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When Should You Consider Outsourced CFO Services?

When is the best time to fix the leak in your roof? Before the storm shows up, right? The same is true of your business.

Your business needs a Chief Financial Officer before the figurative storm. And..

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

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Boost Agency Profits by Leveraging These Cash Flow Metrics

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

Business Growth Formula for Calculating the Ideal Pipeline Size

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

Master the Art of Marketing Agency Management with Four Steps

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

Outsourced Accounting Services for Marketing Agencies

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

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

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

How Agencies Can Thrive During Downtimes with Business Systems

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

CPA Versus Tax Preparer: What’s the Difference?

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

Mastering the Art of Agency Growth: Lessons from Brad Ferris

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Topics: Virtual CFO, Podcast

Is Your Sales Process Lengthening? Do You Know Why?

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

2024 Year in Review

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Topics: Virtual CFO, Podcast

What is the Breakeven Point for Your Business?

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Topics: Cash Flow Management, Virtual CFO

Leveraging Decision-Making Frameworks to Grow Your Business

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

Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon

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Topics: Virtual CFO, Podcast

Does Your Business Need an In-House Accountant or a CPA Firm?

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Topics: Virtual CFO

Prepare Your Agency for Sale: M&A Tips from Jonathan Baker

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

Improve cash flow by accelerating accounts receivable

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

The Power of Retargeting in Digital Marketing with Zaid Ammari

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Topics: Virtual CFO, Podcast

How to Spot and Address Conflict on Remote & Virtual Teams

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Topics: Business Advisory, Virtual CFO, Remote work, Small Business, Virtual CPA, Business Owner

What is a Virtual CFO, and What Does a Virtual CFO Do?

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Topics: Cash Flow Management, Outsourced Bookkeeping, Business Advisory, Virtual CFO, Small Business, Virtual CPA, Business Owner, fractional cfo

Navigating Mergers and Acquisitions in Creative Agencies

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Topics: Virtual CFO, Podcast

How Paid Search Marketing Can Transform Your Bottom Line

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

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

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

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

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

Accelerate Growth with a Business Forecast

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

How to Prepare Your Agency for a Successful Sale

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Topics: Virtual CFO, Podcast

CFO vs. CPA: Differences Between Fractional CFOs and CPAs

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

Build Your Agency’s Pipeline with an Outbound Approach

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

Top 4 Business Cash Flow Mistakes

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

Forecasting for Growth: Revisiting a Client's Growth Journey

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Topics: Virtual CFO, Podcast

The Best Strategies for Nurturing Client Relationships

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Topics: Virtual CFO, Podcast

Strengthen Your Brand and Grow Your Business by Podcasting

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

How a Forecast Helped One Agency Navigate Growth

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

What's the Difference Between Business Fraud and Negligence?

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Topics: Business Taxes, Tax Rules, Tax Services

Budget Versus Forecast: What Your Business Needs to Know

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Topics: Virtual CFO, Creative Agency, Digital Agency

Are You a 10% or a 30% Agency?

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Topics: Virtual CFO, Creative Agency, Digital Agency

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

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Topics: Virtual CFO, Creative Agency, Digital Agency

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

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

Strategies for Business Owners to Leverage Podcast Appearances

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Topics: Virtual CFO, Podcast

Change Management Strategies That Lead to Business Growth

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Topics: Virtual CFO, Creative Agency, Digital Agency

Secrets of Successful Agencies

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Topics: Virtual CFO, Creative Agency, Digital Agency

Transform Your Pipeline to Reach Business Goals

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

Essential Tips for Personal Branding on LinkedIn

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Topics: Virtual CFO, Podcast

Hidden Levers in Your Financial Statements

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

Connect Sales, Onboarding, and Project Management for Growth

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

Profit-Focused Accounting: Production Metrics to Improve Cash Flow

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

Achieve Better Alignment Between Sales and Project Management

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Topics: Virtual CFO, Podcast

Cash Flow Metrics to Grow Your Business

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

Revenue Forecasting for Growth: How to Hit Your Target

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Topics: Cash Flow Management, Virtual CFO

Free Webinar: Four Metrics Business Owners Need to be Watching

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

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

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

VCFO Deep Dive: Jason Swenk

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Topics: Virtual CFO, Podcast

How Much Cash On Hand Does My Business Need?

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

Attract, Convert, and Scale Your Digital Agency

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

Plan for Next Year's Business Growth

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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

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Topics: Virtual CFO, Podcast

What Are CFO Firms? What Do They Specialize In?

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

Creative Agency KPIs to Improve Profitability

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

Webinar: Recent Employment Compliance Changes

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

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

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

VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett

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Topics: Virtual CFO, Podcast

Agency Insights: Ditch Hourly Billing and Capture Upside

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

Dive into Leadership, Problem Solving, and Team Engagement

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Topics: Virtual CFO, Podcast

Business Development for Creative Agencies

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

Curate Your LinkedIn for Personal Branding

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

June 2024 Summit VCFO Employee Spotlight: Jacob Bernsen

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Topics: Employee Spotlight

Navigating Digital Marketing Trends: Insights from Industry Events

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Topics: Virtual CFO, Podcast

Client Concentration: How High Is Too High?

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

Bench Time: Emerge Stronger from a Slow Pipeline

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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?

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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

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Topics: Virtual CFO, Podcast

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

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

Marketing Agency Accounting: Tips and Best Practices

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

4 Reasons TO Record Your Business’s Processes

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

May 2024 Summit VCFO Employee Spotlight: Max Freeman

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Topics: Employee Spotlight

Sales 'Snacks' for Creative Agencies

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Topics: Virtual CFO, Podcast

How to Come Up with a Business Idea

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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

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

WHAT IS CASH FLOW FORECASTING?

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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

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Topics: Virtual CFO, Podcast

What Are Fractional Services?

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

How Digital Agencies Can Improve Proposals and Pricing

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

How Remote Work Allows Workers with Disabilities to Flourish

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

Digital Agency Growth: Infancy through Adolescence to Maturity

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Topics: Virtual CFO, Podcast

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

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

3 Benefits of Building and Documenting Business Systems

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

April 2024 Summit VCFO Employee Spotlight: Sunera Fazalbhoy

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Topics: Employee Spotlight

Strategies for Growing Business Development in Creative Agencies

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Topics: Virtual CFO, Podcast

CFO Services for Small Businesses: Hire the Right Financial Expert

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

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

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Topics: Virtual CFO, Podcast

Why Attending Events is Good for Business with Jay Owen

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Topics: Virtual CFO, Podcast

How to Achieve Growth by Creating a Lean Agency

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

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

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

Streamlining the Agency Proposal Process and Managing Scope

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Topics: Virtual CFO, Podcast

How Much Does a Virtual CFO Cost?

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

Free Webinar: What You Need to Know About MSAs

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

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

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Topics: Virtual CFO, Podcast

CFO vs Controller: Which One Do You Need?

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

March 2024 Summit Employee Spotlight: James Enney

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Topics: Employee Spotlight

Ballroom to Business: Choreographing Experiences for Success

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Topics: Virtual CFO, Podcast

The Core Services of a Modern CPA Firm

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

Unmanage Your Agency: A Conversation with Jack Skeels

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Topics: Virtual CFO, Podcast

Finding Balance in Life as an Entrepreneur - Coach Bob Shenefelt

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Topics: Virtual CFO, Podcast

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

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

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

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

Rethink Your Sales Approach with Diane Helbig

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Topics: Virtual CFO, Podcast

Free Webinar: Dominate Your Social Media Strategy

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

What You Need to Know About Branding A Small Business

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

February 2024 Summit Employee Spotlight: Kaden Cook

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Topics: Employee Spotlight

How to Find and Develop Your Niche

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

How to Market a Marketing Agency

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Topics: Virtual CFO, Creative Agency, Digital Agency

Strategies for Managing Longer Sales Pipelines

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Topics: Virtual CFO, Podcast

Webinar: How Finance Automation Supports Your Greater Mission

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

Storytelling in Agencies: Connect, Inspire and Transform

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

How to Craft a Successful Response to an RFP

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

Adapting to a Hybrid Work Environment

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

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

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

Recap and Takeaways from the SoDA Event in Mexico City

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Topics: Virtual CFO, Podcast

WHY DOES MY BUSINESS NEED A BUSINESS GUIDE

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

January 2024 Summit VCFO by Anders Employee Spotlight: Chelsea Carlson

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Topics: Employee Spotlight

Methods to Reach Innovative Achievements in Business

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

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

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Topics: Virtual CFO, Virtual CPA, fractional cfo

Green Energy Incentives

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Topics: Virtual CFO, Podcast

Optimize Your SEO Strategy for Long-Term Success

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Topics: Virtual CFO, Podcast

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

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

Webinar: Measuring and Optimizing Agency Profitability

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

Unleashing the Power of Agency Marketing with Logan Lyles

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Topics: Virtual CFO, Podcast

December 2023 Summit Employee Spotlight: David Bernhardt

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Topics: Employee Spotlight

The Future of AI: Balancing Innovation and Ethical Considerations

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Topics: Virtual CFO, Podcast

Home Office Accountable Plan

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Topics: Virtual CFO, Podcast

How to Build an Enduring Business

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

The Power of Lean and Luxe with Crista Grasso

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Topics: Virtual CFO, Podcast

Generative AI and the Future of Digital Agencies

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

Free Webinar: 6 Skills To Develop for Inclusive Leadership

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

Free Webinar: Build Your Content Windmill

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

When to Establish a Line of Credit

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Topics: Virtual CFO

November 2023 Summit Employee Spotlight: Kelly Schuknecht

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Topics: Employee Spotlight

Balancing Creativity and Consistency in Business Systems

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Topics: Virtual CFO, Podcast

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

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Topics: Virtual CFO, Podcast

Avoid These Mistakes and Make Legal a Profit Center

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

October 2023 Summit Employee Spotlight: Miranda Ruffino

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Topics: Employee Spotlight

Free Webinar: The Importance of a Niche

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

Storytelling in Agencies: Connect and Inspire with Jeff Bartsch

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Topics: Virtual CFO, Podcast

What You Need to Know About the ERTC Moratorium

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Topics: Virtual CFO, Podcast

Rebranding Your Agency for Success with Todd Nienkerk

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Topics: Virtual CFO, Podcast

Stand Out in the Competitive RFP Process

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Topics: Podcast, Virtual CPA

Four Tips to Connect Your Remote Team

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

September 2023 Summit Spotlight: Guillermo Rodriguez

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Topics: Employee Spotlight

Important Financial Metrics for Agencies with David C. Baker

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Topics: Virtual CFO, Podcast

Embracing Asynchronous Communication

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Topics: Podcast, Virtual CPA

Forecasting as a Team Sport with Tom O’Neill

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Topics: Virtual CFO, Podcast

The Power of Productizing Services

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

Free Webinar: How to Future-Proof Your Business

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

Business Coaching, Staying Relevant, Achieving Success

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Topics: Virtual CFO, Podcast

Pillars of Business Success: Insights from Pinnacle Business Guide

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Topics: Virtual CFO, Podcast

Unlocking the Power of Soft Skills and Why it Matters

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Topics: Virtual CFO, Podcast

Increase Revenue Capacity Without Burning Out Your Team

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

AI's Influence on Agencies: Disruption or Enhancement?

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Topics: Virtual CFO, Podcast

Understanding 401K Catch-up Contributions

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Topics: Virtual CFO, Podcast

The Future of Meetings and Events

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Topics: Virtual CFO, Podcast

Productizing Services for Agency Growth

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Topics: Virtual CFO, Podcast

Fostering Human Connection Through Strategic Storytelling

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Topics: Virtual CFO, Podcast

Exploring Leadership Styles with Robert Jordan

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Topics: Virtual CFO, Podcast

Navigating the Challenges of Agency Life with Russell Dubree

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Topics: Virtual CFO, Podcast

Legal Strategies for Protecting Your Brand and Transactions

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Topics: Virtual CFO, Podcast

July 2023 Summit VCFO by Anders Employee Spotlight: Roxanne

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Topics: Employee Spotlight

Bootstrapping and Building a Portfolio of Agencies with JD Graffam

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Topics: Virtual CFO, Podcast

Spending Controls You Should Consider for Your Business

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

June 2023 Employee Spotlight: Rachel Fredrickson

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Topics: Employee Spotlight

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

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Topics: Virtual CFO, Podcast

Should the Four-Day Workweek Be Your New Normal?

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

Get Agency Insight from Agency Outsight with Steve Guberman

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Topics: Virtual CFO, Podcast

A Curated Toolkit for Growth

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

Why You Need Agile Leaders in Your Business with Chuck Mollor

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Topics: Virtual CFO, Podcast

Harness Your Inner Caveman

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

Agency Profitability with Marcel Petitpas

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Topics: Virtual CFO, Podcast

March 2023 Summit CPA Employee Spotlight: Mikala Powell

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Topics: Employee Spotlight

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

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Topics: Virtual CFO, Podcast

5 Steps to Create a Development Plan

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

Business Growth Using Your Caveman Brain with Dr. Jean Oursler

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Topics: Virtual CFO, Podcast

February 2023 Employee Spotlight: Tabitha Quintanilla

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Topics: Employee Spotlight

Improve Efficiency with Custom Software with Ian Robinson

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Topics: Virtual CFO, Podcast

Motivate with Magnetism

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

Learn Emotional Magnetism with Sandy Gerber

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Topics: Virtual CFO, Podcast

January 2023 Summit CPA Employee Spotlight: Steve Richardville

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Topics: Employee Spotlight

Moving From EOS to Pinnacle with Tom Barrett

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Topics: Virtual CFO, Podcast

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

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

Transparency In Business: Why It’s Important

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

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

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

Top Challenges for Digital Agencies and How to Overcome Them

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Topics: Virtual CFO, Podcast

How to Develop a Customer Experience Strategy

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

How Employee Experience and Customer Experience Connect

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

Summit CPA Group Joined Anders!

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Topics: Virtual CFO, Podcast

How to Repurpose Video Content into Blog Posts and More

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

How to Win More Clients by Speaking Their Language

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

Communicate With Clients Using Plain English

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Topics: Virtual CFO, Podcast

How to Prepare Your Service-Based Business for a Recession

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

ESOPS: Profit-Sharing Plan Deep Dive

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

7 Ways Company Culture Affects Employee Engagement

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Topics: Business Advisory, Small Business, Business Owner

Phantom stock: Profit-Sharing Plan Deep Dive

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