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4 Reasons Why You Should Record Your Business’s Processes

Recording systems your business uses in its operations are integral to business growth. All businesses have systems that allow them to deliver services or products. These systems involve processes..

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

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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

CFOs 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 Financial Controller: Which One Does Your Business 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

CPA Versus Tax Preparer: What’s the Difference?

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

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

Best of 2023 from the Virtual CPA Success Show

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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

Outsourced Accounting Services for Marketing Agencies

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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

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 to Market a Marketing Agency

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Topics: Virtual CFO, Creative Agency, Digital Agency

Tax Relief for American Families and Workers Act of 2024

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Topics: Virtual CFO, Podcast

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

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

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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 2024 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: 3 Essential Systems for Business Growth

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

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

Having an Automobile in Your Company

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Topics: Virtual CFO, Podcast

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

Adapting to a Hybrid Work Environment with Tammy Bjelland

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Topics: Virtual CFO, Podcast

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

How to Manage the Career Trajectory of Your Best Employees

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

Unlocking the Power of Soft Skills and Why it Matters

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Topics: Virtual CFO, Podcast

Building an Enduring Business: The Three Pillars of Success

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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

August 2023 Summit Employee Spotlight: Brittney Burke

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Topics: Employee Spotlight

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

BOOST AGENCY PROFITABILITY AND TRANSFORM DATA

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

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

Silicon Valley Bank: What Small Business Owners Need to Know

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Topics: Virtual CFO, Podcast

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

Human Resources as a Service with John Baldino

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Topics: Virtual CFO, Podcast

Get Agency Insight from Agency Outsight with Steve Guberman

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Topics: Virtual CFO, Podcast

What If There’s More? (Spoiler alert: There is.)

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

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

April 2023 Summit CPA Employee Spotlight: Tammy Cline

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Topics: Employee Spotlight

Getting Things Done® Interview

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Topics: Virtual CFO, Podcast

Improve Your Hiring Strategy with Jamie Van Cuyk

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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

Chris Williams and Josh Jeans Discuss Quiet Quitting

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Topics: Virtual CFO, Podcast

Overcoming Awkward and Networking Like a Pro

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Topics: Virtual CFO, Podcast

Transparency In Business: Why It’s Important

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

Why Networking on LinkedIn is Important with Donna Serdula

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Topics: Virtual CFO, Podcast

Successfully Navigating Change Within Your Company

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

Manage Change and Thrive In It

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Topics: Virtual CFO, Podcast

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

September 2022 Summit CPA Employee Spotlight: Kristi Giese

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Topics: Employee Spotlight

When Should You Consider Outsourced CFO Services?

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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

July 2022 Summit CPA Employee Spotlight: Brittany Sheldon

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Topics: Employee Spotlight

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

Deep Dive into Profit-Sharing Plans

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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

Deep Dive into Profit-Sharing Plans: Phantom Stock

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

April 2022 Summit CPA Employee Spotlight: John Griffith

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Topics: Employee Spotlight

Summit CPA Group to Merge with Anders CPA + Advisors

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How Courtney DeRonde Empowers Business Owners

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Topics: Virtual CFO, Podcast

Profit-Sharing Plans: Variable Pay & Executive Compensation

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

Lessons Learned: Client Onboarding

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Topics: Virtual CFO, Podcast

How Building Community Within Your Industry Can Help Growth

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Topics: Creative Agency, Digital Agency, Small Business

What Makes a Good Business Partnership?

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Topics: Business Advisory

Creating Estimates in QuickBooks

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Best Advice for Remote First Companies

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Topics: Virtual CFO, Podcast

Are You Thinking About Buying a Franchise?

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Topics: Virtual CFO

Managing Downloaded Transactions in QuickBooks

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Topics: QuickBooks Consulting

Identity- Your Most Valuable Asset

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Topics: Virtual CFO

Onboarding New Employees

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Topics: Virtual CFO

9 Signs of Identity Theft

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Topics: Cash Flow Management

Cloud-based Forecasting with Jirav

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Topics: Virtual CFO, Podcast

Does Your Business Need Virtual CFO Services?

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Topics: Business Advisory

Common Accounts Payable Errors and Resolutions

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Topics: Virtual CFO

What is “Sunk Costs?”

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Topics: Business Advisory

Using Tags in QuickBooks

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Give Your Business a Check-up

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Topics: Business Advisory

The Great Resignation (Part 1)

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Topics: Virtual CFO, Podcast

Adding Users in QuickBooks

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Topics: QuickBooks Consulting

Value-Based Pricing Featuring Geraldine Carter

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Topics: Virtual CFO, Podcast

Billing Your for Expenses and Time in QuickBooks

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Topics: QuickBooks Consulting

Finding Your Niche & Becoming a Thought Leader

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Topics: Virtual CFO, Podcast

How’s Your Business Forecast?

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Topics: Business Advisory

August 2021 Summit CPA Employee Spotlight: Josh Jeans

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Topics: Employee Spotlight

Building Communities and Learning From Your Peers

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Topics: Virtual CFO, Podcast

Part 2: Planning Memorable Remote Company Retreats

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Topics: Virtual CFO, Podcast

What's Your Net Worth?

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Topics: Virtual CFO

Part 1: Planning Memorable Company Retreats

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Topics: Virtual CFO, Podcast

Look-Before You Click

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Topics: Business Advisory

Developing a Growth Marketing Strategy

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Topics: Virtual CFO, Podcast

How Creative Agencies Can Manage Average Bill Rates

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Topics: Virtual CFO, Creative Agency, Digital Agency

A Small Business Essential: Cross-Training

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Topics: Business Advisory

QuickBooks Mobile App Basics

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Topics: QuickBooks Consulting

Part 2: Systems to Scale Your Business with David Jenyns

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Topics: Virtual CFO, Podcast

What to look for when hiring a Virtual CFO

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Topics: Virtual CFO, distributed company

Part 1: Systems to Scale Your Business with David Jenyns

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Topics: Virtual CFO, Podcast

QuickBooks Better Budgeting Tips

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Topics: Outsourced Bookkeeping

How Your Digital Agency Can Qualify for the R&D Tax Credit

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Topics: Virtual CFO, Creative Agency, Digital Agency, Tax Services

Who Has Access to Your Identity?

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Topics: Virtual CFO

Pros and Cons of Hiring Family

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Topics: Business Advisory

Metrics To Help Grow Your Creative Agency

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Topics: Virtual CFO, Creative Agency, Digital Agency

How to File Taxes if You Worked Remotely Out-of-State

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Topics: Virtual CFO, Guest Post, Tax Rules, Tax Services

UPDATE! - Tax Deductible PPP Loan Expenses

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Topics: Business Advisory