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How this firm documented their processes with checklists
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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.
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
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By Financial Cents
4.8
4747 ratings
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.
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