Anna Haug is a dynamic leader and co-founder of Passageway Financial - Accounting, Tax, & Advisory, where she plays a pivotal role as Firm Manager. With a strong foundation in both healthcare and financial services, Anna has cultivated a unique expertise in customer experience management...
Anna Haug is a dynamic leader and co-founder of Passageway Financial - Accounting, Tax, & Advisory, where she plays a pivotal role as Firm Manager. With a strong foundation in both healthcare and financial services, Anna has cultivated a unique expertise in customer experience management and service design, positioning her as a customer advocate within the firm. Her self-directed and results-driven approach enables her to ideate, define, and execute strategic initiatives that enhance operational efficiency and client satisfaction.
At Passageway Financial, Anna has spearheaded key projects that focus on defining and implementing critical operations, including budgeting, organizational strategy, and systems integration. She successfully led the creation of a multi-year strategic plan utilizing the Traction EOS model, ensuring that the firm remains aligned with its long-term vision while adapting to the ever-evolving financial landscape. Her ability to leverage technology and data insights has been instrumental in streamlining processes, particularly in the areas of digital sales workflows and marketing content development.
Anna's expertise extends to customer relationship management (CRM), where she has developed robust systems to support clients throughout the sales, onboarding, and retention process. Her strong problem-solving skills and proficiency in training and presentation have empowered her team to deliver exceptional service and foster lasting client relationships. As she continues to drive innovation at Passageway Financial, Anna remains committed to enhancing the overall customer experience and ensuring that the firm remains a trusted partner in accounting, tax, and advisory services.
