Agency Builders Retreat 2026

Date April 8 – 10, 2026
Type In-Person
Location St. Augustine, Florida

Gain Freedom. Increase Profits. Regain Purpose.

Building an agency can be overwhelming. Many leaders get lost in the whirlwind and it’s hard to make time for anything else. there’s more power in community and collaboration than competition. Agency Builders takes decades of agency experience and builds an event (and community) that helps you build a business without being stressed out, worn out, and ready to quit.

Anders Partner and Virtual CFO, Jamie Nau, CPA along with Virtual CFO, Mikala Page, CPA will be participating in a breakout session on Thursday, April 9th.

SESSION | Four Metrics Every Agency Needs to Know

Thursday, April 9 | 2:20 – 3:05 PM

This presentation introduces a practical financial framework designed to help agency owners operate with greater clarity, confidence, and control. It focuses on the core drivers that determine whether an agency is stable, profitable, and positioned for sustainable growth. Attendees will learn disciplined cash management, intentional profitability targets, forward-looking forecasting, and aligning revenue expectations with capacity and pipeline realities. Rather than relying on instinct or backward-looking reports, agencies are encouraged to use structured financial metrics to guide decisions, reduce risk, and create consistency.

Jamie Nau, CPA | Partner, Virtual CFO

Mikala Page, CPA | Virtual CFO

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