The Progressive Agency podcast is a resource to help agency owners keep more of what they make. As a CPA, I work with many different business types to put tools in place that build wealth outside of their businesses. Agency owners in particular tend to struggle with this. My goal with The Progressive Agency platform is to provide clarity around tax reduction strategies that agency owners can use to achieve financial success in the long-term. Join The Progressive Agency community to learn new ways you can make your agency scaleable or sellable down the line. Click here to learn more about me.
Welcome our guest
Sara Snyder
Episode 85: Digital Tools & Outsourcing Tips with Sara Snyder
Sara Snyder is a Certified Public Accountant with a background in accounting since 2017. Currently, she serves as an Account Manager and Outsourced CFO at Craig Cody and Company, Inc., specializing in advanced tax reduction with the designation of Certified Tax Coach. In this episode of the Progressive Agency Podcast, I sat down with Sara…
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Solocast
Craig Cody
Episode 84: Revisiting the Corporate Transparency Act and its Requirements with Craig Cody
In this episode of The Progressive Agency Podcast, we revisit the Corporate Transparency Act and its implications for business owners. We explore the critical details of the Beneficial Ownership Information (BOI) reporting requirements, which affect small- to mid-sized business entities in the United States. Business owners need to be vigilant about ongoing compliance with the…
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Welcome our guest
Katy Boos
Episode 83: How to Leverage Public Speaking Opportunities to Find Right-Fit Clients with Katy Boos
Katy Boos founded Remix Communications because she’s passionate about creating impactful thought leadership programs for her clients. Brainstorming compelling topics and narratives, Katy helps bring ideas to life on stage at top industry events for clients such as Adobe, Meta, Stitch Fix and several successful start-ups. Before Remix, Katy co-founded a successful Silicon Valley marketing/PR…
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Welcome our guest
Marcel Petitpas
Episode 82: Essential Metrics For Agency Owners to Track Profitability with Marcel Petitpas
Marcel Petitpas is the CEO & Co-Founder of Parakeeto, a company dedicated to helping agencies measure and improve their profitability by streamlining their operations and reporting systems. He is also the head strategic coach at SaaS Academy by Dan Martell, the #1 coaching program for B2B SaaS businesses in the world. In this week’s episode…
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Welcome our guest
Karley Cunningham
Episode 81: The Surefire Method™ for Brand Strategy Implementation with Karley Cunningham
Creative Strategist and Growth Accelerator Karley Cunningham develops brand leaders by taking businesses from overcrowded, competitive spaces into blue ocean territory, where they can confidently stand out and thrive. Companies that want to be distinct in their marketplace retain Karley to sharpen their positioning and differentiation strategies to cut through the noise. Karley’s international client…
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Welcome our guest
Casey Brown
Episode 80: Pricing Agency Products and Services Without Fear with Casey Brown
Casey Brown is a pricing geek, professional speaker, and President of Boost Pricing, a firm that helps companies sell at higher prices. Her passion is for organizations to be paid well for their excellence. With degrees in Chemical Engineering, Spanish, and Business, and career experience in engineering, Six Sigma, and pricing strategy for multiple Fortune…
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Welcome our guest
Corey Morris
Episode 79: The Future of Digital Marketing and SEO with Corey Morris
Corey is the owner and President/CEO of Voltage. He has spent nearly 20 years working in strategic and leadership roles focused on growing national and local client brands with award-winning, ROI-generating digital strategies. His industry leadership, client success, and community-focused work made him recipient of the KCDMA 2019 Marketer of the Year award. Corey’s first…
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Welcome our guest
David Tobin
Episode 78: How Agency Owners Can Maximize Their Exit Strategies, with David Tobin
David Tobin is the Founder and Managing Partner of TobinLeff, an M&A advisory and exit planning consulting firm with a mission to help business owners maximize and monetize their life’s work. David and the team at TobinLeff have worked with well over 200 companies to develop exit plans, sell to strategic and financial buyers, and…
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Welcome our guest
Corey Quinn
Episode 77: An Agency Owner’s Guide for Getting Out of Founder-led Sales, with Corey Quinn
Corey Quinn has over 17 years in the agency space, including as Scorpion’s CMO, where he helped grow revenue from $20M to $150M in 6 years. He just published his bestselling book: “Anyone, Not Everyone: a Proven System for Agencies to Escape Founder-Led Sales.” which has been endorsed by Aaron Ross, April Dunford, Dr. Benjamin…
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Welcome our guest
Adam Carrol
Episode 76: Shred Your Debt, with Adam Carroll
Adam Carroll has spent the past decade studying human behavior, particularly as it relates to personal leadership and personal finance. He is an internationally recognized financial literacy expert and leadership workshop facilitator. Adam is the Author of four Amazon best-sellers, a two time TED talk speaker with nearly 6 million views on YouTube, and the…
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