How this firm documented their processes with checklists

01/04/23 • 29 min

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.

Follow us on:
LinkedIn: https://www.linkedin.com/company/financial-cents/
Facebook: https://www.facebook.com/FinancialCents
X: https://x.com/_FinancialCents
YouTube: https://www.youtube.com/@financial-cents

Send us a text

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.

Previous Episode

How this firm owner grew from being a solo to a team of 8

Send us a text

Meet Susan Pruskin, the owner of Susan Pruskin Consulting. She owns an accounting firm with 8 team members and over 100 clients.

In this episode, we discuss your challenges when growing your team and how to overcome them! She shares some tips on making your first hire, how your role changes as your team grows, and how to keep and retain talent.

Next Episode

How this firm went from a 60 to 32 hour work week... and still got their work done

Send us a text

Meet Mike, the owner of McLenehan and Associates. He owns an accounting firm with 16 team members and over 1,000 clients.

In this episode, we discuss how he moved his team from a 60 to 32-hour work week... without sacrificing firm output! We also talk about the benefits his firm saw, such as attracting and retaining top talent.