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How this firm documented their processes with checklists
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How this firm documented their processes with checklists

Financial Cents
Jan 04, 2023
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Meet Peter, the owner of Pathway. He owns an accounting firm with 2 team members and over 300 clients.

In this episode, we talk about documenting your processes with checklists! You will learn why your need to document your processes, when to do it and how to do it.

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Accounting Flow Podcast
The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter daily and discuss ways to improve them.
Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas.
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