What's a Maturity Model Anyway?

What's a Maturity Model Anyway?

Creative Agency Success Show (Episode 144): “A maturity model isn't a report card, it's about understanding where your decision-making capabilities are.” - Jamie Nau

In this episode of The Creative Agency Success Show, Jamie Nau and Jody Grunden pull back the curtain on how small business owners can move from just getting by to truly thriving. They’ve spent the last eight months crafting a maturity model designed to help you assess where your business stands in five key areas: cash management, forecasting, profitability, sales outlook, and financial reporting.

But here’s the thing—it’s not about being perfect. It’s about having a clear path forward.

Imagine being able to make decisions with confidence, knowing you’re moving in the right direction. That’s the power of understanding where your business currently stands and what small but impactful steps you can take next.

So, what’s your next move? Tune in now and start building a business that works for you—not the other way around.

▶️ What's a Maturity Model Anyway?

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Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/
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● Digital Dollars and Cents: A Virtual CFO’s Playbook to help Creative Agencies Create a Financial Roadmap to Success, is now an audiobook! Download it here: https://vcfo.summitcpa.net/ddc

Key Points:
00:00 Introduction.
04:17 ROI vs. ROE (Return on Experience).
06:48 Four elements of accounting.
10:42 Business maturity.
14:41 Optimized financial reporting.
20:39 Onboarding process.
22:09 Using maturity models for long-term success.

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The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of VCFO Services/ Virtual CFO, and Jody Grunden, Partner and Virtual CFO Practice Leader at Anders CPAs + Advisors, the podcast dives into essential financial strategies for scaling creative agencies. With insights from industry experts and real-world experiences, episodes explore topics like cash flow management, forecasting, and financial maturity models. Backed by Summit Virtual CFO Services by Anders, this bi-weekly show provides actionable guidance for business owners navigating financial complexity. Join the conversation to build a stronger, more financially successful agency.

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Jamie Nau, CPA, Summit Virtual CFODirector of VCFO Services/VCFO, Anders CPAs + Advisors, is a seasoned financial expert with a deep understanding of business growth stages. A CPA and University of Northern Colorado graduate, Jaime has worked extensively with middle-market and large companies, providing key financial insights. His experience as an auditor and corporate accountant has given him firsthand knowledge of how critical financial data is in strategic decision-making. Now, he helps businesses navigate financial maturity, ensuring they have the right tools and information to make informed decisions.

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Jody Grunden, CPA, is a pioneer in Virtual CFO services, Virtual CFO Practice Leader, and a Partner at Anders CPAs + Advisors. As the co-founder of Summit CPA Group, Jody revolutionized financial advisory by introducing remote CFO services, helping businesses scale with strategic financial insights. With over 20 years of experience, he specializes in guiding companies—especially creative agencies—through financial maturity. His expertise in subscription-based financial models and advisory services has redefined how businesses approach accounting.

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