How to conduct an after-action review for a better season next year: 8 essential questions, 11 new opportunities.
By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms
Now that the initial tax deadline is past us, it’s a good time to take a look back to see how things went and how they can be done better. This is called an after-action review, and it’s not the same as a de-brief or a post-mortem. It’s a great tool for large companies, and small businesses can benefit too.
More from Sandi Leyva: Change Overload: 5 Simple Coping Strategies | 39 Advisory Services for Accountants | Mix and Match Marketing Channels | Marketing Materials 201: Some Advanced Tips | Testimonials: Why and How | 10 Marketing Materials You Need | Make Direct Mail Work for You | How to Use ‘Warmed-Up’ Telemarketing | Content Marketing Types and Tips | Write Your Way to Expert Status | 71 Places to Find New Clients | Awards Can Boost Your Reputation | Are You Newsworthy? | Step-by-Step: How to Make Newsletters Work for You |
An after-action review is a fantastic process to help you look back at a project or period of your business to see what, why, and how things occurred and how they can be improved for the future. Taking a profit-focused view will help you get the most out of the idea.
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Sandi Smith Leyva
About the Author
Sandi Smith Leyva, CPA.CITP, helps small business owners get more clients, boost their revenues, and achieve their dreams using painless, low-cost marketing strategies.
She's the author of
The Complete Guide to Marketing for Tax & Accounting Firms,
published by CPA Trendlines, which she discusses here:
Her websites and other marketing strategies have paid back in as little as a week for some clients, and her marketing formula has generated millions of dollars for her clients.
See more at AcceleratorLibrary.com.
Her business experience includes management time at two Fortune 500 companies as well as making payroll every Friday as a small business owner. A seasoned speaker, she has presented her business programs to thousands of conference attendees. Sandi has earned an MBA as well as a masters in neuroscience.
Sandi has written four technology books and over 500 articles for clients such as Microsoft, Intuit, and the American Institute for CPAs, and her most recent book is Following Amelia: A Modern Day 'Round-the-World Flight.
In 1995, Sandi became the sixth American female and the 15th or so female in the world to co-pilot a single-engine airplane around the world. In 2009, Sandi co-founded the American Happiness Association, a 501(c)3 nonprofit charitable organization that helps people learn the tools they need to be happy on a long-term basis.
With quite an eclectic background, Sandi is truly a one-of-a-kind grow-your-biz, live-your-dreams coach. She transforms the latest proven scientific methods into millionaire mindsets to help her clients experience how their own hearts, minds, and spirits are their greatest source of personal power.Click here for more by Sandi Smith Leyva