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Hidden Levers in Your Financial Statements

Did you know there are hidden business levers in your financial statements? That’s right. By fully understanding your financial statements inside and out, you can identify methods to alter your..

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

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Connect Sales, Onboarding, and Project Management for Agency 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 2025 Growth Today

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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

Is Your Sales Cycle Lengthening? Do You Know Why?

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

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

CPA Versus Tax Preparer: What’s the Difference?

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

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

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

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

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

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

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

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

Creating Estimates in QuickBooks

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Best Advice for Remote First Companies

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Topics: Virtual CFO, Podcast

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

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

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

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

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