『Creative Agency Success Show』のカバーアート

Creative Agency Success Show

Creative Agency Success Show

著者： Summit Virtual CFO by Anders
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Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey. Since 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, has helped businesses and creative agencies across America and the globe by providing Virtual CFO Services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA firms with accounting outsourcing services and Virtual CFO consulting. This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune in bi-weekly as our hosts—Jamie Nau, Director + Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors—interview special guests to share knowledge in the digital and creative agency industry, as well as Jody’s experience as a service-based business owner and entrepreneur.© 2026 Creative Agency Success Show マネジメント・リーダーシップ リーダーシップ 経済学
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  • Legal Foundations That Actually Drive Agency Profit with Sharon Toerek

    Legal Foundations That Actually Drive Agency Profit with Sharon Toerek
    2026/07/14
    The most profitable agencies do more than deliver great work. In this episode, Sharon Toerek, Owner and Founder of Legal+Creative | Toerek Law, shares how legal foundations, intellectual property, agency contracts, AI risk management, marketing compliance, data privacy, value-based pricing, agency profitability, and business growth work together to strengthen your agency. You’ll learn why legal should be viewed as a profit generator, how agencies can manage AI-related risks, and what business owners need to do to protect and grow their firms in a rapidly changing market.Key takeaways:Legal foundation is a profit generator, not a cost center. Stop treating it as an expense.AI introduces new legal risks for agencies. Intellectual property ownership and data privacy require careful attention. Data privacy compliance is becoming more complex. Agencies must navigate varying state regulations. Contracts remain one of your most important business tools. Regular contract reviews help protect profitability.AI works best when paired with human expertise. Professional judgment still drives results.Learn how to turn legal strategy and smarter business decisions into a stronger, more profitable future. Tune in to the full episode of Legal Foundations That Actually Drive Agency Profit with Sharon Toerek.Find more podcast episodes on our website: anderscpa.com/learn/podcasts/ Episode resources:● Anders Virtual CFO website: anderscpa.com ● Love our content? Sign up for our newsletter: https://anderscpa.com/learn/ ● Check out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/ Quotes-Sharon Toerek: “Legal foundation for marketing service firms should be a profit generator, not a cost center.”-Jamie Nau: “The safest compliance strategy is often to follow the most conservative regulations.”-John C. Scott: “AI should handle repeatable tasks so professionals can focus on higher-value work.”Sharon Toerek is the Owner and Founder of Legal+Creative | Toerek Law, a law firm built exclusively for independent marketing and creative agencies. She specializes in intellectual property law, contract development and negotiation, marketing regulation compliance, and AI risk management for agency clients. Sharon is also the host of the Innovative Agency Podcast, a forward-looking resource for independent agency owners navigating innovation, business model evolution, and the future of the industry.Website: https://legalandcreative.com/ LI: https://www.linkedin.com/in/sharontoerek/?isSelfProfile=false https://www.linkedin.com/company/legal-creative/ The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders, the podcast dives into essential financial strategies for scaling creative agencies. Website: https://www.buzzsprout.com/2458889 FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/company/vcfobyanders/ IG: https://www.instagram.com/vcfobyanders YT: https://www.youtube.com/@vcfobyanders Jamie Nau, CPA, Director of Virtual CFO Services/ Virtual CFO, is a seasoned financial expert with a deep understanding of business growth stages. Jamie has worked extensively with middle-market and large companies, providing key financial insights. Website: https://anderscpa.com/ FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/in/jamienau/ https://www.linkedin.com/company/vcfobyanders/ IG: https://www.instagram.com/vcfobyanders/ YT: https://www.youtube.com/@vcfobyanders John C. Scott, CPA, AEP, is a Partner in Tax and a leader in legal industry financial strategy by Anders. He helps law firms win high-stakes cases with smart strategy by delivering clear financial insights, identifying key performance indicators, and strengthening decision-making at every level. With deep expertise in estate planning and financial analysis, John works closely with attorneys and firm leaders to align financial goals with long-term business success and case readiness. His approach brings scalability, flexibility, and data-driven clarity to complex legal environments, helping firms stay focused, prepared, and competitive.Connect with John C. Scott:LI: https://www.linkedin.com/in/john-c-scott-cpa/ X: https://x.com/JohnScottCPA
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    34 分
  • Adapt or Fall Behind: The New Rules of Business Growth with Rachel Ody

    Adapt or Fall Behind: The New Rules of Business Growth with Rachel Ody
    2026/06/30
    The rules of business growth are changing faster than ever. The businesses that adapt will find new opportunities. The ones that resist change risk falling behind.In this episode, Rachel Ody, Project Management Operations Consultant and Coach at Hello Rachel, talks about what it takes to grow a service-based business in today’s rapidly shifting environment. You’ll hear why the project management role is evolving beyond task execution, how AI and automation are squeezing project budgets and timelines, why value-based pricing, niching, and strategy are now the three non-negotiables for agency growth, and how businesses can close the growing talent gap when the traditional path to developing senior-level expertise no longer exists. Key takeaways:Project management is no longer just about getting tasks done. PMs now need to think and operate strategically.There is a real counter-argument to the strategy-first approach. Some clients are overwhelmed by strategy and just need someone to execute well.Simplicity may be the next competitive edge. a return to simplicity — and businesses that can offer clarity, connection. AI needs a human operating system. Project managers are becoming the connective tissue of the business.Value-based pricing, niching, and strategy. The three things separating growing agencies from struggling ones.Your business is not going to grow by waiting for the market to stabilize. Tune in the full episode of ▶️Adapt or Fall Behind: The New Rules of Business Growth with Rachel Ody.Find more podcast episodes on our website: anderscpa.com/learn/podcasts/ Episode resources:● Anders Virtual CFO website: anderscpa.com ● Love our content? Sign up for our newsletter: https://anderscpa.com/learn/ ● Check out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/ Quotes-Rachel Ody: “You have to be able to read underneath the surface, not just the logical way to solve a business problem, but what you actually know to be true.”-Jamie Nau: “The three things that are going to separate you right now are value-based pricing, niching, and strategy.”Rachel Ody is a Project Management Operations Consultant and Coach at Hello Rachel. She is the co-founder of Louder Than Ten, a respected project management training company, and has spent years helping agencies and small businesses build operational systems that actually work. Rachel now focuses on supporting business owners through strategic change, operational clarity, and the kind of honest leadership thinking that drives real, sustainable growth.Website: https://hellorachel.ca/ LI: https://www.linkedin.com/in/rachel-ody-coach/?isSelfProfile=false IG: https://www.instagram.com/thestraymuse The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders, the podcast dives into essential financial strategies for scaling creative agencies. Website: https://anderscpa.com/learn/podcasts/the-creative-agency-success-show/ FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/company/vcfobyanders/ IG: https://www.instagram.com/vcfobyanders YT: https://www.youtube.com/@vcfobyanders Jamie Nau, CPA, Director of Virtual CFO Services/ Virtual CFO, is a seasoned financial expert with a deep understanding of business growth stages. Jamie has worked extensively with middle-market and large companies, providing key financial insights. Website: https://anderscpa.com/ FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/in/jamienau/ https://www.linkedin.com/company/vcfobyanders/ IG: https://www.instagram.com/vcfobyanders/ YT: https://www.youtube.com/@vcfobyanders
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    33 分
  • The Future of Agency Growth Is Human and AI-Driven with Jay Owen

    The Future of Agency Growth Is Human and AI-Driven with Jay Owen
    2026/06/16
    The future of agency growth is not just more automation. It is also a more human connection.In this episode, Jay Owen, CEO of Business Builders, joins Jamie Nau to talk about agency community, event strategy, thought leadership, organic growth, and the practical ways AI is changing how agency owners work. Jay shares the story behind Agency Builders Retreat, why in-person connection matters more in an AI-driven world, how he thinks about building events that people want to return to, and why consistent thought leadership can create opportunities long before a direct sales conversation begins.Key takeaways:• The future is both autonomous and human. AI can create leverage, but agency owners still need trust, relationships, and real connection.• Community can become a growth engine. Jay explains how Agency Builders grew through connection, referrals, and shared learning.• Events are a form of stage-building. Creating your own event, podcast, or platform can help agency owners build authority.• Thought leadership compounds over time. Consistent content around a real problem can create opportunities that direct outreach may not.• AI works best when it removes real friction. Jay shares how connected tools can support follow-up, email, research, and daily operations.If you are trying to grow an agency in a way that is profitable, sustainable, and ready for the future of AI, tune in to the full episode of ▶️The Future of Agency Growth Is Human and AI-Driven with Jay Owen.Find more podcast episodes on our website: anderscpa.com/learn/podcasts/Episode resources:● Anders Virtual CFO website: anderscpa.com ● Love our content? Sign up for our newsletter: https://anderscpa.com/learn/ ● Check out the Virtual CFO Playbook Course: https://anderscpa.com/virtual-cfo-services/vcfo-playbook/ Quotes- Jay Owen: "The future is two things at the same time, highly autonomous and AI driven, for sure, and deeply human."- Jay Owen: "The best way to grow a business is to do a great job for somebody, ask them to tell somebody else, and you will never run out of business."- Jamie Nau: "Sometimes it is a long tail, which is a hard thing for marketers to get their hands around sometimes."Jay Owen is the CEO of Business Builders. He helps businesses and organizations with clear messaging, website and video production, and online promotion. With more than 25 years of experience in web design, marketing communications, and creative direction, Jay also shares ideas with business leaders through events, podcasts, coaching, webinars, and workshops.Website: https://jayowenlive.com/aboutIG: https://www.instagram.com/jayowenFB: https://www.facebook.com/jayowenlive/X: https://x.com/owendesignLi: https://www.linkedin.com/in/jayowen/YT: https://www.youtube.com/@jayowenlivePodcast: https://buildingabusinessthatlasts.com/about/Business BuildersWebsite: https://businessbldrs.com/YT: https://www.youtube.com/channel/UC3SN1I1FwktpF_lMqaZveIgIG: https://www.instagram.com/businessbldrs/Li: https://www.linkedin.com/company/businessbldrs/FB: https://www.facebook.com/businessbldrsThe Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders, the podcast dives into essential financial strategies for scaling creative agencies. Website: https://www.buzzsprout.com/2458889 FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/company/vcfobyanders/ IG: https://www.instagram.com/vcfobyanders YT: https://www.youtube.com/@vcfobyanders Jamie Nau, CPA, Director of Virtual CFO Services/ Virtual CFO, is a seasoned financial expert with a deep understanding of business growth stages. Jamie has worked extensively with middle-market and large companies, providing key financial insights. Website: https://anderscpa.com/ FB: https://www.facebook.com/vcfobyanders LI: https://www.linkedin.com/in/jamienau/ https://www.linkedin.com/company/vcfobyanders/ IG: https://www.instagram.com/vcfobyanders/ YT: https://www.youtube.com/@vcfobyanders
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    36 分
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