Top Agency Performance Metrics with David C. Baker

Jamie and Jody welcome David C. Baker, esteemed speaker, published author, and agency advisor–having consulted with more than 900 small independent firms. They delve into the importance of monitoring and improving agency performance metrics, offering advice on analyzing financials and setting goals using simple KPIs. David shares agency KPIs to monitor and emphasizes the need for honesty and transparency in advising clients. David advises digital marketing agencies to tackle money head-on: “One of the partner’s primary jobs has to be to understand and impact the financial performance of the firm. That's job one. If the firm isn't performing, it doesn't matter how good your new business plan is. You won't need one.”

Om Podcasten

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.