Creative Agency Success Show Podcast By Summit Virtual CFO by Anders cover art

Creative Agency Success Show

Creative Agency Success Show

By: 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 Economics Leadership Management & Leadership
Episodes
  • How to Systemize Your Business and Multiply Impact with Kenny Harper
    Apr 7 2026

    When your processes are structured and your team knows what to do next, you gain time and improve performance.

    In this episode, Kenny Harper, Growth Coach at Growth Amplifiers, shares how to systemize your business, simplify operations, and multiply impact using scalable systems, repeatable processes, and a proven framework. You’ll learn how to move from custom work to standardized workflows, shift from service provider to trusted advisor, improve client relationships, build a coaching culture, and scale your service-based business without losing control or quality.

    You’ll also hear how Jody was featured on the Growth Amplifiers podcast, where deeper insights on building and scaling a successful firm are shared.

    Key takeaways:

    • Shift from service provider to advisor. Focusing on transformation increases value and improves client retention.
    • Build a coaching culture inside your team. Encouraging questions and solutions reduces bottlenecks.
    • Put the right people in the right roles. Aligning strengths with responsibilities leads to better performance.
    • Follow a clear system for scaling. From vision to diagnosis, each step builds consistency and growth.
    • Co-create solutions with clients. Working together to choose the best path leads to better decisions.

    Tune in the full episode of ▶️How to Systemize Your Business and Multiply Impact with Kenny Harper.

    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

    -Kenny Harper: “A clear, documented plan strengthens both execution and client alignment."

    -Jody Grunden: "Scale comes from systemizing most of your work while keeping flexibility where it matters."

    Kenny Harper is a Growth Coach at Growth Amplifiers, helping service-based business owners systemize their operations and scale without burnout. Drawing from his experience building and running a marketing agency, Kenny now guides leaders to simplify complexity and focus on what truly drives impact. Through his Amplified Growth System, he helps firms align vision, team, and execution to create consistent, scalable results.

    Website: https://kennyharper.rocks/

    LI: https://www.linkedin.com/in/kennyharper/

    FB: https://www.facebook.com/kenny.w.harper/

    IG: https://www.instagram.com/kennywharper/

    X: https://x.com/KennywHarper

    Growth Amplifiers

    LI: https://www.linkedin.com/company/growthamplifiers/

    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

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    41 mins
  • Why Most Service Businesses Struggle to Grow Profitably with Al Zdenek
    Mar 24 2026

    Growth can feel lighter when your business starts working with you, not against you.

    In this episode, Al Zdenek, Executive Chair of CakeClub, breaks down why most service-based businesses struggle with profitability, cash flow management, financial planning, and sustainable growth. You learn how to manage cash flow, build cash reserves, improve pricing, make better financial decisions, and align your business goals with your personal financial goals. The focus is on profit strategy, cash flow systems, financial clarity, business growth, and building a service business that supports your lifestyle and long-term wealth.

    Key takeaways:

    • Cash flow is the foundation of survival. Most businesses fail because they do not track or manage cash flow properly.
    • Breaking even is not enough. Break-even as covering expenses, paying yourself, and covering taxes.
    • Build strong cash reserves and backup plans. Having 2 to 6 months access to lines of credit can protect your business during uncertainty.
    • Pay yourself and diversify. Taking money out of your business reduces risk and increases long-term security.
    • Use other people’s money strategically. Partnerships, private funding, and creative financing can support growth without draining your cash.

    Tune in to the full episode of ▶️ Why Most Service Businesses Struggle to Grow Profitably with Al Zdenek.

    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

    -Al Zdenek: "Breaking even means covering expenses, paying yourself, handling taxes, and saving for the future."

    -Jamie Nau: "Cash is the first thing we look at. Understanding reserves is critical for every business."

    Al Zdenek is the Executive Chair of CakeClub and a seasoned entrepreneur with over 40 years of experience in wealth management and business growth. He is the bestselling author of Master Your Cash Flow and Master Your Business Cash Flow, where he teaches how to grow profitable businesses while living the life you want now.

    Website: https://alzdenek.com/

    LI: https://www.linkedin.com/in/albertjzdenek/

    FB: https://www.facebook.com/albertjzdenek/

    X: https://x.com/alzdenek

    YT: https://www.youtube.com/channel/UCXCYeD34e-PybZQHwIvmLCA


    CakeClub

    Website: https://www.cakeclubapp.com/

    FB: https://www.facebook.com/people/Cakeclub/61571930199558/

    LI: https://www.linkedin.com/company/cakeclubapp/

    IG:

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    35 mins
  • How AI Can Give You Back 80% of Your Time with Greg Boone
    Mar 17 2026

    Time is one of the most valuable assets in a service-based business. Yet many owners and teams spend most of their week searching for information, copying data, formatting documents.

    In this episode, Greg Boone, CEO at Walk West, explains how artificial intelligence, AI tools, automation, and agent workflows can give business owners back nearly 80% of their time. You learn how AI transforms marketing, consulting, operations, and knowledge work by reducing manual work, improving research, accelerating analysis, and helping teams move faster with better insights. The conversation focuses on AI adoption, AI strategy, productivity, marketing technology, data analysis, AI agents, and practical ways to integrate AI into everyday business workflows.

    Key takeaways:

    • AI can eliminate massive time waste. Explains how knowledge workers spend 50–60% of their week searching for information.
    • You can reclaim up to 80% of administrative work. AI can complete weeks of work in minutes by automating research and analysis.
    • AI works best as a thinking partner. Using AI to instruct, analyze data, generate ideas, and support decision making.
    • AI reveals insights hidden in your data. Businesses can analyze meeting transcripts, reports, and unstructured data.
    • Training matters for AI adoption. Without guidance, employees may misuse tools or rely on basic features, leaving most of AI’s real value unused.

    Tune in to the full episode of ▶️How AI Can Give You Back 80% of Your Time with Greg Boone.

    Find more podcast episodes on our website: anderscpa.com/learn/podcasts/

    Episode resources:

    ● Anders Virtual CFO by Anders 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

    -Greg Boone: "We get hyper-focused on the process of how we do things. AI doesn’t care about your process—it only cares about the outcome.”

    -Jody Grunden: "Most firms struggle with growth because they rely on habits that worked when the company was smaller."

    Greg Boone is the CEO of Walk West and a technology leader known for building high-performing teams that drive digital transformation. With decades of experience across leadership roles from director to CEO and advisor, Greg champions a people-first approach to business and innovation. His philosophy is simple: build great people first, and they will build a great company. Greg has led teams that served major brands including Charter, Panera Bread, Nascar, and Le Creuset while maintaining exceptional client loyalty. Today, he focuses on helping organizations leverage technology and AI to work smarter, unlock productivity, and give leaders back valuable time.

    LI: https://www.linkedin.com/in/gregboone/

    IG: https://www.instagram.com/greg.boone/


    Walk West

    Website: https://walkwest.com/

    FB: https://www.facebook.com/WalkWest

    LI: https://www.linkedin.com/company/

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    41 mins
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