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.
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…
Read More →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…
Read More →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…
Read More →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…
Read More →Episode 75: Testing the Waters with Strategic Partnerships, with Brian Gerstner
Brian Gerstner is an agency leader who excels in providing white-label services to agencies around the globe. He has over 2 decades of experience in the industry and having partnered up with more than 50 agencies he knows what aligns with the requirements of clients. Brian ensures that he provides a commitment with an exceptional…
Read More →Episode 74: Smoothing Out Accrual-basis Accounting for Agencies, 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, we discussed an issue that impacts the accuracy of your…
Read More →Episode 73: Key KPIs and Strategies for Agencies Looking to Grow and Scale, with Kevin Hourigan
Kevin Hourigan is the President and Co-Founder of Spinutech, an award-winning digital marketing agency with 160+ team members across the U.S. In that capacity, Kevin and his partners lead their team of digital experts to focus on growing his clients’ businesses. With an entrepreneurial technology background, Kevin is an accomplished communicator, strategist, and leader. He…
Read More →Episode 72: Tech Best Practices to Run Your Business Safely and Efficiently Part 2, with Brett Harrison
Brett Harrison started Right Click Computer Solutions in 2011 with the goal of helping small businesses utilize technology to run their businesses efficiently and effectively. Right Click is a cybersecurity-first IT provider that works with businesses to make sure that their networks and data are secured and protected 24/7. Encountering a cyber attack is extremely…
Read More →Episode 71: Tech Best Practices to Run Your Business Safely and Efficiently Part 1, with Brett Harrison
Brett Harrison started Right Click Computer Solutions in 2011 with the goal of helping small businesses utilize technology to run their businesses efficiently and effectively. Right Click is a cybersecurity-first IT provider that works with businesses to make sure that their networks and data are secured and protected 24/7. Encountering a cyber attack is extremely…
Read More →Episode 70: Communication is Key With Your CPA, with Craig Cody
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast and The Progressive Agency Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally…
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