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Creative Agency Success Show  

Creative Agency Success Show

Author: 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 not alone in your journey. Since 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, has helped businesses and creative agencies across America and the globe by providing Virtual CFO Services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA firms with accounting outsourcing services and Virtual CFO consulting. This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune in bi-weekly as our hostsJamie Nau, Director Virtual CFO, and Jody Grunden, Partner at Anders CPAs Advisorsinterview special guests to share knowledge in the digital and creative agency industry, as well as Jodys experience as a service-based business owner and entrepreneur.
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Language: en

Genres: Business, Education, Entrepreneurship, How To

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What's a Maturity Model Anyway?
Episode 144
Tuesday, 8 April, 2025

Creative Agency Success Show (Episode 144): “A maturity model isn't a report card, it's about understanding where your decision-making capabilities are.” - Jamie NauIn this episode of The Creative Agency Success Show, Jamie Nau and Jody Grunden pull back the curtain on how small business owners can move from just getting by to truly thriving. They’ve spent the last eight months crafting a maturity model designed to help you assess where your business stands in five key areas: cash management, forecasting, profitability, sales outlook, and financial reporting. But here’s the thing—it’s not about being perfect. It’s about having a clear path forward.Imagine being able to make decisions with confidence, knowing you’re moving in the right direction. That’s the power of understanding where your business currently stands and what small but impactful steps you can take next.So, what’s your next move? Tune in now and start building a business that works for you—not the other way around.▶️ What's a Maturity Model Anyway?Find more podcast episodes on our website: http://www.summitcpa.net/podcasts Episode resources:●       Summit Virtual CFO by Anders website: https://www.summitcpa.net/ ●       Love our content? Sign up for our newsletter:  https://www.summitcpa.net/summit-newsletter  ●       Digital Dollars and Cents: A Virtual CFO’s Playbook to help Creative Agencies Create a Financial Roadmap to Success, is now an audiobook! Download it here: https://vcfo.summitcpa.net/ddc   _________________________________________________________________________________________The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of VCFO 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. With insights from industry experts and real-world experiences, episodes explore topics like cash flow management, forecasting, and financial maturity models. Backed by Summit Virtual CFO Services by Anders, this bi-weekly show provides actionable guidance for business owners navigating financial complexity. Join the conversation to build a stronger, more financially successful agency.Website: https://the-virtual-cpa-success-show-for-creative-agencies.simplecast.com/   Facebook: https://www.facebook.com/vcfobyanders   Linkedin: https://www.linkedin.com/company/vcfobyanders/  Instagram: https://www.instagram.com/vcfobyanders  YouTube: https://www.youtube.com/@vcfobyanders   X: https://x.com/vcfobyanders ________________________________________________________________________________________Jamie Nau, CPA, Summit Virtual CF

 

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