Marketing | Ecommerce | Google & YouTube Ads

Follow me if you want to be part of what I'm learning this year. Stuff like...

- What marketing REALLY drives growth, not just what gets credit on reports
- How to measure ToF/Awareness based campaigns
- How to plan the right media mix (not just splitting budget equally among Meta, Google, Linkedin, etc)

How I'm going to (keep) doing this
- Books/media/articles that top marketers recommend
- Follow and interpret people THEY recommend learning from
- Distilling different approaches on figuring out attribution, but in easy-to-understand ways

In Arnold Schwarzenegger voice... "Come with me if you want to liv--, er, learn!"

Matt Rubinstein

The longer I'm in marketing, and the more I learn, the more I see brands wasting opportunity for insane ROI.

Things like Reddit, YouTube (organic + ads), TikTok... 

Brand owners/clients say "I don't know if I should do this" or "We don't really know if it's worth it"

My dudes. In the time spent on your last call you could have answered 3 Reddit posts that are squarely in your market, making people aware that you exist without ANY further effort, probably for another 2-3 years (as more content outranks it).

TikTok: I personally follow 2 people whose videos were served to me on TT, that I did not search for. They're both absolute pros in their fields and no Google Analytics will ever show I found them on TT.

YouTube (organic): the next frontier of content that just keeps putting you in front of your buyers (if you do it w/ SEO etc).

You don't have to be a master in these to get started, and there are TONS of people on this platform who'll teach you for free or for $$$ and get you results.

You have to put ALL your core knowledge/beliefs as a brand onto ALL these channels. THAT'S how you lower CAC, because you're getting more traffic with organic traffic (stuff that ranks on these search engines) vs ads.

The days of seeing SEO as Google only are over. Other channels have ads but the core of their experiences are serving organic (non-ad) content. You can and should get on this because you're not paying for placement with $, you're paying with a few minutes of your time/effort.

Still do ads. But supplement that sh-- with organic channels OUTSIDE of Google.

Adam Kae and Associates

My 3 Top Tips for Every Agency Owner who isn't as profitable as they want

Have your team Track their Time by project
Don't take more than 1 Merchant Cash Advance
Don't manage your business based on your bank balance


Already following my top 3 tips?

Then you are ready for my 3 pillars of Profitable Growth

A Pricing Strategy
A Hiring Strategy
Well thought out Financial Systems & Processes

They are not a magic pill that can be ingested today for immediate results

There will be hard work
There will be stress
There will be 

But, you don't have to go it alone (that's what I'm here for)

Ready to see what the next era of your agency could be?

Book a time to talk
https://fcfoadam.com/

Here are some Client Successes!
Guided a client who made $40K as a side hustle freelancer to $951K in revenue in his first year as an agency owner

Saved a client $54,094 in 12 months in credit card processing fees with a referral to a vetted partner. An 87.3% decrease in fees on a 33.4% increase in sales

Implemented a referral program that led to over $40,000 in new revenue in less than 3 months

Built a model to account for direct costs and reasonable staff capacity to meet contractual deliverables

Revamped financial reports to provide valuable and easily digestible information

CFO for Growth-Focused Digital Marketing Agency Owners

Get Leid Tax Service

I take the things YOU hate to do off YOUR plate (Income taxes and Tax Planning)

Tax Accountant

Practical Accounting Solutions

Maximize Your Savings, Minimize Your Effort. Your Insourced Finance Department.

Saved a client $35,000 by completing an offer in compromise on their income tax debt.

Saved a client $20,000 annually in taxes by converting the business to an S-Corporation from a Sole-Proprietorship while still paying them a reasonable wage.

Filed 10 years of tax returns for a client to be able to remove an IRS lien/levy from their accounts and assets.

Strategized for clients to maximize depreciation deductions by speeding up or slowing down the depreciation using Section 179 deductions or bonus depreciation.

Prepare and file individual and business taxes. Bookkeeping and payroll work for clients. Employment tax filings, sales & use tax filings, meals tax filings. Business start-up/business planning. Tax planning and using the money that my clients make to benefit themselves the most from a tax perspective.

QuickBooks software for bookkeeping and payroll. Drake Software for tax preparation. Set-up and manage merchant account for processing credit card payments and achieving PCI compliance. Set-up and manage computer network in office with computers, hard-wired printers, networked printers, networked fax machine/scanner and VOIP phone system. Sales and marketing to businesses and individuals to bring in new business.

Accountant

Accounting Firm

Assisted a client to be in compliance with their sales and meals tax returns and payments and negotiated a decrease in penalties and interest.

Created bookkeeping policies and procedures for clients.

Filed amended returns for clients to utilize the Injured Spouse status so that the refund wasn't seized by the IRS for a debt that only one of the joint filers was responsible for. This resulted in over $10,000 in additional refunds for the taxpayers.

Anything and everything that is required to prepare and file individual and business taxes. Bookkeeping and payroll work for clients. Employment tax filings, sales & use tax filings, meals tax filings. Business start-up/business planning. Tax planning and using the money that my clients make to benefit themselves the most from a tax perspective. QuickBooks software for bookkeeping and payroll. Drake Software for tax preparation. Set-up and manage merchant account for processing credit card payments and achieving PCI compliance. Set-up and manage computer network in office with computers, hard-wired printers, networked printers, networked fax machine/scanner and VOIP phone system. Sales and marketing to businesses and individuals to bring in new business.

Tax Service

Led an office of 25 tax preparers to a 40% increase in returns prepared over the previous year.

Trained over 50 people how to prepare taxes including federal and state preparation.

Prepared over 700 returns and reviewed over 6,000 tax returns of other preparers and made corrections as needed to ensure accurate returns were filed.

Anything and everything that is required to prepare and file individual and business taxes. Prepared over 700 returns and reviewed over 6,000 other returns during my 3 seasons. Tax planning and using the money that my clients make to benefit themselves the most from a tax perspective. LibTax proprietary software for individual tax preparation. Drake software and Taxwise software for business tax preparation. Set-up and manage computer network in 3 offices with computers, hard-wired printers, networked printers, networked fax machine/scanner and VOIP phone system. Sales and marketing to businesses and individuals to bring in new business.

Amerigroup Corporation

Updated IBNR Excel/Access model using SQL to improve efficiency and speed as well as remove redundancies

Provided thorough analysis to CFO, COO, CAO, and plan executives to ensure they had up-to-date information to make budgeting decisions on regarding their medical claims data.

Reserving of health care claims for OH, DC, MD, VA, and TX (which consisted of Houston, Dallas, Fort Worth, Austin, Corpus Christi and San Antonio markets). Financial data submission to state regulatory agencies for OH, MD, VA, and TX. Data mining. Data analysis. Large Claims analysis. Assisted Reinsurance team by pulling claims that qualified for reinsurance. Coding in SQL. Take/pass actuarial exams and VEE courses.

Actuarial Analyst

Mercer

Reserving of health care claims for NJ, PA, Maricopa County. Medicaid rate-setting for NJ and PA. Rate-setting and UPLs for PA PACE and Pre-PACE. SAS coding. Take/pass actuarial exams and VEE courses.

Actuarial Student

I will ⛳ with 100 Connections in 2023, DM me to be 1 of them | Financial Elevation Group Meets Apr 5 @ 1 PM ET, 1st Time is FREE | CFO for Growth-Minded Digital Marketing Agencies | I love Candy Corn

My 3 Top Tips for Every Agency Owner who isn't as profitable as they want

Have your team Track their Time by project
Don't take more than 1 Merchant Cash Advance
Don't manage your business based on your bank balance

Seems simple, right?

I wish it were


The reality is I have seen too many agencies in the past 2 years who have run afoul of at least one of these issues (if not all 3)

Then what happens?

Shrinking profits
Missing payroll
Unhappy clients churning
A constant churn of hiring and laying off team members
Always "hoping and praying" that a big deal comes along to save the day

That is NO way to run your agency

The worst part
(unpopular opinion incoming)
Sales won't solve these issues

Already following my top 3 tips?

Then you are ready for my 3 pillars of Profitable Growth

A Pricing Strategy
A Hiring Strategy
Well thought out Financial Systems & Processes

The 3 pillars are not a magic pill(ar 🤣) that can be ingested today for immediate results

There will be hard work
There will be stress
There will be 

But, you don't have to go it alone (that's what I'm here for)

Ready to see what the next era of your agency could be?

Book a time to talk
https://fcfoadam.com/


Here are some Client Successes!
Guided a client who made $40K as a side hustle freelancer to $951K in revenue in his first year as an agency owner

Saved a client $54,094 in 12 months in credit card processing fees with a referral to a vetted partner. An 87.3% decrease in fees on a 33.4% increase in sales

Implemented a referral program that led to over $40,000 in new revenue in less than 3 months

Built a model to account for direct costs and reasonable staff capacity to meet contractual deliverables

Revamped financial reports to provide valuable and easily digestible information


On the Personal Side of Things
If you are looking to build a winning Charity Golf ⛳Tournament team I am there

A Barbershop 💇‍♂️ Quartet
Sign Me up 🙋‍♂️ for the low notes 🎼🎵🎶

A Minnesota Vikings Super Bowl Win
🤞🙏🤞 (A guy can dream can't he?)

Or, if you just want to talk about Making More Money,
we can certainly do that as well.

You won't regret it!

Book a time to talk
https://fcfoadam.com/

#CFOAdam

#FractionalCFO #DigitalMarketingAgencyCFO

#DigitalMarketing #MarketingAgency #DigitalMarketingAgency

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The Battle

Matt Rubinstein

Adam Knihtila

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taplio

The Battle

Matt Rubinstein

Adam Knihtila

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Matt Rubinstein's LinkedIn Performance

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Performance ScoreMatt Rubinstein's LinkedIn Performance