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.
    2023 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.
2023 Summit Virtual CFO by Anders
リーダーシップ 経済学
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  • Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon

    Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon
    2024/12/17
    Episode Title:Riding the Entrepreneurial Rollercoaster: Insights from Tom ConlonEpisode Summary:In this episode, the hosts engage with Tom Conlon, founder of North Street Creative, to discuss his entrepreneurial journey and the cyclical nature of business. Tom shares insights on the challenges of running a creative agency, emphasizing the importance of adaptability and timely decision-making. He recounts the impact of economic cycles on business operations and the significance of maintaining strong banking relationships. The conversation also covers the role of structured operating systems like EOS in achieving strategic goals and the necessity of financial visibility. The episode concludes with reflections on media influences and the enduring value of print publications.Episode Notes:"I didn't even have a line of credit until COVID. When it started happening, I realized how crucial it was to have that financial safety net." Tom ConlonThe finer details of this episode:Entrepreneurial journey and background of the guest.The cyclical nature of business and its impact on creative agencies.Challenges faced while running a creative agency, including financial and cultural impacts.Importance of adaptability and making timely decisions in business.Strategies for surviving economic downturns, including financial planning and having a safety net.The role of structured operating systems in enhancing business operations.Financial visibility and its significance in strategic planning.Engaging team members in the goal-setting process for personal and professional development.Influence of media and publications on personal and professional growth.Episode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/● Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter● Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddc Timestamps: (00:00:00) Introduction to the podcast and its focus on helping agency owners scale their businesses. Appreciation for Insights (00:00:14) Discussion on the value of insights brought by co-host Hannah compared to previous co-hosts. Conversation with Tom (00:00:23) Hannah shares her positive experience speaking with guest Tom about his entrepreneurial journey. Tom's Background (00:02:14) Tom Conlon introduces himself and his branding agency, North Street Creative, and its focus areas. Agency Evolution (00:02:36) Tom discusses the evolution of his agency and how they adapted during the pandemic. Entrepreneurial Journey (00:04:15) Tom reflects on his unexpected entry into entrepreneurship and the transition from freelance work. Lessons from Experience (00:08:45) Tom shares key lessons learned throughout his 14 years in business, emphasizing cyclical trends. Surviving Down Cycles (00:12:24) Discussion on strategies to navigate low cycles in business and the importance of timely decisions. Financial Preparedness (00:15:54) Tom emphasizes the significance of having savings and a line of credit for business stability. Proactive Planning (00:16:52) Tom outlines how he prepares for future cycles with scenario planning and projections. Culture Challenges During Tough Times (00:18:42) Tom discusses the impact of difficult times on team culture and leadership dynamics. Financial Priorities Over Culture (00:20:14) He explains the necessity of prioritizing financial stability over cultural initiatives during crises. Importance of Operating Systems (00:22:08) The conversation shifts to the benefits of having an operating system like EOS for business decisions. Weekly Meetings and Accountability (00:24:00) Tom describes how structured meetings improved accountability and focus on larger business goals. Setting Goals with EOS (00:25:47) He emphasizes the importance of setting and breaking down goals for effective team alignment. Involvement of Team in Rocks (00:27:48) Tom shares how everyone on the team has individual "rocks" for personal and professional development. Influential Magazines and Media (00:28:47) Tom reflects on his early influences from magazines and his current consumption of audiobooks. Personal Reading Preferences (00:30:34) He discusses his interest in financial crime literature and influential business books. Nostalgia for Print Media (00:32:02) Other speakers share their fond memories of magazines and the tactile experience of reading print. Closing Remarks and Episode Summary (00:34:22) The hosts thank Tom for sharing his insights and reflect on the episode's key takeaways.
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    35 分
  • From Clicks to Conversions: The Power of Retargeting in Digital Marketing with Zaid Ammari

    From Clicks to Conversions: The Power of Retargeting in Digital Marketing with Zaid Ammari
    2024/12/02
    “The good thing about retargeting is that most of the sales don't actually come from people clicking on the ad. They come from people seeing the ad and then either Googling the company or typing in the URL in the browser.” – Zaid Ammari The finer details of this episode:Marketing strategies focused on paid advertising and retargeting.The significance of understanding data analytics in marketing.Explanation of retargeting and its psychological impact on consumers.Common mistakes businesses make in retargeting campaigns.The importance of lead quality over quantity in marketing efforts.The role of Google Analytics 4 (GA4) in optimizing marketing strategies.Differences between hiring freelancers and agencies for marketing services.Effective communication and client management in marketing.The onboarding process for new clients and setting realistic expectations.Practical applications of retargeting across various platforms. Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletterDigital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddcConnect with Zaid here: linkedin.com/in/zaidammariCheck out PPC Masterminds here: ppcmasterminds.comFree audit: https://ppcmasterminds.com/free-google-ads-audit/Studio report mentioned in the show:https://lookerstudio.google.com/reporting/cc7472bf-0d0e-40d4-b275-22f1996ca339/page/VAzeB. Timestamps:Introduction to the Episode (00:00:00)Overview of the Creative Agency Success Show and its purpose for agency owners. Discussion of Different Mindsets (00:00:14)Jamie and Jody reflect on their different perspectives during the episode with Zaid. Topics Covered in the Episode (00:00:42)Jody highlights the focus on retargeting and its common mistakes discussed with Zaid. Guest Introduction (00:01:38)Jamie introduces Zaid Ammari, a marketing expert from PPC Masterminds. Zaid's Background (00:02:07)Zaid shares his journey from banking to becoming a paid marketing specialist. Client Targeting in Marketing (00:04:42)Jody asks about Zaid's target clients and his focus on paid search. Industries of Focus (00:05:28)Zaid discusses his typical clients, primarily in e-commerce and service industries. Introduction to Retargeting (00:06:24)Zaid explains retargeting and its psychological impact on potential customers. Cookies and Ad Competition (00:08:13)Discussion on how cookies compete in ad placements and auction dynamics. Dynamic Retargeting (00:09:10)Zaid describes how dynamic retargeting can tailor ads based on user behavior. Common Retargeting Mistakes (00:09:37)Zaid identifies mistakes businesses make by using the same ads repeatedly. Cost-Effectiveness of Retargeting (00:10:20)Zaid explains how retargeting can be one of the cheapest marketing methods. Tracking Conversions (00:11:04)Discussion on how to track conversions from retargeting ads. Using Data Analytics (00:12:02)Zaid emphasizes the importance of segmenting traffic for better insights. Variability Among Companies (00:14:03)Zaid discusses the vast differences in performance metrics across companies. Click-Through Rate Misconceptions (00:15:58)Zaid clarifies how high click-through rates can mislead about lead quality. Ad Copy Strategies (00:16:59)Zaid advises on including pricing in ad copy to filter out unqualified leads. Google's Role in Advertising (00:18:51)Zaid discusses how Google Ads operates and their profit motives. Outsourcing vs. In-House Marketing (00:19:47)Zaid shares insights on when companies should consider outsourcing their marketing. Agency vs. Freelancers (00:21:16)Discussion on the differences between hiring agencies and freelancers for marketing services. Onboarding Process (00:22:25)Overview of the onboarding process and its impact on effective marketing strategies. Revenue Tracking Audit (00:22:49)Importance of auditing revenue tracking for e-commerce and service companies. Estimating Costs (00:23:59)Using PPC calculators to estimate costs and expected sales conversions. Budget Planning (00:26:26)Advice on budgeting for marketing campaigns and managing client expectations. Communication with Clients (00:27:00)The significance of proactive communication in maintaining client relationships. Retargeting Ads (00:27:59)Discussion on the underutilization of retargeting ads in marketing strategies. Voice Recognition Marketing (00:28:38)Exploration of how voice recognition may influence targeted ads. Prime Day Product Searches (00:30:00)Personal anecdotes about product searches during Prime Day promotions. Final Thoughts and Resources (00:34:16)Wrap-up of the conversation and sharing of additional resources for listeners.
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    36 分
  • Navigating Mergers and Acquisitions in Creative Agencies with Jonathan Baker

    Navigating Mergers and Acquisitions in Creative Agencies with Jonathan Baker
    2024/11/18
    “We try to help the sellers understand what the buyer's long-term vision is, what changes they expect to make, and over what period of time, because all of these things have implications on the business but also on emotions.” – Jonathan Baker The finer details of this episode:Overview of mergers and acquisitions (M&A) in the creative agency sector.Importance of preparation for agency owners considering M&A.Insights on valuation factors influencing agency sales.Discussion on the current M&A landscape and market trends.The significance of maintaining clean financial records for M&A readiness.Exploration of deal structures and their implications, including Employee Stock Ownership Plans (ESOPs).The role of agency owners post-acquisition and the need for clear communication with buyers.Timing considerations for initiating the M&A process.The impact of economic changes on agency valuations and buyer interest.Recommendations for agency owners to proactively prepare for potential sales. Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletterDigital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddcConnect with Jonathan here: https://www.linkedin.com/in/jonathandavidbaker/Check out Punctuation here: https://punctuation.com/ Timestamps: Welcome to the Creative Agency Success Show (00:00:00)Introduction to the podcast's purpose and focus on agency owners looking to scale. Discussion on M&A Preparation (00:00:15)Insights from Jonathan Baker about the importance of preparation for mergers and acquisitions. M&A Landscape Insights (00:00:39)Hannah reflects on the evolving trends in the M&A landscape and its implications for clients. Importance of Understanding M&A (00:01:13)Discussion on how understanding the M&A process can aid clients in their decision-making. Preparation Equals Easier Transition (00:01:39)Jimmy emphasizes that being well-prepared leads to a smoother M&A process and better outcomes. Introduction of Jonathan Baker (00:02:52)Jonathan Baker shares his background and expertise in helping firms prepare for M&A. Jonathan's M&A Journey (00:04:07)Jonathan recounts his personal experience with M&A, highlighting its complexities and emotional aspects. Valuation Nuances in M&A (00:06:19)Discussion on non-financial factors influencing valuation in the M&A process. Timing for M&A Conversations (00:07:51)Jonathan advises when clients should start preparing for M&A, ideally 3-4 years in advance. Post-Sale Involvement (00:09:22)Exploration of the buyer's perspective on post-sale involvement and its implications for sellers. Preventative Maintenance in M&A (00:11:33)Strategies to help owners navigate the transition and maintain business integrity post-acquisition. Deal Structure Non-Negotiables (00:14:01)Jonathan outlines his strong recommendations against certain deal structures, particularly ESOPs. Understanding ESOP Risks (00:15:07)Discussion on the potential pitfalls of employee stock ownership plans (ESOPs) in M&A. Navigating ESOP to M&A (00:18:01)Jonathan shares the challenges and processes of transitioning from an ESOP to an M&A deal. Preparing for M&A (00:19:11)Advice on steps companies should take to prepare for a potential acquisition. Importance of Accurate Financials (00:21:20)Emphasis on maintaining clean financials to facilitate smoother due diligence during M&A. Understanding Accrual Basis Accounting (00:22:01)Importance of running financials on an accrual basis for effective M&A preparation. Trends in M&A Post-COVID (00:22:57)Discussion on inflated valuations post-COVID and current market dynamics affecting M&A. Current Market Conditions for Sellers (00:24:24)Analysis of the current M&A landscape and advice for potential sellers. The COVID Boom and M&A Opportunities (00:24:49)Reflections on the opportunities presented during the COVID boom for agencies. Fun Question About Brewery Towns (00:25:17)A light-hearted discussion on top microbrewery towns in the U.S. Cultural Significance of Local Breweries (00:26:26)Exploration of how local breweries reflect community identity and culture. Contacting Jonathan for M&A Insights (00:27:54)Information on how listeners can reach out for M&A advice and brewery recommendations. Conclusion of the Episode (00:28:05)Wrap-up of the episode and appreciation for Jonathan’s insights on M&A.
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    29 分

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