If 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 you focus on client growth and financial results.
• Stop being the “answer person.” Growth stalls when every decision depends on you.
• Visibility drives revenue. If you’re not visible, you’re handing over opportunities to competitors.
• Audit your meetings. Free up your time by identifying which meetings matter and can be delegated.
• Coaching and accountability matter. Having an outside advisor helps you avoid blind spots and stay accountable.

Tune into the episode of ▶️ Improve as an Agency Leader and 'Calm the Chaos' with Karl Sakas.

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:

anderscpa.com/virtual-cfo-services/vcfo-playbook/

Quotes

• Karl Sakas: "A meeting audit helps leaders reclaim time. Review your calendar, decide which meetings matter, and delegate or cut the rest."
• Jody Grunden: "Delegation is the cornerstone of growth. Protecting your team from failure keeps them from developing."

Karl Sakas is an agency advisor and coach who helps agency owners work less, earn more, and build stronger teams. Known as the "agency therapist," Karl has supported 600+ agencies across 36 countries in navigating growth and scaling smartly. He specializes in guiding leaders toward building lifestyle agencies or positioning for multi-million dollar exits.

Website: https://sakasandcompany.com/

FB: https://web.facebook.com/SakasAndCompany?_rdc=1&_rdr#

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

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

X: https://x.com/KarlSakas

YT: https://www.youtube.com/channel/UCOyb-o2ICYgIOzBzCBarrjQ

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:

You 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:

• Support Over Substitution: AI should enhance, not replace, your team.
• Start Small, Think ROI: Target low-friction tasks first.
• Fix the Process First: Map your workflows, then automate what makes sense.
• Win Team Buy-In: Assign a tech-savvy team member to lead the change. Make AI adoption a shared mission, not a top-down command.
• Play It Safe with Data: Learn how to protect sensitive info and avoid hallucinated outputs with smart model settings.
• Make Your Method Memorable: Create repeatable models that AI and humans can remember and recommend.

Learn how to use AI to power smarter decisions, sharper content, and stronger results. Watch the episode of ▶️ Amplifying Human Potential In Your Business with AI Support.

Find more podcast episodes on our website: http://www.summitcpa.net/podcasts

Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/

● Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter

● Check out the Virtual CFO Playbook Course:

https://anderscpa.com/

anderscpa.com/virtual-cfo-services/vcfo-playbook/

Quotes

• "If you're using AI to amplify the people you already have—or possibly replace the need for new hires—that's where you get tremendous ROI." - Ed Krystosik
• "When AI takes over parts of everyone’s tasks, it shifts job roles. The challenge becomes getting buy-in as responsibilities evolve." - Jamie Nau

Ed Krystosik is the Co-Founder of RAC/AI, where he helps busy sales professionals amplify their impact through smart, AI-supported lead generation strategies. By automating follow-ups and systematizing referral pipelines, Ed empowers professionals to boost revenue without burning out. His approach focuses on maximizing quality leads, nurturing client relationships, and simplifying tech with practical workflows. With Ed's guidance, sales teams can focus less on chasing leads and more on closing deals. He's on a mission to help sales pros unlock human potential through strategic, AI-backed systems.

Website: https://racprojects.ai/

Facebook: https://racprojects.ai/

LinkedIn: https://www.linkedin.com/in/ed-krystosik/

The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of VCFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders CPAs + Advisors, the podcast dives into essential

Creative Agency Success Show (Episode 144): “A maturity model isn't a report card, it's about understanding where your decision-making capabilities are.” - Jamie Nau

In this episode of The Creative Agency Success Show, Jamie Nau and Jody Grunden pull back the curtain on how small business owners can move from just getting by to truly thriving. They’ve spent the last eight months crafting a maturity model designed to help you assess where your business stands in five key areas: cash management, forecasting, profitability, sales outlook, and financial reporting.

But here’s the thing—it’s not about being perfect. It’s about having a clear path forward.

Imagine being able to make decisions with confidence, knowing you’re moving in the right direction. That’s the power of understanding where your business currently stands and what small but impactful steps you can take next.

So, what’s your next move? Tune in now and start building a business that works for you—not the other way around.

▶️ What's a Maturity Model Anyway?

Find more podcast episodes on our website: http://www.summitcpa.net/podcasts

Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/

● Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter

● Digital Dollars and Cents: A Virtual CFO’s Playbook to help Creative Agencies Create a Financial Roadmap to Success, is now an audiobook! Download it here: https://vcfo.summitcpa.net/ddc

_________________________________________________________________________________________

The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of VCFO 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. With insights from industry experts and real-world experiences, episodes explore topics like cash flow management, forecasting, and financial maturity models. Backed by Summit Virtual CFO Services by Anders, this bi-weekly show provides actionable guidance for business owners navigating financial complexity. Join the conversation to build a stronger, more financially successful agency.

Website: https://the-virtual-cpa-success-show-for-creative-agencies.simplecast.com/

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

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

Instagram: https://www.instagram.com/vcfobyanders

YouTube: https://www.youtube.com/@vcfobyanders

X: https://x.com/vcfobyanders

________________________________________________________________________________________

Jamie Nau, CPA, Summit Virtual CF