Free Webinar: Wondering What's Next for Your Business?

When Is the Right Time to Prepare Your Business for a Sale

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Accelerate Growth with a Business Forecast

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

How to Prepare Your Agency for a Successful Sale

Topics: Virtual CFO, Podcast

CFO vs. CPA: Differences Between Fractional CFOs and CPAs

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Build Your Agency’s Pipeline with an Outbound Approach

Topics: Business Taxes, Business Advisory, Virtual CFO, Accounting, Virtual CPA

Top 4 Business Cash Flow Mistakes

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Forecasting for Growth: Revisiting a Client's Growth Journey

Topics: Virtual CFO, Podcast

The Best Strategies for Nurturing Client Relationships

Topics: Virtual CFO, Podcast

Strengthen Your Brand and Grow Your Business by Podcasting

Topics: Business Advisory, Virtual CFO, Small Business, Business Owner

How a Forecast Helped One Agency Navigate Growth

Topics: Business Advisory, Virtual CFO, Small Business, Business Owner

What's the Difference Between Business Fraud and Negligence?

Topics: Business Taxes, Tax Rules, Tax Services

Budget Versus Forecast: What Your Business Needs to Know

Topics: Virtual CFO, Creative Agency, Digital Agency

Are You a 10% or a 30% Agency?

Topics: Virtual CFO, Creative Agency, Digital Agency

Is now a good time to take out a loan for my business?

Topics: Virtual CFO, Creative Agency, Digital Agency

Free Webinar: How & When to Hire Help for Your Creative Agency

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

Strategies for Business Owners to Leverage Podcast Appearances

Topics: Virtual CFO, Podcast

Change Management Strategies That Lead to Business Growth

Topics: Virtual CFO, Creative Agency, Digital Agency

Secrets of Successful Agencies

Topics: Virtual CFO, Creative Agency, Digital Agency

Transform Your Pipeline to Reach Business Goals

Topics: Business Taxes, Business Advisory, Virtual CFO, Accounting, Virtual CPA

Essential Tips for Personal Branding on LinkedIn

Topics: Virtual CFO, Podcast

Hidden Levers in Your Financial Statements

Topics: Business Taxes, Business Advisory, Virtual CFO, Accounting, Virtual CPA

Connect Sales, Onboarding, and Project Management for Growth

Topics: Business Taxes, Business Advisory, Virtual CFO, Accounting, Virtual CPA

Profit-Focused Accounting: Production Metrics to Improve Cash Flow

Topics: Business Advisory, Creative Agency, Digital Agency, Business Owner

Achieve Better Alignment Between Sales and Project Management

Topics: Virtual CFO, Podcast

Cash Flow Metrics to Grow Your Business

Topics: Business Advisory, Creative Agency, Digital Agency, Business Owner

Revenue Forecasting for Growth: How to Hit Your Target

Topics: Cash Flow Management, Virtual CFO

Free Webinar: Four Metrics Business Owners Need to be Watching

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

Profit-drivers: How do they help your business grow?

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

VCFO Deep Dive: Jason Swenk

Topics: Virtual CFO, Podcast

How Much Cash On Hand Does My Business Need?

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Attract, Convert, and Scale Your Digital Agency

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Plan for Next Year's Business Growth

Topics: Cash Flow Management, Business Advisory, Virtual CFO, Creative Agency, Digital Agency, Small Business, Virtual CPA, Business Owner

Scale Your Agency and Build a Strong Community

Topics: Virtual CFO, Podcast

What Are CFO Firms? What Do They Specialize In?

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Creative Agency KPIs to Improve Profitability

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Webinar: Recent Employment Compliance Changes

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

Why is Cash Flow Forecasting Important for Service-Based Businesses?

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett

Topics: Virtual CFO, Podcast

Agency Insights: Ditch Hourly Billing and Capture Upside

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Dive into Leadership, Problem Solving, and Team Engagement

Topics: Virtual CFO, Podcast

Is Your Sales Cycle Lengthening? Do You Know Why?

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Business Development for Creative Agencies

Topics: Cash Flow Management, Business Advisory, Virtual CFO, distributed company, Digital Agency, Small Business, Business Owner

Curate Your LinkedIn for Personal Branding

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

June 2024 Summit VCFO Employee Spotlight: Jacob Bernsen

Topics: Employee Spotlight

Navigating Digital Marketing Trends: Insights from Industry Events

Topics: Virtual CFO, Podcast

Client Concentration: How High Is Too High?

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Bench Time: Emerge Stronger from a Slow Pipeline

Topics: Cash Flow Management, Business Advisory, Virtual CFO, distributed company, Digital Agency, Small Business, Business Owner

CFO Vs CPA: Which One is Right for You?

Topics: Cash Flow Management, Business Advisory, Virtual CFO, distributed company, Digital Agency, Small Business, Business Owner

The Power of Delegation: HR Insights and Leadership Strategies

Topics: Virtual CFO, Podcast

Can’t Afford a Full-Time CFO? Hire a Part-Time CFO.

Topics: Cash Flow Management, Business Advisory, Virtual CFO, distributed company, Digital Agency, Small Business, Business Owner

Marketing Agency Accounting: Tips and Best Practices

Topics: Cash Flow Management, Business Advisory, Virtual CFO, distributed company, Digital Agency, Small Business, Business Owner

4 Reasons TO Record Your Business’s Processes

Topics: Cash Flow Management, Business Advisory, Virtual CFO, distributed company, Digital Agency, Small Business, Business Owner

May 2024 Summit VCFO Employee Spotlight: Max Freeman

Topics: Employee Spotlight

Sales 'Snacks' for Creative Agencies

Topics: Virtual CFO, Podcast

How to Come Up with a Business Idea

Topics: Cash Flow Management, Business Advisory, Virtual CFO, distributed company, Digital Agency, Small Business, Business Owner

Three Creative Agency Pipeline Challenges – and How to Fix Them

Topics: Cash Flow Management, Business Advisory, Virtual CFO, distributed company, Digital Agency, Small Business, Business Owner

WHAT IS CASH FLOW FORECASTING?

Topics: Cash Flow Management, Business Advisory, Virtual CFO, distributed company, Digital Agency, Small Business, Business Owner

Pipeline Meetings: Why A CFO Helps Agencies Accelerate Growth

Topics: Virtual CFO, Podcast

What Are Fractional Services?

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

How Digital Agencies Can Improve Proposals and Pricing

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

How Remote Work Allows Workers with Disabilities to Flourish

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Digital Agency Growth: Infancy through Adolescence to Maturity

Topics: Virtual CFO, Podcast

Free Webinar: AI + Your Agency: Balancing Risks with Reward

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

3 Benefits of Building and Documenting Business Systems

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

April 2024 Summit VCFO Employee Spotlight: Sunera Fazalbhoy

Topics: Employee Spotlight

Strategies for Growing Business Development in Creative Agencies

Topics: Virtual CFO, Podcast

CFO Services for Small Businesses: Hire the Right Financial Expert

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

How Can A Business Coach Transform Your Agency's Success?

Topics: Virtual CFO, Podcast

Why Attending Events is Good for Business with Jay Owen

Topics: Virtual CFO, Podcast

How to Achieve Growth by Creating a Lean Agency

Topics: Succession Planning, Virtual CFO, Creative Agency, Digital Agency, Small Business

Want to 'Work Less, Earn More,'? Ask Yourself These Questions

Topics: Succession Planning, Virtual CFO, Creative Agency, Digital Agency, Small Business

Streamlining the Agency Proposal Process and Managing Scope

Topics: Virtual CFO, Podcast

How Much Does a Virtual CFO Cost?

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Business Owner

Free Webinar: What You Need to Know About MSAs

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

How Agency Owners Can Work Less and Earn More with Karl Sakas

Topics: Virtual CFO, Podcast

CFO vs Controller: Which One Do You Need?

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

March 2024 Summit Employee Spotlight: James Enney

Topics: Employee Spotlight

Ballroom to Business: Choreographing Experiences for Success

Topics: Virtual CFO, Podcast

The Core Services of a Modern CPA Firm

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Business Owner

Unmanage Your Agency: A Conversation with Jack Skeels

Topics: Virtual CFO, Podcast

CPA Versus Tax Preparer: What’s the Difference?

Topics: Business Taxes, Business Advisory, Virtual CFO, Accounting, Virtual CPA

Finding Balance in Life as an Entrepreneur - Coach Bob Shenefelt

Topics: Virtual CFO, Podcast

“Sales Doesn’t Work”: Changing Your Sales Mindset

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Quality, Consistency, Patience: SEO is a Long-term Play

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Rethink Your Sales Approach with Diane Helbig

Topics: Virtual CFO, Podcast

Free Webinar: Dominate Your Social Media Strategy

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

What You Need to Know About Branding A Small Business

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Outsourced Accounting Services for Marketing Agencies

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

February 2024 Summit Employee Spotlight: Kaden Cook

Topics: Employee Spotlight

How to Find and Develop Your Niche

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Cash Balance Plans: What You Need to Know about Tax Savings

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

How to Market a Marketing Agency

Topics: Virtual CFO, Creative Agency, Digital Agency

Strategies for Managing Longer Sales Pipelines

Topics: Virtual CFO, Podcast

Webinar: How Finance Automation Supports Your Greater Mission

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

Storytelling in Agencies: Connect, Inspire and Transform

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

How to Craft a Successful Response to an RFP

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Adapting to a Hybrid Work Environment

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Forecasting as a Team Sport with Parallax CEO Tom O’Neill

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Recap and Takeaways from the SoDA Event in Mexico City

Topics: Virtual CFO, Podcast

WHY DOES MY BUSINESS NEED A BUSINESS GUIDE

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

January 2024 Summit VCFO by Anders Employee Spotlight: Chelsea Carlson

Topics: Employee Spotlight

Methods to Reach Innovative Achievements in Business

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Fractional CFO: What Is It — And Who Should Hire One?

Topics: Virtual CFO, Virtual CPA, fractional cfo

Green Energy Incentives

Topics: Virtual CFO, Podcast

Optimize Your SEO Strategy for Long-Term Success

Topics: Virtual CFO, Podcast

Year-End Goal-Setting for Digital Agencies: Start with Your Pipeline

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Webinar: Measuring and Optimizing Agency Profitability

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

Unleashing the Power of Agency Marketing with Logan Lyles

Topics: Virtual CFO, Podcast

December 2023 Summit Employee Spotlight: David Bernhardt

Topics: Employee Spotlight

The Future of AI: Balancing Innovation and Ethical Considerations

Topics: Virtual CFO, Podcast

Home Office Accountable Plan

Topics: Virtual CFO, Podcast

How to Build an Enduring Business

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

The Power of Lean and Luxe with Crista Grasso

Topics: Virtual CFO, Podcast

Generative AI and the Future of Digital Agencies

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Free Webinar: 6 Skills To Develop for Inclusive Leadership

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

Free Webinar: Build Your Content Windmill

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

When to Establish a Line of Credit

Topics: Virtual CFO

November 2023 Summit Employee Spotlight: Kelly Schuknecht

Topics: Employee Spotlight

Balancing Creativity and Consistency in Business Systems

Topics: Virtual CFO, Podcast

When I Niche, You Niche, We Niche with Logan Hoffman

Topics: Virtual CFO, Podcast

Avoid These Mistakes and Make Legal a Profit Center

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

October 2023 Summit Employee Spotlight: Miranda Ruffino

Topics: Employee Spotlight

Free Webinar: The Importance of a Niche

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

Storytelling in Agencies: Connect and Inspire with Jeff Bartsch

Topics: Virtual CFO, Podcast

What You Need to Know About the ERTC Moratorium

Topics: Virtual CFO, Podcast

Rebranding Your Agency for Success with Todd Nienkerk

Topics: Virtual CFO, Podcast

Stand Out in the Competitive RFP Process

Topics: Podcast, Virtual CPA

Four Tips to Connect Your Remote Team

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

September 2023 Summit Spotlight: Guillermo Rodriguez

Topics: Employee Spotlight

Important Financial Metrics for Agencies with David C. Baker

Topics: Virtual CFO, Podcast

Embracing Asynchronous Communication

Topics: Podcast, Virtual CPA

Forecasting as a Team Sport with Tom O’Neill

Topics: Virtual CFO, Podcast

The Power of Productizing Services

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Free Webinar: How to Future-Proof Your Business

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

Business Coaching, Staying Relevant, Achieving Success

Topics: Virtual CFO, Podcast

Pillars of Business Success: Insights from Pinnacle Business Guide

Topics: Virtual CFO, Podcast

Unlocking the Power of Soft Skills and Why it Matters

Topics: Virtual CFO, Podcast

Increase Revenue Capacity Without Burning Out Your Team

Topics: Business Advisory, Creative Agency, Digital Agency, Webinar, Business Owner

AI's Influence on Agencies: Disruption or Enhancement?

Topics: Virtual CFO, Podcast

Understanding 401K Catch-up Contributions

Topics: Virtual CFO, Podcast

The Future of Meetings and Events

Topics: Virtual CFO, Podcast

Productizing Services for Agency Growth

Topics: Virtual CFO, Podcast

Fostering Human Connection Through Strategic Storytelling

Topics: Virtual CFO, Podcast

BOOST AGENCY PROFITABILITY AND TRANSFORM DATA

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Exploring Leadership Styles with Robert Jordan

Topics: Virtual CFO, Podcast

Navigating the Challenges of Agency Life with Russell Dubree

Topics: Virtual CFO, Podcast

Legal Strategies for Protecting Your Brand and Transactions

Topics: Virtual CFO, Podcast

July 2023 Summit VCFO by Anders Employee Spotlight: Roxanne

Topics: Employee Spotlight

Bootstrapping and Building a Portfolio of Agencies with JD Graffam

Topics: Virtual CFO, Podcast

Spending Controls You Should Consider for Your Business

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

June 2023 Employee Spotlight: Rachel Fredrickson

Topics: Employee Spotlight

"What if There's More?" with Traci Barrett

Topics: Virtual CFO, Podcast

Should the Four-Day Workweek Be Your New Normal?

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Get Agency Insight from Agency Outsight with Steve Guberman

Topics: Virtual CFO, Podcast

A Curated Toolkit for Growth

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Why You Need Agile Leaders in Your Business with Chuck Mollor

Topics: Virtual CFO, Podcast

Harness Your Inner Caveman

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Business Owner

Agency Profitability with Marcel Petitpas

Topics: Virtual CFO, Podcast

March 2023 Summit CPA Employee Spotlight: Mikala Powell

Topics: Employee Spotlight

Find Success with the 4-Day Work Week with Morgan Witham

Topics: Virtual CFO, Podcast

5 Steps to Create a Development Plan

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Business Growth Using Your Caveman Brain with Dr. Jean Oursler

Topics: Virtual CFO, Podcast

February 2023 Employee Spotlight: Tabitha Quintanilla

Topics: Employee Spotlight

Improve Efficiency with Custom Software with Ian Robinson

Topics: Virtual CFO, Podcast

Motivate with Magnetism

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Learn Emotional Magnetism with Sandy Gerber

Topics: Virtual CFO, Podcast

January 2023 Summit CPA Employee Spotlight: Steve Richardville

Topics: Employee Spotlight

Moving From EOS to Pinnacle with Tom Barrett

Topics: Virtual CFO, Podcast

No Quick Fix for Quiet Quitting: Rethink the Trend with These Tips.

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Transparency In Business: Why It’s Important

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Five Ways to Keep Your Company’s Culture & Scale its Growth

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

When Should You Consider Outsourced CFO Services?

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Top Challenges for Digital Agencies and How to Overcome Them

Topics: Virtual CFO, Podcast

How to Develop a Customer Experience Strategy

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

How Employee Experience and Customer Experience Connect

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

Summit CPA Group Joined Anders!

Topics: Virtual CFO, Podcast

How to Repurpose Video Content into Blog Posts and More

Topics: Business Advisory, Virtual CFO, Creative Agency, Small Business, Accounting, Virtual CPA, Business Owner

How to Win More Clients by Speaking Their Language

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Onboarding, Virtual CPA, Business Owner

Communicate With Clients Using Plain English

Topics: Virtual CFO, Podcast

How to Prepare Your Service-Based Business for a Recession

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Business Owner

ESOPS: Profit-Sharing Plan Deep Dive

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Profit Sharing, Business Owner

7 Ways Company Culture Affects Employee Engagement

Topics: Business Advisory, Small Business, Business Owner

Phantom stock: Profit-Sharing Plan Deep Dive

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Profit Sharing, Business Owner

April 2022 Summit CPA Employee Spotlight: John Griffith

Topics: Employee Spotlight

How Courtney DeRonde Empowers Business Owners

Topics: Virtual CFO, Podcast

Profit-Sharing Plans: Variable Pay & Executive Compensation

Topics: Business Advisory, Virtual CFO, Creative Agency, Accounting, Virtual CPA, Profit Sharing, Business Owner

Lessons Learned: Client Onboarding

Topics: Virtual CFO, Podcast

How Building Community Within Your Industry Can Help Growth

Topics: Creative Agency, Digital Agency, Small Business

Best Advice for Remote First Companies

Topics: Virtual CFO, Podcast

Managing Downloaded Transactions in QuickBooks

Topics: QuickBooks Consulting

Identity- Your Most Valuable Asset

Topics: Virtual CFO

Onboarding New Employees

Topics: Virtual CFO

Cloud-based Forecasting with Jirav

Topics: Virtual CFO, Podcast

Does Your Business Need Virtual CFO Services?

Topics: Business Advisory

What is “Sunk Costs?”

Topics: Business Advisory