Cover image of The Virtual CPA Success Show for Creative Agencies

The Virtual CPA Success Show for Creative Agencies

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 n... Read more

Ranked #1

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Production Metrics: Effective Rate

Production Metrics: Effective Rate

“Measuring something and then consistently looking at it really helps you understand exactly how you’re doing.” - Jamie ... Read more

5 Dec 2019

28mins

Ranked #2

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What is a Virtual CFO and when should you hire one?

What is a Virtual CFO and when should you hire one?

“Many times, it’s the last thing they want to deal with, but they know things could go so much further if they had the p... Read more

29 Oct 2019

27mins

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Ranked #3

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Does your business have enough cash? Here’s what you need to know.

Does your business have enough cash? Here’s what you need to know.

“If the client knows you're going to reach out every time a payment is due and you do it, there’s no question that it wi... Read more

24 Nov 2019

29mins

Ranked #4

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Financial Metrics: Net Income

Financial Metrics: Net Income

“A service-based company should be making 15% net income, 10% is the break-even.” - Jody GrundenThe finer details of thi... Read more

26 Dec 2019

31mins

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Ranked #5

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The Art of Cash Flow

The Art of Cash Flow

Quote“The fact that you created a process is more important than what process you use. What matters is that you have a p... Read more

24 Feb 2020

25mins

Ranked #6

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Creating Recurring Revenue Streams

Creating Recurring Revenue Streams

Quote“When you have a lot of recurring revenue, you are able to increase your capacity for more projects and take more r... Read more

10 Feb 2020

25mins

Ranked #7

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Forecasting: How to do it right

Forecasting: How to do it right

Quote“Forecasting gives us the opportunity to reroute, so we can stay on track with the goal.” - Adam Hale   The finer d... Read more

15 Jan 2020

31mins

Ranked #8

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Understanding Pipeline Metrics

Understanding Pipeline Metrics

“It’s important that the amount you have in your pipeline varies based on what your future outlook looks like.” - Jamie ... Read more

4 Jan 2020

34mins

Ranked #9

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How to Prepare Your Business for a Recession

How to Prepare Your Business for a Recession

Quote“You know that it’s going to happen, but it’s not possible to predict exactly when, so the key is to prepare for it... Read more

27 Jan 2020

31mins

Ranked #10

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Hiring Assessments with Zach Montroy

Hiring Assessments with Zach Montroy

Quote“We are trying to learn about a candidate, know how they are going to fit into the culture, and know how they are g... Read more

19 May 2020

26mins

Ranked #11

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PPP Loan Forgiveness

PPP Loan Forgiveness

Quote“Don’t try to game the system with these. The government is going to be really scrutinizing the details with this.”... Read more

5 May 2020

17mins

Ranked #12

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Using A Forecast During Difficult Times

Using A Forecast During Difficult Times

Quote“The first thing you want to do is identify what you think is going to happen over the next 2-3 months.” - Jody Gru... Read more

21 Apr 2020

27mins

Ranked #13

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Using A Forecast for Growth

Using A Forecast for Growth

Quote“You are not trying to just increase your top-line revenue. Your bottom line needs to be increasing too.” - Jody Gr... Read more

6 Apr 2020

36mins

Ranked #14

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Tax Considerations for Creative Agencies

Tax Considerations for Creative Agencies

Quote“It doesn’t make sense to drain your cash in order to save for taxes” - Jody Grunden The finer details of this epis... Read more

23 Mar 2020

30mins

Ranked #15

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Distributed Working Models

Distributed Working Models

Quote“Creating a dedicated space for your work is one of the most essential things you can do when working from home.” -... Read more

20 Mar 2020

30mins

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