Jody Grunden

Virtual/fractional CFO specializing in creative and marketing agencies with over 20 years of experience; founder of a virtual CFO practice that merged into Anders CPA and advisor to dozens of agencies on forecasting, margins, and R&D tax credits.

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Jan 2, 2026 • 0sec

When Does a Marketing Agency Need to Hire a Fractional CFO? (ft. Jody Grunden, CPA w/ Anders) | Episode 188

In this engaging discussion, Jody Grunden, a seasoned virtual CFO with over 20 years of experience, explains when marketing agencies should consider hiring a fractional CFO. He highlights the challenges agencies face when scaling between $1.5M and $5M, offering strategies to maintain profitability. Jody demystifies the difference between CFO and controller roles, shares tips on identifying revenue leaks, and discusses the importance of cash reserves. He also highlights the benefits of R&D tax credits for agencies engaged in development.

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