The Importance of Team Retreats with Zach Montroy and Lillian Hocevar

Quote “Taking this time and investment in your team will show dividends in the future.” - Zach The finer details of this episode How to choose the right venues, restaurants, and activities for the groupTips for structuring the content of your company retreatBalancing team-building and business development activitiesChoosing the right location for your retreatThe importance of working with the right team to organize your retreatBudgeting and forecasting to cover your retreat finan...

Om Podcasten

Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey. Since 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, has helped businesses and creative agencies across America and the globe by providing Virtual CFO Services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA firms with accounting outsourcing services and Virtual CFO consulting. This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune in bi-weekly as our hosts—Jamie Nau, Director + Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors—interview special guests to share knowledge in the digital and creative agency industry, as well as Jody’s experience as a service-based business owner and entrepreneur.