In this episode of The Creative Agency Success Show, Jamie Nau and Jody Grunden pull back the curtain on how small business owners can move from just getting by to truly thriving. They’ve spent the last eight months crafting a maturity model designed to help you assess where your business stands in five key areas: cash management, forecasting, profitability, sales outlook, and financial reporting.

But here’s the thing—it’s not about being perfect. It’s about having a clear path forward.

Imagine being able to make decisions with confidence, knowing you’re moving in the right direction. That’s the power of understanding where your business currently stands and what small but impactful steps you can take next.

So, what’s your next move? Tune in now and start building a business that works for you—not the other way around.

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/ 

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• Digital Dollars and Cents: A Virtual CFO’s Playbook to help Creative Agencies Create a Financial Roadmap to Success, is now an audiobook! Download it here: https://vcfo.summitcpa.net/ddc