Get Work Done Newsletter
Accounting Flow Podcast
How this firm documented their processes with checklists
1×
0:00
-29:56

How this firm documented their processes with checklists

Financial Cents
Jan 04, 2023
Share

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.

0 Comments
Get Work Done Newsletter
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.
Listen on
Substack App
RSS Feed
Appears in episode
Financial Cents
Recent Episodes
The Do's and Don'ts of Selecting an Operational System For Your Firm With Stacey Feldman
 • Financial Cents
Everything you need to know on optimizing your accounting firm's workflow in 2024
 • Financial Cents
How this Partnership Leader leverages community partnerships and engagement to scale firms
 • Financial Cents
The Future of Firm Collaboration: Dave Kersting & Tonya Schulte’s Co-Firming Blueprint
 • Financial Cents
The process this firm owner uses to manage his 100% remote firm
 • Financial Cents
How this firm owner gets work done in a 15-hour workweek
 • Financial Cents
How this firm owner built automation to achieve an increased client retention rate in his firm
 • Financial Cents
How this firm owner effectively manages communication across her firm
 • Financial Cents