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The Progressive Agency Podcast

The Progressive Agency Podcast

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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 19: Tips for Scaling a Business, with Sean White

Tips for scaling a business that can help you build a powerful foundation for your business and its growth. Hear insights about: Why Sean created Whiteboard Marketing in an effort to leave the corporate grind and be more present in the lives of his family How Sean grew Whiteboard Marketing from a solo operation in…

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Episode 18: Employee Retention Credit 2021, with Craig Cody

Employee Retention Credit 2021? Here’s everything you need to know to take advantage of this powerful tax credit. Hear insights about: How the Employee Retention Credit was made available in the first CARES Act, and how in the second version it was made available in conjunction with PPP How the Employee Retention Credit 2021 version…

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Episode 17: Employee Recruitment Strategies, with Drew McLellan

Employee recruitment strategies that can help you overcome staffing challenges during the pandemic is the key topic. Hear insights about: How Drew and his Agency Management Institute recognized a need for a conference specifically designed for small agencies How the Build A Better Agency Summit, being held in Chicago on August 10th and 11th, is…

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Episode 16: Creating Cash Flow, with John Gumas

Creating cash flow by investing your agency profits into real estate or other vehicles can help you grow your wealth. Hear insights about: How Gumas Advertising found its niche in “Challenger Brand Marketing” focused on helping businesses compete with huge, well-funded competitors How John got involved in real estate investing with the goal of creating…

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Episode 15: When an Employee Lives In Another State, with Craig Cody

Employee lives in another state? Expert Craig Cody explains the complex tax and compliance issues when hiring remote employees. Hear insights about: How hiring out-of-state employees and the increasing prevalence of remote work can impact your taxes and cause compliance issues you need to know about Why the first thing you’ll need to do is…

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Episode 13: Business Time Management Tips, with Elizabeth Sutherland

Business time management tips from special guest Elizabeth Sutherland can help you and your team get more done in less time…and with less headache. Hear insights about: How Elizabeth and her business partner merged their competing agencies to create Sutherland Weston What sets Sutherland Weston apart from its competitors, and how understanding Maine and the…

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