Quote

“If you really want to grow your firm and scale your practice, you have to have a process.” - Adam Hale  

The finer details of this episode 

• What it was like in the early days of Summit CPA
• How Summit CPA uses the 80/20 rule to embrace creativity with clients while also keeping solid systems behind the scenes
• Tools we use to standardize our systems
• What our processes look like at Summit CPA
• How creating videos is the best way to standardize processes
• How to standardize meetings without being too rigid
• How standardizing and recording systems helps in onboarding new team members
• Why you should be careful about over-standardizing

Episode resources

• Summit CPA website - www.summitcpa.net
• Email us with questions - [email protected]
• Jetpack - https://jetpackworkflow.com/