveness from 2022-04-22T02:24:10.984662

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“Don’t try to game the system with these. The government is going to be really scrutinizing the details with this.” - Jody Grunden

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PPP Loan Forgiveness (Update), What Business Owners Need to Know from 2022-04-22T02:24:10.976408

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“Documentation is key when it comes to calculating how much forgiveness you have.” - Jamie Nau 

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• Changes related to compens...
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Deep Dive into Gross Profit with Nicole Carlton from 2022-04-22T02:24:10.972019

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“We split out the different types of profit in order to focus our conversations.” - Jamie Nau

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• What “cost of goods” means f...
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EOS with Tom Barrett from 2022-04-22T02:24:10.938816

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“The time you spend on EOS tools, you are going to save that time and more in the long run.” - Tom Barrett

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• How to determin...
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R&D Tax Credit from 2022-04-22T02:24:10.900768

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“This applies to more agencies than not, and if you don’t ask you are not going to receive.” - Dave Danic 

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• The four parts ...
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Financing with QuickFee from 2022-04-22T02:24:10.876649

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“One of the partners there was sharing that their firm no longer has an overdraft thanks to using our payment plans” - Bruce Coombes

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Exploring Video Marketing Strategies to Grow Your Business from 2022-04-22T02:24:10.863464

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“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

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Planning Memorable Company Retreats for Remote Companies (Part 1) from 2022-04-22T02:24:10.835735

"I really think what Summit has created, and Jody and Adam have created together is something unique; and also is something that should be looked at by other companies and replicated with how th...

Building Communities and Learning From Your Peers from 2022-04-22T02:24:10.696595

“Make it easy for them to say yes and dont make it anything about making money. Make it about making connections and launching the ship in a direction with the right people where everybody under...

Value-Based Pricing with Geraldine Carter from 2022-04-22T02:24:10.691954

"In order to get at value for your clients, it's helpful to think of the three questions that you can. Why now, why me and why this way. " - Geraldine Carter

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Summit CPA has Joined Anders! from 2022-04-11T23:26:56

" Just because things are going well doesn't mean they can't be better. So that's what we try to live by. " - Robert Minkler Jr. 

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• The me...
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Experiencing Bureau of Digital Events with Ashley Vaughn from 2022-03-28T23:52:56

"Going to the Bureau events was well...One, it's a lot of fun. There's always something to do. And two, they're just a great learning experience. It was great training.  " - Ashley Vaughn

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How to Communicate With Your Clients in Plain English with Peter Margaritis from 2022-03-17T22:33:33

"We have to realize that we speak this technical language riddled with acronyms, that when our audience isn't like us, we need to find a way to translate it into plain English. So there's unders...

Run Your Business Like You're Ready to Sell from 2022-02-28T23:43

"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 're...

How Courtney DeRonde Empowers Business Owners for Greater Financial Success from 2022-02-16T00:24

"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 ...

Lessons Learned in Client Onboarding from 2022-01-31T13:00

"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...

Virtual CPA Success Show's Best of 2021 from 2022-01-26T00:27:06

"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...

Developing a Team of Constant Learners from 2022-01-19T13:00

"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 te...

Best Advice for Remote First Companies from 2021-12-21T21:53:57

"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...

Organization Reinvention with Fabiaan van Vrekhem from 2021-11-24T21:26:39

"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 ev...

Cloud-based Forecasting with Jirav from 2021-10-12T20:25:42

"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 o...

The Great Resignation Part 2 from 2021-09-29T23:14:26

"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 thei...

The Great Resignation from 2021-09-15T15:02:13

"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 an...

Finding Your Niche&Becoming a Thought Leader from 2021-08-18T14:47:04

“In terms of passionate, absolutely essential as there's a rule in the practice of thought leadership, that your audience will never be more interested in your topic than you. So you have to cho...

Planning Memorable Company Retreats for Remote Companies (Part 2 Live from Las Vegas) from 2021-07-22T20:58:13

"I think being in my role one of the things I've seen is the fact that we haven't had this conference for a full year. I think it definitely affects the morale" - Jamie Nau

The finer detai...

Developing a Growth Marketing Strategy with Dev Basu from 2021-05-25T23:37:44

"It's actually easy to be cheap and it's easy to be a generalist. It's relatively hard to be narrow because you have to take that leap of faith and suspend your disbelief that you'll be pigeonho...

Deep Dive with Virtual CFO Client Tiffany Farriss of Palantir from 2021-05-10T20:24:28

“We were built to a certain kind of project, that they weren't looking from us anymore. We had to really reshape the firm and it was a really painful moment. So we really had to learn and step b...

Developing Systems to Scale Your Business with David Jenyns (Part 2) from 2021-04-27T20:58:26

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“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

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Developing Systems to Scale Your Business with David Jenyns (Part 1) from 2021-04-16T17:47:20

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“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 import...

Pulse of the Industry with Tom Beck from 2021-03-22T19:28:04

“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 unc...

Establish Smarter Ways of Working for you and your Clients with Bill.Com from 2021-03-11T22:36:54

"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 r...
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Choosing Vendors with Jake Grimm from 2021-02-23T23:28:26

"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 you...
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Deep Dive with Virtual CFO Client Casey Cobb of Ricochet Group from 2020-12-14T13:00

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“Let’s build the plan and plug the engineers into the plan instead of the other way around.” - Casey Cobb 

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• How the beginni...
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The Importance of Team Retreats with Zach Montroy and Lillian Hocevar from 2020-11-23T13:00

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“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, r...
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Getting the Right People into the Right Seats with Tom Barrett from 2020-10-27T09:37:43

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“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 fin...

Deep Dive with Virtual CFO Client Greg Bear of Bear Group from 2020-10-12T12:00

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“We were growing, I was wearing a lot of hats, and I started to realize our finances should be doing better.” - Greg Bear 

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Summit CPA employees Angie Douglas&Mikala Page talk about traveling while working remotely from 2020-09-21T12:00:02

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“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 ...

Delegation Tips with Emily Morgan from Delegate Solutions from 2020-08-24T12:00:13

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“We need to be committed to the boring stuff in our business because it is the backbone of how everything runs.” - Emily Morgan 

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Client Spotlight with Matt Westgate of Lullabot from 2020-08-10T12:00:10

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“Intentionally fostering serendipity in a distributed company will help keep isolation at bay.” - Matt Westgate

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• What broug...
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Financial Meeting Cadence with Kristen Reinking from 2020-07-31T07:43:38

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“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

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4 Most Common CFO Topics from 2020-07-16T02:08:34

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“The most important thing is to build a short-term cash flow forecast to know what you are working with.” - Jamie Nau

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• Cash...
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Deep Dive - Average Bill Rate and Write Downs from 2020-06-15T10:14:50

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“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 ...

Hiring Assessments with Zach Montroy from 2020-05-19T02:36:32

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“We are trying to learn about a candidate, know how they are going to fit into the culture, and know how they are going to do the job in a very small amount of time.” - Zach

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Using A Forecast During Difficult Times from 2020-04-21T06:11:11

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“The first thing you want to do is identify what you think is going to happen over the next 2-3 months.” - Jody Grunden

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• Th...
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Tax Considerations for Creative Agencies from 2020-03-23T12:00:39

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“It doesn’t make sense to drain your cash in order to save for taxes” - Jody Grunden

The finer details of this episode 

• Tax laws and how to follow them 
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Distributed Working Models from 2020-03-20T13:56:13

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“Creating a dedicated space for your work is one of the most essential things you can do when working from home.” - Adam Hale 

The finer details of this episode 

The Art of Cash Flow from 2020-02-24T13:00:03

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“The fact that you created a process is more important than what process you use. What matters is that you have a process.” - Jamie Nau 

The finer details of this episo...

Creating Recurring Revenue Streams from 2020-02-10T15:00:03

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“When you have a lot of recurring revenue, you are able to increase your capacity for more projects and take more risks.” - Adam Hale 

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How to Prepare Your Business for a Recession from 2020-01-27T13:00:12

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“You know that it’s going to happen, but it’s not possible to predict exactly when, so the key is to prepare for it.” - Jody Grunden

The finer details of this episode <...

Forecasting: How to do it right from 2020-01-15T18:11:32

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“Forecasting gives us the opportunity to reroute, so we can stay on track with the goal.” - Adam Hale  

The finer details of this episode 

• The difference bet...
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Financial Metrics: Net Income from 2019-12-26T21:56:24

“A service-based company should be making 15% net income, 10% is the break-even.” - Jody Grunden

The finer details of this episode

• Why 10% is the new break-even
• H...
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Does your business have enough cash? Here’s what you need to know. from 2019-11-24T02:10:33

“If the client knows you're going to reach out every time a payment is due and you do it, there’s no question that it will improve your receivables process.” - Audrey Giannini

The f...

What is a Virtual CFO and when should you hire one? from 2019-10-29T16:34:19

“Many times, it’s the last thing they want to deal with, but they know things could go so much further if they had the proper staff. The back of the napkin doesn’t work anymore.” - Michel...

How we help creative agencies grow from 2019-10-17T19:07:22

“We’ve put together processes and deliverables for our clients. They’ve seen a big impact on their businesses, so there’s tons of value.” - Adam Hale 

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The Summit CPA Backstory from 2019-09-30T12:35:35

“The strategy, speaking with the clients weekly and making sure they have enough cash in the bank to survive the next eight weeks or 12 months, that’s really the differentiator and why we’ve ...