Anders CPA

FEBRUARY 20, 2024

The process of determining the value of an agency is a crucial step for any current owner, potential acquirer or agency merger partner. By determining your agency’s value, whether it’s a marketing, advertising, design or other creative agency, you gain practical and valuable insights.

Finance 105

Finance CPA Sales 105

GrowthForceBlog

MARCH 6, 2024

8 min read You can be the marketer and have the top marketing talent working for your agency, but if you don't have a financial strategy in place, then you aren't likely to be financially successful.

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Account accountant accounted 96

Summit CPA

APRIL 30, 2024

The proposal and pricing process is top of mind for digital agency owners, and with good reason. It’s the first opportunity to set the bar for the engagement. But more than that, it’s the part of the business that you need to do really well: if you do, you’re going to improve your win rate; if you don’t, you’re going to waste a lot of effort.

CPA 59

CPA Account accountant accounted 59

Summit CPA

FEBRUARY 19, 2024

Digital marketing agencies can refer to different kinds of businesses, including design-dev agencies, SEO-PPC agencies, as well as product-only. However, this division of labor leaves an important role vacant: finance. As David C. That's job one. That's even more important than culture.

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Account accountant accounted CPA 52

Summit CPA

APRIL 4, 2024

If you're a creative agency owner looking to grow your agency, building a lean operations model by streamlining processes will allow you to focus on what is most important to your agency: delivering transformational services for your clients, increasing revenue, and making sure your employees are happy.

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Summit CPA

FEBRUARY 12, 2024

Every creative agency will experience a point in time when their pipeline is low. As a digital agency, you know that marketing is the lead generating engine of any business. It’s an inevitable occurrence. Naturally, leadership will be focusing on how to fill that pipeline again, and marketing strategy is a big piece of that equation.

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CPA Practice

MARCH 27, 2024

The Artificial Intelligence Accountability Policy Report stemmed from more than 1,400 comments the agency, which is part of the Commerce Department, received last year from companies and advocacy groups about creating an accountability system for artificial intelligence technologies. Distributed by Tribune Content Agency LLC.

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audit E-commerce Account accountant 85

Summit CPA

DECEMBER 19, 2023

Free Webinar: The Modern Framework for Measuring & Optimizing Agency Profitability Using Three Simple Metrics that Anyone Can Track, January 18th at 1pm ET

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Summit CPA

APRIL 16, 2024

Jamie and Jody welcome Goran Kovacevic, Vice President of Business Development at Infinum, to discuss business development within a creative agency.

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Summit CPA

APRIL 26, 2023

The Virtual CPA Success Show: Episode 79 After a career as an agency owner, Steve Guberman, knows all too well the challenges that digital agency owners face. In this episode, Steve chats with Jamie Nau and Jody Grunden about today’s challenges in the industry and why it’s important to have a coach to walk the journey with you.

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CPA 52

Summit CPA

APRIL 10, 2024

Jody hosts operators of Own Your Category, Russ Sorrells and Doug Tenpas, to discover how a business coach could transform agency success.

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Summit CPA

APRIL 2, 2024

Jamie and Joey discuss the challenges creative agencies face with proposal and pricing strategies, particularly scope creep.

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Insightful Accountant

APRIL 25, 2024

federal agencies increase efficiency and provide better services to their constituents. Oracle Fusion Cloud ERP solution helps U.S.

Finance 52

Finance 52

Summit CPA

APRIL 23, 2024

Karla Santi, CEO of Blend Interactive, joins Jamie and Jody to discuss the growth stages of digital agencies.

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Basis 365

JUNE 1, 2023

Marketing agencies often make accounting mistakes due to their primary focus on marketing activities rather than financial management. However, a practical solution to avoid these pitfalls is to consider outsourcing their accounting needs to professionals who specialize in accounting services for marketing agencies.

Account 97

Account accountant accounted financial statements 97

Summit CPA

APRIL 18, 2024

Free Webinar: AI + Your Agency: Balancing Risks with Reward, May 16th at 1pm ET

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Summit CPA

DECEMBER 16, 2023

Virtual CPA Success Show Podcast Episode 107 Jody and Jamie discuss the importance of marketing for agencies with Logan Lyles , Content Marketing Evangelist. Logan shares his background in sales and marketing, particularly in the agency space, and offers insights on how agencies can overcome marketing challenges, such as allocating resources.

CPA 52

CPA Sales 52

Basis 365

JULY 13, 2023

As a marketing agency, your success depends on your ability to deliver exceptional client results. In this post, we'll explore some advice for marketing agencies on developing and implementing a budget to help you achieve your goals. That's where budgeting comes in. Review your budget at least quarterly and make adjustments as needed.

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accrual accounting accounting and finance bookkeeping payroll 95

LSLCPAs

FEBRUARY 14, 2024

The post The Federal Data Transparency Act and Your Local Government Agency appeared first on LSL CPAs. It is another step in digitizing data coming on top of the Federal Funding Accountability and Transparency Act (FFATA) of 2006, the Data.

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Government cpas fund accounting Account 59

LSLCPAs

MAY 8, 2024

The post Reconciling Payroll Liabilities in Local Government Agencies: Accounts That Always Seem Wrong and Everyone Avoids appeared first on LSL CPAs. Most organizations have too much to do, with inadequate staffing, resulting in certain reconciliations falling.

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payroll Government cpas Account 52

ThomsonReuters

APRIL 20, 2023

The court vacated all agency actions to implement or enforce the preventive services mandate in response to a USPSTF “A” or “B” recommendation issued on or after March 23, 2010 (see our Checkpoint article ). The agencies recognize that the USPSTF has updated a significant number of the recommendations since March 23, 2010 (e.g.,

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Legal Government Tax Account 98

Summit CPA

DECEMBER 20, 2023

For an agency, a meaningful goal needs to be based on an understanding of pipeline (committed work, expected work, and work that needs to be generated) and capacity (how much your team can produce on a weekly basis). Are you compensating your staff appropriately (salary and benefits)?

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Sales CPA Account accountant 52

Summit CPA

AUGUST 3, 2023

The Virtual CPA Success Show: Episode 90 JP Holecka, CEO and Founder of Power Shifter Digital , joins Joey Kinney and Jody Grunden to discuss generative AI and its potential effects on employment and agency operations. The conversation highlights the potential for AI to both disrupt and enhance the agency industry.

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CPA 52

Summit CPA

FEBRUARY 21, 2024

Free Webinar: Dominate Your Social Media Strategy with Your Agency Evangelists, March 21st at 1pm ET

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GrowthForceBlog

DECEMBER 22, 2022

Do you know how profitable your marketing agency actually is? See What Your Back Office Can Do for You: If you're running a marketing agency and trying to manage your back office at the same time, then you're missing out on achieving your business's true potential and yours as a business leader…. Key Takeaways.

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Account accountant accounted bookkeeping 86

Summit CPA

MARCH 8, 2023

The Virtual CPA Success Show: Episode 75 In this episode, our host, Jamie Nau, Summit CPA's Director of Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors, discuss time tracking and project management data to improve agency profitability with Marcel Petitpas , CEO and Founder of Parakeeto.

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cpas CPA 52

Summit CPA

MARCH 26, 2024

Karl Sakas reveals how he gets clients through growth plateaus while working less and earning more through marketing agency operations.

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Summit CPA

MARCH 27, 2024

Free Webinar: Dominate Your Social Media Strategy with Your Agency Evangelists, March 21st at 1pm ET

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Summit CPA

SEPTEMBER 13, 2023

Baker , esteemed speaker, published author, and agency advisor–having consulted with more than 900 small independent firms. They delve into the importance of understanding and impacting the financial performance of an agency, offering advice on analyzing financials and setting financial goals.

CPA 52

CPA 52

Summit CPA

JULY 12, 2023

The Virtual CPA Success Show: Episode 85 Russel Dubree, serial entrepreneur and Growth and Culture Advisor at Performance Faction , sits down with Jamie Nau and Jody Grunden to discuss challenges of agency ownership.

CPA 52

CPA 52

ThomsonReuters

JANUARY 26, 2023

The CAA, 2021 and regulations addressing procedural aspects of plan payments to nonparticipating providers, including the role of certified IDR entities, require the agencies to post quarterly reports highlighting IDR activity (see our Checkpoint article ). For more information, see EBIA’s Health Care Reform manual at Sections XII.B.3

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North Carolina Georgia Florida Texas 98

ThomsonReuters

MAY 26, 2022

The revisions finalize some of the changes proposed by the agencies in September 2021 (see our Checkpoint article ) to reflect Code and ERISA amendments made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act (see our Checkpoint article ). Contributing Editors: EBIA Staff.

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Tax Account accountant accounted 98

Summit CPA

JUNE 28, 2023

The Virtual CPA Success Show: Episode 83 JD Graffam understands the peaks and valleys of agency life. While his agency portfolio is extensive, he is currently the owner of Simple Focus, an agency he founded in 2009.

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CPA Account accountant accounted 52

ThomsonReuters

JANUARY 13, 2022

Furthermore, the agencies are assessing what types of changes to existing guidance may be needed to ensure that individuals receive the mandated coverage. The post Agencies Issue FAQs (Part 51) With ACA Preventive Health Services Guidance appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

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Tax Account accountant accounted 98

PYMNTS

JANUARY 6, 2021

Twitter has acquired Ueno , a design agency, a blog post from company CEO and Founder Haraldur Thorleifsson stated. I feel like we won the agency game and there were no more things to prove. In joining with Twitter, Thorleifsson said he's "proud we are able to leave on a high note. No more worlds to conquer," according to the post.

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Gaming 80

Summit CPA

OCTOBER 5, 2023

Joey Kinney and Jeff Bartsch discuss the power of storytelling as a tool for communication, both internally and externally, for agencies.

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ThomsonReuters

MAY 11, 2023

The CAA, 2021 and regulations addressing procedural aspects of plan payments to nonparticipating providers, including the role of certified IDR entities, require the agencies to post quarterly reports highlighting IDR activity (see our Checkpoint article ). The agencies’ report covers the quarter from October 1–December 31, 2022.

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Tax Account accountant accounted 52