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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 … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
The #1 Marketing Tool to Attract Right-fit Clients, with Henry DeVries
Henry DeVries is CEO and co-owner of Indie Books International Inc., an Oceanside, CA company he co-founded in 2014, publishing over 150 titles. He works with agency owners, business leaders, and strategic consultants who want to attract more high-paying … Read more
How Agency Owners Can Benefit From Hiring Remote Workers, with Noel Andrews
Noel loves connecting people. Professionally, he runs JobRack.eu, where he helps businesses hire remote team members from Eastern Europe and South Africa. Personally, he loves doing weird and wonderful things to provoke great conversations.
The hiring market right now … Read more
Why Agencies Need a TPA to Help Set Up Retirement Plans, with Serena Morse
Serena Morse, CPC, QPA, QKC, QKA, is Co-Owner and CEO of Carpenter Morse Group, a non producing third-party administrator that has provided administrative compliance services for qualified retirement plans nationally for over 45 years. Serena has been a … Read more
How HubSpot Makes Agency Owners’ Lives Easier, with George B. Thomas
George is the “Chief HubSpot Helper” owner at George B. Thomas, LLC. George helps companies streamline and grow by using the right HubSpot CRM, marketing, sales, service, operations, and CMS tools. George has more than 30 years of sales … Read more
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