The Progressive Agency Podcast

In this episode of The Progressive Agency Podcast, we revisit the Corporate Transparency Act and its implications for business owners. We explore the critical details of the Beneficial Ownership Information (BOI) reporting requirements, which affect small- to mid-sized business entities in the United States.

Business owners need to be vigilant about ongoing compliance with the new BOI reporting requirements. Due to the potential fo...

Katy Boos founded Remix Communications because she's passionate about creating impactful thought leadership programs for her clients. Brainstorming compelling topics and narratives, Katy helps bring ideas to life on stage at top industry events for clients such as Adobe, Meta, Stitch Fix and several successful start-ups. Before Remix, Katy co-founded a successful Silicon Valley marketing/PR firm which she exited in 2016. Earlier sh...

Marcel Petitpas is the CEO & Co-Founder of Parakeeto, a company dedicated to helping agencies measure and improve their profitability by streamlining their operations and reporting systems.

He is also the head strategic coach at SaaS Academy by Dan Martell, the #1 coaching program for B2B SaaS businesses in the world.

In this week's episode of The Progressive Agency Podcast, I'm joined by Marcel Petitpas to share the importance of ...

Creative Strategist and Growth Accelerator Karley Cunningham develops brand leaders by taking businesses from overcrowded, competitive spaces into blue ocean territory, where

they can confidently stand out and thrive. Companies that want to be distinct in their marketplace retain Karley to sharpen their positioning and differentiation strategies to cut through the noise.

Karley's international client base benefits from accelerated ...

Casey Brown is a pricing geek, professional speaker, and President of Boost Pricing, a firm that helps companies sell at higher prices. Her passion is for organizations to be paid well for their excellence. With degrees in Chemical Engineering, Spanish, and Business, and career experience in engineering, Six Sigma, and pricing strategy for multiple Fortune 500 companies, Casey brings unmatched expertise to help audiences discover t...

Corey is the owner and President/CEO of Voltage. He has spent nearly 20 years working in strategic and leadership roles focused on growing national and local client brands with award-winning, ROI-generating digital strategies. His industry leadership, client success, and community-focused work made him recipient of the KCDMA 2019 Marketer of the Year award.

Corey's first book titled The Digital Marketing Success Plan is available n...

David Tobin is the Founder and Managing Partner of TobinLeff, an M&A advisory and exit planning consulting firm with a mission to help business owners maximize and monetize their life's work.

David and the team at TobinLeff have worked with well over 200 companies to develop exit plans, sell to strategic and financial buyers, and build value via strategic acquisitions. He has been a Board member with multiple nonprofit organization...

Corey Quinn has over 17 years in the agency space, including as Scorpion's CMO, where he helped grow revenue from $20M to $150M in 6 years. He just published his bestselling book: "Anyone, Not Everyone: a Proven System for Agencies to Escape Founder-Led Sales." which has been endorsed by Aaron Ross, April Dunford, Dr. Benjamin Hardy, and many others.

Today, he helps digital agency founders simplify, specialize, and escape founder-l...

Adam Carroll has spent the past decade studying human behavior, particularly as it relates to personal leadership and personal finance. He is an internationally recognized financial literacy expert and leadership workshop facilitator.

Adam is the Author of four Amazon best-sellers, a two time TED talk speaker with nearly 6 million views on YouTube, and the creator of Broke, Busted & Disgusted, a documentary that aired on CNBC. He i...

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 with the requirements of clients. Brian ensures that he provides a commitment with an exceptional partnership that results in a win-win situation for all.

In this episode of The Progressive Agency Podc...

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 Certified Tax Coach.

In this episode, we discussed an issue that impacts the accuracy of your financial statements — recognizing revenue in the correct period using accrual-basis accounti...

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 clients' businesses.

 With an entrepreneurial technology background, Kevin is an accomplished communicator, strategist, and leader. He has spoken alongside brands including Google, Facebook, Ca...

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 their networks and data are secured and protected 24/7.

Encountering a cyber attack is extremely costly and the last place any business ever wants to find itself in....

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 their networks and data are secured and protected 24/7. Encountering a cyber attack is extremely costly and the last place any business ever wants to find itself in....

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 as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money.

This week, we're revisiting a researc...

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 clients by marketing with a book and a speech by publishing a book they are proud of.

In the last ten years, he has helped ghostwrite, edit, and co-author more than 300 business bo...

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 is rough. Finding and retaining top talent is more difficult than it has been in years, which leaves agency owners in a tough position. Rather than toughing it out an...

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 leading consultant and educator in this area of study for over 20 years. She has earned several respected credentials from the American Society of Pension Professionals & Actuaries ...

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 & marketing experience and has been using HubSpot since 2012. George is a vault of valuable information, tactics, and strategies with a record-breaking thirty-five plus HubSpot Academy certification...