Meet Our Partners
& Experts

Vincent G. Dong, CPA Advice Software & Consulting Inc.

ADvice Software & Consulting Inc. is a 31 year old agency-focused management consulting firm that is owned and operated by Vince Dong. Vince offers agency-specific Workamajig training for the operations and finance & accounting areas and works together with Workamajig to service the agency. Vince also works with other Project Management Software so he understands the most efficient way of transferring data. ADvice has decades of experience in software implementations most specifically migrating data from Advantage Software to Workamajig.

As importantly, he knows that in order to maximize the consistently profitable operations of an agency, it takes more than just the software to do so. There are many controllable and non-controllable issues including; agency culture, staff experience, client behaviors, type of client work offered, and even willingness to learn.

Vince thrives on solving an agency’s software and operations issues as he so often hears the phrase “Vince, we do things a little bit differently around here…”.

As one of Workamajig’s consultants, a successful implementation or re-implementation requires not only the understanding of Workamajig but also the melding of an agency’s language, the language of Workamajig, Accounting principles in the advertising industry and most importantly the accurate transfer of carryforward PM and Accounting data from the old system to Workamajig. 

Vince earned his CPA from E&Y and has a B.Comm from McMaster University in Canada. He also worked as the head finance person of an agency. Vince is currently Second Wind’s Operations Consultant. Vince has been servicing the North American advertising industry for over 35 years. Vince has also dealt with large and small agency reporting.

Vince makes it a point to have agencies be on the same page as Workamajig and vice-versa.

Get in Touch:

Vincent G. Dong
Phone: 416-362-3664
Email: vincent.dong@vincentdong.com
Web: www.vincentdong.com

Matt Broderick Minot Consulting LLC

Minot Consulting offers a full range of financial and operational services to advertising agencies, design studios, publishing houses, PR firms, and in-house marketing departments. We provide solid financial and operational guidance, backed by expert reporting and evaluation. Workamajig is a key part of this process.

From estimate to invoice and including all of the reporting along the way, we can facilitate your seamless transition onto Workamajig. We’ll help you streamline systems, maximize efficiency, and keep you on track. Whether you’re new to Workamajig or an experienced user, we’ll help you get the most out of the program.

We let creatives be creative - by allowing them to concentrate on what they do best. From system review and implementation to outsourced CFO, Minot provides a broad spectrum of services.

With over 20 years of creative industry experience in finance, accounting and operations, founding partner Matt Broderick provides a unique understanding of both the creative and the numbers side of the business. Matt spent his first 10 years on the internal side, working as both an agency controller and operations manager in Boston. He’s spent the last 10 years on the outside looking in, as a consultant to creative firms. Matt has a BA in Liberal Arts and Business from Providence College and an MBA in Finance and Entrepreneurial Studies from the Olin Graduate School of Business at Babson College.

Get in touch:
Matt Broderick
Minot Consulting, LLC
Boston, MA
Email: mbroderick@minotllc.com

Lee Handley Workamapro

Let me know if any of this sounds familiar: - You are struggling to launch Workamajig. - You want Workamajig to help you optimize your workflow and resources for profitability. - You want to use Workamajig to its full potential - but you don’t know what you don’t know. - You aren’t sure if you can trust your financial reporting. - You want better dashboards and reports to make better decisions.

Issues like these can change the color of your hair. But it doesn’t have to be this way.

What if you could:

- Approach your implementation with confidence?
- Remove all risks of implementation failure?
- Understand the full impact of your implementation decisions before you make them?
- Create a system diagnostic to measure agency performance?
- Review your current state for opportunities to optimize profitability?
- Feel like your software system is working for you, instead of feeling like you’re “feeding a machine”?
- Sleep like a baby knowing your company financials are bulletproof?

If this is why you signed up for Workamajig in the first place, then Workamapro can help your agency thrive.

Workamapro exists to help agency owners optimize profitability. Don't waste resources solving the wrong problems. Understand them before making decisions impacting your solution. Our solutions are custom-designed to fit your agency. One-size-fits-all solutions create more problems than they solve.

My name is Lee Handley and I am the founder of Workamapro. I am a rehabilitated agency CFO turned profitability consultant. I have helped hundreds of agencies optimize their operations for profitability since 2008. I also happen to be the world’s #1 expert on the Workamajig software platform.

I come from the agency world. I’ve felt the struggles of making payroll and the joys of signing a new (gorilla) client. I understand that your agency is unique. Technology should never compromise your creative culture.

Now I’m getting excited about your project! Let’s start a conversation (click here) and get you back on track.

Or, check out our site by clicking here.

Vanessa Edwards Creative Performance

Creative Performance is a niche-consulting firm for the marketing services industry for both Independent + In-house. We specialize in helping marketing organizations through periods of explosive growth, integrated software deployments, change management, agency turnarounds, business intelligence initiatives, and liquidity events.

A little about us:
120+ clients
50 – 1,300 FTE
Independent, Network & Holding Companies
IHA - Fortune 100
70 + Workamajig Deployments & Redeployments

CPI: Philosophy & Approach
The primary goal of any CPI engagement can be broken down into three philosophical axes that act as the organizing force for all of our client engagements.

Organizational Agility (Future proof your agency)
  - Rapidly respond and adapt to changes in the marketplace
  - Strategically leverage technology to improve responsiveness
  - Prepare teams to move quickly by breaking down silos and org barriers

Operational Resilience (Bend, but don’t break)
  - Ability to continually provide quality service during adverse times
  - Ability to quickly recover from (and adapt to) unexpected events
  - Take advantage of market conditions in ways that competitors cannot

Business Intelligence (Data insights to improve performance)
  - Measure and manage performance in ways that create alignment
  - Early warning system; course corrector
  - Improve performance over time


If you have any specific questions regarding our philosophy, approach or client outcomes, please feel free to contact me directly at v@cpi.consulting.
- Vanessa Edwards, President

Get in Touch: 

Email: info@creativelyperform.com
Phone: 866-578-8611
Web: https://cpi.consulting/

Connie Clary Agency ADvisor

Agency ADvisor is an Arizona-based firm, that has focused on the needs of creative firms for over twenty years. Agency ADvisor provides tools, resources, and expert advice to help agencies become more efficient and more profitable. Since 2001, Agency ADvisor has provided expert Workamajig implementation guidance to over 200 agencies and in-house creative firms across the United States and Canada.

Our primary business focus at Agency ADvisor is Process and Workflow
Efficiency/Agency Management Consulting and Coaching. The first step in
becoming a more efficient and profitable shop is your foundation, your
Workamajig system. We believe that all agencies are unique. That is why all our
Workamajig implementations are customized to fit each client’s needs with one
common goal in mind; to ensure a successful implementation with the least
amount of disruption to your daily workflow and without smothering your
Creativity!
Our focus and hands-on approach has proven successful in managing the
changes that each employee faces with a new system and will guide you to a
new level of efficiency, eliminate redundancies and increased profitability. The
end result will be more jobs completed on time, on scope and on budget along
with better resource forecasting and staff allocation leading to higher
profitability.
Our Workamajig expert, Connie Clary, has over 35 years of experience in the
Advertising Industry including being an agency owner herself. Having worked
onsite with over 750 agencies and in-house studios, her ‘Best Practices’ sharing
proves vital to any company implementing a new system.

Get in touch:

Agency ADvisor
Peoria, AZ 85382
Phone: 623.363.4453
Email: connie@agencyadvisor.com

Ahmed Samir Farada

Ahmed Samir is an ‘accidental’ advertising business specialist with a unique mix of Middle Eastern, North American and European work experiences. Ahmed started his career as a Mechanical Engineer in the Oil & Gas sector, and fell in love with the advertising sector later on when he joined a local Saudi agency in Riyadh, a shareholding partner of the internationally recognized WorldWide Partners Inc. (WPI)

Ahmed started as a Business Analyst, as well as the agency’s focal point of contact with WPI and within a short time, got promoted to Business Development Director and Operations Director in the agency. 

From those two positions, Ahmed was able to work on major governmental projects, meet creative & marketing professionals from around the world, and think deeply about what would make an agency become successful. 

Ahmed has designed numerous operational workflows, written many operational manuals for agencies and MarCom teams, lead  Digital Transformation Programs, and worked on countless bids and pitches. 

Ahmed works closely with principals and directors to Optimize operational workflows, Automate procedures, and Expand business volume. He prepares agencies to properly scale up and break that glass ceiling. Ahmed’s preferred solution of choice for fully-integrated agency management is no other than Workamajig.  

Ahmed is based between Riyadh, and Cairo and serves the MENA region.

Get in touch:

Web: www.faradaco.com
Email: info@faradaco.com

Tim Rice Adtopia

Tim Rice, of Adtopia and Software Downunder has been intimately involved in the set-up of numerous creative service companies, as well as the implementation of their workflow systems and staff training for over 30 years.

He works with marketing teams worldwide in setting up Workamajig and helps them overcome any system roadblocks that may arise, discusses how to get the most out of the software, and helps creative agencies and teams get their systems up and running quickly and successfully. Now that you have chosen the best marketing project management tool, be sure to hire an expert to help you get the most out of Workamajig based on the specific needs of your team.

Tim is based in sunny Sydney, Australia, and has been successfully assisting businesses globally for over 3 decades. Get in touch today and see how working with an Aussie can be fun, as well as financially beneficial due to the reasonable hourly rates and favourable foreign exchange rate.

Get in Touch: 

Email: tim@adtopia.com.au
Phone: +61 416 095 889
Web: https://www.adtopia.com.au/

Kimberley Fulwood KF Strategies

At KF Strategies, we don’t just train our clients on Workamajig and then disappear. Workamajig isn’t a one-size-fits-all kind of tool. To be most effective and to give you the greatest ROI, it must be tailored to how you do business and to the people and processes that drive it.

That’s why we work to ensure that all the aspects of your business are performing optimally. So, we start with your people, your most vital asset. We utilize tools from The Predictive Index to help connect your business strategy with a people strategy that addresses hiring, retention, team culture, and more.

Then, we evaluate your existing processes in accounting, operations, sales, and
administration. We identify and address any gaps that are limiting your business’s
potential for growth.

Lastly, we leverage Workamajig, and customize it to your unique requirements.
Your story is unique, as are your people and processes. So, we design solutions that
are customized and specific to you.
That is the KF Strategies difference.

Get in Touch: 

Kimberley Fulwood
Founder & CEO
Web: kf-strategies.com
Phone: 901-283-4872
Email: kimberley@kf-strategies.com

Tina Hussion Bottom Line Advisors

Tina Hussion is the Founder and President of Bottom Line Ad-visors LLC. With over 30 years of experience in advertising, marketing, public relations, and media companies, she has mainly worked with the operations side of these sectors. Tina began her career as the Director of Accounting for a Colorado-based agency at a time when software was becoming available to agencies of all sizes. She successfully migrated her agency to an automated solution and then launched Bottom Line Ad-visors to implement and train software for nationwide agencies and marketing departments.

Throughout her association with numerous agencies, she learned about
The Advantage Software Company, where she spent 22 years as the VP of Implementation and
Training. During her tenure, Tina developed and managed the implementation process while
enhancing her knowledge of software.
In 2023, Tina brought back Bottom Line Ad-visors and now offers her expertise to Workamajig
clients. Tina and her team understand the importance of customizing solutions for each
business, especially in the advertising and marketing industry where one-size-fits-all
approaches don't work. Although industry standards exist, every marketing department or
agency has unique demands and requirements. It is crucial to listen carefully and understand a
company's objectives and needs when introducing new software and organizational protocols.
Moreover, beyond implementing new systems, we have extensive experience assisting existing
clients in deploying additional system modules or streamlined processes. I am highly confident
in our industry expertise and the transformative power of software in enhancing business
operations.

We have a proven history of assisting our clients in analyzing and automating their business
processes, both during and after implementing an ERP system. Additionally, we offer ongoing
accounting and operational support. Our services are customized to meet each client's specific
needs and circumstances, whether they prefer on-site, online, or a combination of both.

Get in Touch:
Tina Hussion
Phone: 303-619-1620
Email: tina.hussion@bottomlinead-visors.com
Web: https://bottomlinead-visors.com

Vincent G. Dong, CPA Advice Software & Consulting Inc.

ADvice Software & Consulting Inc. is a 31 year old agency-focused management consulting firm that is owned and operated by Vince Dong. Vince offers agency-specific Workamajig training for the operations and finance & accounting areas and works together with Workamajig to service the agency. Vince also works with other Project Management Software so he understands the most efficient way of transferring data. ADvice has decades of experience in software implementations most specifically migrating data from Advantage Software to Workamajig.

As importantly, he knows that in order to maximize the consistently profitable operations of an agency, it takes more than just the software to do so. There are many controllable and non-controllable issues including; agency culture, staff experience, client behaviors, type of client work offered, and even willingness to learn.

Vince thrives on solving an agency’s software and operations issues as he so often hears the phrase “Vince, we do things a little bit differently around here…”.

As one of Workamajig’s consultants, a successful implementation or re-implementation requires not only the understanding of Workamajig but also the melding of an agency’s language, the language of Workamajig, Accounting principles in the advertising industry and most importantly the accurate transfer of carryforward PM and Accounting data from the old system to Workamajig. 

Vince earned his CPA from E&Y and has a B.Comm from McMaster University in Canada. He also worked as the head finance person of an agency. Vince is currently Second Wind’s Operations Consultant. Vince has been servicing the North American advertising industry for over 35 years. Vince has also dealt with large and small agency reporting.

Vince makes it a point to have agencies be on the same page as Workamajig and vice-versa.

Get in Touch:

Vincent G. Dong
Phone: 416-362-3664
Email: vincent.dong@vincentdong.com
Web: www.vincentdong.com

Blair Enns Win Without Pitching

Blair Enns is on a mission to change the way creative services are bought and sold the world over. Through his global consulting practice Blair works with principals and personnel of design firms, ad agencies, public relations practices and other creative businesses to help them transform from a high cost, pitch-based business development strategy to one where the firm commands the high ground in the relationship and shapes how its services are bought and sold.

Through his global consulting practice Enns works with owners of advertising agencies, design firms and public relations practices to help them transform from a high-cost, low-integrity, pitch-based business development strategy to one in which the agency commands the high ground in the relationship and shapes how its services are bought and sold.

As a speaker and author, Blair endeavors to be the sand in the industry-wide pitch machine, questioning creative firms and clients alike on the sanity of the pitch-based approach. Beyond questioning, however, he offers an alternative way forward for creative businesses, delivering a new set of protocols on how to gain new clients without first parting with ideas or sacrificing respect.

Blair has lectured and consulted across the Americas, Europe, Australia and the Middle East, addressing many national and international conferences of design, advertising and public relations. In fact, Blair has addressed our audience at our Workology 3.0 Conference held in Chandler AZ. He taught us a thing or two! Prior to launching Win Without Pitching in 2001, Blair spent 12 years working in account service and business development roles for some of the world's largest ad agencies and some of its smallest design firms.

Blair Enns is author of the self-published Win Without Pitching - Sales Success for Marketing Communication Agencies, and author of the Win Without Pitching Newsletter. He has been published in Design Week magazine (UK, April 2007) and the journal Persuading (August, 2004, February 2005). His paper on Key Performance Indicators for Professional Practice Development was presented at the World Congress on Total Quality Management (2005).

Enns is a member of the Canadian Association of Management Consultants. He operates from the remote mountain village of Kaslo, British Columbia, Canada, where he lives with his wife and four children.

Get in touch:

Web: winwithoutpitching.com
Phone: 250-353-2591

Tina Hussion Bottom Line Advisors

Tina Hussion is the Founder and President of Bottom Line Ad-visors LLC. With over 30 years of experience in advertising, marketing, public relations, and media companies, she has mainly worked with the operations side of these sectors. Tina began her career as the Director of Accounting for a Colorado-based agency at a time when software was becoming available to agencies of all sizes. She successfully migrated her agency to an automated solution and then launched Bottom Line Ad-visors to implement and train software for nationwide agencies and marketing departments.

Throughout her association with numerous agencies, she learned about
The Advantage Software Company, where she spent 22 years as the VP of Implementation and
Training. During her tenure, Tina developed and managed the implementation process while
enhancing her knowledge of software.
In 2023, Tina brought back Bottom Line Ad-visors and now offers her expertise to Workamajig
clients. Tina and her team understand the importance of customizing solutions for each
business, especially in the advertising and marketing industry where one-size-fits-all
approaches don't work. Although industry standards exist, every marketing department or
agency has unique demands and requirements. It is crucial to listen carefully and understand a
company's objectives and needs when introducing new software and organizational protocols.
Moreover, beyond implementing new systems, we have extensive experience assisting existing
clients in deploying additional system modules or streamlined processes. I am highly confident
in our industry expertise and the transformative power of software in enhancing business
operations.

We have a proven history of assisting our clients in analyzing and automating their business
processes, both during and after implementing an ERP system. Additionally, we offer ongoing
accounting and operational support. Our services are customized to meet each client's specific
needs and circumstances, whether they prefer on-site, online, or a combination of both.

Get in Touch:
Tina Hussion
Phone: 303-619-1620
Email: tina.hussion@bottomlinead-visors.com
Web: https://bottomlinead-visors.com

AvidXChange

AvidXchange transforms how business's manage and make bill payments with their invoice and payment automation solutions.

Bionic

Bionic's mission is to enable media teams to boost advertising effectiveness through smarter technology for media planning & media buying.

• For Ad Agencies: Bionic automates your media planning and media buying workflows. It saves time, eliminates errors, and improves results.

• For Advertisers: Bionic brings transparency, accountability, and control to your media investments.

• For Ad Sales: Bionic helps you manage your Media Kits, RFPs, and Orders. It gets you into more media plans.

Avalara

Avalara helps businesses like increase efficiency and accuracy by automating tax compliance, enabling streamlined customer experiences globally, and simplifying vendor management.

In operation since 2004, Avalara serves customers from 95 countries. It helps businesses of all sizes get tax compliance right. In partnership with leading ERP, accounting, e-commerce, and other financial management system providers, Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, GST, excise, communications, lodging, and other indirect tax types. Headquartered in Seattle, Avalara has offices across the U.S. and around the world in Brazil, Europe, and India. 

EdenRed

Edenred Pay is the market leader in B2B payments automation. We provide our customers with an advanced integrated payables solution that automates invoice-to-pay end-to-end. At Edenred Pay, we understand the intricacies of accounts payable, and our customers’ needs are at the heart of our solutions.

Our integrated platform connects buyers and suppliers with ERPs, banks, Fintechs, and payment rails. We optimize supplier enablement, invoice automation, and supplier payments to create a frictionless payables process. The result is an innovative approach to B2B transactions that delivers value and provides a better experience for all parties across the B2B payments ecosystem.

Edenred Pay delivers results for our clients. Our platform is designed for small, mid-size, and enterprise businesses, across all industries. No matter your invoice volumes, legacy ERP, or where your staff works, we automate your payables process from end-to-end.