Transform Your Business Model: Implementing After-Action Reviews and Creating a Value Proposition with Ron Baker (Part 2)

Are you looking for ways to improve performance and deliver value to your clients? Tom and Adam welcome back Ron Baker, founder of the VeraSage Institute, for the second episode in this two-part series. Ron discusses how after-action review, a tool for learning and improving, can be applied in a variety of contexts, from sales calls to client delivery. Ron emphasizes the importance of mastering the after-action review internally before implementing it externally with clients and the importance of guiding clients toward their desired future, rather than just providing day-to-day services.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.