In this episode, Anthony Armendariz, co-founder of Funsize, shares: - The origin story of Funsize - Inside look at Method Week - their innovative quarterly program bringing teams together - How they've built a lasting design agency while balancing family business dynamics - Their evolution from a 4-day workweek to a thriving two-division studio - The power of reinvention and authentic company culture in agency life - Anthony's vision for the future of design consulting and creative workPerfect for agency owners, designers, and anyone interested in building sustainable creative businesses that put people first! For more, contact us: https://www.upsourcedaccounting.com/contact-us?utm_campaign=FunsizePodcast TIMESTAMPS: 0:00 - Introduction & Funsize Overview 3:42 - Working with Spouse/Family Business 6:31 - Previous Agency Experience & Lessons Learned 9:37 - Leadership Role & Company Culture 15:48 - Method Week Deep Dive 24:42 - Future Vision & Dreams for Funsize

In this episode, former agency CEO and current consultant Chris DuBois shares his insights on developing the leadership skills needed to build high-performing, motivated teams. Drawing from his experiences transitioning from an operator role to a consultancy, Chris discusses strategies for hiring the right people, managing through challenges, and fostering a dynamic agency culture that employees are excited to be a part of. Learn how to become the type of leader your team wants to follow. For more, contact us: https://www.upsourcedaccounting.com/contact-us?utm_campaign=ChrisPodcast

In this episode, Craig Baldwin interviews Karl Sakas, agency advisor and author of "Work Less, Earn More". Karl shares insights on helping agency owners find balance, delegate effectively, and increase profitability. Key topics include: - The inspiration behind Karl's new book - Frameworks for reducing owner involvement - Balancing work reduction with agency growth - Strategies for high-value time management - Overcoming challenges in delegating responsibilities - Using the "advanced retrospective" tool for goal-setting Learn practical advice for optimizing your agency and achieving both personal and professional success. Whether you're looking to scale, sell, or simply enjoy running your agency more, this episode offers valuable takeaways for creative business owners. Book: Work Less, Earn More: How to Escape the Daily Grind of Agency Ownership (https://sakasandcompany.com/lp/work-less-earn-more-book/?utm_campaign=CreativeOutcomes) Resources: Free agency advice from Karl Sakas (https://sakasandcompany.com/free-resources-for-agencies/?utm_campaign=CreativeOutcomes) Free Template: Visualizing your ideal agency with an Advance Retrospective (https://sakasandcompany.com/using-advance-retrospectives/?utm_campaign=CreativeOutcomes) LinkedIn: Connect with Karl Sakas on LinkedIn (https://www.linkedin.com/in/karlsakas/)

Proven tips to master your financial and RevGen strategies at each stage of the agency life cycle. Download The Agency Growth Roadmap: https://drive.google.com/file/d/11KeDnbqa9Z3-pWc37V0zlD--eVEYZ0vL/view?usp=drive_link In this insightful conversation, we break down the four key stages of agency growth: - Creating the Business (0-$1M) - Building the Business ($1M-$3M) - Growing the Business ($3M+) - Scaling the Business ($10M+) We dive deep into the challenges and opportunities at each stage, covering topics like: - Overcoming the "cobbler's children have no shoes" problem - Balancing short-term revenue needs with long-term growth - The importance of time tracking and profitability analysis - Developing repeatable revenue generation systems - Creating organizational structures that support growth - Professionalizing sales and marketing as you scale Whether you're just starting out or looking to take your agency to the next level, this episode offers valuable insights and practical strategies for success. For more, contact us: https://www.upsourcedaccounting.com/contact-us?utm_campaign=Agency-Growth-Roadmap-Podcast

This episode of Creative Outcomes tackles the important topic of late accounts receivable (AR) for creative agencies. Ryan Watson and Ashley Vaughn dive deep into strategies for preventing and collecting late payments from clients. They discuss the importance of having clear payment policies and upfront communication with clients about AR processes. Tune in to learn more! For more, contact us: https://www.upsourcedaccounting.com/contact-us?utm_campaign=Aged-AR

Learn how to find and get recurring revenue for your creative agency or services business. Craig Baldwin from Upsourced joins to discuss: 📈 The benefits of recurring revenue like predictability, higher valuations, and improved financial health 🤺 Balancing project-based "boom" revenue with recurring "bus" revenue 💰 Specific ways to add recurring revenue streams like support/maintenance, package deals, staff augmentation, and retaining AOR status ⚖️ The impact recurring revenue has on M&A valuations 🎯 Evaluating your services and capabilities to uncover recurring revenue opportunities 💭 Why there's no silver bullet - it takes experimentation to find the right recurring model Recurring revenue reduces risk and provides stability for agencies and creative services firms. Get practical tips on adding more predictable revenue to your business.

Content-based networking, the shift from the "how" to the "who" economy, and the importance of building trust through personalized outreach. Logan Lyles, from the evangelism and content marketing team at Teamwork.com, shares insights on effective marketing strategies for agencies and service-based businesses. Hear about his experience leveraging LinkedIn and podcasting to drive growth, and learn how to create a tight feedback loop to power your marketing efforts. For more, contact us: https://www.upsourcedaccounting.com/contact-us/?utm_campaign=loganpodcast TIMESTAMPS: 0:00 - The Personalization Playbook: Secrets to Supercharge Your Agency Growth 0:45 - Stepping into the Growth Lead Role: Lessons from an Agency Insider 3:30 - The Shift from "How" to "Who": Leveraging LinkedIn's Personal Profiles 6:45 - Tightening the Feedback Loop: Capturing Insights to Power Your Marketing 11:20 - The Power of Face-to-Face: Strengthening Client Relationships 15:05 - Content-Based Networking: Turning Prospects into Collaborators 20:15 - Personalization and Trust: Keys to Cutting Through the Noise 23:45 - Resources and Next Steps: Connect with Logan and Explore More

Running an agency can seem like your entire life, but how do you maintain a work-life balance? You hear people say, 'Always be available for your clients, even outside of work hours; that's the best customer service.' But how can I manage that along with my family life? The main solution: build and sell your trust. You aren't just selling a service; you want your clients to trust that you've got them covered. Tune in to hear Tyler from Lone Fir Creative and Jimmy from Upsourced dive deeper into this topic on this episode of Creative Outcomes. For additional help, contact us: www.upsourcedaccounting.com/contact-us

There is no one size fits all strategy for building your agency's sales team. Dive into the different options with Ryan and Meredith as they discuss how to take your sales efforts to the next level. For additional help, contact us: https://upsourcedaccounting.com/contact-us/

On this episode of Creative Outcomes, agency coach Rob Da Costa talks to us about his journey from starting his own agency, to selling his agency, to finding his passion in agency coaching. This podcast dives into the real emotions surrounding selling your agency and trying to find your true passion. For more information, contact us at upsourcedaccounting.com/contact-us