Shows
Creative Agency Success ShowWhy Every Business Owner Should Think Like a Forensic Accountant with Clay KniepmannAs a business owner, you may trust your team, but that trust can blind you to the quiet financial risks inside your business. In this episode of The Creative Agency Success Show, we talk with Clay Kniepmann, manager in Forensic and Litigation at Anders, to share practical tips on balancing trust and control and how you can use simple steps to strengthen your internal processes.Key Takeaways:Watch for Red Flags: Delayed reports and lifestyle mismatches are warning signs.Balance Trust and Controls: Small businesses n...
2025-11-0335 minCreative Agency Success ShowTurn Publicity Into Profit: The PR Strategy That WorksImagine turning media attention into real business growth. For service-based small business owners, publicity is about turning visibility into profit.In this episode, Mickie Kennedy, founder of eReleases, shares exactly how you can use PR to grow your credibility and revenue. He explains how press releases, when done right, can open doors to media coverage, attract your ideal clients, and create long-term financial success. Key takeaways:Why do most press releases fail? 97% of press releases generate no earned media and what separates the 3% that succeed.P...
2025-10-2034 minCreative Agency Success ShowImprove as an Agency Leader and 'Calm the Chaos' with Karl SakasIf you’re invisible online, you’re losing clients before they even know you exist. In today’s competitive market, your digital presence is your storefront. In this episode, Agency Consultant & Executive Coach Karl Sakas of Sakas & Company explains why being invisible online is costing you clients and what you can do to fix it. He shares practical strategies on leadership, delegation, and long-term planning that help you attract more clients and strengthen your agency.Key takeaways:Delegation done right. Learn how letting go of low-value tasks helps y...
2025-09-2946 minCreative Agency Success ShowAmplifying Human Potential In Your Business with AI SupportYou don’t need more hands—you need better tools. For service-based small business owners, AI can lift the burden of repetitive tasks, helping your team do more of what moves the needle In this episode of The Creative Agency Success Show, we sit down with Ed Krystosik, Co-Founder of RAC Projects AI, to unpack the real-world strategies for integrating AI into small businesses. From streamlining workflows to navigating compliance risks, Ed shares how AI can support your people, sharpen your processes, and fuel sustainable growth. Key Takeaways:Supp...
2025-08-2042 min
The Young CPA Success Show2024 Year in ReviewEpisode Title: 2024 Year in ReviewEpisode Notes:In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member."It’s super common for us to go into a conference and have someone say, "Hey, I love that podcast you’re on." It’s really cool, and we really enjoy it." – Jody GrundenThe finer details of this epis...
2024-12-3037 minCreative Agency Success Show2024 Year in ReviewEpisode Title: 2024 Year in ReviewEpisode Notes:In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member."It’s super common for us to go into a conference and have someone say, "Hey, I love that podcast you’re on." It’s really cool, and we really enjoy it." – Jody GrundenThe finer details of this epis...
2024-12-3037 min
The Modern CPA Success Show2024 Year in ReviewIn our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member."If we have the ability to make our clients feel like heroes, that’s a complete home run. For me, that was very impactful and has changed the way we present things." – Tom WadeltonThe finer details of this episode:Personal anecdotes and reflections on podcasting experiences.Highlights of me...
2024-12-3037 minThe Young CPA Success ShowAccounting Myths 101: Suits, Ties, and Other Lies with Chayton Farlee“Finding a good mentor can be hard, but it is such a big deal. My internship opened my eyes to all the possibilities the industry has to offer.” – Chayton Farlee The finer details of this episode:The need for modernizing content delivery methods in the accounting profession.The potential of using platforms like TikTok and LinkedIn to engage younger audiences.The importance of mentorship and networking for accounting students.The challenges faced by students in understanding the diverse career paths in accounting.The significance of practical experience and internships in preparing for accounting careers.The role...
2024-10-0758 minThe Modern CPA Success ShowThe Partner Every Firm Needs: Simplifying Business Startup and Compliance with Nellie AkalpEpisode Notes:“Our mission is to educate, inspire, and support accountants, financial advisors, and CFOs who are representing a client with a need for any type of entity filings, entity setup, entity expansion, or payroll tax registration services.” – Nellie AkalpThe finer details of this episode:Services offered by CorpNet and their benefits for accountants and clientsChallenges faced by accountants in providing comprehensive services to their clientsImportance of accountants offering entity filings, setup, expansion, and payroll tax registration servicesCorpNet’s partner program and its benefits for accountantsManaging compliance requirements for clients' business entitiesBenefits of outso...
2024-07-2253 minThe Modern CPA Success ShowNavigating Work-Life Balance: A Candid Conversation on Stress in the Workplace with Joey Kinney“In the American workplace, 80% of workers feel stress on the job, and nearly half say they need help in learning how to manage stress. If your people are stressed and they're not talking to you about it, that's a clue that you need to change something in your organization.” – Joey KinneyThe finer details of this episode:●Stress management in the workplace and at home●Challenges of setting boundaries and prioritizing tasks in work-life balance●Impact of stress on personal lives and managing competing interests●Role of leaders in addressing recu...
2024-07-0836 minThe Young CPA Success ShowNavigating Work-Life Balance: A Candid Conversation on Stress in the Workplace with Tom Wadelton“In the American workplace, 80% of workers feel stress on the job, and nearly half say they need help in learning how to manage stress. If your people are stressed and they're not talking to you about it, that's a clue that you need to change something in your organization.” – Joey Kinney The finer details of this episode:Stress management in the workplace and at homeChallenges of setting boundaries and prioritizing tasks in work-life balanceImpact of stress on personal lives and managing competing interestsRole of leaders in addressing recurring structural problems contributing to stress Epis...
2024-07-0135 minThe Young CPA Success ShowEmbracing Change and Innovation in the Accounting Industry with Jesse Rubenfeld and Tom ZehentnerThe finer details of this episode:Evolution of accounting software and early career experiencesImportance of embracing change and innovation in the industryLeveraging technology to streamline accounting processesChallenges and opportunities in early career development Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitieshttps://www.finoptimal.com/https://www.linkedin.com/in/jesserubenfeld/https://www.linkedin.com/in/tom-zehentner-cpa-a0591b5b/If you love...
2024-05-0658 minThe Young CPA Success ShowIs AI Coming for Your Accounting Job? With Hannah Hood and Joey Kinney"I don't think that AI could ever replace human connection. I don't think it could ever replace that piece and that value, especially for us as we lean into what we do for our clients." – Hannah Hood The finer details of this episode:Fear and potential impact of AI on human connectionAutomation of technical skills in accountingImportance of developing soft skills that AI cannot replaceNeed for intentional learning and mentorship in soft skills Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if yo...
2024-01-2917 minCreative Agency Success ShowFrom Ballroom to Business: Choreographing Experiences for Success with Michael Johnson"For companies that have been around for a long time, often they get very disconnected from their actual client, and then they wonder why their growth just sort of flatlines." – Michael JohnsonThe finer details of this episode:Distinguishing between coaching, consulting, and agency rolesMaintaining control and alignment as a CEO or ownerUnderstanding and improving customer experience Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show: vcpasuccessshow@anderscpa.comThis Quiz Will Tell You What Fi...
2024-01-1532 minCreative Agency Success ShowJody and Jamie’s 2023 Year in Review and What to Expect for 2024 Important Financial Metrics for Creative Agencies with David C. Baker https://podcasts.apple.com/us/podcast/important-financial-metrics-for-creative-agencies-with/id1481877575?i=1000621344461Business Coaching, Staying Relevant, Achieving Success: Insight from Pinnacle Business Guides Founder Greg Cleary https://podcasts.apple.com/us/podcast/business-coaching-staying-relevant-achieving-success/id1481877575?i=1000618300601The Future of AI: Balancing Innovation and Ethical Considerations with Shanif Dhanani https://podcasts.apple.com/us/podcast/the-future-of-ai-balancing-innovation/id1481877575?i=1000627415283"What if There's More?" with Traci Barrett https://podcasts.apple.com/us/podcast/what-if-theres-more-with-traci-barrett/id1481877575?i=1000603865819Rebranding Your Agency for Success with Todd Nienkerk https://podcasts.apple.com/us/podcast/rebranding-your-agency-for-success-with-todd-nienkerk/id1481877575?i=1000623632381Building an E...
2024-01-0233 minCreative Agency Success ShowBest of 2023 from the Virtual CPA Success ShowImportance of finding a single metric to measure firm performanceImportance of exploring client budgets and validating them in the sales processBenefits and the potential of AI for automation in businessChallenges faced by agencies in terms of burnout and stressImportance of having a trusted advisor in your businessEpisode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show: vcpasuccessshow@anderscpa.comThis Quiz Will Tell You What Financial Help Your Business Needs: https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.o...
2023-11-2054 minThe Young CPA Success ShowNow is the Best Time to be a Young CPA: Dave Hartley’s Top 10 Reasons“There are more career paths today than ever before in the industry.” -Dave Hartley The finer details of this episode:Shift in the accounting profession toward adding value Positive changes in the industry, such as an employee-focused approach Opportunities and resources available to young professionals Changing perceptions about the profession Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/car...
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