Important Financial Metrics for Agencies with David C. Baker

The Virtual CPA Success Show: Episode 97
Jamie and Jody welcome David C. Baker , esteemed speaker, published author, and agency advisor–having consulted with more than 900 small independent firms. They delve into the importance of understanding and impacting the financial performance of an agency, offering advice on analyzing financials and setting financial goals. David shares key metrics to monitor and emphasizes the need for honesty and transparency in advising clients. David encourages listeners to tackle money head-on.