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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
  • Why Half Your Marketing Budget Feels Wasted (And How to Fix It) with Jeff Greenfield
    Feb 24 2026

    When leads feel inconsistent and results do not match the spend, the problem is rarely effort. The problem is visibility, measurement, and knowing what actually drives growth.

    In this episode, Jeff Greenfield, CEO of Provalytics, breaks down why so many service-based businesses feel like half their marketing budget is wasted. You hear clear explanations around marketing measurement, attribution, GA4 limits, impressions versus clicks, full-funnel marketing, privacy-driven data loss, AI-driven buyer journeys, and how attention, awareness, and timing impact revenue. The focus stays on fixing what feels broken so your marketing spend works harder.

    Key takeaways:

    • Clicks do not tell the full story. Last-click attribution hides the real impact of awareness, impressions, and upper-funnel marketing.
    • Attention comes before conversion. You learn how marketing dollars first create attention and awareness before leads.
    • GA4 shows behavior, not influence. Understanding what Google Analytics actually measures helps prevent bad budget decisions.
    • Impressions matter more than most teams think. Tracking impressions over time reveals patterns that clicks alone will never show.
    • Better measurement protects profit. Clear attribution helps you invest in the channels that truly move revenue.

    Tune in to the full episode of ▶️Why Half Your Marketing Budget Feels Wasted (And How to Fix It) with Jeff Greenfield.

    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

    -Jeff Greenfield: "Most marketing decisions break because finance and marketing are looking at two different sets of numbers."

    -Jody Grunden: "Business owners worry that focusing on one offer might hurt their brand but clarity often matters more than variety."

    Jeff Greenfield is the CEO of Provalytics, a privacy-first attribution platform helping marketers prove impact in a post-cookie world. With over two decades in the industry, Jeff built one of the first multi-touch attribution (MTA) platforms, driving 15–25% ROI growth for major global brands. As shifting privacy laws upended traditional tracking, he saw the need for AI-driven, compliant solutions and launched Provalytics in 2022. Today, his team empowers marketers to make smarter budget decisions with accurate, future-proof insights.

    Website: https://provalytics.com/

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

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

    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 CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders CPAs + Advisors, the podcast dives into essential financial strategies for scaling creative agencies.

    Website:

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    39 mins
  • Stop Carrying the Weight Alone: Build Systems That Free You with Steven Ness
    Feb 10 2026

    A well-built service business creates momentum instead of pressure. With the right systems in place, you allow growth to happen without burning out.

    In this episode, Steven Ness, founder of Lighting the Way Leadership, explains how business owners can stop carrying the weight alone by building leadership systems, operational structure, and clear processes. The focus stays on delegation, accountability, financial clarity, team alignment, and systems that save time, energy, and money while supporting sustainable growth.

    Key takeaways:

    • Systems create freedom. Documented processes and repeatable systems give you back control of your time.
    • Leadership starts with you. You learn why personal accountability at the top sets the tone for results across the entire business.
    • Right people in the right seats. Seat ownership helps teams perform better without constant oversight.
    • Delegation without abdication. Clear expectations allow you to step back without losing quality or momentum.
    • Build a business that works without you. Systems reduce owner dependency so the company can grow.

    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

    -Steven Ness: "Systems save sanity, time, energy, and money. When you use them well, you stop making desperate decisions."

    -Jody Grunden: "Most leaders brush it off until they’re asked to look at the impact they’re carrying home."

    Steven Ness is the founder of Lighting the Way Leadership, where he helps leaders cut through business chaos with faith, structure, and a dose of tough love. With deep expertise in operations, training, B2B, retail, and sales, Steven equips teams to lead with clarity and purpose. His approach blends practical systems with people-first values reimagining business as People to People, not Business to Business. As a seasoned consultant, Steven is known for empowering leaders to grow personally and professionally. He’s on a mission to help organizations thrive through authentic leadership and strategic alignment.

    Website: https://lightingthewayleadership.com/
    Email: Steven@lightingthewayleadership.com

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

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

    X: https://x.com/StevenNessCoach

    FB: https://www.facebook.com/people/Lighting-the-Way-Leadership/61568990434856/

    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 CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders CPAs + Advisors, the podcast div

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    40 mins
  • How to Protect Your Margins Before the Sale Begins with Albert Banks
    Jan 27 2026

    Many service-based business owners win deals, deliver great work, and still struggle with margins.

    In this episode, Albert Banks breaks down how service-based businesses can protect margins before work even starts. You get a clear look at pricing strategy, value-based pricing, project profitability, cost awareness, negotiation tactics, and sales frameworks that help agencies and professional services firms grow revenue without burning out their teams. The focus stays on setting every project up for success from day one.

    Key takeaways:

    • Use floor, table, and ceiling pricing. Learn how to set a pricing range that protects profit while giving flexibility in sales conversations.
    • Move beyond hourly billing. Value-based and fixed-fee pricing create better alignment with clients.
    • Anchor pricing with options. Offering multiple pricing options reframes the decision.
    • Sell expertise, not tasks. Leading with discovery and strategy positions you as the expert.
    • Know your true costs. Understanding fully loaded costs is non-negotiable if you want predictable margins.

    Tune into the full episode of ▶️How to Protect Your Margins Before the Sale Begins.

    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

    -Albert Banks: "Strong margins start before the project begins. Preventative decisions in pricing and scoping protect profitability."

    -Jody Grunden: "When you know your data, time, cost, and team mix, you can price consistently and still hit your margin targets."


    Albert Banks is a seasoned agency founder turned consultant, helping businesses boost profitability through strategic pricing, operations, and sales frameworks. With over two decades of experience—including growing, merging, and selling his own agency—Albert now coaches leaders on setting value-based pricing and uncovering hidden risks before a deal even starts. He champions a diagnostic-first approach, ensuring clients position themselves as trusted experts rather than vendors. Albert’s practical systems help agencies increase margins and close better-fit clients.
    LI:
    https://www.linkedin.com/in/albertbanks/

    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 CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders CPAs + Advisors, the podcast dives into essential financial strategies for scaling creative agencies.


    Website: https://www.buzzsprout.com/2458889

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

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

    IG: https://www.

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    35 mins
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