For Marketing Agencies
Marketing Agency Power Hour Podcast
In the Marketing Agency Power Hour, SmartBooks founder Cal Wilder powers through discussions on business challenges, suc …
All Content
For Marketing Agencies
The Financial Operating System for Marketing Agencies (entire book)
Calvin Wilder, Founder and CEO of SmartBooks, authored The Financial Operating System for Marketing Agencies to help age …
Podcasts
Empowering Healthy Business Podcast Episode 42 : Why Finance and Operations Alignment Matters
Small business owners often struggle because finance and operations Alignment don’t always work in sync. Finance focus …
52 Weeks of FOS
Annual Forecast – Week #31 of The Financial Operating System®
Accountants tend to look backward and tell you how you did in the past. The Financial Operating System also emphasizes t …
52 Weeks of FOS
Use a Metrics Framework – Week #30 of The Financial Operating System®
This chapter emphasizes the importance of implementing a structured metrics framework as part of managing the business. …
52 Weeks of FOS
Step #5: MANAGE THE BUSINESS – Week #29 of The Financial Operating System®
Prior weekly notes have focused on implementing key components of The Financial Operating System. This week we review ch …
Podcasts
Empowering Healthy Business Podcast Episode 41: How to Maximize Child Tax Credits and Deductions for Small Business Owners
Preparing taxes for your small business can feel overwhelming, but it doesn’t have to be. Whether you’re new to …
52 Weeks of FOS
Technology Stack – Week #28 of The Financial Operating System®
This chapter focuses on the Technology Stack, which forms one of the three critical components of the Finance Stack, alo …
For Marketing Agencies
The Unique Financial Challenges of Marketing Agencies
Running a marketing agency is exciting, but it’s not without its financial challenges of marketing agencies. From …